Latest Institutional Purchases of Adams Diversified Equity Fund, Inc. (ADX)
This list provides information on the latest institutional transactions involving Adams Diversified Equity Fund, Inc. (ADX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
160New |
$2.46K - $2.69K
|
160
$3.51K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
129New |
$1.98K - $2.17K
|
129
$2.83K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
6+ 0.31% |
$92.1 - $101
|
1.92K
$42.1K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
27.2KNew |
$390K - $436K
|
27.2K
$596K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
27.2KNew |
$390K - $436K
|
27.2K
$596K
|
|
|
Apr 12, 2023
Q1 2023
|
Client First Capital LLC
|
BUY
|
- |
17KNew |
$244K - $273K
|
17K
$373K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
15.5KNew |
$222K - $249K
|
15.5K
$340K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.5KNew |
$180K - $201K
|
12.5K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
11.6KNew |
$166K - $186K
|
11.6K
$254K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.96KNew |
$56.9K - $63.6K
|
3.96K
$86.9K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
426+ 4.32% |
$6.12K - $6.84K
|
10.3K
$226K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
194New |
$2.79K - $3.11K
|
194
$4.26K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
84.2KNew |
$1.21M - $1.35M
|
84.2K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
56.4KNew |
$809K - $908K
|
56.4K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
12.6KNew |
$180K - $202K
|
12.6K
$276K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
5.43KNew |
$77.9K - $87.3K
|
5.43K
$119K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.2KNew |
$60.2K - $67.5K
|
4.2K
$92.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.2KNew |
$60.2K - $67.5K
|
4.2K
$92.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
1.35KNew |
$19.4K - $21.7K
|
1.35K
$29.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
855+ 4.51% |
$12.3K - $13.7K
|
19.8K
$435K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
824+ 6.17% |
$11.8K - $13.2K
|
14.2K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
714+ 6.13% |
$10.2K - $11.5K
|
12.4K
$271K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
354New |
$5.08K - $5.69K
|
354
$7.77K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
288New |
$4.13K - $4.63K
|
288
$6.32K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
110New |
$1.58K - $1.77K
|
110
$2.41K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
106New |
$1.52K - $1.7K
|
106
$2.33K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
26+ 5.8% |
$373 - $418
|
474
$10.4K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
84.3KNew |
$1.23M - $1.47M
|
84.3K
$1.85M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
14.2KNew |
$207K - $247K
|
14.2K
$312K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.1KNew |
$161K - $192K
|
11.1K
$243K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
10KNew |
$146K - $174K
|
10K
$219K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.54KNew |
$22.4K - $26.7K
|
1.54K
$33.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
615New |
$8.96K - $10.7K
|
615
$13.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
295New |
$4.3K - $5.13K
|
295
$6.47K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
57New |
$830 - $991
|
57
$1.25K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.95KNew |
$28.8K - $36.2K
|
1.95K
$42.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
715New |
$10.6K - $13.3K
|
715
$15.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
482New |
$7.13K - $8.96K
|
482
$10.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4+ 0.26% |
$59.2 - $74.3
|
1.52K
$33.4K
|
|
| Q1 2022 | |||||||
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
2.73KNew |
$46.1K - $53.4K
|
2.73K
$59.9K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
849New |
$14.3K - $16.6K
|
849
$18.6K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
849New |
$14.3K - $16.6K
|
849
$18.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
711New |
$12K - $13.9K
|
711
$15.6K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
141New |
$2.38K - $2.76K
|
141
$3.09K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
197+ 14.71% |
$3.65K - $4.38K
|
1.54K
$33.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
175New |
$3.24K - $3.89K
|
175
$3.84K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
31+ 0.25% |
$571 - $613
|
12.2K
$268K
|
|
| Q1 2021 | |||||||
|
May 12, 2022
Q1 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
18.1KNew |
$308K - $330K
|
18.1K
$396K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
20.6K+ 5.14% |
$321K - $362K
|
422K
$9.26M
|
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1KNew |
$15.6K - $17.5K
|
1K
$21.9K
|
|