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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
711New |
$12K - $13.9K
|
711
$14.6K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
141New |
$2.38K - $2.76K
|
141
$2.89K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
197+ 14.71% |
$3.65K - $4.38K
|
1.54K
$31.4K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
175New |
$3.24K - $3.89K
|
175
$3.58K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
31+ 0.25% |
$571 - $613
|
12.2K
$250K
|
|
| Q1 2021 | |||||||
|
May 12, 2022
Q1 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
18.1KNew |
$308K - $330K
|
18.1K
$370K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
20.6K+ 5.14% |
$321K - $362K
|
422K
$8.64M
|
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1KNew |
$15.6K - $17.5K
|
1K
$20.5K
|
|
|
Feb 03, 2021
Q4 2020
|
Sandy Spring Bank
|
BUY
|
- |
975New |
$15.2K - $17.1K
|
975
$20K
|
|
|
Feb 01, 2021
Q4 2020
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
456New |
$7.1K - $8K
|
456
$9.33K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
33New |
$513 - $579
|
33
$676
|
|
| Q1 2020 | |||||||
|
May 04, 2020
Q1 2020
|
Lee Danner & Bass Inc
|
BUY
|
- |
25KNew |
$261K - $415K
|
25K
$512K
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
Selective Wealth Management, Inc.
|
BUY
|
- |
145New |
$2.19K - $2.33K
|
145
$2.97K
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
35.9KNew |
$430K - $599K
|
35.9K
$736K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
11.6KNew |
$178K - $194K
|
11.6K
$237K
|
|
| Q3 2017 | |||||||
|
Oct 25, 2017
Q3 2017
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
11.5KNew |
$166K - $174K
|
11.5K
$234K
|
|
| Q2 2017 | |||||||
|
Aug 08, 2017
Q2 2017
|
Atwood & Palmer Inc
|
BUY
|
- |
1.06KNew |
N/A
|
1.06K
$21.6K
|
|