Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-6.13K- 2.94% |
$105K - $133K
|
202K
$4.43M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.8K- 9.15% |
$30.9K - $39.2K
|
17.9K
$393K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.02K- 4.83% |
$17.5K - $22.1K
|
20.1K
$441K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-966K- 17.79% |
$18M - $20.6M
|
4.46M
$97.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-135K- 5.48% |
$2.52M - $2.88M
|
2.33M
$51.2M
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-93.7K- 12.55% |
$1.74M - $1.99M
|
653K
$14.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-91.6K- 63.5% |
$1.71M - $1.95M
|
52.7K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-38K- 17.32% |
$707K - $808K
|
181K
$3.98M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.4K- 15.71% |
$547K - $626K
|
158K
$3.46M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-23.9K- 17.81% |
$446K - $510K
|
111K
$2.43M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-16K- 39.49% |
$299K - $341K
|
24.6K
$539K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.4K- 4.58% |
$231K - $264K
|
259K
$5.67M
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-11.7K- 14.06% |
$217K - $249K
|
71.4K
$1.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-8.7K- 1.63% |
$162K - $185K
|
524K
$11.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-7.97K- 15.51% |
$148K - $170K
|
43.4K
$953K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-7K- 0.57% |
$130K - $149K
|
1.22M
$26.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.23K- 19.51% |
$116K - $133K
|
25.7K
$564K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.48K- 8.06% |
$83.4K - $95.4K
|
51.2K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.98K- 13.45% |
$74.1K - $84.7K
|
25.6K
$562K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-3.2K- 1.69% |
$59.6K - $68.2K
|
186K
$4.08M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.13K- 16.23% |
$58.2K - $66.5K
|
16.1K
$354K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.05K- 11.58% |
$56.8K - $64.9K
|
23.3K
$511K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.33K- 3.0% |
$43.3K - $49.5K
|
75.3K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.01K- 21.53% |
$37.4K - $42.8K
|
7.32K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.83K- 2.79% |
$34.1K - $38.9K
|
63.7K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.82K- 2.86% |
$33.8K - $38.7K
|
61.7K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.72K- 0.87% |
$31.9K - $36.5K
|
196K
$4.29M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.53K- 99.93% |
$28.4K - $32.5K
|
1
$21.9
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.46K- 21.77% |
$27.1K - $31K
|
5.23K
$115K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1.24K- 35.19% |
$23.1K - $26.5K
|
2.29K
$50.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-829- 1.92% |
$15.4K - $17.6K
|
42.3K
$927K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-735- 5.49% |
$13.7K - $15.6K
|
12.7K
$278K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-710- 6.23% |
$13.2K - $15.1K
|
10.7K
$234K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-638- 0.49% |
$11.9K - $13.6K
|
129K
$2.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-554- 4.87% |
$10.3K - $11.8K
|
10.8K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-363- 1.97% |
$6.76K - $7.72K
|
18.1K
$396K
|
|
|
May 08, 2025
Q1 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-277- 2.05% |
$5.15K - $5.89K
|
13.3K
$291K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-207- 0.6% |
$3.85K - $4.4K
|
34.1K
$747K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-171- 0.12% |
$3.18K - $3.64K
|
143K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-136- 4.61% |
$2.53K - $2.89K
|
2.82K
$61.8K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-123- 0.97% |
$2.29K - $2.62K
|
12.6K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-104- 0.84% |
$1.94K - $2.21K
|
12.4K
$271K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-97- 9.03% |
$1.81K - $2.06K
|
977
$21.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-43- 97.73% |
$800 - $915
|
1
$21.9
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-17- 0.06% |
$316 - $362
|
26.7K
$585K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-11- 0.43% |
$205 - $234
|
2.55K
$56K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-4- 0.19% |
$74.4 - $85.1
|
2.08K
$45.5K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1- 0.01% |
$18.6 - $21.3
|
17.4K
$383K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-169K- 57.33% |
$3.38M - $3.8M
|
126K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-64.6K- 79.9% |
$1.3M - $1.46M
|
16.3K
$357K
|
|