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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-1.59M- 35.69% |
$27.3M - $34.6M
|
2.87M
$63.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-111K- 21.14% |
$1.89M - $2.4M
|
413K
$9.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-93.1K- 8.82% |
$1.59M - $2.02M
|
962K
$21.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-71.1K- 99.59% |
$1.22M - $1.54M
|
295
$6.49K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-54.4K- 80.17% |
$931K - $1.18M
|
13.5K
$296K
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-31.9K- 17.6% |
$546K - $693K
|
149K
$3.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-21.6K- 62.96% |
$370K - $469K
|
12.7K
$280K
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-21.6K- 36.41% |
$370K - $469K
|
37.7K
$830K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.8K- 40.54% |
$288K - $366K
|
24.7K
$544K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.2K- 5.87% |
$260K - $330K
|
243K
$5.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.8K- 8.9% |
$254K - $322K
|
152K
$3.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14K- 8.84% |
$239K - $303K
|
144K
$3.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.34K- 35.01% |
$160K - $203K
|
17.3K
$381K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-9.09K- 17.26% |
$156K - $197K
|
43.6K
$959K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.35K- 8.43% |
$109K - $138K
|
69K
$1.52M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-6.13K- 2.94% |
$105K - $133K
|
202K
$4.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-3.03K- 6.01% |
$51.8K - $65.7K
|
47.3K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.88K- 1.47% |
$49.3K - $62.5K
|
193K
$4.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.82K- 5.54% |
$48.3K - $61.3K
|
48.1K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.76K- 6.52% |
$47.2K - $59.8K
|
39.5K
$869K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.63K- 0.28% |
$45K - $57.1K
|
934K
$20.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.41K- 5.45% |
$41.2K - $52.3K
|
41.8K
$919K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.8K- 9.15% |
$30.9K - $39.2K
|
17.9K
$394K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.25K- 2.73% |
$21.3K - $27.1K
|
44.5K
$978K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.23K- 9.68% |
$21K - $26.6K
|
11.4K
$252K
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.18K- 3.46% |
$20.2K - $25.6K
|
32.9K
$723K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.09K- 0.76% |
$18.6K - $23.6K
|
141K
$3.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.08K- 0.58% |
$18.5K - $23.5K
|
185K
$4.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.04K- 0.69% |
$17.8K - $22.5K
|
149K
$3.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.03K- 1.62% |
$17.7K - $22.4K
|
62.7K
$1.38M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.02K- 4.83% |
$17.5K - $22.1K
|
20.1K
$442K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-997- 82.13% |
$17.1K - $21.6K
|
217
$4.77K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-900- 7.29% |
$15.4K - $19.5K
|
11.5K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-899- 3.07% |
$15.4K - $19.5K
|
28.4K
$625K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-840- 0.65% |
$14.4K - $18.2K
|
128K
$2.83M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-693- 1.91% |
$11.9K - $15K
|
35.7K
$785K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-643- 5.36% |
$11K - $14K
|
11.4K
$250K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-567- 56.53% |
$9.7K - $12.3K
|
436
$9.59K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-561- 24.51% |
$9.6K - $12.2K
|
1.73K
$38K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-507- 0.93% |
$8.67K - $11K
|
54.2K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-353- 1.38% |
$6.04K - $7.66K
|
25.3K
$556K
|
|
|
Aug 06, 2025
Q2 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-190- 1.43% |
$3.25K - $4.12K
|
13.1K
$288K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-109- 0.63% |
$1.86K - $2.37K
|
17.3K
$381K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-2- 25.0% |
$34.2 - $43.4
|
6
$132
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-23.9K- 17.81% |
$446K - $510K
|
111K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-7.97K- 15.51% |
$148K - $170K
|
43.4K
$955K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.13K- 16.23% |
$58.2K - $66.5K
|
16.1K
$355K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.53K- 99.93% |
$28.4K - $32.5K
|
1
$22
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-554- 4.87% |
$10.3K - $11.8K
|
10.8K
$238K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-240- 2.2% |
$4.47K - $5.11K
|
10.7K
$235K
|
|