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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-364K- 40.63% |
$7.3M - $8.21M
|
532K
$10.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-31.3K- 12.48% |
$627K - $705K
|
219K
$4.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.35K- 12.9% |
$107K - $121K
|
36.1K
$741K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.1K- 6.86% |
$82.1K - $92.3K
|
55.7K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.7K- 10.63% |
$54.1K - $60.8K
|
22.7K
$465K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-2.15K- 1.12% |
$43K - $48.3K
|
189K
$3.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.2K- 2.34% |
$24K - $27K
|
50.1K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.02K- 5.26% |
$20.5K - $23K
|
18.4K
$378K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-31- 0.13% |
$621 - $698
|
23.7K
$486K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-10- 0.01% |
$200 - $225
|
105K
$2.16M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-3.33M- 34.16% |
$66.5M - $74.8M
|
6.42M
$132M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.55M- 35.18% |
$30.9M - $34.8M
|
2.85M
$58.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.53M- 95.26% |
$30.5M - $34.3M
|
76.1K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-952K- 61.67% |
$19M - $21.4M
|
592K
$12.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-509K- 86.71% |
$10.1M - $11.4M
|
78K
$1.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-269K- 23.16% |
$5.37M - $6.05M
|
893K
$18.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-201K- 15.58% |
$4.02M - $4.52M
|
1.09M
$22.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Potrero Capital Research LLC
San Francisco, CA |
SELL
|
- |
-186K- 29.62% |
$3.72M - $4.18M
|
443K
$9.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-159K- 29.97% |
$3.18M - $3.58M
|
372K
$7.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-65.6K- 17.23% |
$1.31M - $1.47M
|
315K
$6.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-56.6K- 24.79% |
$1.13M - $1.27M
|
172K
$3.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-49K- 25.22% |
$976K - $1.1M
|
145K
$2.98M
|
|
|
Oct 31, 2024
Q3 2024
|
General American Investors CO Inc
|
SELL
|
- |
-38.7K- 22.79% |
$772K - $869K
|
131K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-33.1K- 45.17% |
$660K - $744K
|
40.2K
$824K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-29.5K- 27.45% |
$587K - $661K
|
77.9K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-27.4K- 29.24% |
$546K - $615K
|
66.2K
$1.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-27K- 29.62% |
$538K - $605K
|
64.1K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.2K- 1.03% |
$383K - $431K
|
1.84M
$37.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.5K- 5.89% |
$289K - $325K
|
231K
$4.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-12.5K- 31.31% |
$249K - $280K
|
27.3K
$560K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.7K- 19.47% |
$213K - $240K
|
44.2K
$907K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-10.4K- 22.47% |
$207K - $233K
|
35.8K
$733K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.89K- 28.24% |
$157K - $177K
|
20K
$411K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.48K- 16.24% |
$149K - $168K
|
38.6K
$791K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.31K- 1.12% |
$126K - $142K
|
556K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.98K- 19.41% |
$119K - $134K
|
24.8K
$509K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-5.25K- 1.36% |
$105K - $118K
|
381K
$7.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-4.53K- 31.8% |
$90.3K - $102K
|
9.72K
$199K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.39K- 12.86% |
$87.6K - $98.6K
|
29.8K
$610K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.12K- 2.05% |
$82.2K - $92.5K
|
197K
$4.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.01K- 26.11% |
$80K - $90.1K
|
11.4K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.07K- 3.6% |
$41.4K - $46.6K
|
55.6K
$1.14M
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
SELL
|
- |
-1.97K- 29.62% |
$39.3K - $44.2K
|
4.68K
$95.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.53K- 5.09% |
$30.4K - $34.3K
|
28.5K
$584K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.48K- 74.38% |
$29.4K - $33.1K
|
508
$10.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.47K- 14.26% |
$29.4K - $33.1K
|
8.86K
$182K
|
|
|
Nov 08, 2024
Q3 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-844- 5.79% |
$16.8K - $18.9K
|
13.7K
$281K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-613- 3.14% |
$12.2K - $13.8K
|
18.9K
$388K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-599- 4.5% |
$11.9K - $13.4K
|
12.7K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-425- 6.5% |
$8.47K - $9.54K
|
6.11K
$125K
|
|