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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-42.9K- 56.32% |
$859K - $966K
|
33.3K
$730K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.86K- 5.92% |
$198K - $222K
|
157K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-2.68K- 12.66% |
$53.6K - $60.3K
|
18.5K
$405K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.2K- 2.34% |
$24K - $27K
|
50.1K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-654Closed |
$13.1K - $14.7K
|
0
$0
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-257- 2.19% |
$5.15K - $5.79K
|
11.5K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-129- 0.43% |
$2.59K - $2.91K
|
29.8K
$654K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-53- 13.09% |
$1.06K - $1.19K
|
352
$7.72K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-10- 0.01% |
$200 - $225
|
105K
$2.31M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Potrero Capital Research LLC
San Francisco, CA |
SELL
|
- |
-186K- 29.62% |
$3.72M - $4.18M
|
443K
$9.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-159K- 29.97% |
$3.18M - $3.58M
|
372K
$8.17M
|
|
|
Oct 31, 2024
Q3 2024
|
General American Investors CO Inc
|
SELL
|
- |
-38.7K- 22.79% |
$772K - $869K
|
131K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-33.1K- 45.17% |
$660K - $744K
|
40.2K
$882K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-27K- 29.62% |
$538K - $605K
|
64.1K
$1.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.31K- 1.12% |
$126K - $142K
|
556K
$12.2M
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
SELL
|
- |
-1.97K- 29.62% |
$39.3K - $44.2K
|
4.68K
$103K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.53K- 5.09% |
$30.4K - $34.3K
|
28.5K
$625K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-146- 1.54% |
$2.91K - $3.28K
|
9.35K
$205K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-44- 29.53% |
$877 - $988
|
105
$2.3K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-594K- 98.01% |
$10.9M - $12.8M
|
12.1K
$264K
|
|
|
Aug 09, 2024
Q2 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-75.2K- 64.87% |
$1.38M - $1.62M
|
40.7K
$893K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.05K- 10.46% |
$92.8K - $109K
|
43.2K
$947K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-47- 6.91% |
$864 - $1.01K
|
633
$13.9K
|
|
| Q1 2024 | |||||||
|
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-2.62K- 99.96% |
$45K - $51.1K
|
1
$21.9
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-615- 0.55% |
$10.6K - $12K
|
112K
$2.45M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-22K- 49.28% |
$349K - $391K
|
22.6K
$497K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-18.3K- 63.0% |
$290K - $325K
|
10.8K
$236K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-764- 16.96% |
$12.1K - $13.6K
|
3.74K
$82.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-244- 2.25% |
$3.87K - $4.33K
|
10.6K
$233K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-4- 1.25% |
$63.4 - $71
|
317
$6.95K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-90K- 57.53% |
$1.48M - $1.59M
|
66.4K
$1.46M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-69K- 15.23% |
$1.14M - $1.22M
|
384K
$8.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-29.7K- 57.96% |
$490K - $526K
|
21.6K
$473K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-808- 53.58% |
$13.3K - $14.3K
|
700
$15.4K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-600- 10.91% |
$9.89K - $10.6K
|
4.9K
$108K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-367Closed |
$6.05K - $6.5K
|
0
$0
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-4K- 28.57% |
$61.4K - $67.2K
|
10K
$219K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-295- 2.83% |
$4.53K - $4.96K
|
10.1K
$223K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-94K- 99.99% |
$1.35M - $1.51M
|
5
$110
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.13K- 16.27% |
$59.3K - $66.2K
|
21.2K
$466K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.68K- 80.0% |
$52.8K - $59K
|
920
$20.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-175K- 85.57% |
$2.51M - $2.81M
|
29.5K
$647K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-13.1K- 56.04% |
$187K - $210K
|
10.3K
$225K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-239- 10.15% |
$3.43K - $3.84K
|
2.12K
$46.4K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-944- 32.07% |
$13.8K - $16.4K
|
2K
$43.9K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Nfc Investments, LLC
Memphis, TN |
SELL
|
- |
-20.5K- 25.62% |
$303K - $381K
|
59.5K
$1.31M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.3KClosed |
$182K - $228K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-11.5KClosed |
$170K - $214K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-8.33KClosed |
$123K - $155K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.4KClosed |
$20.7K - $26K
|
0
$0
|
|