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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-5KClosed |
$84.4K - $97.8K
|
0
$0
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-778Closed |
$13.1K - $15.2K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-646Closed |
$10.9K - $12.6K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-600Closed |
$10.1K - $11.7K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-229Closed |
$3.87K - $4.48K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-198Closed |
$3.34K - $3.87K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 04, 2022
Q4 2021
|
Matisse Capital
|
SELL
|
- |
-578KClosed |
$10.7M - $12.8M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-25.5KClosed |
$473K - $567K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-24.9K- 50.0% |
$462K - $554K
|
24.9K
$549K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-15.7KClosed |
$290K - $348K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ota Financial Group L.P.
|
SELL
|
- |
-15.6KClosed |
$290K - $347K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-12KClosed |
$222K - $266K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-11.7KClosed |
$218K - $261K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-8.01KClosed |
$148K - $178K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.64KClosed |
$30.4K - $36.4K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.05KClosed |
$19.5K - $23.3K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
SELL
|
- |
-665Closed |
$12.3K - $14.8K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-14- 73.68% |
$259 - $311
|
5
$110
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-2Closed |
$37.1 - $44.4
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-352KClosed |
$6.88M - $7.35M
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-24KClosed |
$469K - $500K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-13.4KClosed |
$263K - $280K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-13.1KClosed |
$255K - $272K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-12.6KClosed |
$246K - $263K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-11.6KClosed |
$227K - $243K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.32KClosed |
$64.8K - $69.1K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-979- 2.66% |
$19.1K - $20.4K
|
35.8K
$789K
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
SELL
|
- |
-682Closed |
$13.3K - $14.2K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-583Closed |
$11.4K - $12.2K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.84KClosed |
$70.8K - $75.9K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-68Closed |
$1.25K - $1.34K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-27Closed |
$498 - $534
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-15.6KClosed |
$265K - $284K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Xml Financial, LLC
|
SELL
|
- |
-10.4KClosed |
$177K - $190K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-5.54KClosed |
$94.4K - $101K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-5.33KClosed |
$90.7K - $97.3K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-5.33KClosed |
$90.7K - $97.3K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.24K- 99.92% |
$21.2K - $22.7K
|
1
$22
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-467Closed |
$7.95K - $8.53K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-426Closed |
$7.25K - $7.78K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-18Closed |
$307 - $329
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-33.7KClosed |
$525K - $591K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-10.7KClosed |
$166K - $187K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
New Square Capital LLC
|
SELL
|
- |
-1.75KClosed |
$27.2K - $30.7K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.42KClosed |
$22.1K - $24.9K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Tfc Financial Management
|
SELL
|
- |
-992Closed |
$15.4K - $17.4K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-500Closed |
$7.78K - $8.77K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-319- 50.47% |
$4.96K - $5.6K
|
313
$6.89K
|
|
|
Jan 26, 2021
Q4 2020
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 06, 2020
Q3 2020
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-26.2KClosed |
$393K - $450K
|
0
$0
|
|