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 |
---|---|---|---|---|---|---|---|
Nov 06, 2020
Q3 2020
|
M&T Bank Corp
|
SELL
|
- |
-20.3KClosed |
$305K - $350K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-14.4KClosed |
$215K - $247K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-8K- 40.5% |
$120K - $138K
|
11.8K
$259K
|
|
Nov 06, 2020
Q3 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-1.89KClosed |
$28.3K - $32.5K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-782Closed |
$11.7K - $13.5K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-63KClosed |
$750K - $982K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-33KClosed |
$392K - $514K
|
0
$0
|
|
Jul 08, 2020
Q2 2020
|
Private Capital Management LLC
|
SELL
|
- |
-30.2KClosed |
$360K - $471K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-8.72K- 44.29% |
$104K - $136K
|
11K
$242K
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-21.6KClosed |
$226K - $359K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-11.3KClosed |
$118K - $187K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-10.9KClosed |
$114K - $182K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-4.24KClosed |
$44.3K - $70.4K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.45KClosed |
$36K - $57.3K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-3.27KClosed |
$34.1K - $54.2K
|
0
$0
|
|
Apr 06, 2020
Q1 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.39KClosed |
$14.4K - $23K
|
0
$0
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.35K- 89.8% |
$14K - $22.4K
|
153
$3.37K
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.09KClosed |
$11.4K - $18.1K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-946Closed |
$9.87K - $15.7K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-705Closed |
$7.35K - $11.7K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Baystate Wealth Management LLC
|
SELL
|
- |
-97Closed |
$1.01K - $1.61K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 06, 2020
Q4 2019
|
Dakota Wealth Management
|
SELL
|
- |
-20.4KClosed |
$311K - $340K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11KClosed |
$168K - $184K
|
0
$0
|
|
Q3 2019 | |||||||
Oct 11, 2019
Q3 2019
|
Evanson Asset Management, LLC
|
SELL
|
- |
-17.5KClosed |
$264K - $281K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.2KClosed |
$214K - $228K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-13.6KClosed |
$205K - $218K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-10.7KClosed |
$162K - $172K
|
0
$0
|
|
Oct 10, 2019
Q3 2019
|
Legacy Advisors, LLC
|
SELL
|
- |
-3.75KClosed |
$56.6K - $60.2K
|
0
$0
|
|
Feb 13, 2024
Q3 2019
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.21KClosed |
$48.4K - $51.5K
|
0
$0
|
|
Nov 04, 2019
Q3 2019
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.21KClosed |
$48.4K - $51.5K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1KClosed |
$15.1K - $16.1K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-32Closed |
$483 - $514
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Personal Capital Advisors Corp
|
SELL
|
- |
-50KClosed |
$720K - $776K
|
0
$0
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-2.75KClosed |
$39.5K - $42.6K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.54KClosed |
$22.1K - $23.8K
|
0
$0
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-520Closed |
$7.49K - $8.07K
|
0
$0
|
|
Q1 2019 | |||||||
May 13, 2019
Q1 2019
|
Hancock Whitney Corp
|
SELL
|
- |
-50.7KClosed |
$627K - $734K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Brown Advisory Inc
|
SELL
|
- |
-15.7KClosed |
$195K - $228K
|
0
$0
|
|
Apr 12, 2019
Q1 2019
|
Round Table Services, LLC
|
SELL
|
- |
-12.4KClosed |
$154K - $180K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-10.4KClosed |
$128K - $150K
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-468Closed |
$5.79K - $6.79K
|
0
$0
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q4 2018 | |||||||
Feb 13, 2019
Q4 2018
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-385KClosed |
$4.6M - $6.41M
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-81.6KClosed |
$977K - $1.36M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-25.2KClosed |
$302K - $420K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Mission Wealth Management, LP
|
SELL
|
- |
-18.3KClosed |
$218K - $304K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-6KClosed |
$71.8K - $100K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-4.24KClosed |
$50.8K - $70.7K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-3KClosed |
$35.9K - $50K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-2.8KClosed |
$33.5K - $46.7K
|
0
$0
|