Institutional Ownership Adams Diversified Equity Fund, Inc. (ADX)
This table provides information about the institutional ownership of Adams Diversified Equity Fund, Inc. (ADX). We have compiled data on the 202 institutions that hold shares in the stock, with a total of 28.6 Million shares, which have been reported (via 13F filing form) to have a value of $628 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
202,109
shares
|
$4.43 Million
1.05% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
198,155
shares
|
$4.35 Million
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
195,638
shares
|
$4.29 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Uncommon Cents Investing LLC
|
Apr 22, 2025 Q1 2025 |
186,032
shares
|
$4.08 Million
1.05% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
181,808
shares
|
$3.99 Million
1.14% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
181,270
shares
|
$3.98 Million
2.15% of portfolio
|
Q1 2025
Reduced 17.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
166,781
shares
|
$3.66 Million
0.0% of portfolio
|
Q1 2025
Added 18.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
166,466
shares
|
$3.65 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
157,813
shares
|
$3.46 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.71%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
152,886
shares
|
$3.35 Million
0.07% of portfolio
|
Q1 2025
Added 205.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
150,506
shares
|
$3.3 Million
0.01% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
149,453
shares
|
$3.28 Million
0.45% of portfolio
|
Q1 2025
Added 35.67%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
142,577
shares
|
$3.13 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
135,592
shares
|
$2.97 Million
0.61% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
134,567
shares
|
$2.95 Million
0.97% of portfolio
|
Q1 2025
Added 63.33%
|
|
|
General American Investors CO Inc
|
May 02, 2025 Q1 2025 |
131,124
shares
|
$2.88 Million
0.19% of portfolio
|
Q3 2024
Reduced 22.79%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
129,265
shares
|
$2.84 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
116,382
shares
|
$2.55 Million
0.69% of portfolio
|
Q1 2025
Added 19.73%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
110,530
shares
|
$2.43 Million
0.21% of portfolio
|
Q1 2025
Reduced 17.81%
|
|
|
Delta Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
105,466
shares
|
$2.31 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
May 07, 2025 Q1 2025 |
98,953
shares
|
$2.17 Million
1.44% of portfolio
|
Q2 2024
New holding
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
98,831
shares
|
$2.17 Million
0.7% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
94,034
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2025
Added 64.34%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
84,320
shares
|
$1.85 Million
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
77,652
shares
|
$1.7 Million
0.21% of portfolio
|
Q1 2025
Added 2.25%
|