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 185 institutions that hold shares in the stock, with a total of 28.2 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 |
|---|---|---|---|---|---|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
72,344
shares
|
$1.59 Million
0.6% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
69,383
shares
|
$1.53 Million
0.16% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
66,233
shares
|
$1.46 Million
0.04% of portfolio
|
Q3 2024
Reduced 29.24%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
64,058
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2024
Reduced 29.62%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
59,748
shares
|
$1.32 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
59,393
shares
|
$1.31 Million
0.19% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
58,984
shares
|
$1.3 Million
0.11% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
55,563
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
51,262
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
46,965
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
46,965
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
46,644
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 15.55%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
44,247
shares
|
$974,318
0.0% of portfolio
|
Q3 2024
Reduced 19.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
42,100
shares
|
$927,042
0.0% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
41,492
shares
|
$913,653
0.02% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
40,205
shares
|
$885,314
0.14% of portfolio
|
Q3 2024
Reduced 45.17%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
38,823
shares
|
$854,882
0.05% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
38,581
shares
|
$849,553
0.0% of portfolio
|
Q3 2024
Reduced 16.24%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
37,244
shares
|
$820,112
0.02% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
36,664
shares
|
$807,341
0.01% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
35,815
shares
|
$788,646
0.0% of portfolio
|
Q3 2021
Reduced 2.66%
|
|
|
Quantedge Capital Pte LTD
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
35,757
shares
|
$787,369
0.23% of portfolio
|
Q3 2024
Reduced 22.47%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
35,211
shares
|
$775,346
0.0% of portfolio
|
Q3 2024
Added 11.78%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
34,911
shares
|
$768,740
0.01% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
34,455
shares
|
$758,699
0.0% of portfolio
|
Q3 2024
Added 9.65%
|