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 28.5 Million shares, which have been reported (via 13F filing form) to have a value of $573 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
75,315
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
71,378
shares
|
$1.43 Million
0.46% of portfolio
|
Q1 2025
Reduced 14.06%
|
|
|
Quantedge Capital Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
67,857
shares
|
$1.36 Million
0.42% of portfolio
|
Q1 2025
Added 35.02%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
67,201
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
65,225
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Added 17.88%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
64,058
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2024
Reduced 29.62%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
63,710
shares
|
$1.28 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
61,694
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
60,271
shares
|
$1.21 Million
0.1% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
59,393
shares
|
$1.19 Million
0.19% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
59,319
shares
|
$1.19 Million
0.38% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
54,754
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
52,668
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2025
Reduced 63.5%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
51,166
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
50,941
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 21.07%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
May 09, 2025 Q1 2025 |
50,329
shares
|
$1.01 Million
0.86% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
50,062
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
48,956
shares
|
$983,036
0.03% of portfolio
|
Q1 2025
Added 69.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
48,131
shares
|
$966,470
0.0% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
48,130
shares
|
$966,450
0.01% of portfolio
|
Q1 2025
Added 33.18%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
47,328
shares
|
$950,346
0.0% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
45,711
shares
|
$917,876
0.01% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
44,350
shares
|
$890,547
0.02% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
44,181
shares
|
$887,154
0.0% of portfolio
|
Q1 2025
Added 103.85%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
43,431
shares
|
$872,094
0.02% of portfolio
|
Q1 2025
Reduced 15.51%
|