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 |
|---|---|---|---|---|---|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
43,431
shares
|
$872,094
0.01% of portfolio
|
Q1 2025
Reduced 15.51%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
42,254
shares
|
$848,460
0.0% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
42,177
shares
|
$846,914
0.0% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
41,549
shares
|
$834,303
0.01% of portfolio
|
Q1 2025
Added 16.98%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
41,116
shares
|
$825,609
0.05% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
40,205
shares
|
$807,316
0.12% of portfolio
|
Q3 2024
Reduced 45.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
36,365
shares
|
$730,209
0.0% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
35,815
shares
|
$719,165
0.0% of portfolio
|
Q3 2021
Reduced 2.66%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
34,749
shares
|
$697,759
0.0% of portfolio
|
Q1 2025
Added 22.74%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
34,748
shares
|
$697,739
0.01% of portfolio
|
Q1 2025
Added 68.69%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
34,330
shares
|
$689,346
0.16% of portfolio
|
Q1 2025
Added 104.5%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
34,058
shares
|
$683,884
0.2% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
31,839
shares
|
$639,327
0.0% of portfolio
|
Q1 2025
Added 38.49%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
30,140
shares
|
$605,211
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
29,931
shares
|
$601,014
0.0% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
29,290
shares
|
$588,143
0.0% of portfolio
|
Q1 2025
Added 17.94%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
28,782
shares
|
$577,942
0.26% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
28,478
shares
|
$571,838
0.01% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
28,106
shares
|
$564,368
0.08% of portfolio
|
Q2 2024
Added 22.73%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
27,640
shares
|
$555,011
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
27,234
shares
|
$546,858
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
27,169
shares
|
$545,553
0.25% of portfolio
|
Q1 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
26,681
shares
|
$535,754
0.0% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
26,520
shares
|
$532,521
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
25,940
shares
|
$520,875
0.25% of portfolio
|
Q1 2025
Added 2.25%
|