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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
25,716
shares
|
$516,377
0.01% of portfolio
|
Q1 2025
Reduced 19.51%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
25,617
shares
|
$514,389
0.0% of portfolio
|
Q1 2025
Reduced 13.45%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
25,000
shares
|
$501,999
0.04% of portfolio
|
Q1 2020
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
24,584
shares
|
$493,646
0.01% of portfolio
|
Q1 2025
Reduced 39.49%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Apr 28, 2025 Q1 2025 |
24,213
shares
|
$486,197
0.42% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
23,296
shares
|
$467,783
0.0% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
23,277
shares
|
$467,402
0.24% of portfolio
|
Q1 2025
Added 60.54%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
22,546
shares
|
$452,723
0.01% of portfolio
|
Q1 2025
Added 15.45%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
22,188
shares
|
$445,535
0.02% of portfolio
|
Q1 2025
Added 17.16%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
21,577
shares
|
$433,266
0.03% of portfolio
|
Q3 2023
Reduced 57.96%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
21,232
shares
|
$426,338
0.0% of portfolio
|
Q1 2023
Reduced 16.27%
|
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
21,130
shares
|
$424,290
0.28% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
21,127
shares
|
$424,230
0.14% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
20,386
shares
|
$409,350
0.19% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
19,814
shares
|
$397,865
0.08% of portfolio
|
Q4 2022
Added 4.51%
|
|
|
Sage Capital Advisors,Llc
|
Apr 04, 2025 Q1 2025 |
19,712
shares
|
$395,816
0.1% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
18,473
shares
|
$370,937
0.09% of portfolio
|
Q4 2024
Reduced 12.66%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
18,071
shares
|
$362,865
0.0% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
17,440
shares
|
$350,195
0.0% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
17,210
shares
|
$345,576
0.01% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
16,800
shares
|
$337,344
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
16,360
shares
|
$328,508
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
16,158
shares
|
$324,452
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
16,125
shares
|
$323,790
0.01% of portfolio
|
Q1 2025
Reduced 16.23%
|
|
|
K2 Principal Fund, L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
15,826
shares
|
$317,786
0.15% of portfolio
|
Q1 2025
Added 2.25%
|