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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
15,723
shares
|
$315,717
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
15,301
shares
|
$307,244
0.0% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
15,164
shares
|
$304,493
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
14,813
shares
|
$297,445
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
14,632
shares
|
$293,810
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
13,362
shares
|
$268,308
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Smh Capital Advisors Inc
|
May 08, 2025 Q1 2025 |
13,259
shares
|
$266,240
1.39% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
12,837
shares
|
$257,766
0.0% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
12,774
shares
|
$256,501
0.0% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
12,659
shares
|
$254,192
0.07% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
12,594
shares
|
$252,887
0.0% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
12,351
shares
|
$248,008
0.0% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
12,203
shares
|
$245,036
0.01% of portfolio
|
Q2 2021
Added 0.25%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
12,000
shares
|
$240,959
0.0% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
11,362
shares
|
$228,148
0.01% of portfolio
|
Q3 2024
Reduced 26.11%
|
|
|
Founders Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
11,352
shares
|
$227,948
0.04% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
10,821
shares
|
$217,285
0.08% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
10,686
shares
|
$214,574
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
10,681
shares
|
$214,474
0.01% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
10,000
shares
|
$200,799
0.03% of portfolio
|
Q2 2023
Reduced 28.57%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,000
shares
|
$200,799
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
9,738
shares
|
$195,539
0.0% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
8,871
shares
|
$178,129
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
7,322
shares
|
$147,025
0.0% of portfolio
|
Q1 2025
Reduced 21.53%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,995
shares
|
$140,459
0.05% of portfolio
|
Q2 2023
New holding
|