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 |
|---|---|---|---|---|---|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
11,375
shares
|
$250,477
0.09% of portfolio
|
Q1 2024
Reduced 16.82%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
11,362
shares
|
$250,191
0.01% of portfolio
|
Q3 2024
Reduced 26.11%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
11,061
shares
|
$243,563
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
10,213
shares
|
$224,890
0.04% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
10,000
shares
|
$220,200
0.04% of portfolio
|
Q2 2023
Reduced 28.57%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,000
shares
|
$220,200
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
9,717
shares
|
$213,968
0.0% of portfolio
|
Q3 2024
Reduced 31.8%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
9,353
shares
|
$205,953
0.04% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
8,871
shares
|
$195,339
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
8,858
shares
|
$195,053
0.0% of portfolio
|
Q3 2024
Reduced 14.26%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
6,995
shares
|
$154,029
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
6,111
shares
|
$134,564
0.0% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
4,680
shares
|
$103,053
0.08% of portfolio
|
Q3 2024
Reduced 29.62%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
4,126
shares
|
$90,854
0.02% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,741
shares
|
$82,376
0.0% of portfolio
|
Q4 2023
Reduced 16.96%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,851
shares
|
$62,779
0.0% of portfolio
|
Q2 2024
Reduced 28.6%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
2,803
shares
|
$61,722
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
2,563
shares
|
$56,437
0.01% of portfolio
|
Q2 2024
Added 23200.0%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,269
shares
|
$49,963
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,082
shares
|
$45,845
0.0% of portfolio
|
Q3 2023
Added 192.01%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,920
shares
|
$42,278
0.02% of portfolio
|
Q2 2023
Added 0.31%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,900
shares
|
$41,838
0.0% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
1,889
shares
|
$41,595
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,500
shares
|
$33,030
0.0% of portfolio
|
Q1 2020
Reduced 89.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,400
shares
|
$30,828
0.0% of portfolio
|
Q3 2024
New holding
|