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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
5,955
shares
|
$119,576
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
5,292
shares
|
$106,263
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,231
shares
|
$105,038
0.0% of portfolio
|
Q1 2025
Reduced 21.77%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
4,680
shares
|
$93,974
0.08% of portfolio
|
Q3 2024
Reduced 29.62%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
4,615
shares
|
$92,669
0.01% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
4,420
shares
|
$88,753
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,741
shares
|
$75,119
0.0% of portfolio
|
Q4 2023
Reduced 16.96%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
2,865
shares
|
$57,529
0.01% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,815
shares
|
$56,525
0.0% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,552
shares
|
$51,244
0.0% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,418
shares
|
$48,553
0.0% of portfolio
|
Q1 2025
Added 52.46%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
2,406
shares
|
$48,312
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
2,289
shares
|
$45,963
0.04% of portfolio
|
Q1 2025
Reduced 35.19%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
2,075
shares
|
$41,666
0.0% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,920
shares
|
$38,553
0.02% of portfolio
|
Q2 2023
Added 0.31%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,889
shares
|
$37,931
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,657
shares
|
$33,272
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,500
shares
|
$30,119
0.0% of portfolio
|
Q1 2020
Reduced 89.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,400
shares
|
$28,111
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,351
shares
|
$27,128
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,214
shares
|
$24,377
0.0% of portfolio
|
Q1 2025
Added 472.64%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
1,057
shares
|
$21,224
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,003
shares
|
$20,140
0.0% of portfolio
|
Q1 2025
Added 130.05%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,000
shares
|
$20,080
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
977
shares
|
$19,618
0.01% of portfolio
|
Q1 2025
Reduced 9.03%
|