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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,351
shares
|
$29,749
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
1,057
shares
|
$23,275
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
1,000
shares
|
$22,020
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,000
shares
|
$22,020
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
975
shares
|
$21,469
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
920
shares
|
$20,258
0.0% of portfolio
|
Q1 2023
Reduced 80.0%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
792
shares
|
$17,439
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
792
shares
|
$17,439
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
665
shares
|
$14,643
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
664
shares
|
$14,621
0.0% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
633
shares
|
$13,938
0.0% of portfolio
|
Q2 2024
Reduced 6.91%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
615
shares
|
$13,542
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
532
shares
|
$11,714
0.0% of portfolio
|
Q2 2024
Added 600.0%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
522
shares
|
$11,494
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
508
shares
|
$11,186
0.0% of portfolio
|
Q3 2024
Reduced 74.38%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
456
shares
|
$10,041
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
405
shares
|
$8,918
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
317
shares
|
$6,980
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
314
shares
|
$6,914
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
313
shares
|
$6,892
0.0% of portfolio
|
Q4 2020
Reduced 50.47%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
300
shares
|
$6,606
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
288
shares
|
$6,341
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
252
shares
|
$5,549
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
194
shares
|
$4,271
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
175
shares
|
$3,853
0.0% of portfolio
|
Q4 2021
New holding
|