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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
975
shares
|
$19,578
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
920
shares
|
$18,473
0.0% of portfolio
|
Q1 2023
Reduced 80.0%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
740
shares
|
$14,859
0.0% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
665
shares
|
$13,353
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
633
shares
|
$12,710
0.0% of portfolio
|
Q2 2024
Reduced 6.91%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
615
shares
|
$12,349
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
532
shares
|
$10,682
0.0% of portfolio
|
Q2 2024
Added 600.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
456
shares
|
$9,156
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
352
shares
|
$7,068
0.0% of portfolio
|
Q4 2024
Reduced 13.09%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
317
shares
|
$6,365
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
314
shares
|
$6,305
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
313
shares
|
$6,285
0.0% of portfolio
|
Q4 2020
Reduced 50.47%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
300
shares
|
$6,023
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
288
shares
|
$5,783
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
252
shares
|
$5,060
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
243
shares
|
$4,879
0.0% of portfolio
|
Q1 2025
Reduced 99.31%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
194
shares
|
$3,895
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
175
shares
|
$3,513
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
105
shares
|
$2,108
0.0% of portfolio
|
Q3 2024
Reduced 29.53%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
59
shares
|
$1,184
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
33
shares
|
$662
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
8
shares
|
$160
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
5
shares
|
$100
0.0% of portfolio
|
Q4 2021
Reduced 73.68%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
1
shares
|
$20
0.0% of portfolio
|
Q1 2025
Reduced 97.73%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1
shares
|
$20
0.0% of portfolio
|
Q1 2025
Reduced 99.93%
|