Purchases and Sales Made in Q1 2022 in Adams Diversified Equity Fund, Inc. (ADX)

ADX Quotes by TradingView

This table provides information about the institutional ownership of Adams Diversified Equity Fund, Inc. (ADX) during Q1 2022. The information is specifically focused on institutions that hold shares of ADAMS DIVERSIFIED EQUITY FUND, INC..

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 13, 2022 Q1 2022
Bulldog Investors, LLP

Saddle Brook, NJ
BUY
 -
240K
+ 208.96%
$4.06M - $4.7M
355K $7.82M
May 10, 2022 Q1 2022
Hightower 6 M Holding, LLC

BUY
 -
145K
New
$2.44M - $2.83M
145K $3.19M
May 16, 2022 Q1 2022
Cohen & Steers, Inc.

New York, NY
BUY
 -
131K
+ 12.88%
$2.21M - $2.56M
1.15M $25.3M
May 06, 2022 Q1 2022
Shaker Financial Services, LLC

BUY
 -
77.3K
+ 38.01%
$1.3M - $1.51M
280K $6.18M
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
63.3K
+ 13.5%
$1.07M - $1.24M
532K $11.7M
May 13, 2022 Q1 2022
Lazard Asset Management LLC

New York, NY
BUY
 -
48.4K
+ 1.35%
$818K - $947K
3.63M $80M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
40.5K
New
$683K - $791K
40.5K $891K
May 16, 2022 Q1 2022
1607 Capital Partners, LLC

Richmond, VA
BUY
 -
39K
+ 1.85%
$658K - $762K
2.14M $47.2M
May 16, 2022 Q1 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
25K
+ 139.01%
$423K - $490K
43.1K $948K
May 16, 2022 Q1 2022
Aqr Arbitrage LLC

Greenwich, CT
BUY
 -
24.2K
New
$409K - $474K
24.2K $534K
May 13, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
20.9K
+ 22.41%
$354K - $410K
114K $2.52M
May 13, 2022 Q1 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
19.4K
+ 84.87%
$328K - $380K
42.3K $931K
Feb 16, 2023 Q1 2022
Bensler, LLC

Bellevue, WA
BUY
 -
16.3K
+ 6.2%
$275K - $318K
279K $6.14M
May 09, 2022 Q1 2022
Csenge Advisory Group

BUY
 -
15.1K
New
$255K - $295K
15.1K $332K
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
15K
+ 98.76%
$253K - $293K
30.2K $665K
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
11.2K
+ 9.54%
$190K - $220K
129K $2.84M
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
10.6K
+ 2.59%
$180K - $208K
422K $9.29M
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
10.1K
+ 19.25%
$171K - $198K
62.6K $1.38M
May 02, 2022 Q1 2022
Roberts Glore & CO Inc

Deerfield, IL
BUY
 -
8.42K
+ 18.7%
$142K - $165K
53.4K $1.18M
May 12, 2022 Q1 2022
D.A. Davidson & Co.

BUY
 -
7.88K
+ 6.31%
$133K - $154K
133K $2.92M
Apr 21, 2022 Q1 2022
Blue Bell Private Wealth Management, LLC

BUY
 -
7.65K
+ 0.72%
$129K - $150K
1.07M $23.7M
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
6.75K
New
$114K - $132K
6.75K $149K
Apr 14, 2022 Q1 2022
Stolper CO

BUY
 -
6.33K
+ 5.42%
$107K - $124K
123K $2.71M
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

BUY
 -
4.75K
+ 3.61%
$80.3K - $92.9K
137K $3.01M
Apr 18, 2022 Q1 2022
Capital Market Strategies LLC

BUY
 -
4.33K
+ 22.11%
$73.2K - $84.7K
23.9K $527K
May 16, 2022 Q1 2022
Css LLC

Chicago, IL
BUY
 -
4.3K
+ 11.95%
$72.6K - $84.1K
40.3K $887K
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
4.11K
+ 9.69%
$69.4K - $80.3K
46.5K $1.02M
Apr 20, 2022 Q1 2022
Uncommon Cents Investing LLC

BUY
 -
4.05K
+ 2.21%
$68.4K - $79.2K
187K $4.12M
May 13, 2022 Q1 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
4K
+ 31.66%
$67.6K - $78.2K
16.6K $366K
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
2.92K
+ 19.65%
$49.4K - $57.2K
17.8K $392K
Apr 15, 2022 Q1 2022
Peoples Financial Services Corp.

BUY
 -
2.73K
New
$46.1K - $53.4K
2.73K $60.2K
Apr 19, 2022 Q1 2022
Ellevest, Inc.

BUY
 -
2.35K
New
$39.8K - $46K
2.35K $51.8K
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
2.29K
New
$38.6K - $44.7K
2.29K $50.3K
May 16, 2022 Q1 2022
Guggenheim Capital LLC

Chicago, IL
BUY
 -
2.24K
+ 7.76%
$37.8K - $43.7K
31K $684K
May 12, 2022 Q1 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
2K
+ 726.09%
$33.8K - $39.2K
2.28K $50.2K
May 13, 2022 Q1 2022
Fca Corp

Houston, TX
BUY
 -
1.39K
+ 0.76%
$23.5K - $27.2K
185K $4.08M
May 12, 2022 Q1 2022
Integrated Wealth Concepts LLC

BUY
 -
1.3K
+ 3.57%
$22K - $25.4K
37.7K $831K
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.01K
+ 41.58%
$17K - $19.7K
3.43K $75.5K
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
954
+ 0.47%
$16.1K - $18.7K
202K $4.44M
May 04, 2022 Q1 2022
Smh Capital Advisors Inc

BUY
 -
929
+ 5.81%
$15.7K - $18.2K
16.9K $372K
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
900
+ 3.55%
$15.2K - $17.6K
26.3K $579K
Apr 14, 2022 Q1 2022
First Command Financial Services, Inc.

BUY
 -
849
New
$14.3K - $16.6K
849 $18.7K
Apr 14, 2022 Q1 2022
First Command Bank

BUY
 -
849
New
$14.3K - $16.6K
849 $18.7K
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
841
+ 56.07%
$14.2K - $16.4K
2.34K $51.5K
Apr 28, 2022 Q1 2022
Hardy Reed LLC

BUY
 -
711
New
$12K - $13.9K
711 $15.7K
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
403
+ 1.15%
$6.81K - $7.88K
35.5K $781K
May 10, 2022 Q1 2022
Rb Capital Management, LLC

BUY
 -
161
+ 0.1%
$2.72K - $3.15K
166K $3.66M
May 11, 2023 Q1 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
141
New
$2.38K - $2.76K
141 $3.1K
Apr 13, 2022 Q1 2022
Capital Investment Advisors, LLC

BUY
 -
83
+ 0.13%
$1.4K - $1.62K
62.2K $1.37M

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