Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023 Q1 2023
Saba Capital Management, L.P.

New York, NY
BUY
 -
2.9M
New
$41.6M - $46.5M
2.9M $63.8M
May 12, 2023 Q1 2023
Cornerstone Advisors, LLC

Asheville, NC
BUY
 -
347K
+ 45.62%
$4.99M - $5.57M
1.11M $24.4M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
89.7K
+ 2.28%
$1.29M - $1.44M
4.02M $88.6M
Apr 13, 2023 Q1 2023
Allspring Global Investments Holdings, LLC

BUY
 -
58.4K
+ 4.12%
$839K - $937K
1.48M $32.5M
Apr 14, 2023 Q1 2023
Transform Wealth, LLC

BUY
 -
51.3K
New
$737K - $824K
51.3K $1.13M
May 08, 2023 Q1 2023
Wolverine Asset Management LLC

BUY
 -
40.1K
+ 19.67%
$576K - $643K
244K $5.37M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
27.3K
+ 19.89%
$392K - $438K
164K $3.62M
May 12, 2023 Q1 2023
Security Asset Management

BUY
 -
27.2K
New
$390K - $436K
27.2K $598K
May 04, 2023 Q1 2023
Clear Harbor Asset Management, LLC

BUY
 -
27.2K
New
$390K - $436K
27.2K $598K
May 15, 2023 Q1 2023
Walleye Capital LLC

Plymouth, MN
BUY
 -
26.3K
New
$377K - $421K
26.3K $578K
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
18.6K
New
$267K - $298K
18.6K $409K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
18.4K
New
$265K - $296K
18.4K $406K
May 10, 2023 Q1 2023
Landscape Capital Management, L.L.C.

BUY
 -
17.8K
+ 34.85%
$256K - $286K
68.9K $1.52M
Apr 12, 2023 Q1 2023
Client First Capital LLC

BUY
 -
17K
New
$244K - $273K
17K $374K
May 10, 2023 Q1 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
15.7K
+ 43.73%
$225K - $251K
51.5K $1.13M
Apr 07, 2023 Q1 2023
Cypress Wealth Services, LLC

BUY
 -
15.5K
New
$222K - $249K
15.5K $341K
May 15, 2023 Q1 2023
Aqr Arbitrage LLC

Greenwich, CT
BUY
 -
14.1K
+ 11.12%
$203K - $226K
141K $3.1M
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
12.5K
New
$180K - $201K
12.5K $276K
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

BUY
 -
12.3K
+ 21.46%
$177K - $197K
69.6K $1.53M
May 15, 2023 Q1 2023
Bluefin Capital Management, LLC

New York, NY
BUY
 -
11.6K
New
$166K - $186K
11.6K $255K
May 12, 2023 Q1 2023
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
10.9K
+ 5.83%
$156K - $174K
197K $4.34M
May 03, 2023 Q1 2023
Pinnacle Wealth Planning Services, Inc.

BUY
 -
10.4K
New
$150K - $168K
10.4K $230K
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
10.1K
New
$145K - $162K
10.1K $223K
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
9.92K
+ 3.67%
$142K - $159K
280K $6.17M
Apr 19, 2023 Q1 2023
Waterfront Wealth Inc.

BUY
 -
8.88K
+ 2.64%
$128K - $143K
346K $7.61M
May 12, 2023 Q1 2023
Fca Corp

Houston, TX
BUY
 -
6.75K
+ 3.28%
$96.9K - $108K
212K $4.68M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
6.63K
+ 17.64%
$95.2K - $106K
44.2K $974K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
6.44K
+ 22.27%
$92.5K - $103K
35.4K $779K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
5.5K
New
$79K - $88.3K
5.5K $121K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
5.42K
New
$77.8K - $87K
5.42K $119K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
5.02K
+ 1.4%
$72.1K - $80.6K
364K $8.01M
May 08, 2023 Q1 2023
Roberts Glore & CO Inc

Deerfield, IL
BUY
 -
4.12K
+ 6.02%
$59.2K - $66.1K
72.6K $1.6M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
4.1K
+ 292.86%
$58.9K - $65.8K
5.5K $121K
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
3.96K
New
$56.9K - $63.6K
3.96K $87.3K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
3.71K
New
$53.3K - $59.5K
3.71K $81.7K
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
3.2K
+ 10.27%
$45.9K - $51.3K
34.3K $756K
Apr 07, 2023 Q1 2023
Diversified Trust CO

BUY
 -
3K
+ 3.41%
$43.1K - $48.2K
91K $2M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.81K
+ 13.44%
$40.4K - $45.1K
23.7K $523K
May 11, 2023 Q1 2023
Resources Management Corp

West Hartford, CT
BUY
 -
2.57K
+ 3429.33%
$36.9K - $41.3K
2.65K $58.3K
Apr 11, 2023 Q1 2023
Sage Capital Advisors,Llc

BUY
 -
1.63K
+ 7.15%
$23.4K - $26.1K
24.4K $538K
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
1.5K
+ 6.74%
$21.6K - $24.1K
23.8K $524K
May 10, 2023 Q1 2023
Occidental Asset Management, LLC

BUY
 -
1.35K
+ 13.07%
$19.4K - $21.7K
11.7K $257K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.32K
+ 3.63%
$18.9K - $21.1K
37.6K $828K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.2K
+ 6.13%
$17.2K - $19.3K
20.8K $458K
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.16K
+ 10.04%
$16.7K - $18.7K
12.7K $280K
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
1.03K
+ 5.72%
$14.7K - $16.5K
18.9K $417K
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
694
+ 6.55%
$9.97K - $11.1K
11.3K $249K
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
426
+ 4.32%
$6.12K - $6.84K
10.3K $226K
Dec 18, 2023 Q1 2023
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
367
New
$5.27K - $5.89K
367 $8.08K

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