Purchases and Sales Made in Q1 2023 in Adams Diversified Equity Fund, Inc. (ADX)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
194New |
$2.79K - $3.11K
|
194
$4.27K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
68+ 0.32% |
$976 - $1.09K
|
21.3K
$469K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
62New |
$890 - $995
|
62
$1.37K
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
56+ 0.2% |
$804 - $899
|
28.5K
$627K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
49+ 0.21% |
$704 - $786
|
23.2K
$511K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
35+ 0.2% |
$503 - $562
|
17.3K
$381K
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
34+ 0.09% |
$488 - $546
|
37.1K
$816K
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
30+ 0.2% |
$431 - $482
|
15.2K
$334K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
23+ 0.12% |
$330 - $369
|
19K
$418K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
12+ 0.05% |
$172 - $193
|
23.6K
$520K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11New |
$158 - $177
|
11
$242
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
4+ 0.03% |
$57.4 - $64.2
|
13.3K
$293K
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
4+ 0.18% |
$57.4 - $64.2
|
2.24K
$49.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
4+ 0.21% |
$57.4 - $64.2
|
1.91K
$42.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$14.4 - $16.1
|
133K
$2.92M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-93- 0.07% |
$1.34K - $1.49K
|
139K
$3.06M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-103- 0.3% |
$1.48K - $1.65K
|
33.9K
$746K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-150- 1.06% |
$2.15K - $2.41K
|
14K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-370- 0.27% |
$5.31K - $5.94K
|
139K
$3.05M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-763- 2.46% |
$11K - $12.2K
|
30.2K
$665K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-818- 4.53% |
$11.7K - $13.1K
|
17.2K
$380K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-908- 0.52% |
$13K - $14.6K
|
173K
$3.81M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1K- 1.63% |
$14.4K - $16.1K
|
60.3K
$1.33M
|
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.48K- 0.74% |
$21.2K - $23.7K
|
199K
$4.37M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.78K- 6.3% |
$25.5K - $28.5K
|
26.4K
$582K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.79K- 2.98% |
$25.7K - $28.8K
|
58.3K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.84K- 1.31% |
$26.4K - $29.5K
|
138K
$3.04M
|
|
|
May 12, 2023
Q1 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.98K- 8.2% |
$28.4K - $31.8K
|
22.2K
$488K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.78K- 2.68% |
$39.9K - $44.6K
|
101K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-2.97K- 13.54% |
$42.7K - $47.7K
|
19K
$418K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.05K- 6.33% |
$43.7K - $48.9K
|
45.1K
$993K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.68K- 80.0% |
$52.8K - $59K
|
920
$20.3K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.86K- 3.21% |
$55.4K - $61.9K
|
116K
$2.56M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-4K- 7.69% |
$57.4K - $64.2K
|
48K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.13K- 16.27% |
$59.3K - $66.2K
|
21.2K
$468K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.75K- 1.61% |
$68.2K - $76.2K
|
291K
$6.41M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.87K- 6.75% |
$69.9K - $78.1K
|
67.2K
$1.48M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-5K- 9.57% |
$71.8K - $80.3K
|
47.2K
$1.04M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5K- 9.57% |
$71.8K - $80.3K
|
47.2K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.49K- 11.06% |
$78.8K - $88.1K
|
44.1K
$972K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.18K- 3.59% |
$88.7K - $99.2K
|
166K
$3.66M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.63K- 15.0% |
$95.2K - $106K
|
37.6K
$828K
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
SELL
|
- |
-6.84K- 6.61% |
$98.3K - $110K
|
96.6K
$2.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-7.74K- 11.22% |
$111K - $124K
|
61.3K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.34K- 42.49% |
$134K - $150K
|
12.6K
$278K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.6K- 4.83% |
$138K - $154K
|
189K
$4.16M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-12.5K- 3.61% |
$179K - $200K
|
333K
$7.34M
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-15K- 21.66% |
$216K - $241K
|
54.4K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.1K- 6.4% |
$217K - $243K
|
221K
$4.87M
|