Purchases and Sales Made in Q1 2025 in Adams Diversified Equity Fund, Inc. (ADX)
This table provides information about the institutional ownership of Adams Diversified Equity Fund, Inc. (ADX) during Q1 2025. 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 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.39K+ 4.56% |
$44.5K - $50.9K
|
54.8K
$1.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
1.93K+ 2.05% |
$35.9K - $41K
|
96.1K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
1.71K+ 2.25% |
$31.8K - $36.4K
|
77.7K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.66KNew |
$30.8K - $35.3K
|
1.66K
$36.4K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.53K+ 4.39% |
$28.5K - $32.6K
|
36.4K
$798K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.41K+ 2.14% |
$26.2K - $30K
|
67.2K
$1.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
1.39K+ 7.32% |
$25.9K - $29.6K
|
20.4K
$447K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1.3K+ 2.25% |
$24.3K - $27.7K
|
59.3K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.3K+ 0.87% |
$24.2K - $27.6K
|
151K
$3.3M
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
1.14K+ 2.31% |
$21.2K - $24.2K
|
50.3K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1K+ 472.64% |
$18.6K - $21.3K
|
1.21K
$26.6K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
973+ 2.24% |
$18.1K - $20.7K
|
44.4K
$973K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
904+ 2.02% |
$16.8K - $19.2K
|
45.7K
$1M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
832+ 52.46% |
$15.5K - $17.7K
|
2.42K
$53.1K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
773+ 2.76% |
$14.4K - $16.4K
|
28.8K
$631K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
650+ 0.36% |
$12.1K - $13.8K
|
182K
$3.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
571+ 2.25% |
$10.6K - $12.2K
|
25.9K
$569K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
567+ 130.05% |
$10.6K - $12.1K
|
1K
$22K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
474+ 1.17% |
$8.82K - $10.1K
|
41.1K
$902K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
453+ 0.97% |
$8.43K - $9.64K
|
47.3K
$1.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
401+ 1.93% |
$7.46K - $8.53K
|
21.1K
$464K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
393+ 1.65% |
$7.31K - $8.36K
|
24.2K
$531K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
352+ 0.04% |
$6.55K - $7.49K
|
937K
$20.6M
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
348+ 2.25% |
$6.48K - $7.41K
|
15.8K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
325+ 1.92% |
$6.05K - $6.92K
|
17.2K
$378K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
324+ 0.24% |
$6.03K - $6.89K
|
136K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
243+ 0.58% |
$4.52K - $5.17K
|
42.2K
$925K
|
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
BUY
|
- |
236+ 2.12% |
$4.39K - $5.02K
|
11.4K
$249K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
222+ 1.88% |
$4.13K - $4.72K
|
12K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
219+ 2.3% |
$4.08K - $4.66K
|
9.74K
$214K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
170+ 0.28% |
$3.16K - $3.62K
|
60.3K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
160+ 0.54% |
$2.98K - $3.4K
|
29.9K
$657K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
136+ 1.07% |
$2.53K - $2.89K
|
12.8K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
112+ 0.74% |
$2.08K - $2.38K
|
15.3K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100+ 2.21% |
$1.86K - $2.13K
|
4.62K
$101K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
62+ 2.21% |
$1.15K - $1.32K
|
2.87K
$62.9K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
59New |
$1.1K - $1.26K
|
59
$1.29K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
29+ 0.22% |
$540 - $617
|
13.4K
$293K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
14+ 1.93% |
$261 - $298
|
740
$16.2K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13+ 0.1% |
$242 - $277
|
12.8K
$280K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1+ 14.29% |
$18.6 - $21.3
|
8
$176
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1- 0.01% |
$18.6 - $21.3
|
17.4K
$383K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-4- 0.19% |
$74.4 - $85.1
|
2.08K
$45.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-11- 0.43% |
$205 - $234
|
2.55K
$56K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-17- 0.06% |
$316 - $362
|
26.7K
$585K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-43- 97.73% |
$800 - $915
|
1
$21.9
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-97- 9.03% |
$1.81K - $2.06K
|
977
$21.4K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-104- 0.84% |
$1.94K - $2.21K
|
12.4K
$271K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-123- 0.97% |
$2.29K - $2.62K
|
12.6K
$276K
|