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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-136- 4.61% |
$2.53K - $2.89K
|
2.82K
$61.8K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-171- 0.12% |
$3.18K - $3.64K
|
143K
$3.13M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-207- 0.6% |
$3.85K - $4.4K
|
34.1K
$747K
|
|
|
May 08, 2025
Q1 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-277- 2.05% |
$5.15K - $5.89K
|
13.3K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-363- 1.97% |
$6.76K - $7.72K
|
18.1K
$396K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-554- 4.87% |
$10.3K - $11.8K
|
10.8K
$237K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-638- 0.49% |
$11.9K - $13.6K
|
129K
$2.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-710- 6.23% |
$13.2K - $15.1K
|
10.7K
$234K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-735- 5.49% |
$13.7K - $15.6K
|
12.7K
$278K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-829- 1.92% |
$15.4K - $17.6K
|
42.3K
$927K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1.24K- 35.19% |
$23.1K - $26.5K
|
2.29K
$50.2K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.46K- 21.77% |
$27.1K - $31K
|
5.23K
$115K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.53K- 99.93% |
$28.4K - $32.5K
|
1
$21.9
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.72K- 0.87% |
$31.9K - $36.5K
|
196K
$4.29M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.82K- 2.86% |
$33.8K - $38.7K
|
61.7K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.83K- 2.79% |
$34.1K - $38.9K
|
63.7K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.01K- 21.53% |
$37.4K - $42.8K
|
7.32K
$161K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.33K- 3.0% |
$43.3K - $49.5K
|
75.3K
$1.65M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-2.58K- 10.89% |
$48.1K - $54.9K
|
21.1K
$464K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.99K- 13.17% |
$55.6K - $63.6K
|
19.7K
$432K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.05K- 11.58% |
$56.8K - $64.9K
|
23.3K
$511K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.13K- 16.23% |
$58.2K - $66.5K
|
16.1K
$354K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-3.2K- 1.69% |
$59.6K - $68.2K
|
186K
$4.08M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.98K- 13.45% |
$74.1K - $84.7K
|
25.6K
$562K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.48K- 8.06% |
$83.4K - $95.4K
|
51.2K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.23K- 19.51% |
$116K - $133K
|
25.7K
$564K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-7K- 0.57% |
$130K - $149K
|
1.22M
$26.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-7.97K- 15.51% |
$148K - $170K
|
43.4K
$953K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.97K- 15.51% |
$148K - $170K
|
43.4K
$953K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-8.7K- 1.63% |
$162K - $185K
|
524K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-11.7K- 14.06% |
$217K - $249K
|
71.4K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11.8K- 2.77% |
$220K - $251K
|
414K
$9.07M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.4K- 4.58% |
$231K - $264K
|
259K
$5.67M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-16K- 39.49% |
$299K - $341K
|
24.6K
$539K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-23.9K- 17.81% |
$446K - $510K
|
111K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.4K- 15.71% |
$547K - $626K
|
158K
$3.46M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-35.2K- 99.31% |
$655K - $748K
|
243
$5.33K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-38K- 17.32% |
$707K - $808K
|
181K
$3.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-91.6K- 63.5% |
$1.71M - $1.95M
|
52.7K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-93.7K- 12.55% |
$1.74M - $1.99M
|
653K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-135K- 5.48% |
$2.52M - $2.88M
|
2.33M
$51.2M
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-966K- 17.79% |
$18M - $20.6M
|
4.46M
$97.9M
|