Purchases and Sales Made in Q2 2023 in Adams Diversified Equity Fund, Inc. (ADX)
This table provides information about the institutional ownership of Adams Diversified Equity Fund, Inc. (ADX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
75+ 0.06% |
$1.15K - $1.26K
|
133K
$2.93M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
68+ 0.33% |
$1.04K - $1.14K
|
20.9K
$459K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
68+ 0.32% |
$1.04K - $1.14K
|
21.4K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
55+ 0.15% |
$844 - $925
|
37.1K
$818K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
47+ 0.31% |
$721 - $790
|
15.2K
$335K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
43+ 0.18% |
$660 - $723
|
24.5K
$538K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
40+ 0.07% |
$614 - $672
|
58.4K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
7+ 0.31% |
$107 - $118
|
2.25K
$49.5K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
6+ 0.31% |
$92.1 - $101
|
1.92K
$42.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.31% |
$15.4 - $16.8
|
320
$7.05K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.03% |
$15.4 - $16.8
|
3.79K
$83.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-36- 0.28% |
$553 - $605
|
12.6K
$277K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-55- 0.04% |
$844 - $925
|
139K
$3.06M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-163- 1.4% |
$2.5K - $2.74K
|
11.5K
$254K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-181- 1.36% |
$2.78K - $3.04K
|
13.1K
$289K
|
|
|
Aug 07, 2023
Q2 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-208- 1.1% |
$3.19K - $3.5K
|
18.8K
$413K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-295- 2.83% |
$4.53K - $4.96K
|
10.1K
$223K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-302- 0.42% |
$4.64K - $5.08K
|
72.3K
$1.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-326- 2.56% |
$5K - $5.48K
|
12.4K
$273K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-575- 0.95% |
$8.83K - $9.67K
|
59.7K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-704- 2.05% |
$10.8K - $11.8K
|
33.6K
$740K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-818- 3.44% |
$12.6K - $13.8K
|
23K
$506K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-961- 5.73% |
$14.8K - $16.2K
|
15.8K
$348K
|
|
|
Jul 20, 2023
Q2 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-995- 0.5% |
$15.3K - $16.7K
|
198K
$4.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.24K- 3.66% |
$19K - $20.8K
|
32.7K
$719K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.99K- 3.25% |
$30.6K - $33.5K
|
59.3K
$1.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.27K- 7.5% |
$34.8K - $38.1K
|
27.9K
$615K
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-2.45K- 2.54% |
$37.6K - $41.2K
|
94.2K
$2.07M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-2.57K- 97.17% |
$39.5K - $43.2K
|
75
$1.65K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.72K- 7.69% |
$41.7K - $45.7K
|
32.7K
$719K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3K- 2.58% |
$46.1K - $50.4K
|
113K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.92K- 16.52% |
$60.2K - $65.9K
|
19.8K
$436K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-4K- 28.57% |
$61.4K - $67.2K
|
10K
$220K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.39K- 25.44% |
$67.3K - $73.7K
|
12.9K
$283K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.89K- 10.84% |
$75.1K - $82.2K
|
40.2K
$886K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.19K- 0.89% |
$79.7K - $87.3K
|
578K
$12.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-5.39K- 1.18% |
$82.8K - $90.7K
|
453K
$9.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.29K- 2.0% |
$112K - $123K
|
356K
$7.85M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.54K- 9.73% |
$116K - $127K
|
69.9K
$1.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.95K- 17.98% |
$122K - $134K
|
36.3K
$799K
|
|
|
Aug 11, 2023
Q2 2023
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-9.02K- 3.68% |
$138K - $152K
|
236K
$5.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.5K- 4.76% |
$161K - $177K
|
211K
$4.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-15.3K- 58.18% |
$234K - $257K
|
11K
$242K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-18.9K- 27.09% |
$289K - $317K
|
50.7K
$1.12M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.1K- 11.6% |
$293K - $321K
|
145K
$3.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-21K- 7.2% |
$322K - $352K
|
270K
$5.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-21.6K- 39.81% |
$332K - $364K
|
32.7K
$720K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-24.3K- 17.54% |
$373K - $409K
|
114K
$2.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-31.7K- 45.95% |
$486K - $532K
|
37.3K
$820K
|