Purchases and Sales Made in Q2 2025 in Adams Diversified Equity Fund, Inc. (ADX)
This table provides information about the institutional ownership of Adams Diversified Equity Fund, Inc. (ADX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.8K+ 3.59% |
$254K - $322K
|
428K
$9.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
8K+ 70.41% |
$137K - $174K
|
19.4K
$425K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
2.74K+ 2.85% |
$46.8K - $59.4K
|
98.8K
$2.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
979+ 2.25% |
$16.8K - $21.3K
|
44.4K
$974K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
585+ 2.26% |
$10K - $12.7K
|
26.5K
$582K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
54+ 2.24% |
$924 - $1.17K
|
2.46K
$54K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.02K- 4.83% |
$17.5K - $22.1K
|
20.1K
$441K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.8K- 9.15% |
$30.9K - $39.2K
|
17.9K
$393K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-6.13K- 2.94% |
$105K - $133K
|
202K
$4.43M
|