Purchases and Sales Made in Q3 2021 in Adams Diversified Equity Fund, Inc. (ADX)
This table provides information about the institutional ownership of Adams Diversified Equity Fund, Inc. (ADX) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.1MNew |
$21.6M - $23M
|
1.1M
$24.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
97.1K+ 13.42% |
$1.9M - $2.02M
|
820K
$18.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
60.4K+ 229.05% |
$1.18M - $1.26M
|
86.7K
$1.91M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
45.6K+ 5.72% |
$892K - $951K
|
843K
$18.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
43.5K+ 18.87% |
$849K - $906K
|
274K
$6.03M
|
|
|
Oct 13, 2021
Q3 2021
|
Stolper CO
|
BUY
|
- |
31.1K+ 47.07% |
$607K - $648K
|
97.1K
$2.14M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28.8KNew |
$563K - $601K
|
28.8K
$635K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26KNew |
$507K - $541K
|
26K
$572K
|
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
BUY
|
- |
24.9K+ 100.0% |
$487K - $520K
|
49.9K
$1.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.7K+ 6.25% |
$482K - $515K
|
420K
$9.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.3K+ 6.52% |
$475K - $506K
|
397K
$8.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
19.7K+ 6.48% |
$385K - $411K
|
324K
$7.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.5K+ 251.71% |
$381K - $407K
|
27.3K
$600K
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
18.5KNew |
$362K - $386K
|
18.5K
$407K
|
|
|
Oct 19, 2021
Q3 2021
|
Villere St Denis J & CO LLC
|
BUY
|
- |
16.7KNew |
$326K - $348K
|
16.7K
$368K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
12.8KNew |
$251K - $267K
|
12.8K
$282K
|
|
|
Oct 21, 2021
Q3 2021
|
Founders Capital Management, LLC
|
BUY
|
- |
10.3KNew |
$202K - $215K
|
10.3K
$228K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.52K+ 1.37% |
$108K - $115K
|
409K
$9.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.31K+ 7.64% |
$104K - $111K
|
74.8K
$1.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.27KNew |
$103K - $110K
|
5.27K
$116K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
4.27K+ 3.47% |
$83.4K - $89K
|
127K
$2.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4.01K+ 100.25% |
$78.4K - $83.6K
|
8.01K
$176K
|
|
|
Nov 03, 2021
Q3 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
3.8K+ 17.46% |
$74.2K - $79.1K
|
25.5K
$562K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.75K+ 13.53% |
$73.2K - $78.1K
|
31.5K
$693K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.65K+ 35.8% |
$71.4K - $76.1K
|
13.9K
$305K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.39K+ 29.82% |
$66.3K - $70.8K
|
14.8K
$325K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
3.14K+ 5.63% |
$61.4K - $65.5K
|
58.9K
$1.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.11K+ 1.55% |
$60.8K - $64.8K
|
204K
$4.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.08KNew |
$40.6K - $43.3K
|
2.08K
$45.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.8K+ 1.58% |
$35.2K - $37.5K
|
116K
$2.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.64K+ 5.01% |
$32.1K - $34.3K
|
34.5K
$759K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.64KNew |
$32K - $34.2K
|
1.64K
$36.1K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.53K+ 4.44% |
$29.8K - $31.8K
|
35.9K
$790K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.43KNew |
$27.9K - $29.8K
|
1.43K
$31.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.4KNew |
$27.4K - $29.2K
|
1.4K
$30.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.4K+ 3.55% |
$27.4K - $29.2K
|
40.8K
$898K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.38K+ 1.5% |
$27K - $28.8K
|
93.7K
$2.06M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.04K+ 9445.45% |
$20.3K - $21.7K
|
1.05K
$23.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
948+ 2.14% |
$18.5K - $19.8K
|
45.2K
$995K
|
|
|
Oct 22, 2021
Q3 2021
|
Uncommon Cents Investing LLC
|
BUY
|
- |
440+ 0.24% |
$8.6K - $9.17K
|
183K
$4.03M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
275+ 0.53% |
$5.37K - $5.73K
|
52.2K
$1.15M
|
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
56+ 0.24% |
$1.09K - $1.17K
|
23.1K
$509K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
47+ 0.27% |
$918 - $980
|
17.6K
$387K
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
34+ 0.1% |
$664 - $709
|
33.8K
$744K
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
29+ 0.24% |
$567 - $605
|
12.3K
$271K
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
23+ 0.09% |
$449 - $480
|
26K
$572K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
19New |
$371 - $396
|
19
$418
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.08% |
$215 - $229
|
14.3K
$315K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 0.15% |
$97.7 - $104
|
3.3K
$72.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3+ 0.23% |
$58.6 - $62.6
|
1.3K
$28.5K
|