Purchases and Sales Made in Q4 2021 in Adams Diversified Equity Fund, Inc. (ADX)
This table provides information about the institutional ownership of Adams Diversified Equity Fund, Inc. (ADX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.73KNew |
$50.7K - $60.7K
|
2.73K
$60.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.72K+ 9.97% |
$50.3K - $60.3K
|
30K
$660K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.68KNew |
$49.6K - $59.5K
|
2.68K
$58.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
2.61K+ 5.68% |
$48.4K - $58K
|
48.6K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.26K+ 0.55% |
$41.9K - $50.2K
|
411K
$9.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
2.1K+ 6.22% |
$38.9K - $46.6K
|
35.9K
$790K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.05K+ 14.77% |
$37.9K - $45.4K
|
15.9K
$350K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.03K+ 6.45% |
$37.6K - $45.1K
|
33.5K
$737K
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.82K+ 14.79% |
$33.7K - $40.4K
|
14.1K
$311K
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 10.47% |
$33.3K - $39.9K
|
19K
$417K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.7K+ 2.57% |
$31.4K - $37.7K
|
67.6K
$1.49M
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
1.35KNew |
$25K - $30K
|
1.35K
$29.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.15K+ 1.23% |
$21.3K - $25.5K
|
94.9K
$2.09M
|
|
|
Jan 27, 2022
Q4 2021
|
Founders Capital Management, LLC
|
BUY
|
- |
1.12K+ 10.8% |
$20.7K - $24.8K
|
11.4K
$252K
|
|
|
Feb 02, 2022
Q4 2021
|
Smh Capital Advisors Inc
|
BUY
|
- |
985+ 6.57% |
$18.3K - $21.9K
|
16K
$352K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
779+ 14.78% |
$14.4K - $17.3K
|
6.05K
$133K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
754+ 1.23% |
$14K - $16.7K
|
62.1K
$1.37M
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
646New |
$12K - $14.3K
|
646
$14.2K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
600New |
$11.1K - $13.3K
|
600
$13.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
488+ 14.78% |
$9.04K - $10.8K
|
3.79K
$83.4K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
460+ 14.78% |
$8.52K - $10.2K
|
3.57K
$78.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
405New |
$7.5K - $9K
|
405
$8.91K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
313New |
$5.8K - $6.95K
|
313
$6.89K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
292+ 0.56% |
$5.41K - $6.49K
|
52.5K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
288New |
$5.34K - $6.4K
|
288
$6.34K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
276New |
$5.11K - $6.13K
|
276
$6.07K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
229New |
$4.24K - $5.09K
|
229
$5.04K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
212+ 0.84% |
$3.93K - $4.71K
|
25.4K
$559K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
198New |
$3.67K - $4.4K
|
198
$4.36K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
197+ 14.71% |
$3.65K - $4.38K
|
1.54K
$33.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
192+ 14.81% |
$3.56K - $4.26K
|
1.49K
$32.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
175New |
$3.24K - $3.89K
|
175
$3.85K
|
|
|
Jan 27, 2022
Q4 2021
|
Uncommon Cents Investing LLC
|
BUY
|
- |
135+ 0.07% |
$2.5K - $3K
|
183K
$4.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
113New |
$2.09K - $2.51K
|
113
$2.49K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
105+ 0.71% |
$1.95K - $2.33K
|
14.9K
$328K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
100+ 14.75% |
$1.85K - $2.22K
|
778
$17.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-2Closed |
$37.1 - $44.4
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-14- 73.68% |
$259 - $311
|
5
$110
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-19- 67.86% |
$352 - $422
|
9
$198
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-173- 0.98% |
$3.21K - $3.84K
|
17.4K
$383K
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-297- 0.86% |
$5.5K - $6.6K
|
34.2K
$752K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-365- 0.39% |
$6.76K - $8.11K
|
93.4K
$2.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-587- 4.26% |
$10.9K - $13K
|
13.2K
$290K
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
SELL
|
- |
-665Closed |
$12.3K - $14.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-873- 26.49% |
$16.2K - $19.4K
|
2.42K
$53.3K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.05KClosed |
$19.5K - $23.3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.64KClosed |
$30.4K - $36.4K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.75K- 4.46% |
$32.5K - $39K
|
37.6K
$827K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.52K- 1.98% |
$46.6K - $55.9K
|
125K
$2.75M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.48K- 1.7% |
$64.5K - $77.4K
|
201K
$4.42M
|