Purchases and Sales Made in Q4 2024 in Adams Diversified Equity Fund, Inc. (ADX)
This table provides information about the institutional ownership of Adams Diversified Equity Fund, Inc. (ADX) during Q4 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.03MNew |
$20.7M - $23.2M
|
1.03M
$21.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
114K+ 19.53% |
$2.28M - $2.57M
|
697K
$14.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
112K+ 353.36% |
$2.25M - $2.53M
|
144K
$2.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
110KNew |
$2.21M - $2.48M
|
110K
$2.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
43.3K+ 4.85% |
$869K - $976K
|
936K
$19.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
34.7K+ 18.94% |
$695K - $782K
|
218K
$4.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
20.7KNew |
$415K - $467K
|
20.7K
$424K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
19.7K+ 64.95% |
$395K - $444K
|
50.1K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.1K+ 117.0% |
$383K - $430K
|
35.4K
$725K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
14.8K+ 6.38% |
$296K - $333K
|
246K
$5.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
13.2K+ 3.45% |
$264K - $297K
|
394K
$8.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$228K - $257K
|
11.4K
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
9.52KNew |
$191K - $214K
|
9.52K
$195K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
9.29K+ 10.56% |
$186K - $209K
|
97.2K
$1.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.97K+ 39.05% |
$180K - $202K
|
32K
$654K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.14K+ 22.21% |
$163K - $183K
|
44.8K
$917K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
7.87K+ 22.36% |
$158K - $177K
|
43.1K
$882K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.72K+ 12.26% |
$115K - $129K
|
52.4K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.44K+ 9.45% |
$89K - $100K
|
51.4K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4.42KNew |
$88.6K - $99.6K
|
4.42K
$90.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.39K+ 28.78% |
$88K - $98.9K
|
19.6K
$402K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
3.51K+ 3.87% |
$70.3K - $79K
|
94.2K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.38K+ 9.08% |
$67.8K - $76.2K
|
40.6K
$832K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.52K+ 1.98% |
$50.5K - $56.8K
|
130K
$2.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.19K+ 9.45% |
$43.9K - $49.4K
|
25.4K
$519K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.45K+ 9.45% |
$29.1K - $32.7K
|
16.8K
$344K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.24K+ 0.93% |
$24.9K - $28K
|
135K
$2.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.12K+ 1.89% |
$22.4K - $25.2K
|
60.1K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.06K+ 203.83% |
$21.3K - $24K
|
1.59K
$32.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.03K+ 45.35% |
$20.6K - $23.2K
|
3.3K
$67.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
903+ 8.84% |
$18.1K - $20.3K
|
11.1K
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
717+ 6.48% |
$14.4K - $16.2K
|
11.8K
$241K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
608+ 1.74% |
$12.2K - $13.7K
|
35.5K
$727K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
576+ 9.43% |
$11.5K - $13K
|
6.69K
$137K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
473+ 5.34% |
$9.48K - $10.7K
|
9.33K
$191K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
466+ 2.07% |
$9.34K - $10.5K
|
23K
$470K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
364+ 505.56% |
$7.29K - $8.2K
|
436
$8.92K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
248+ 1.22% |
$4.97K - $5.59K
|
20.6K
$422K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
179+ 9.42% |
$3.59K - $4.03K
|
2.08K
$42.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
116+ 0.88% |
$2.32K - $2.61K
|
13.3K
$273K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
62+ 9.34% |
$1.24K - $1.4K
|
726
$14.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
7New |
$140 - $158
|
7
$143
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$20 - $22.5
|
390K
$7.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-10- 0.01% |
$200 - $225
|
105K
$2.16M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-31- 0.13% |
$621 - $698
|
23.7K
$485K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-53- 13.09% |
$1.06K - $1.19K
|
352
$7.21K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.02K- 5.26% |
$20.5K - $23K
|
18.4K
$377K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.2K- 2.34% |
$24K - $27K
|
50.1K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-2.15K- 1.12% |
$43K - $48.3K
|
189K
$3.87M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.7K- 10.63% |
$54.1K - $60.8K
|
22.7K
$465K
|