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 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
6.56K+ 9.45% |
$131K - $148K
|
75.9K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.72K+ 12.26% |
$115K - $129K
|
52.4K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
5.18K+ 6.65% |
$104K - $117K
|
83.1K
$1.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.44K+ 9.45% |
$89K - $100K
|
51.4K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.44K+ 9.45% |
$89K - $100K
|
51.4K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4.42KNew |
$88.6K - $99.6K
|
4.42K
$96.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.39K+ 28.78% |
$88K - $98.9K
|
19.6K
$429K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
3.53KNew |
$70.8K - $79.6K
|
3.53K
$77.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
3.51K+ 3.87% |
$70.3K - $79K
|
94.2K
$2.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.38K+ 9.08% |
$67.8K - $76.2K
|
40.6K
$888K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.35K+ 8.69% |
$67.2K - $75.5K
|
41.9K
$917K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.2K+ 26.68% |
$64.1K - $72.1K
|
15.2K
$332K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.96K+ 9.46% |
$59.3K - $66.7K
|
34.3K
$749K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.91K+ 6.91% |
$58.3K - $65.5K
|
45K
$984K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.63K+ 5.94% |
$52.7K - $59.2K
|
46.9K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.62KNew |
$52.4K - $59K
|
2.62K
$57.2K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.52K+ 1.98% |
$50.5K - $56.8K
|
130K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.26K+ 8.26% |
$45.2K - $50.9K
|
29.6K
$647K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.19K+ 9.45% |
$43.9K - $49.4K
|
25.4K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.82K+ 4.69% |
$36.5K - $41K
|
40.6K
$889K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.53KNew |
$30.6K - $34.4K
|
1.53K
$33.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
1.51K+ 9.46% |
$30.2K - $34K
|
17.4K
$381K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.45K+ 9.42% |
$29.1K - $32.8K
|
16.9K
$369K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.45K+ 9.45% |
$29.1K - $32.7K
|
16.8K
$367K
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1.41K+ 6.27% |
$28.2K - $31.7K
|
23.8K
$521K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.24K+ 0.93% |
$24.9K - $28K
|
135K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.21K+ 9.11% |
$24.2K - $27.3K
|
14.5K
$317K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.12K+ 1.89% |
$22.4K - $25.2K
|
60.1K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.07KNew |
$21.5K - $24.2K
|
1.07K
$23.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.06K+ 203.83% |
$21.3K - $24K
|
1.59K
$34.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.05K+ 5.08% |
$21K - $23.6K
|
21.7K
$474K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.03K+ 45.35% |
$20.6K - $23.2K
|
3.3K
$72.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
903+ 8.84% |
$18.1K - $20.3K
|
11.1K
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
850+ 8.75% |
$17K - $19.2K
|
10.6K
$231K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
717+ 6.48% |
$14.4K - $16.2K
|
11.8K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
702+ 5.85% |
$14.1K - $15.8K
|
12.7K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
611+ 0.31% |
$12.2K - $13.8K
|
197K
$4.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
608+ 1.74% |
$12.2K - $13.7K
|
35.5K
$777K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
576+ 9.43% |
$11.5K - $13K
|
6.69K
$146K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
473+ 5.34% |
$9.48K - $10.7K
|
9.33K
$204K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
466+ 2.07% |
$9.34K - $10.5K
|
23K
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
389+ 9.43% |
$7.8K - $8.76K
|
4.52K
$98.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
364+ 505.56% |
$7.29K - $8.2K
|
436
$9.54K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
248+ 1.22% |
$4.97K - $5.59K
|
20.6K
$451K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
179+ 9.42% |
$3.59K - $4.03K
|
2.08K
$45.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
116+ 0.88% |
$2.32K - $2.61K
|
13.3K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
100+ 3.51% |
$2K - $2.25K
|
2.95K
$64.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
62+ 9.34% |
$1.24K - $1.4K
|
726
$15.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
53+ 0.42% |
$1.06K - $1.19K
|
12.8K
$279K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
7New |
$140 - $158
|
7
$153
|