Latest Institutional Transactions on Adams Diversified Equity Fund, Inc. (ADX)
This table provides information on the latest institutional transactions involving Adams Diversified Equity Fund, Inc. (ADX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
10K+ 13.89% |
$201K - $226K
|
82.4K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.05K+ 5.08% |
$21K - $23.6K
|
21.7K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
53+ 0.42% |
$1.06K - $1.19K
|
12.8K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.8K+ 66.07% |
$456K - $513K
|
57.2K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
67.5K+ 9.82% |
$1.35M - $1.52M
|
755K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$208K - $234K
|
10.4K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.63K+ 5.94% |
$52.7K - $59.2K
|
46.9K
$960K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
14.5K+ 40.55% |
$291K - $327K
|
50.3K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6New |
$120 - $135
|
6
$123
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
7.95K+ 14.3% |
$159K - $179K
|
63.5K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.41K- 1.66% |
$48.3K - $54.3K
|
143K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
1.51K+ 9.46% |
$30.2K - $34K
|
17.4K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-44.3K- 14.04% |
$887K - $998K
|
271K
$5.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
65.8KNew |
$1.32M - $1.48M
|
65.8K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
6.75K+ 2.75% |
$135K - $152K
|
252K
$5.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.2K+ 26.68% |
$64.1K - $72.1K
|
15.2K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.82K+ 4.69% |
$36.5K - $41K
|
40.6K
$832K
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
74.8KNew |
$1.5M - $1.69M
|
74.8K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-2.68K- 12.66% |
$53.6K - $60.3K
|
18.5K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
389+ 9.43% |
$7.8K - $8.76K
|
4.52K
$92.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.62KNew |
$52.4K - $59K
|
2.62K
$53.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
15.7K+ 8.32% |
$314K - $353K
|
204K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-51.3K- 65.77% |
$1.03M - $1.16M
|
26.7K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
28.9KNew |
$580K - $652K
|
28.9K
$592K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-64.6K- 79.9% |
$1.3M - $1.46M
|
16.3K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-129- 0.43% |
$2.59K - $2.91K
|
29.8K
$610K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-693- 1.05% |
$13.9K - $15.6K
|
65.5K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
634K+ 34.56% |
$12.7M - $14.3M
|
2.47M
$50.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-994K- 15.47% |
$19.9M - $22.4M
|
5.43M
$111M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
100+ 3.51% |
$2K - $2.25K
|
2.95K
$60.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
144K+ 5.04% |
$2.88M - $3.24M
|
3M
$61.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
42.1KNew |
$843K - $948K
|
42.1K
$861K
|
|
|
Feb 14, 2025
Q4 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
15.5KNew |
$310K - $349K
|
15.5K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
6.56K+ 9.45% |
$131K - $148K
|
75.9K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.5K+ 71.6% |
$291K - $327K
|
34.8K
$713K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-58.3K- 28.29% |
$1.17M - $1.31M
|
148K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Jones Road Capital Management, L.P.
New York, NY |
SELL
|
- |
-4.98K- 1.33% |
$99.9K - $112K
|
370K
$7.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.21K+ 9.11% |
$24.2K - $27.3K
|
14.5K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
49.2KNew |
$986K - $1.11M
|
49.2K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.35K+ 8.69% |
$67.2K - $75.5K
|
41.9K
$858K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.27K+ 41.27% |
$166K - $186K
|
28.3K
$580K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.85K+ 4.81% |
$137K - $154K
|
149K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
28KNew |
$561K - $631K
|
28K
$573K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.26K+ 8.26% |
$45.2K - $50.9K
|
29.6K
$606K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
140K+ 12.82% |
$2.81M - $3.15M
|
1.23M
$25.2M
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
155K+ 26.25% |
$3.11M - $3.5M
|
747K
$15.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
28.3K+ 12.23% |
$567K - $637K
|
260K
$5.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1.41K+ 6.27% |
$28.2K - $31.7K
|
23.8K
$488K
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
5.18K+ 6.65% |
$104K - $117K
|
83.1K
$1.7M
|