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 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-169K- 57.33% |
$3.38M - $3.8M
|
126K
$2.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.53KNew |
$30.6K - $34.4K
|
1.53K
$31.3K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-654Closed |
$13.1K - $14.7K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.45K+ 9.42% |
$29.1K - $32.8K
|
16.9K
$346K
|
|
|
Feb 12, 2025
Q4 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-192- 1.4% |
$3.85K - $4.33K
|
13.5K
$277K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-279K- 67.44% |
$5.58M - $6.28M
|
134K
$2.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
50.4K+ 36.87% |
$1.01M - $1.14M
|
187K
$3.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
23KNew |
$461K - $518K
|
23K
$471K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
702+ 5.85% |
$14.1K - $15.8K
|
12.7K
$260K
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
19KNew |
$381K - $428K
|
19K
$389K
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
58KNew |
$1.16M - $1.31M
|
58K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-42.9K- 56.32% |
$859K - $966K
|
33.3K
$681K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.07KNew |
$21.5K - $24.2K
|
1.07K
$22K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.91K+ 6.91% |
$58.3K - $65.5K
|
45K
$921K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.7K+ 14.4% |
$356K - $400K
|
141K
$2.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
9.55K+ 5.56% |
$191K - $215K
|
181K
$3.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
850+ 8.75% |
$17K - $19.2K
|
10.6K
$216K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.44K+ 9.45% |
$89K - $100K
|
51.4K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-614- 0.78% |
$12.3K - $13.8K
|
77.6K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
611+ 0.31% |
$12.2K - $13.8K
|
197K
$4.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
30.8K+ 125.22% |
$616K - $693K
|
55.3K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-296- 58.27% |
$5.93K - $6.67K
|
212
$4.34K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
75.8K+ 39.76% |
$1.52M - $1.71M
|
266K
$5.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
9.29K+ 10.56% |
$186K - $209K
|
97.2K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.2K- 13.19% |
$365K - $411K
|
120K
$2.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-53- 13.09% |
$1.06K - $1.19K
|
352
$7.21K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
576+ 9.43% |
$11.5K - $13K
|
6.69K
$137K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.45K+ 9.45% |
$29.1K - $32.7K
|
16.8K
$344K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
364+ 505.56% |
$7.29K - $8.2K
|
436
$8.92K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.03MNew |
$20.7M - $23.2M
|
1.03M
$21.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
43.3K+ 4.85% |
$869K - $976K
|
936K
$19.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.1K+ 117.0% |
$383K - $430K
|
35.4K
$725K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
473+ 5.34% |
$9.48K - $10.7K
|
9.33K
$191K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
62+ 9.34% |
$1.24K - $1.4K
|
726
$14.9K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4.42KNew |
$88.6K - $99.6K
|
4.42K
$90.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
179+ 9.42% |
$3.59K - $4.03K
|
2.08K
$42.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.06K+ 203.83% |
$21.3K - $24K
|
1.59K
$32.5K
|
|
|
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
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
7New |
$140 - $158
|
7
$143
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
19.7K+ 64.95% |
$395K - $444K
|
50.1K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
112K+ 353.36% |
$2.25M - $2.53M
|
144K
$2.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
13.2K+ 3.45% |
$264K - $297K
|
394K
$8.08M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.52K+ 1.98% |
$50.5K - $56.8K
|
130K
$2.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
116+ 0.88% |
$2.32K - $2.61K
|
13.3K
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
608+ 1.74% |
$12.2K - $13.7K
|
35.5K
$727K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.98K- 28.16% |
$99.9K - $112K
|
12.7K
$260K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
9.52KNew |
$191K - $214K
|
9.52K
$195K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.97K+ 39.05% |
$180K - $202K
|
32K
$654K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-364K- 40.63% |
$7.3M - $8.21M
|
532K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
20.7KNew |
$415K - $467K
|
20.7K
$424K
|