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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-20K- 2.97% |
$423K - $449K
|
653K
$15.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-39.3K- 1.11% |
$831K - $882K
|
3.51M
$81.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
22.3KNew |
$473K - $502K
|
22.3K
$518K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.1K+ 25.13% |
$256K - $271K
|
60.2K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
208+ 2.08% |
$4.4K - $4.67K
|
10.2K
$237K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
186+ 0.12% |
$3.93K - $4.18K
|
150K
$3.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.89K- 6.34% |
$61K - $64.8K
|
42.6K
$988K
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
14.3K+ 61.48% |
$303K - $321K
|
37.6K
$871K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63.4K+ 44.09% |
$1.34M - $1.42M
|
207K
$4.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.51K+ 37.65% |
$201K - $214K
|
34.8K
$806K
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
53.2K+ 209.49% |
$1.12M - $1.19M
|
78.6K
$1.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 1.67% |
$21.2 - $22.5
|
61
$1.41K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
69New |
$1.46K - $1.55K
|
69
$1.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-16.4K- 20.34% |
$348K - $369K
|
64.4K
$1.49M
|
|
|
Nov 13, 2025
Q3 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
338+ 2.09% |
$7.15K - $7.59K
|
16.5K
$383K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.3K- 2.23% |
$91K - $96.6K
|
188K
$4.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
125+ 2.91% |
$2.64K - $2.81K
|
4.42K
$103K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.6K- 54.71% |
$626K - $664K
|
24.5K
$568K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.8K+ 3.5% |
$314K - $333K
|
439K
$10.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.85K+ 69.42% |
$81.4K - $86.4K
|
9.39K
$218K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.43K- 5.81% |
$51.3K - $54.5K
|
39.3K
$912K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-215- 99.08% |
$4.55K - $4.83K
|
2
$46.3
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
761+ 7.56% |
$16.1K - $17.1K
|
10.8K
$251K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.4K- 4.93% |
$390K - $414K
|
355K
$8.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
15.1KNew |
$319K - $339K
|
15.1K
$349K
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
350+ 2.09% |
$7.4K - $7.86K
|
17.1K
$396K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.35K+ 0.89% |
$28.6K - $30.4K
|
154K
$3.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9.62K+ 43.09% |
$203K - $216K
|
31.9K
$740K
|
|
|
Nov 12, 2025
Q3 2025
|
Smh Capital Advisors Inc
|
BUY
|
- |
119+ 0.91% |
$2.52K - $2.67K
|
13.2K
$306K
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
6+ 2.03% |
$127 - $135
|
301
$6.97K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-638- 1.01% |
$13.5K - $14.3K
|
62.6K
$1.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
157+ 2.1% |
$3.32K - $3.52K
|
7.64K
$177K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.76K- 12.94% |
$122K - $129K
|
38.7K
$897K
|
|
|
Nov 10, 2025
Q3 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-685- 0.49% |
$14.5K - $15.4K
|
139K
$3.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.18K- 10.56% |
$67.3K - $71.4K
|
27K
$625K
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
449+ 2.1% |
$9.5K - $10.1K
|
21.9K
$507K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
332+ 2.59% |
$7.02K - $7.45K
|
13.2K
$305K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.98K- 5.02% |
$42K - $44.5K
|
37.5K
$869K
|
|
|
Nov 07, 2025
Q3 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-831- 1.76% |
$17.6K - $18.7K
|
46.5K
$1.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
44+ 2.07% |
$931 - $988
|
2.17K
$50.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
32.1KNew |
$679K - $721K
|
32.1K
$744K
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
50.1KNew |
$1.06M - $1.12M
|
50.1K
$1.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1K+ 5.16% |
$21.2K - $22.5K
|
20.4K
$472K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
30.7K+ 8.8% |
$650K - $690K
|
380K
$8.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.72KNew |
$206K - $218K
|
9.72K
$225K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 1.96% |
$25.7K - $27.3K
|
63.2K
$1.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.53K+ 4.32% |
$32.3K - $34.3K
|
36.9K
$854K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
5.72K+ 1.3% |
$121K - $128K
|
446K
$10.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
207+ 2.09% |
$4.38K - $4.65K
|
10.1K
$235K
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
688+ 2.09% |
$14.6K - $15.4K
|
33.6K
$778K
|
|