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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
717+ 6.48% |
$14.4K - $16.2K
|
11.8K
$241K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
14.8K+ 6.38% |
$296K - $333K
|
246K
$5.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.02K- 5.26% |
$20.5K - $23K
|
18.4K
$377K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.38K+ 9.08% |
$67.8K - $76.2K
|
40.6K
$832K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
110KNew |
$2.21M - $2.48M
|
110K
$2.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.14K+ 22.21% |
$163K - $183K
|
44.8K
$917K
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
903+ 8.84% |
$18.1K - $20.3K
|
11.1K
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$228K - $257K
|
11.4K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
114K+ 19.53% |
$2.28M - $2.57M
|
697K
$14.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
7.87K+ 22.36% |
$158K - $177K
|
43.1K
$882K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.03K+ 45.35% |
$20.6K - $23.2K
|
3.3K
$67.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.24K+ 0.93% |
$24.9K - $28K
|
135K
$2.77M
|
|
|
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
|
Delta Capital Management LLC
|
SELL
|
- |
-10- 0.01% |
$200 - $225
|
105K
$2.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-2.15K- 1.12% |
$43K - $48.3K
|
189K
$3.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.44K+ 9.45% |
$89K - $100K
|
51.4K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-31.3K- 12.48% |
$627K - $705K
|
219K
$4.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.12K+ 1.89% |
$22.4K - $25.2K
|
60.1K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.35K- 12.9% |
$107K - $121K
|
36.1K
$740K
|
|
|
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 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
34.7K+ 18.94% |
$695K - $782K
|
218K
$4.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.19K+ 9.45% |
$43.9K - $49.4K
|
25.4K
$519K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.2K- 2.34% |
$24K - $27K
|
50.1K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.1K- 6.86% |
$82.1K - $92.3K
|
55.7K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.7K- 10.63% |
$54.1K - $60.8K
|
22.7K
$465K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$20 - $22.5
|
390K
$7.98M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-31- 0.13% |
$621 - $698
|
23.7K
$485K
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-248- 1.65% |
$4.95K - $5.57K
|
14.8K
$303K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
43.4KNew |
$865K - $974K
|
43.4K
$888K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
792New |
$15.8K - $17.8K
|
792
$16.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.8KNew |
$55.9K - $62.9K
|
2.8K
$57.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
33.4KNew |
$667K - $751K
|
33.4K
$685K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$199 - $225
|
10
$205
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-33.1K- 45.17% |
$660K - $744K
|
40.2K
$823K
|
|
|
Nov 14, 2024
Q3 2024
|
Potrero Capital Research LLC
San Francisco, CA |
SELL
|
- |
-186K- 29.62% |
$3.72M - $4.18M
|
443K
$9.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
792New |
$15.8K - $17.8K
|
792
$16.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.5KNew |
$248K - $280K
|
12.5K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.53K- 5.09% |
$30.4K - $34.3K
|
28.5K
$583K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.2K+ 22.97% |
$43.8K - $49.3K
|
11.8K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.8KNew |
$295K - $333K
|
14.8K
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.98K- 19.41% |
$119K - $134K
|
24.8K
$508K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.12K+ 1.91% |
$22.3K - $25.1K
|
59.4K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
314New |
$6.26K - $7.05K
|
314
$6.43K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-613- 3.14% |
$12.2K - $13.8K
|
18.9K
$388K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.39K- 12.86% |
$87.6K - $98.6K
|
29.8K
$609K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.05K+ 2.07% |
$40.9K - $46K
|
101K
$2.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-146- 1.54% |
$2.91K - $3.28K
|
9.35K
$191K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
111New |
$2.21K - $2.49K
|
111
$2.27K
|
|
|
Oct 31, 2024
Q3 2024
|
General American Investors CO Inc
|
SELL
|
- |
-38.7K- 22.79% |
$772K - $869K
|
131K
$2.68M
|
|