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 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
27K+ 45.81% |
$572K - $607K
|
86.1K
$1.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
200+ 20.51% |
$4.23K - $4.49K
|
1.18K
$27.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
52.6K+ 21.68% |
$1.11M - $1.18M
|
295K
$6.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
19.5K+ 107.22% |
$412K - $438K
|
37.7K
$873K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.72K+ 9.02% |
$57.6K - $61.1K
|
32.9K
$762K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.7K- 64.84% |
$437K - $464K
|
11.2K
$260K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
60+ 2.05% |
$1.27K - $1.35K
|
2.99K
$69.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-475- 3.54% |
$10K - $10.7K
|
12.9K
$300K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
67.2K+ 7.83% |
$1.42M - $1.51M
|
925K
$21.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
20+ 2.05% |
$423 - $449
|
997
$23.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.28KNew |
$27K - $28.6K
|
1.28K
$29.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
158+ 0.6% |
$3.34K - $3.55K
|
26.7K
$618K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-227- 13.14% |
$4.8K - $5.1K
|
1.5K
$34.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
16.3K+ 5.76% |
$344K - $365K
|
298K
$6.91M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
946+ 2.09% |
$20K - $21.2K
|
46.3K
$1.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
12.9KNew |
$272K - $289K
|
12.9K
$298K
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
315+ 0.23% |
$6.66K - $7.07K
|
136K
$3.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.14KNew |
$193K - $205K
|
9.14K
$212K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.08K+ 18.53% |
$171K - $181K
|
51.7K
$1.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-3.32K- 26.13% |
$70.3K - $74.6K
|
9.39K
$218K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.67K- 3.08% |
$35.3K - $37.5K
|
52.6K
$1.22M
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
36.1KNew |
$763K - $810K
|
36.1K
$836K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
554+ 5.07% |
$11.7K - $12.4K
|
11.5K
$266K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.12K- 2.28% |
$23.7K - $25.1K
|
47.9K
$1.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
169+ 1.72% |
$3.57K - $3.79K
|
9.98K
$231K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
206+ 2.1% |
$4.36K - $4.62K
|
10K
$233K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
618+ 0.9% |
$13.1K - $13.9K
|
69.6K
$1.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
273+ 2.99% |
$5.77K - $6.13K
|
9.39K
$218K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.63K+ 2.05% |
$55.6K - $59K
|
131K
$3.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16.5K- 97.93% |
$349K - $370K
|
349
$8.09K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7.66K- 0.82% |
$162K - $172K
|
927K
$21.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
789+ 2.09% |
$16.7K - $17.7K
|
38.5K
$892K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.12K+ 3.96% |
$23.8K - $25.2K
|
29.5K
$684K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
237KNew |
$5.01M - $5.32M
|
237K
$5.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-1.71K- 10.85% |
$36.1K - $38.4K
|
14K
$325K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.02% |
$42.3 - $44.9
|
8.87K
$206K
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
3.9K+ 5.45% |
$82.5K - $87.6K
|
75.4K
$1.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.3K- 15.28% |
$176K - $186K
|
46K
$1.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
8.49K+ 4.2% |
$179K - $190K
|
211K
$4.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
12.2KNew |
$259K - $275K
|
12.2K
$284K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
532New |
$11.3K - $11.9K
|
532
$12.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1.58K- 7.32% |
$33.3K - $35.4K
|
20K
$463K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
13+ 1.72% |
$275 - $292
|
769
$17.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.4KNew |
$220K - $234K
|
10.4K
$241K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
773+ 27.26% |
$16.3K - $17.4K
|
3.61K
$83.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
550New |
$11.6K - $12.3K
|
550
$12.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
13.1KNew |
$277K - $294K
|
13.1K
$303K
|
|
|
Oct 10, 2025
Q3 2025
|
Founders Capital Management, LLC
|
BUY
|
- |
229+ 1.98% |
$4.84K - $5.14K
|
11.8K
$274K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2K- 76.48% |
$42.3K - $44.9K
|
615
$14.2K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-93.1K- 8.82% |
$1.59M - $2.02M
|
962K
$22.3M
|
|