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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.2KNew |
$208K - $264K
|
12.2K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11+ 0.43% |
$188 - $239
|
2.56K
$59.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
27.1KNew |
$463K - $588K
|
27.1K
$627K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
1KNew |
$17.1K - $21.7K
|
1K
$23.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
9.66KNew |
$165K - $210K
|
9.66K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-54.4K- 80.17% |
$931K - $1.18M
|
13.5K
$312K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
18.5KNew |
$316K - $401K
|
18.5K
$428K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.34K- 35.01% |
$160K - $203K
|
17.3K
$402K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-643- 5.36% |
$11K - $14K
|
11.4K
$263K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1KNew |
$17.1K - $21.7K
|
1K
$23.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
10.4KNew |
$178K - $226K
|
10.4K
$241K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
44.4KNew |
$760K - $964K
|
44.4K
$1.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-900- 7.29% |
$15.4K - $19.5K
|
11.5K
$265K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.29KNew |
$56.4K - $71.5K
|
3.29K
$76.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-567- 56.53% |
$9.7K - $12.3K
|
436
$10.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-2- 25.0% |
$34.2 - $43.4
|
6
$139
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-109- 0.63% |
$1.86K - $2.37K
|
17.3K
$402K
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-31.9K- 17.6% |
$546K - $693K
|
149K
$3.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.8K- 40.54% |
$288K - $366K
|
24.7K
$572K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
71.4KNew |
$1.22M - $1.55M
|
71.4K
$1.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.8KNew |
$168K - $213K
|
9.8K
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.23K- 9.68% |
$21K - $26.6K
|
11.4K
$265K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
11.2KNew |
$192K - $243K
|
11.2K
$260K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.06KNew |
$18.1K - $22.9K
|
1.06K
$24.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.9KNew |
$49.6K - $63K
|
2.9K
$67.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
500New |
$8.56K - $10.9K
|
500
$11.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
54+ 2.24% |
$924 - $1.17K
|
2.46K
$57K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.02K- 4.83% |
$17.5K - $22.1K
|
20.1K
$466K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
101KNew |
$1.89M - $2.16M
|
101K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
325+ 1.92% |
$6.05K - $6.92K
|
17.2K
$399K
|
|
|
May 14, 2025
Q1 2025
|
Jones Road Capital Management, L.P.
New York, NY |
BUY
|
- |
48.9K+ 13.21% |
$910K - $1.04M
|
419K
$9.71M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
27.2KNew |
$507K - $580K
|
27.2K
$631K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-23.9K- 17.81% |
$446K - $510K
|
111K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.66KNew |
$30.8K - $35.3K
|
1.66K
$38.4K
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
1.71K+ 2.25% |
$31.8K - $36.4K
|
77.7K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.96KNew |
$111K - $127K
|
5.96K
$138K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
773+ 2.76% |
$14.4K - $16.4K
|
28.8K
$667K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.7KNew |
$199K - $227K
|
10.7K
$248K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.02K+ 15.45% |
$56.1K - $64.2K
|
22.5K
$522K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-43- 97.73% |
$800 - $915
|
1
$23.2
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-554- 4.87% |
$10.3K - $11.8K
|
10.8K
$251K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-7.97K- 15.51% |
$148K - $170K
|
43.4K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.29KNew |
$98.5K - $113K
|
5.29K
$123K
|
|
| Q4 2024 | |||||||
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-257- 2.19% |
$5.15K - $5.79K
|
11.5K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-64.6K- 79.9% |
$1.3M - $1.46M
|
16.3K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-129- 0.43% |
$2.59K - $2.91K
|
29.8K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
74.8KNew |
$1.5M - $1.69M
|
74.8K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$208K - $234K
|
10.4K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6New |
$120 - $135
|
6
$139
|
|