Latest Institutional Purchases of Adams Diversified Equity Fund, Inc. (ADX)
This list provides information on the latest institutional transactions involving Adams Diversified Equity Fund, Inc. (ADX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
114K+ 19.53% |
$2.28M - $2.57M
|
697K
$14.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
34.7K+ 18.94% |
$695K - $782K
|
218K
$4.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$228K - $257K
|
11.4K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
7.87K+ 22.36% |
$158K - $177K
|
43.1K
$914K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.72K+ 12.26% |
$115K - $129K
|
52.4K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.44K+ 9.45% |
$89K - $100K
|
51.4K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.39K+ 28.78% |
$88K - $98.9K
|
19.6K
$417K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
3.51K+ 3.87% |
$70.3K - $79K
|
94.2K
$2M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.19K+ 9.45% |
$43.9K - $49.4K
|
25.4K
$538K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.24K+ 0.93% |
$24.9K - $28K
|
135K
$2.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.12K+ 1.89% |
$22.4K - $25.2K
|
60.1K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.03K+ 45.35% |
$20.6K - $23.2K
|
3.3K
$70K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
466+ 2.07% |
$9.34K - $10.5K
|
23K
$487K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$20 - $22.5
|
390K
$8.27M
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
399K+ 2789.49% |
$7.95M - $8.95M
|
413K
$8.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Jones Road Capital Management, L.P.
New York, NY |
BUY
|
- |
255K+ 212.59% |
$5.09M - $5.73M
|
375K
$7.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
206KNew |
$4.11M - $4.63M
|
206K
$4.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
74.7K+ 33.98% |
$1.49M - $1.68M
|
295K
$6.25M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
43.4KNew |
$865K - $974K
|
43.4K
$920K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
33.4KNew |
$667K - $751K
|
33.4K
$709K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
30.4KNew |
$606K - $682K
|
30.4K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
29.9KNew |
$597K - $672K
|
29.9K
$635K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
26.9K+ 16.46% |
$537K - $605K
|
191K
$4.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.4K+ 3.52% |
$466K - $525K
|
688K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
22.4KNew |
$447K - $503K
|
22.4K
$475K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
19.3KNew |
$385K - $433K
|
19.3K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
15.4KNew |
$308K - $346K
|
15.4K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.8KNew |
$295K - $333K
|
14.8K
$314K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.5KNew |
$248K - $280K
|
12.5K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.1K+ 284.18% |
$241K - $271K
|
16.3K
$346K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.5KNew |
$229K - $258K
|
11.5K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.1KNew |
$221K - $248K
|
11.1K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.7K+ 112.12% |
$214K - $241K
|
20.3K
$431K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.38K+ 5.7% |
$147K - $166K
|
137K
$2.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.89K+ 5.02% |
$117K - $132K
|
123K
$2.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.23K+ 41.97% |
$104K - $117K
|
17.7K
$375K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.74K+ 65.32% |
$94.5K - $106K
|
12K
$254K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.63K+ 17.01% |
$92.3K - $104K
|
31.8K
$675K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
4.52K+ 5.42% |
$90.2K - $102K
|
87.9K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.14K+ 5.39% |
$82.5K - $92.8K
|
80.9K
$1.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
3.35K+ 4.86% |
$66.8K - $75.2K
|
72.3K
$1.53M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
3.23K+ 1.74% |
$64.3K - $72.4K
|
188K
$4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.05K+ 2.19% |
$60.8K - $68.4K
|
142K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.03K+ 9.65% |
$60.5K - $68.1K
|
34.5K
$731K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.8KNew |
$55.9K - $62.9K
|
2.8K
$59.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.25K+ 5.64% |
$44.8K - $50.5K
|
42.1K
$893K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.2K+ 22.97% |
$43.8K - $49.3K
|
11.8K
$249K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.05K+ 2.07% |
$40.9K - $46K
|
101K
$2.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.46K+ 1.07% |
$29.1K - $32.8K
|
138K
$2.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
1.4K+ 2.07% |
$28K - $31.5K
|
69.4K
$1.47M
|
|