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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.03MNew |
$20.7M - $23.2M
|
1.03M
$21.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
634K+ 34.56% |
$12.7M - $14.3M
|
2.47M
$50.6M
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
155K+ 26.25% |
$3.11M - $3.5M
|
747K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
144K+ 5.04% |
$2.88M - $3.24M
|
3M
$61.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
140K+ 12.82% |
$2.81M - $3.15M
|
1.23M
$25.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
114K+ 19.53% |
$2.28M - $2.57M
|
697K
$14.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
112K+ 353.36% |
$2.25M - $2.53M
|
144K
$2.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
110KNew |
$2.21M - $2.48M
|
110K
$2.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
75.8K+ 39.76% |
$1.52M - $1.71M
|
266K
$5.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
74.8KNew |
$1.5M - $1.69M
|
74.8K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
67.5K+ 9.82% |
$1.35M - $1.52M
|
755K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
65.8KNew |
$1.32M - $1.48M
|
65.8K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
58KNew |
$1.16M - $1.31M
|
58K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
50.4K+ 36.87% |
$1.01M - $1.14M
|
187K
$3.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
49.2KNew |
$986K - $1.11M
|
49.2K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
43.3K+ 4.85% |
$869K - $976K
|
936K
$19.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
42.1KNew |
$843K - $948K
|
42.1K
$861K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
34.7K+ 18.94% |
$695K - $782K
|
218K
$4.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
30.8K+ 125.22% |
$616K - $693K
|
55.3K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
28.9KNew |
$580K - $652K
|
28.9K
$592K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
28.3K+ 12.23% |
$567K - $637K
|
260K
$5.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
28KNew |
$561K - $631K
|
28K
$573K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
23KNew |
$461K - $518K
|
23K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.8K+ 66.07% |
$456K - $513K
|
57.2K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
20.7KNew |
$415K - $467K
|
20.7K
$424K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
19.7K+ 64.95% |
$395K - $444K
|
50.1K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.1K+ 117.0% |
$383K - $430K
|
35.4K
$725K
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
19KNew |
$381K - $428K
|
19K
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.7K+ 14.4% |
$356K - $400K
|
141K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
15.7K+ 8.32% |
$314K - $353K
|
204K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
15.5KNew |
$310K - $349K
|
15.5K
$317K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
14.8K+ 6.38% |
$296K - $333K
|
246K
$5.05M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.5K+ 71.6% |
$291K - $327K
|
34.8K
$713K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
14.5K+ 40.55% |
$291K - $327K
|
50.3K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
13.2K+ 3.45% |
$264K - $297K
|
394K
$8.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$228K - $257K
|
11.4K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$208K - $234K
|
10.4K
$213K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
10K+ 13.89% |
$201K - $226K
|
82.4K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
9.55K+ 5.56% |
$191K - $215K
|
181K
$3.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
9.52KNew |
$191K - $214K
|
9.52K
$195K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
9.29K+ 10.56% |
$186K - $209K
|
97.2K
$1.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.97K+ 39.05% |
$180K - $202K
|
32K
$654K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.27K+ 41.27% |
$166K - $186K
|
28.3K
$580K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.14K+ 22.21% |
$163K - $183K
|
44.8K
$917K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
7.95K+ 14.3% |
$159K - $179K
|
63.5K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
7.87K+ 22.36% |
$158K - $177K
|
43.1K
$882K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.85K+ 4.81% |
$137K - $154K
|
149K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
6.75K+ 2.75% |
$135K - $152K
|
252K
$5.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
6.56K+ 9.45% |
$131K - $148K
|
75.9K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.72K+ 12.26% |
$115K - $129K
|
52.4K
$1.07M
|