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 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.14K+ 22.21% |
$163K - $183K
|
44.8K
$828K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
7.95K+ 14.3% |
$159K - $179K
|
63.5K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.85K+ 4.81% |
$137K - $154K
|
149K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
6.75K+ 2.75% |
$135K - $152K
|
252K
$4.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
6.56K+ 9.45% |
$131K - $148K
|
75.9K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.72K+ 12.26% |
$115K - $129K
|
52.4K
$967K
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
5.18K+ 6.65% |
$104K - $117K
|
83.1K
$1.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.44K+ 9.45% |
$89K - $100K
|
51.4K
$949K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4.42KNew |
$88.6K - $99.6K
|
4.42K
$81.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.39K+ 28.78% |
$88K - $98.9K
|
19.6K
$363K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.38K+ 9.08% |
$67.8K - $76.2K
|
40.6K
$750K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.35K+ 8.69% |
$67.2K - $75.5K
|
41.9K
$775K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.2K+ 26.68% |
$64.1K - $72.1K
|
15.2K
$281K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.96K+ 9.46% |
$59.3K - $66.7K
|
34.3K
$633K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.91K+ 6.91% |
$58.3K - $65.5K
|
45K
$831K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.63K+ 5.94% |
$52.7K - $59.2K
|
46.9K
$866K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.52K+ 1.98% |
$50.5K - $56.8K
|
130K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.26K+ 8.26% |
$45.2K - $50.9K
|
29.6K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.82K+ 4.69% |
$36.5K - $41K
|
40.6K
$751K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.53KNew |
$30.6K - $34.4K
|
1.53K
$28.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
1.51K+ 9.46% |
$30.2K - $34K
|
17.4K
$322K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.45K+ 9.42% |
$29.1K - $32.8K
|
16.9K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.45K+ 9.45% |
$29.1K - $32.7K
|
16.8K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1.41K+ 6.27% |
$28.2K - $31.7K
|
23.8K
$440K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.24K+ 0.93% |
$24.9K - $28K
|
135K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.21K+ 9.11% |
$24.2K - $27.3K
|
14.5K
$268K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.12K+ 1.89% |
$22.4K - $25.2K
|
60.1K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.07KNew |
$21.5K - $24.2K
|
1.07K
$19.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.06K+ 203.83% |
$21.3K - $24K
|
1.59K
$29.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.05K+ 5.08% |
$21K - $23.6K
|
21.7K
$400K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.03K+ 45.35% |
$20.6K - $23.2K
|
3.3K
$60.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
850+ 8.75% |
$17K - $19.2K
|
10.6K
$195K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
717+ 6.48% |
$14.4K - $16.2K
|
11.8K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
702+ 5.85% |
$14.1K - $15.8K
|
12.7K
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
611+ 0.31% |
$12.2K - $13.8K
|
197K
$3.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
608+ 1.74% |
$12.2K - $13.7K
|
35.5K
$656K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
576+ 9.43% |
$11.5K - $13K
|
6.69K
$124K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
473+ 5.34% |
$9.48K - $10.7K
|
9.33K
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
389+ 9.43% |
$7.8K - $8.76K
|
4.52K
$83.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
364+ 505.56% |
$7.29K - $8.2K
|
436
$8.05K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
248+ 1.22% |
$4.97K - $5.59K
|
20.6K
$380K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
116+ 0.88% |
$2.32K - $2.61K
|
13.3K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
100+ 3.51% |
$2K - $2.25K
|
2.95K
$54.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
62+ 9.34% |
$1.24K - $1.4K
|
726
$13.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
53+ 0.42% |
$1.06K - $1.19K
|
12.8K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6New |
$120 - $135
|
6
$111
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
43.4KNew |
$865K - $974K
|
43.4K
$801K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
33.4KNew |
$667K - $751K
|
33.4K
$618K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
19.3KNew |
$385K - $433K
|
19.3K
$356K
|
|