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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
6+ 2.03% |
$127 - $135
|
301
$6.97K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.02% |
$42.3 - $44.9
|
8.87K
$206K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 1.67% |
$21.2 - $22.5
|
61
$1.41K
|
|
| Q2 2025 | |||||||
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
71.4KNew |
$1.22M - $1.55M
|
71.4K
$1.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
44.4KNew |
$760K - $964K
|
44.4K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
27.1KNew |
$463K - $588K
|
27.1K
$627K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
18.5KNew |
$316K - $401K
|
18.5K
$428K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.2KNew |
$208K - $264K
|
12.2K
$282K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
11.2KNew |
$192K - $243K
|
11.2K
$260K
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
10.4KNew |
$178K - $226K
|
10.4K
$241K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.8KNew |
$168K - $213K
|
9.8K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
9.66KNew |
$165K - $210K
|
9.66K
$224K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.29KNew |
$56.4K - $71.5K
|
3.29K
$76.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.9KNew |
$49.6K - $63K
|
2.9K
$67.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.06KNew |
$18.1K - $22.9K
|
1.06K
$24.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
1KNew |
$17.1K - $21.7K
|
1K
$23.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1KNew |
$17.1K - $21.7K
|
1K
$23.2K
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11+ 0.43% |
$188 - $239
|
2.56K
$59.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| 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
|
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 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.7KNew |
$199K - $227K
|
10.7K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.96KNew |
$111K - $127K
|
5.96K
$138K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.29KNew |
$98.5K - $113K
|
5.29K
$123K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.02K+ 15.45% |
$56.1K - $64.2K
|
22.5K
$522K
|
|
|
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 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.66KNew |
$30.8K - $35.3K
|
1.66K
$38.4K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
773+ 2.76% |
$14.4K - $16.4K
|
28.8K
$667K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
325+ 1.92% |
$6.05K - $6.92K
|
17.2K
$399K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
74.8KNew |
$1.5M - $1.69M
|
74.8K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
14.8K+ 6.38% |
$296K - $333K
|
246K
$5.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$208K - $234K
|
10.4K
$241K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4.42KNew |
$88.6K - $99.6K
|
4.42K
$102K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6New |
$120 - $135
|
6
$139
|
|
| Q3 2024 | |||||||
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
19.3KNew |
$385K - $433K
|
19.3K
$447K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.8KNew |
$295K - $333K
|
14.8K
$343K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.4KNew |
$27.9K - $31.4K
|
1.4K
$32.4K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.12K+ 1.91% |
$22.3K - $25.1K
|
59.4K
$1.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
792New |
$15.8K - $17.8K
|
792
$18.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
792New |
$15.8K - $17.8K
|
792
$18.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
111New |
$2.21K - $2.49K
|
111
$2.57K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
1.37MNew |
$25.2M - $29.6M
|
1.37M
$31.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
99KNew |
$1.82M - $2.14M
|
99K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
31.2K+ 9.98% |
$574K - $673K
|
344K
$7.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.21K+ 22.73% |
$95.7K - $112K
|
28.1K
$651K
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
289+ 0.37% |
$5.31K - $6.24K
|
78.9K
$1.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
274New |
$5.04K - $5.91K
|
274
$6.35K
|
|