Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-994K- 15.47% |
$19.9M - $22.4M
|
5.43M
$111M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-364K- 40.63% |
$7.3M - $8.21M
|
532K
$10.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-279K- 67.44% |
$5.58M - $6.28M
|
134K
$2.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-169K- 57.33% |
$3.38M - $3.8M
|
126K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-64.6K- 79.9% |
$1.3M - $1.46M
|
16.3K
$333K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-58.3K- 28.29% |
$1.17M - $1.31M
|
148K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-51.3K- 65.77% |
$1.03M - $1.16M
|
26.7K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-44.3K- 14.04% |
$887K - $998K
|
271K
$5.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-42.9K- 56.32% |
$859K - $966K
|
33.3K
$681K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-31.3K- 12.48% |
$627K - $705K
|
219K
$4.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.2K- 13.19% |
$365K - $411K
|
120K
$2.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.35K- 12.9% |
$107K - $121K
|
36.1K
$740K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.98K- 28.16% |
$99.9K - $112K
|
12.7K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Jones Road Capital Management, L.P.
New York, NY |
SELL
|
- |
-4.98K- 1.33% |
$99.9K - $112K
|
370K
$7.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.1K- 6.86% |
$82.1K - $92.3K
|
55.7K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.7K- 10.63% |
$54.1K - $60.8K
|
22.7K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-2.68K- 12.66% |
$53.6K - $60.3K
|
18.5K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.41K- 1.66% |
$48.3K - $54.3K
|
143K
$2.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-2.15K- 1.12% |
$43K - $48.3K
|
189K
$3.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.2K- 2.34% |
$24K - $27K
|
50.1K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.02K- 5.26% |
$20.5K - $23K
|
18.4K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-693- 1.05% |
$13.9K - $15.6K
|
65.5K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-654Closed |
$13.1K - $14.7K
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-614- 0.78% |
$12.3K - $13.8K
|
77.6K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-296- 58.27% |
$5.93K - $6.67K
|
212
$4.34K
|
|
|
Feb 12, 2025
Q4 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-192- 1.4% |
$3.85K - $4.33K
|
13.5K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-129- 0.43% |
$2.59K - $2.91K
|
29.8K
$610K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-53- 13.09% |
$1.06K - $1.19K
|
352
$7.21K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-31- 0.13% |
$621 - $698
|
23.7K
$485K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-10- 0.01% |
$200 - $225
|
105K
$2.16M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Potrero Capital Research LLC
San Francisco, CA |
SELL
|
- |
-186K- 29.62% |
$3.72M - $4.18M
|
443K
$9.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-159K- 29.97% |
$3.18M - $3.58M
|
372K
$7.62M
|
|
|
Oct 31, 2024
Q3 2024
|
General American Investors CO Inc
|
SELL
|
- |
-38.7K- 22.79% |
$772K - $869K
|
131K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-33.1K- 45.17% |
$660K - $744K
|
40.2K
$823K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-27K- 29.62% |
$538K - $605K
|
64.1K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.31K- 1.12% |
$126K - $142K
|
556K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.98K- 19.41% |
$119K - $134K
|
24.8K
$508K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.39K- 12.86% |
$87.6K - $98.6K
|
29.8K
$609K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.01K- 26.11% |
$80K - $90.1K
|
11.4K
$233K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
SELL
|
- |
-1.97K- 29.62% |
$39.3K - $44.2K
|
4.68K
$95.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.53K- 5.09% |
$30.4K - $34.3K
|
28.5K
$583K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-613- 3.14% |
$12.2K - $13.8K
|
18.9K
$388K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-248- 1.65% |
$4.95K - $5.57K
|
14.8K
$303K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-146- 1.54% |
$2.91K - $3.28K
|
9.35K
$191K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-44- 29.53% |
$877 - $988
|
105
$2.15K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-18- 29.03% |
$359 - $404
|
44
$901
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-594K- 98.01% |
$10.9M - $12.8M
|
12.1K
$247K
|
|
|
Aug 09, 2024
Q2 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-75.2K- 64.87% |
$1.38M - $1.62M
|
40.7K
$834K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.05K- 10.46% |
$92.8K - $109K
|
43.2K
$884K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-47- 6.91% |
$864 - $1.01K
|
633
$13K
|
|