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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.3K- 16.82% |
$39.5K - $44.9K
|
11.4K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-615- 0.55% |
$10.6K - $12K
|
112K
$2.29M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-432- 1.61% |
$7.43K - $8.43K
|
26.3K
$539K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-22K- 49.28% |
$349K - $391K
|
22.6K
$464K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-18.3K- 63.0% |
$290K - $325K
|
10.8K
$220K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-764- 16.96% |
$12.1K - $13.6K
|
3.74K
$76.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-244- 2.25% |
$3.87K - $4.33K
|
10.6K
$217K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-4- 1.25% |
$63.4 - $71
|
317
$6.49K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-90K- 57.53% |
$1.48M - $1.59M
|
66.4K
$1.36M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-69K- 15.23% |
$1.14M - $1.22M
|
384K
$7.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-29.7K- 57.96% |
$490K - $526K
|
21.6K
$442K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-808- 53.58% |
$13.3K - $14.3K
|
700
$14.3K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-600- 10.91% |
$9.89K - $10.6K
|
4.9K
$100K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-367Closed |
$6.05K - $6.5K
|
0
$0
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-4K- 28.57% |
$61.4K - $67.2K
|
10K
$205K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-295- 2.83% |
$4.53K - $4.96K
|
10.1K
$208K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-94K- 99.99% |
$1.35M - $1.51M
|
5
$102
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.13K- 16.27% |
$59.3K - $66.2K
|
21.2K
$435K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.68K- 80.0% |
$52.8K - $59K
|
920
$18.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-175K- 85.57% |
$2.51M - $2.81M
|
29.5K
$604K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-13.1K- 56.04% |
$187K - $210K
|
10.3K
$210K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-239- 10.15% |
$3.43K - $3.84K
|
2.12K
$43.3K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-944- 32.07% |
$13.8K - $16.4K
|
2K
$40.9K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Nfc Investments, LLC
Memphis, TN |
SELL
|
- |
-20.5K- 25.62% |
$303K - $381K
|
59.5K
$1.22M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.3KClosed |
$182K - $228K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-11.5KClosed |
$170K - $214K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-8.33KClosed |
$123K - $155K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.4KClosed |
$20.7K - $26K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-234- 8.56% |
$3.46K - $4.35K
|
2.5K
$51.2K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-20.4KClosed |
$345K - $400K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-16.7KClosed |
$282K - $327K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-15KClosed |
$253K - $293K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-10.4KClosed |
$175K - $203K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-5.57KClosed |
$94.1K - $109K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-5KClosed |
$84.4K - $97.8K
|
0
$0
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-778Closed |
$13.1K - $15.2K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-646Closed |
$10.9K - $12.6K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-600Closed |
$10.1K - $11.7K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-229Closed |
$3.87K - $4.48K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-198Closed |
$3.34K - $3.87K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 04, 2022
Q4 2021
|
Matisse Capital
|
SELL
|
- |
-578KClosed |
$10.7M - $12.8M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-25.5KClosed |
$473K - $567K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-24.9K- 50.0% |
$462K - $554K
|
24.9K
$510K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-15.7KClosed |
$290K - $348K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ota Financial Group L.P.
|
SELL
|
- |
-15.6KClosed |
$290K - $347K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-12KClosed |
$222K - $266K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-11.7KClosed |
$218K - $261K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-8.01KClosed |
$148K - $178K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.05KClosed |
$19.5K - $23.3K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
SELL
|
- |
-665Closed |
$12.3K - $14.8K
|
0
$0
|
|