Latest Institutional Sells of Adams Diversified Equity Fund, Inc. (ADX)

ADX Quotes by TradingView

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 10, 2022 Q4 2021
Citigroup Inc

SELL
 -
-14
- 73.68%
$259 - $311
5 $102
Feb 10, 2022 Q4 2021
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
SELL
 -
-2
Closed
$37.1 - $44.4
0 $0
Q3 2021
Nov 15, 2021 Q3 2021
Penserra Capital Management LLC

Orinda, CA
SELL
 -
-352K
Closed
$6.88M - $7.35M
0 $0
Nov 03, 2021 Q3 2021
Kovack Advisors, Inc.

SELL
 -
-24K
Closed
$469K - $500K
0 $0
Nov 15, 2021 Q3 2021
Walleye Trading LLC

Plymouth, MN
SELL
 -
-13.4K
Closed
$263K - $280K
0 $0
Oct 26, 2021 Q3 2021
Morgan Rosel Wealth Management, LLC

SELL
 -
-13.1K
Closed
$255K - $272K
0 $0
Nov 08, 2021 Q3 2021
Keybank National Association

SELL
 -
-12.6K
Closed
$246K - $263K
0 $0
Nov 12, 2021 Q3 2021
Neuberger Berman Group LLC

New York, NY
SELL
 -
-11.6K
Closed
$227K - $243K
0 $0
Nov 12, 2021 Q3 2021
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-3.32K
Closed
$64.8K - $69.1K
0 $0
Nov 15, 2021 Q3 2021
Covington Capital Management

SELL
 -
-979
- 2.66%
$19.1K - $20.4K
35.8K $733K
Oct 27, 2021 Q3 2021
Newbridge Financial Services Group, Inc.

SELL
 -
-583
Closed
$11.4K - $12.2K
0 $0
Q2 2021
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-3.84K
Closed
$70.8K - $75.9K
0 $0
Aug 16, 2021 Q2 2021
Eaton Vance Management

Boston, MA
SELL
 -
-68
Closed
$1.25K - $1.34K
0 $0
Aug 16, 2021 Q2 2021
Shore Haven Wealth Partners, LLC

SELL
 -
-27
Closed
$498 - $534
0 $0
Q1 2021
Apr 30, 2021 Q1 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-15.6K
Closed
$265K - $284K
0 $0
May 14, 2021 Q1 2021
Xml Financial, LLC

SELL
 -
-10.4K
Closed
$177K - $190K
0 $0
May 12, 2021 Q1 2021
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-5.54K
Closed
$94.4K - $101K
0 $0
May 25, 2021 Q1 2021
Encompass Wealth Advisors, LLC

SELL
 -
-5.33K
Closed
$90.7K - $97.3K
0 $0
May 19, 2021 Q1 2021
Tru Independence Asset Management 2, LLC

SELL
 -
-5.33K
Closed
$90.7K - $97.3K
0 $0
Apr 12, 2021 Q1 2021
Huntington National Bank

Columbus, OH
SELL
 -
-1.24K
- 99.92%
$21.2K - $22.7K
1 $20.5
May 10, 2021 Q1 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-467
Closed
$7.95K - $8.53K
0 $0
May 12, 2021 Q1 2021
Mc Ilrath & Eck, LLC

SELL
 -
-426
Closed
$7.25K - $7.78K
0 $0
May 04, 2021 Q1 2021
Community Bank, N.A.

SELL
 -
-18
Closed
$307 - $329
0 $0
Q4 2020
Feb 12, 2021 Q4 2020
J.W. Cole Advisors, Inc.

SELL
 -
-33.7K
Closed
$525K - $591K
0 $0
Feb 11, 2021 Q4 2020
Rmb Capital Management, LLC

SELL
 -
-10.7K
Closed
$166K - $187K
0 $0
Feb 04, 2021 Q4 2020
New Square Capital LLC

SELL
 -
-1.75K
Closed
$27.2K - $30.7K
0 $0
Feb 02, 2021 Q4 2020
Horan Capital Advisors, Llc.

Cincinnati, OH
SELL
 -
-1.42K
Closed
$22.1K - $24.9K
0 $0
Feb 10, 2021 Q4 2020
Tfc Financial Management

SELL
 -
-992
Closed
$15.4K - $17.4K
0 $0
Mar 05, 2021 Q4 2020
Jeppson Wealth Management, LLC

SELL
 -
-500
Closed
$7.78K - $8.77K
0 $0
Jan 22, 2021 Q4 2020
Rocky Mountain Advisers, LLC

SELL
 -
-319
- 50.47%
$4.96K - $5.6K
313 $6.41K
Jan 26, 2021 Q4 2020
Northwest Investment Counselors, LLC

SELL
 -
0
Closed
$0 - $0
0 $0
Q3 2020
Nov 06, 2020 Q3 2020
Commerce Bank

Kansas City, MO
SELL
 -
-26.2K
Closed
$393K - $450K
0 $0
Nov 06, 2020 Q3 2020
M&T Bank Corp

SELL
 -
-20.3K
Closed
$305K - $350K
0 $0
Nov 12, 2020 Q3 2020
Vaughan David Investments LLC

Peoria, IL
SELL
 -
-14.4K
Closed
$215K - $247K
0 $0
Nov 16, 2020 Q3 2020
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-8K
- 40.5%
$120K - $138K
11.8K $241K
Nov 06, 2020 Q3 2020
Trust CO Of Vermont

SELL
 -
-1.89K
Closed
$28.3K - $32.5K
0 $0
Nov 09, 2020 Q3 2020
Synovus Financial Corp

Columbus, GA
SELL
 -
-782
Closed
$11.7K - $13.5K
0 $0
Q2 2020
Aug 14, 2020 Q2 2020
Ionic Capital Management LLC

New York, NY
SELL
 -
-63K
Closed
$750K - $982K
0 $0
Aug 13, 2020 Q2 2020
Geode Capital Management, LLC

Boston, MA
SELL
 -
-33K
Closed
$392K - $514K
0 $0
Jul 08, 2020 Q2 2020
Private Capital Management LLC

SELL
 -
-30.2K
Closed
$360K - $471K
0 $0
Aug 11, 2020 Q2 2020
Ironwood Investment Counsel, LLC

SELL
 -
-8.72K
- 44.29%
$104K - $136K
11K $225K
Q1 2020
May 14, 2020 Q1 2020
Independent Advisor Alliance

SELL
 -
-21.6K
Closed
$226K - $359K
0 $0
May 06, 2020 Q1 2020
Oxbow Advisors, LLC

Corpus Christi, TX
SELL
 -
-11.3K
Closed
$118K - $187K
0 $0
Apr 27, 2020 Q1 2020
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-10.9K
Closed
$114K - $182K
0 $0
Apr 23, 2020 Q1 2020
Argent Advisors, Inc.

Monroe, LA
SELL
 -
-4.24K
Closed
$44.3K - $70.4K
0 $0
May 13, 2020 Q1 2020
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-3.45K
Closed
$36K - $57.3K
0 $0
May 14, 2020 Q1 2020
Monetary Management Group Inc

St Louis, MO
SELL
 -
-3.27K
Closed
$34.1K - $54.2K
0 $0
Apr 06, 2020 Q1 2020
Global Trust Asset Management, LLC

SELL
 -
-1.39K
Closed
$14.4K - $23K
0 $0
Mar 24, 2023 Q1 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-1.35K
- 89.8%
$14K - $22.4K
153 $3.13K

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