Institutional Ownership Adams Diversified Equity Fund, Inc. (ADX)
This table provides information about the institutional ownership of Adams Diversified Equity Fund, Inc. (ADX). We have compiled data on the 200 institutions that hold shares in the stock, with a total of 28.1 Million shares, which have been reported (via 13F filing form) to have a value of $523 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
198,155
shares
|
$3.76 Million
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
197,353
shares
|
$3.75 Million
0.02% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
189,236
shares
|
$3.6 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
187,221
shares
|
$3.56 Million
0.0% of portfolio
|
Q4 2024
Added 36.87%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
181,158
shares
|
$3.44 Million
1.17% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
149,207
shares
|
$2.83 Million
0.01% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
147,864
shares
|
$2.81 Million
1.19% of portfolio
|
Q4 2024
Reduced 28.29%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
144,314
shares
|
$2.74 Million
0.08% of portfolio
|
Q4 2024
Added 353.36%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
142,748
shares
|
$2.71 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
140,955
shares
|
$2.68 Million
0.0% of portfolio
|
Q4 2024
Added 14.4%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
135,268
shares
|
$2.57 Million
0.6% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
134,479
shares
|
$2.56 Million
0.33% of portfolio
|
Q4 2024
Reduced 67.44%
|
|
|
General American Investors CO Inc
|
Feb 14, 2025 Q4 2024 |
131,124
shares
|
$2.49 Million
0.19% of portfolio
|
Q3 2024
Reduced 22.79%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
129,903
shares
|
$2.47 Million
0.02% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
125,682
shares
|
$2.39 Million
0.74% of portfolio
|
Q4 2024
Reduced 57.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
119,962
shares
|
$2.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.19%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
110,161
shares
|
$2.09 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
105,466
shares
|
$2 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
101,313
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Feb 12, 2025 Q4 2024 |
98,953
shares
|
$1.88 Million
1.55% of portfolio
|
Q2 2024
New holding
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
97,205
shares
|
$1.85 Million
0.6% of portfolio
|
Q4 2024
Added 10.56%
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
94,165
shares
|
$1.79 Million
0.63% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
84,320
shares
|
$1.6 Million
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Feb 12, 2025 Q4 2024 |
83,059
shares
|
$1.58 Million
0.53% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
82,391
shares
|
$1.57 Million
0.65% of portfolio
|
Q4 2024
Added 13.89%
|