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 |
|---|---|---|---|---|---|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
25,000
shares
|
$475,000
0.04% of portfolio
|
Q1 2020
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
24,835
shares
|
$471,865
0.0% of portfolio
|
Q3 2024
Reduced 19.41%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
23,820
shares
|
$452,580
0.41% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
23,712
shares
|
$450,528
0.29% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
22,990
shares
|
$436,810
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
22,702
shares
|
$431,338
0.12% of portfolio
|
Q4 2024
Reduced 10.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
21,673
shares
|
$411,787
0.0% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
21,577
shares
|
$409,963
0.02% of portfolio
|
Q3 2023
Reduced 57.96%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
21,232
shares
|
$403,408
0.0% of portfolio
|
Q1 2023
Reduced 16.27%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
20,726
shares
|
$393,794
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
20,599
shares
|
$391,381
0.01% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
19,814
shares
|
$376,466
0.08% of portfolio
|
Q4 2022
Added 4.51%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
19,638
shares
|
$373,122
0.0% of portfolio
|
Q4 2024
Added 28.78%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
19,529
shares
|
$371,051
0.01% of portfolio
|
Q2 2024
Added 7.1%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
19,295
shares
|
$366,605
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Feb 12, 2025 Q4 2024 |
18,996
shares
|
$360,924
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
18,938
shares
|
$359,822
0.01% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
18,473
shares
|
$350,987
0.1% of portfolio
|
Q4 2024
Reduced 12.66%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
18,434
shares
|
$350,246
0.0% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
17,441
shares
|
$331,379
0.0% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
16,885
shares
|
$320,815
0.01% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
16,787
shares
|
$318,953
0.14% of portfolio
|
Q4 2024
Added 9.45%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
16,264
shares
|
$309,016
0.0% of portfolio
|
Q4 2024
Reduced 79.9%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
16,158
shares
|
$307,002
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
15,723
shares
|
$298,737
0.01% of portfolio
|
Q4 2023
New holding
|