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 |
|---|---|---|---|---|---|
|
K2 Principal Fund, L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
15,478
shares
|
$294,082
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
15,189
shares
|
$288,591
0.0% of portfolio
|
Q4 2024
Added 26.68%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
14,813
shares
|
$281,447
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
14,499
shares
|
$275,481
0.16% of portfolio
|
Q4 2024
Added 9.11%
|
|
|
Smh Capital Advisors Inc
|
Feb 12, 2025 Q4 2024 |
13,536
shares
|
$257,184
1.42% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
13,394
shares
|
$254,486
0.09% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
13,333
shares
|
$253,327
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
12,761
shares
|
$242,459
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
12,717
shares
|
$241,623
0.0% of portfolio
|
Q4 2024
Reduced 28.16%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
12,701
shares
|
$241,319
0.0% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
12,455
shares
|
$236,645
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
12,203
shares
|
$231,857
0.01% of portfolio
|
Q2 2021
Added 0.25%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
11,778
shares
|
$223,782
0.01% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
11,498
shares
|
$218,462
0.01% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
11,391
shares
|
$216,429
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
11,375
shares
|
$216,125
0.09% of portfolio
|
Q1 2024
Reduced 16.82%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
11,362
shares
|
$215,878
0.01% of portfolio
|
Q3 2024
Reduced 26.11%
|
|
|
Founders Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
11,116
shares
|
$211,204
0.04% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
10,567
shares
|
$200,773
0.0% of portfolio
|
Q4 2024
Added 8.75%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,399
shares
|
$197,581
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,000
shares
|
$190,000
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
10,000
shares
|
$190,000
0.04% of portfolio
|
Q2 2023
Reduced 28.57%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
9,519
shares
|
$180,861
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
9,331
shares
|
$177,289
0.0% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
8,871
shares
|
$168,549
0.05% of portfolio
|
Q1 2024
New holding
|