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 |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,995
shares
|
$132,905
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
6,687
shares
|
$127,053
0.0% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
4,680
shares
|
$88,920
0.07% of portfolio
|
Q3 2024
Reduced 29.62%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
4,515
shares
|
$85,785
0.02% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
4,420
shares
|
$83,980
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,741
shares
|
$71,079
0.0% of portfolio
|
Q4 2023
Reduced 16.96%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,298
shares
|
$62,662
0.0% of portfolio
|
Q4 2024
Added 45.35%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,951
shares
|
$56,069
0.0% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
2,803
shares
|
$53,257
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,617
shares
|
$49,723
0.01% of portfolio
|
Q1 2024
Reduced 99.96%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,563
shares
|
$48,697
0.0% of portfolio
|
Q2 2024
Added 23200.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
2,082
shares
|
$39,558
0.0% of portfolio
|
Q3 2023
Added 192.01%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
2,079
shares
|
$39,501
0.0% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,920
shares
|
$36,480
0.02% of portfolio
|
Q2 2023
Added 0.31%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,889
shares
|
$35,891
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,586
shares
|
$30,134
0.0% of portfolio
|
Q4 2024
Added 203.83%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,527
shares
|
$29,013
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,500
shares
|
$28,500
0.0% of portfolio
|
Q1 2020
Reduced 89.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,400
shares
|
$26,600
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,351
shares
|
$25,669
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
1,074
shares
|
$20,406
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
1,057
shares
|
$20,083
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,000
shares
|
$19,000
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
975
shares
|
$18,525
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
920
shares
|
$17,480
0.0% of portfolio
|
Q1 2023
Reduced 80.0%
|