Purchases and Sales Made in Q4 2022 in Adams Diversified Equity Fund, Inc. (ADX)
This table provides information about the institutional ownership of Adams Diversified Equity Fund, Inc. (ADX) during Q4 2022. The information is specifically focused on institutions that hold shares of ADAMS DIVERSIFIED EQUITY FUND, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.35K+ 26.76% |
$76.8K - $86.1K
|
25.4K
$519K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.32K+ 20.76% |
$76.3K - $85.6K
|
31K
$634K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
5K+ 6.02% |
$71.7K - $80.4K
|
88K
$1.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
4.65K+ 10.0% |
$66.6K - $74.7K
|
51.1K
$1.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.2KNew |
$60.2K - $67.5K
|
4.2K
$86K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.2KNew |
$60.2K - $67.5K
|
4.2K
$86K
|
|
|
Feb 14, 2023
Q4 2022
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
4.1K+ 1.71% |
$58.8K - $65.9K
|
244K
$5M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.01K+ 14.79% |
$57.5K - $64.4K
|
31.1K
$637K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.77K+ 1.06% |
$54.1K - $60.7K
|
359K
$7.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.74K+ 26.09% |
$53.6K - $60.1K
|
18.1K
$370K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
3.68K+ 6.13% |
$52.7K - $59.1K
|
63.7K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.42K+ 10.56% |
$49.1K - $55K
|
35.8K
$733K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.71K+ 6.36% |
$38.9K - $43.6K
|
45.4K
$929K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1.91KNew |
$27.4K - $30.7K
|
1.91K
$39.1K
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.64K+ 6.13% |
$23.5K - $26.4K
|
28.4K
$581K
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.64K+ 6.13% |
$23.5K - $26.4K
|
28.4K
$581K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.6K+ 7.75% |
$23K - $25.8K
|
22.3K
$456K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.51K+ 5.49% |
$21.6K - $24.2K
|
28.9K
$592K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.49K+ 2.11% |
$21.4K - $24K
|
72.1K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.49K+ 7.66% |
$21.4K - $23.9K
|
20.9K
$428K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.41K+ 3.3% |
$20.3K - $22.7K
|
44.2K
$905K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
1.35KNew |
$19.4K - $21.7K
|
1.35K
$27.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.27KNew |
$18.2K - $20.4K
|
1.27K
$25.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.18K+ 4.37% |
$16.9K - $19K
|
28.2K
$578K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.15K+ 5.73% |
$16.5K - $18.5K
|
21.2K
$435K
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.12K+ 5.18% |
$16.1K - $18K
|
22.8K
$466K
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.01K+ 2.8% |
$14.5K - $16.2K
|
37K
$758K
|
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
1K+ 0.04% |
$14.3K - $16.1K
|
2.51M
$51.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
925+ 1.96% |
$13.3K - $14.9K
|
48.2K
$986K
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
875+ 6.14% |
$12.5K - $14.1K
|
15.1K
$310K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
868+ 4.11% |
$12.4K - $14K
|
22K
$450K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
855+ 4.51% |
$12.3K - $13.7K
|
19.8K
$406K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
831+ 0.7% |
$11.9K - $13.4K
|
120K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
824+ 6.17% |
$11.8K - $13.2K
|
14.2K
$290K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
814+ 4.74% |
$11.7K - $13.1K
|
18K
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
792+ 3.74% |
$11.4K - $12.7K
|
22K
$449K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
714+ 6.13% |
$10.2K - $11.5K
|
12.4K
$253K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
692+ 0.23% |
$9.92K - $11.1K
|
296K
$6.06M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
679+ 6.23% |
$9.74K - $10.9K
|
11.6K
$237K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
631New |
$9.05K - $10.1K
|
631
$12.9K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
354New |
$5.08K - $5.69K
|
354
$7.25K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
314New |
$4.5K - $5.05K
|
314
$6.43K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
288New |
$4.13K - $4.63K
|
288
$5.9K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
268+ 0.19% |
$3.84K - $4.31K
|
139K
$2.84M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
218+ 6.1% |
$3.13K - $3.51K
|
3.79K
$77.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
129+ 6.13% |
$1.85K - $2.07K
|
2.24K
$45.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
110New |
$1.58K - $1.77K
|
110
$2.25K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
106New |
$1.52K - $1.7K
|
106
$2.17K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
86+ 0.65% |
$1.23K - $1.38K
|
13.3K
$272K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
60+ 0.31% |
$860 - $965
|
19.6K
$401K
|