Purchases and Sales Made in Q4 2023 in Adams Diversified Equity Fund, Inc. (ADX)
This table provides information about the institutional ownership of Adams Diversified Equity Fund, Inc. (ADX) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.35KNew |
$21.4K - $24K
|
1.35K
$24.1K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
1.26KNew |
$19.9K - $22.3K
|
1.26K
$22.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.19K+ 3.2% |
$18.8K - $21.1K
|
38.4K
$684K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.15KNew |
$18.3K - $20.5K
|
1.15K
$20.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.03K+ 6.75% |
$16.3K - $18.3K
|
16.3K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
999+ 4.3% |
$15.8K - $17.7K
|
24.2K
$432K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
930+ 3.82% |
$14.7K - $16.5K
|
25.3K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
872+ 2.21% |
$13.8K - $15.5K
|
40.4K
$720K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
869+ 0.63% |
$13.8K - $15.4K
|
139K
$2.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
850+ 6.76% |
$13.5K - $15.1K
|
13.4K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
847+ 6.73% |
$13.4K - $15K
|
13.4K
$240K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
811+ 0.61% |
$12.9K - $14.4K
|
134K
$2.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
752+ 2.81% |
$11.9K - $13.4K
|
27.5K
$491K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
618+ 1.73% |
$9.8K - $11K
|
36.3K
$648K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
584+ 2.09% |
$9.26K - $10.4K
|
28.5K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
403+ 3.18% |
$6.39K - $7.16K
|
13.1K
$233K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
366+ 6.75% |
$5.8K - $6.5K
|
5.79K
$103K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
326+ 0.66% |
$5.17K - $5.79K
|
49.5K
$883K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
254+ 6.7% |
$4.03K - $4.51K
|
4.04K
$72.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
237+ 0.76% |
$3.76K - $4.21K
|
31.5K
$563K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
225+ 0.85% |
$3.57K - $4K
|
26.8K
$478K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
150+ 0.46% |
$2.38K - $2.66K
|
32.8K
$585K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
81+ 0.62% |
$1.28K - $1.44K
|
13.2K
$235K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
59+ 0.28% |
$935 - $1.05K
|
21K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
57+ 316.67% |
$903 - $1.01K
|
75
$1.34K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
54+ 1.16% |
$856 - $959
|
4.7K
$83.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
40+ 6.54% |
$634 - $710
|
652
$11.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-4- 1.25% |
$63.4 - $71
|
317
$5.66K
|
|
|
Feb 06, 2024
Q4 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-17- 0.12% |
$269 - $302
|
14.2K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-57- 76.0% |
$903 - $1.01K
|
18
$321
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-244- 2.25% |
$3.87K - $4.33K
|
10.6K
$189K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-276- 98.92% |
$4.37K - $4.9K
|
3
$53.5
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-522- 3.25% |
$8.27K - $9.27K
|
15.5K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-536- 0.26% |
$8.5K - $9.52K
|
204K
$3.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-764- 16.96% |
$12.1K - $13.6K
|
3.74K
$66.7K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-847- 6.51% |
$13.4K - $15K
|
12.2K
$217K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.39K- 1.22% |
$22K - $24.7K
|
112K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.4K- 1.39% |
$22.2K - $24.9K
|
99.2K
$1.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.98K- 1.0% |
$31.3K - $35.1K
|
196K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-2K- 88.77% |
$31.7K - $35.5K
|
253
$4.51K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.1K- 42.86% |
$33.3K - $37.3K
|
2.8K
$50K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.56K- 10.1% |
$40.6K - $45.5K
|
22.8K
$407K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.69K- 1.26% |
$42.7K - $47.8K
|
211K
$3.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-4.6K- 4.65% |
$72.9K - $81.7K
|
94.4K
$1.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.22K- 17.53% |
$98.7K - $111K
|
29.3K
$522K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.6K- 3.51% |
$105K - $117K
|
182K
$3.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6.63K- 0.55% |
$105K - $118K
|
1.19M
$21.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-7.44K- 26.34% |
$118K - $132K
|
20.8K
$371K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.14K- 27.16% |
$129K - $145K
|
21.8K
$389K
|