Purchases and Sales Made in Q4 2025 in Adams Diversified Equity Fund, Inc. (ADX)
This table provides information about the institutional ownership of Adams Diversified Equity Fund, Inc. (ADX) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
13.7K+ 3.55% |
$304K - $325K
|
401K
$9.28M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.9KNew |
$242K - $259K
|
10.9K
$253K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.25K+ 3.32% |
$205K - $219K
|
288K
$6.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.46K+ 1.28% |
$121K - $129K
|
431K
$9.99M
|
|
|
Jan 15, 2026
Q4 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
2.43K+ 1.33% |
$53.8K - $57.7K
|
185K
$4.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
892+ 2.01% |
$19.7K - $21.1K
|
45.3K
$1.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
BUY
|
- |
695+ 0.69% |
$15.4K - $16.5K
|
101K
$2.34M
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
660+ 2.01% |
$14.6K - $15.6K
|
33.6K
$778K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
549+ 2.01% |
$12.1K - $13K
|
27.9K
$647K
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-37- 0.21% |
$818 - $877
|
17.6K
$408K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-55- 17.52% |
$1.22K - $1.3K
|
259
$6K
|
|
|
Jan 15, 2026
Q4 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-2.42K- 9.56% |
$53.6K - $57.4K
|
22.9K
$531K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.44K- 13.12% |
$76.1K - $81.5K
|
22.8K
$527K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.46K- 13.15% |
$98.5K - $106K
|
29.4K
$681K
|
|