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Adams Diversified Equity Fund (ADX) Institutional Ownership

Adams Diversified Equity Fund logo
$19.48 +0.09 (+0.46%)
Closing price 03/25/2025 03:58 PM Eastern
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$19.78 +0.30 (+1.54%)
As of 08:02 AM Eastern
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Institutional Ownership Changes (13F Filings) for Adams Diversified Equity Fund (NYSE:ADX)

Current
Institutional Ownership
Percentage
28.41%
Number of
Institutional Buyers
(last 12 months)
111
Total
Institutional Inflows
(last 12 months)
$165.05M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$122.07M
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ADX Institutional Buying and Selling by Quarter

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Adams Diversified Equity Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/21/2025Prostatis Group LLC34,265$692K0.2%+9.5%0.029%
3/17/2025 Wealth Enhancement Advisory Services LLC425,321$8.59M0.0%+9.1%0.362%
2/25/2025 Polar Asset Management Partners Inc.74,837$1.51M0.0%N/A0.064%
2/19/2025 ARQ Wealth Advisors LLC82,391$1.66M0.6%+13.9%0.066%
2/18/2025 RB Capital Management LLC204,156$4.12M0.9%+8.3%0.165%
2/18/2025 Elequin Capital LP2,617$53K0.0%N/A0.002%
2/17/2025 Waverly Advisors LLC65,791$1.33M0.0%N/A0.053%
2/17/2025 Saba Capital Management L.P.5,428,866$109.66M2.6%-15.5%4.376%
2/17/2025 Royal Bank of Canada755,447$15.26M0.0%+9.8%0.609%
2/17/2025 Polar Asset Management Partners Inc.74,837$1.51M0.0%N/A0.060%
2/17/2025 Quantedge Capital Pte Ltd50,257$1.02M0.4%+40.6%0.041%
2/17/2025 Millennium Management LLC16,264$329K0.0%-79.9%0.013%
2/17/2025 Lazard Asset Management LLC2,997,278$60.55M0.1%+5.0%2.416%
2/17/2025 K2 Principal Fund L.P.15,478$313K0.0%N/A0.012%
2/17/2025 Focus Partners Wealth48,103$972K0.0%N/A0.039%
2/17/2025 Cetera Investment Advisers149,207$3.01M0.0%+4.8%0.120%
2/17/2025 Captrust Financial Advisors15,189$307K0.0%+26.7%0.012%
2/17/2025 Bank of America Corp DE271,049$5.48M0.0%-14.0%0.218%
2/17/2025 Ameriprise Financial Inc.57,220$1.16M0.0%+66.1%0.046%
2/17/2025 Ancora Advisors LLC65,540$1.32M0.0%-1.0%0.053%
2/17/2025 Allegheny Financial Group18,473$373K0.1%-12.7%0.015%
2/14/2025 Mercer Global Advisors Inc. ADV42,076$850K0.0%N/A0.034%
2/14/2025 Lido Advisors LLC46,875$947K0.0%+5.9%0.038%
2/14/2025 Capstone Financial Advisors Inc.40,642$821K0.1%+4.7%0.033%
2/14/2025 Two Sigma Securities LLC10,399$210K0.0%N/A0.008%
2/14/2025 Integrated Wealth Concepts LLC142,748$2.88M0.0%-1.7%0.115%
2/14/2025 Stifel Financial Corp259,667$5.25M0.0%+12.2%0.209%
2/14/2025 Shaker Financial Services LLC147,864$2.99M1.1%-28.3%0.119%
2/14/2025 Generation Capital Management LLC49,191$994K0.9%N/A0.040%
2/13/2025 Global Endowment Management LP75,943$1.53M0.2%+9.5%0.061%
2/13/2025 MSH Capital Advisors LLC13,394$271K0.1%N/A0.011%
2/13/2025 1607 Capital Partners LLC746,861$15.09M1.2%+26.3%0.602%
2/13/2025 NewEdge Advisors LLC34,835$704K0.0%+71.6%0.028%
2/13/2025 Kane Investment Management Inc.28,009$566K0.3%N/A0.023%
2/13/2025 Guggenheim Capital LLC29,598$598K0.0%+8.3%0.024%
2/13/2025 Mariner LLC28,311$572K0.0%+41.3%0.023%
2/13/2025 Concorde Asset Management LLC14,499$293K0.2%+9.1%0.012%
2/13/2025 Jones Road Capital Management L.P.370,120$7.48M3.6%-1.3%0.298%
2/13/2025 Raymond James Financial Inc.1,031,487$20.84M0.0%N/A0.832%
2/13/2025 Envestnet Asset Management Inc.22,990$464K0.0%N/A0.019%
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2/13/2025 Wells Fargo & Company MN187,221$3.78M0.0%+36.9%0.151%
2/12/2025 Landscape Capital Management L.L.C.134,479$2.72M0.3%-67.4%0.108%
2/12/2025 Uniting Wealth Partners LLC18,996$384K0.2%N/A0.015%
2/12/2025 World Investment Advisors33,259$672K0.0%-56.3%0.027%
2/12/2025 RFG Bristol Wealth Advisors LLC58,015$1.17M0.4%N/A0.047%
2/12/2025 Thomas J. Herzfeld Advisors Inc.83,059$1.65M0.5%+6.6%0.067%
2/12/2025 Cannon Advisors Inc.23,820$481K0.4%+6.3%0.019%
2/12/2025 Prevail Innovative Wealth Advisors LLC125,682$2.54M0.7%-57.3%0.101%
2/12/2025 CIBC Private Wealth Group LLC1,527$31K0.0%N/A0.001%
2/12/2025 Level Four Advisory Services LLC16,885$341K0.0%+9.4%0.014%
2/12/2025 JPMorgan Chase & Co.12,701$257K0.0%+5.9%0.010%
2/12/2025 Financial Counselors Inc.51,405$1.04M0.0%+9.5%0.041%
2/11/2025 TIAA Trust National Association10,567$213K0.0%+8.7%0.009%
2/11/2025 FCA Corp TX181,158$3.66M1.1%+5.6%0.146%
2/11/2025 LPL Financial LLC140,955$2.85M0.0%+14.4%0.114%
2/10/2025 Advisors Asset Management Inc.266,295$5.38M0.1%+39.8%0.215%
2/10/2025 Corient Private Wealth LLC55,330$1.12M0.0%+125.2%0.045%
2/10/2025 Commonwealth Equity Services LLC77,643$1.57M0.0%-0.8%0.063%
2/7/2025 Roberts Glore & Co. Inc. IL97,205$1.96M0.6%+10.6%0.078%
2/7/2025 Blue Bell Private Wealth Management LLC936,489$18.92M3.6%+4.9%0.755%
2/6/2025 Raymond James Financial Inc.1,031,487$20.84M0.0%N/A0.832%
2/6/2025 Pinion Investment Advisors LLC16,787$339K0.1%+9.5%0.014%
2/6/2025 Steward Partners Investment Advisory LLC6,687$135K0.0%+9.4%0.005%
2/6/2025 Jones Financial Companies Lllp35,414$715K0.0%+117.0%0.029%
2/5/2025 First Command Advisory Services Inc.4,420$89K0.0%N/A0.004%
2/3/2025 Waterfront Wealth Inc.394,480$7.97M1.9%+3.5%0.318%
2/3/2025 Wolverine Asset Management LLC50,089$1.01M0.0%+64.9%0.040%
2/3/2025 Concurrent Investment Advisors LLC144,314$2.92M0.1%+353.4%0.116%
2/3/2025 Private Advisor Group LLC12,717$257K0.0%-28.2%0.010%
1/31/2025 Atria Wealth Solutions Inc.35,519$717K0.0%+1.7%0.029%
1/31/2025 D.A. Davidson & CO.129,903$2.62M0.0%+2.0%0.105%
1/30/2025 Allworth Financial LP9,519$202K0.0%N/A0.008%
1/30/2025 Blue Trust Inc.31,950$645K0.0%+41.9%0.026%
1/29/2025 Allspring Global Investments Holdings LLC532,367$10.75M0.0%-40.6%0.429%
1/29/2025 Savant Capital LLC18,434$372K0.0%-5.3%0.015%
1/28/2025 HTLF Bank246,496$4.98M0.6%+6.4%0.199%
1/28/2025 Kestra Private Wealth Services LLC40,625$821K0.0%+9.1%0.033%
1/28/2025 Kingsview Wealth Management LLC11,778$238K0.0%+6.5%0.009%
1/28/2025 Mezzasalma Advisors LLC20,726$419K0.1%N/A0.017%
1/27/2025 Consolidated Portfolio Review Corp110,161$2.23M0.4%N/A0.089%
1/27/2025 Choreo LLC44,807$908K0.0%+22.2%0.036%
1/24/2025 Founders Capital Management LLC11,116$225K0.0%+8.8%0.009%
1/22/2025 Bensler LLC697,217$14.08M1.7%+19.5%0.562%
1/22/2025 Kingswood Wealth Advisors LLC11,391$230K0.0%N/A0.009%
1/21/2025 Geneos Wealth Management Inc.3,298$67K0.0%+45.4%0.003%
1/21/2025 Fifth Third Bancorp43,083$870K0.0%+22.4%0.035%
1/17/2025 MinichMacGregor Wealth Management LLC135,268$2.73M0.6%+0.9%0.109%
1/17/2025 Janney Montgomery Scott LLC52,364$1.06M0.0%+12.3%0.042%
1/16/2025 Koshinski Asset Management Inc.60,101$1.21M0.0%+1.9%0.048%
1/16/2025 Priebe Wealth Holdings LLC219,251$4.43M3.0%-12.5%0.177%
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1/16/2025 MassMutual Private Wealth & Trust FSB51,405$1.04M0.0%+9.5%0.041%
1/16/2025 Uncommon Cents Investing LLC189,236$3.82M1.1%-1.1%0.153%
1/15/2025 Merit Financial Group LLC36,138$730K0.0%-12.9%0.029%
1/15/2025 Hennion & Walsh Asset Management Inc.217,882$4.40M0.2%+18.9%0.176%
1/14/2025 Stolper Co94,165$1.90M0.6%+3.9%0.076%
1/14/2025 Park Avenue Securities LLC19,638$397K0.0%+28.8%0.016%
1/14/2025 Quad Cities Investment Group LLC25,369$512K0.3%+9.5%0.020%
1/13/2025 Salem Investment Counselors Inc.50,062$1.01M0.0%-2.3%0.040%
1/13/2025 Capital Investment Advisors LLC55,650$1.12M0.0%-6.9%0.045%
1/10/2025 Sage Capital Advisors llc22,702$459K0.1%-10.6%0.018%
(Data available from 1/1/2016 forward)

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ADX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ADX shares?

During the previous two years, 181 institutional investors and hedge funds held shares of Adams Diversified Equity Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($109.66M), Lazard Asset Management LLC ($60.55M), Atlas Wealth LLC ($22.85M), Raymond James Financial Inc. ($20.84M), Blue Bell Private Wealth Management LLC ($18.92M), Royal Bank of Canada ($15.26M), and 1607 Capital Partners LLC ($15.09M).Learn more on ADX's institutional investors.

What percentage of Adams Diversified Equity Fund stock is owned by institutional investors?

28.41% of Adams Diversified Equity Fund stock is owned by institutional investors. Learn more on ADX's institutional investor holdings.

Which institutional investors have been buying Adams Diversified Equity Fund stock?

Of the 147 institutional investors that purchased Adams Diversified Equity Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Saba Capital Management L.P. ($2.37M), Raymond James Financial Inc. ($2.06M), World Investment Advisors LLC ($1.68M), Lazard Asset Management LLC ($861.07K), International Assets Investment Management LLC ($756.92K), Landscape Capital Management L.L.C. ($416.54K), and HTLF Bank ($382.73K).

How much institutional buying is happening at Adams Diversified Equity Fund?

Institutional investors have bought a total of 14,615,859 shares in the last 24 months. This purchase volume represents approximately $277.35M in transactions.

Which Adams Diversified Equity Fund major shareholders have been selling company stock?

Of the 81 institutional investors that sold Adams Diversified Equity Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($1.37M), Cornerstone Advisors LLC ($1.37M), Saba Capital Management L.P. ($993.83K), Pathstone Holdings LLC ($508.77K), Shaker Financial Services LLC ($445.75K), 1607 Capital Partners LLC ($346.71K), and Landscape Capital Management L.L.C. ($327.74K).

How much institutional selling is happening at Adams Diversified Equity Fund?

Institutional investors have sold a total of 8,655,395 shares in the last 24 months. This volume of shares sold represents approximately $168.53M in transactions.


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This page (NYSE:ADX) was last updated on 3/26/2025 by MarketBeat.com Staff
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