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Adams Diversified Equity Fund (ADX) Institutional Ownership

Adams Diversified Equity Fund logo
$20.40 -0.07 (-0.34%)
(As of 11/22/2024 ET)
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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)
74
Total
Institutional Inflows
(last 12 months)
$122.65M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$94.12M
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ADX Institutional Buying and Selling by Quarter

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
11/18/2024 RB Capital Management LLC188,472$4.10M1.0%+1.7%0.152%
11/15/2024 LRI Investments LLC2,803$62K0.0%N/A0.002%
11/15/2024 MML Investors Services LLC38,581$832K0.0%-16.2%0.031%
11/15/2024 World Investment Advisors LLC1,604,777$34.60M0.2%N/A1.294%
11/15/2024 Stifel Financial Corp231,377$4.99M0.0%-5.9%0.187%
11/15/2024 Potrero Capital Research LLC442,735$9.55M3.0%-29.6%0.357%
11/15/2024 Integrated Wealth Concepts LLC145,157$3.13M0.0%-25.2%0.117%
11/14/2024 Walleye Capital LLC33,441$721K0.0%N/A0.027%
11/14/2024 Financial Counselors Inc.46,965$1.01M0.0%+2.1%0.038%
11/13/2024 D.A. Davidson & CO.127,381$2.75M0.0%-7.2%0.103%
11/12/2024 Kingsview Wealth Management LLC11,061$238K0.0%N/A0.009%
11/12/2024 Cerity Partners LLC24,835$535K0.0%-19.4%0.020%
11/12/2024 Great Valley Advisor Group Inc.11,755$254K0.0%+23.0%0.009%
11/12/2024 Raymond James Trust N.A.28,478$614K0.0%-5.1%0.023%
11/12/2024 Concorde Asset Management LLC13,289$287K0.2%+9.4%0.011%
11/9/2024 Landscape Capital Management L.L.C.413,023$8.91M0.9%+2,789.5%0.333%
11/8/2024 SMH Capital Advisors Inc.13,728$296K0.9%-5.8%0.011%
11/8/2024 Advisors Asset Management Inc.190,537$4.11M0.1%+16.5%0.154%
11/8/2024 Avior Wealth Management LLC18,938$408K0.0%-3.1%0.015%
11/7/2024 Pathstone Holdings LLC78,006$1.68M0.0%-86.7%0.063%
11/7/2024 Thrivent Financial for Lutherans101,313$2.18M0.0%+2.1%0.082%
11/4/2024 Wolverine Asset Management LLC30,367$655K0.0%N/A0.024%
11/1/2024 Bensler LLC583,277$12.58M1.6%+9.1%0.470%
10/31/2024 General American Investors Co. Inc.131,124$2.83M0.2%-22.8%0.106%
10/31/2024 Shaker Financial Services LLC206,202$4.45M1.7%N/A0.166%
10/31/2024 Concurrent Investment Advisors LLC31,832$686K0.0%+17.0%0.026%
10/29/2024 Janney Montgomery Scott LLC46,644$1.01M0.0%+15.5%0.038%
10/29/2024 Farther Finance Advisors LLC1,400$30K0.0%N/A0.001%
10/28/2024 US Bancorp DE8,858$191K0.0%-14.3%0.007%
10/24/2024 Wealth Enhancement Advisory Services LLC389,902$8.41M0.0%-5.4%0.314%
10/23/2024 Hennion & Walsh Asset Management Inc.183,191$3.95M0.2%+28.4%0.148%
10/22/2024 Private Advisor Group LLC17,701$382K0.0%+42.0%0.014%
10/22/2024 Sequoia Financial Advisors LLC11,482$248K0.0%N/A0.009%
10/19/2024 Allspring Global Investments Holdings LLC896,693$19.33M0.0%-28.3%0.723%
10/18/2024Raymond James & Associates372,171$8.02M0.0%-30.0%0.300%
10/16/2024 Quad Cities Investment Group LLC23,178$500K0.3%+6.7%0.019%
10/15/2024 HTLF Bank231,721$5.00M0.5%-32.6%0.187%
10/11/2024 Creative Planning12,708$274K0.0%-4.5%0.010%
10/10/2024 Koshinski Asset Management Inc.58,984$1.27M0.1%+4.5%0.048%
10/10/2024 Priebe Wealth Holdings LLC250,524$5.40M3.9%-30.8%0.202%
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10/9/2024 Stolper Co90,658$1.96M0.6%-2.7%0.073%
10/8/2024 Sage Capital Advisors llc25,402$548K0.1%+3.6%0.020%
10/7/2024 Diversified Trust Co64,058$1.38M0.0%-29.6%0.052%
10/3/2024 Capital Market Strategies LLC23,743$512K0.3%-2.1%0.019%
10/2/2024 Massmutual Trust Co. FSB ADV46,965$1.01M0.0%+2.1%0.038%
10/2/2024 First Community Trust NA4,680$101K0.1%-29.6%0.004%
9/5/2024Sanctuary Advisors LLC108,715$2.34M0.0%N/A0.088%
8/22/2024 Cetera Investment Advisers139,315$2.99M0.0%+1.5%0.112%
8/16/2024 Sunbelt Securities Inc.2,563$55K0.0%+23,200.0%0.002%
8/16/2024 Northwestern Mutual Wealth Management Co.39,852$856K0.0%+20.9%0.032%
8/16/2024 Creative Planning13,307$286K0.0%+5.0%0.011%
8/13/2024 Thrivent Financial for Lutherans99,262$2.13M0.0%N/A0.080%
8/12/2024 SMH Capital Advisors Inc.14,572$313K1.0%-8.3%0.012%
8/12/2024 Concorde Asset Management LLC12,150$261K0.2%-6.2%0.010%
8/9/2024 Cornerstone Advisors LLC12,054$259K0.0%-98.0%0.010%
8/9/2024 City of London Investment Management Co. Ltd.40,720$875K0.1%-64.9%0.033%
8/9/2024 Providence Wealth Advisors LLC98,953$2.13M1.7%N/A0.080%
8/9/2024 Pinion Investment Advisors LLC15,441$332K0.2%-5.3%0.012%
8/8/2024 Stolper Co93,143$2.00M0.7%-2.3%0.075%
8/8/2024 Prevail Innovative Wealth Advisors LLC219,849$4.73M1.7%+12.2%0.177%
8/7/2024 Choreo LLC39,289$842K0.0%+230.8%0.032%
8/6/2024 Savant Capital LLC22,199$477K0.0%-6.3%0.018%
8/5/2024 Blue Bell Private Wealth Management LLC1,162,418$24.98M5.2%-6.7%0.937%
8/2/2024 Allegheny Financial Group LTD21,150$455K0.1%N/A0.017%
8/1/2024 TIAA Trust National Association14,247$306K0.0%N/A0.011%
8/1/2024 Waterfront Wealth Inc.386,572$8.31M2.3%+1.7%0.312%
7/31/2024 Turtle Creek Wealth Advisors LLC28,106$604K0.1%+22.7%0.023%
7/31/2024Commonwealth Equity Services LLC77,240$1.66M0.0%+1.4%0.062%
7/31/2024 Concurrent Investment Advisors LLC27,204$585K0.0%+12.7%0.022%
7/31/2024Rothschild Investment LLC2,104$45K0.0%N/A0.002%
7/30/2024 International Assets Investment Management LLC43,176$928K0.1%-10.5%0.035%
7/30/2024 Lee Danner & Bass Inc.25,000$537K0.0%N/A0.020%
7/26/2024 Harbour Investments Inc.19,529$420K0.0%+7.1%0.016%
7/26/2024 Bensler LLC534,696$11.49M1.5%+4.1%0.431%
7/26/2024 Allspring Global Investments Holdings LLC1,249,939$26.86M0.0%-23.3%1.008%
7/25/2024 Raymond James Trust N.A.30,004$645K0.0%-9.3%0.024%
7/23/2024 HTLF Bank343,608$7.38M0.8%-4.3%0.277%
7/22/2024Fifth Third Bancorp31,500$677K0.0%-25.1%0.025%
7/20/2024Raymond James Financial Services Advisors Inc.562,135$12.08M0.0%+1.8%0.453%
7/20/2024 Hennion & Walsh Asset Management Inc.142,694$3.07M0.2%+38.8%0.115%
7/19/2024Raymond James & Associates531,458$11.42M0.0%+10.8%0.428%
7/17/2024 Founders Capital Management LLC10,448$225K0.0%N/A0.008%
7/17/2024 Priebe Wealth Holdings LLC362,015$7.78M6.2%+0.6%0.292%
7/16/2024 Great Valley Advisor Group Inc.9,559$206K0.0%N/A0.008%
7/16/2024 Wealth Enhancement Advisory Services LLC412,311$8.86M0.0%+1.2%0.332%
7/13/2024 Quad Cities Investment Group LLC21,729$467K0.3%-7.7%0.018%
7/12/2024Capital Investment Advisors LLC59,784$1.29M0.0%-1.1%0.048%
7/9/2024 Sage Capital Advisors llc24,517$527K0.2%+7.3%0.020%
7/1/2024 Capital Market Strategies LLC24,248$521K0.3%+3.3%0.020%
5/24/2024Cetera Advisors LLC24,101$470K0.0%N/A0.019%
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5/24/2024 Cetera Investment Advisers137,251$2.68M0.0%N/A0.111%
5/23/2024 ARQ Wealth Advisors LLC64,811$1.27M0.5%+7.9%0.052%
5/17/2024 Comerica Bank3,993$78K0.0%-15.1%0.003%
5/16/2024 Ancora Advisors LLC95,106$1.86M0.0%-4.1%0.077%
5/15/2024 Lazard Asset Management LLC4,401,972$85.93M0.1%+6.8%3.550%
5/14/2024 Advisors Asset Management Inc.160,787$3.14M0.1%-21.0%0.130%
5/14/2024 Karpus Management Inc.78,595$1.53M0.0%-49.3%0.063%
5/11/2024 Covestor Ltd10,418$203K0.1%N/A0.008%
5/10/2024 Cornerstone Advisors LLC606,046$11.83M0.5%-46.3%0.489%
5/10/2024 City of London Investment Management Co. Ltd.115,924$2.26M0.2%-26.5%0.093%
(Data available from 1/1/2016 forward)

ADX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ADX shares?

During the previous two years, 152 institutional investors and hedge funds held shares of Adams Diversified Equity Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($112.63M), Lazard Asset Management LLC ($85.93M), 1607 Capital Partners LLC ($35.40M), World Investment Advisors LLC ($34.60M), Blue Bell Private Wealth Management LLC ($24.98M), Atlas Wealth LLC ($22.85M), and Allspring Global Investments Holdings LLC ($19.33M).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 124 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), World Investment Advisors LLC ($1.60M), Atlas Wealth LLC ($1.33M), Allspring Global Investments Holdings LLC ($977.83K), International Assets Investment Management LLC ($806.22K), Lazard Asset Management LLC ($717.21K), and Landscape Capital Management L.L.C. ($421.19K).

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

Institutional investors have bought a total of 13,529,406 shares in the last 24 months. This purchase volume represents approximately $238.45M in transactions.

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

Of the 77 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: Cornerstone Advisors LLC ($1.37M), Allspring Global Investments Holdings LLC ($1.01M), Pathstone Holdings LLC ($508.77K), Shaker Financial Services LLC ($440.37K), 1607 Capital Partners LLC ($346.71K), Bulldog Investors LLP ($246.51K), and Wolverine Asset Management LLC ($237.76K).

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

Institutional investors have sold a total of 6,900,680 shares in the last 24 months. This volume of shares sold represents approximately $131.24M in transactions.


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This page (NYSE:ADX) was last updated on 11/23/2024 by MarketBeat.com Staff
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