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Adams Diversified Equity Fund (ADX) Institutional Ownership

Adams Diversified Equity Fund logo
$21.79 +0.08 (+0.36%)
Closing price 07/17/2025 03:59 PM Eastern
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$21.79 +0.00 (+0.00%)
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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)
121
Total
Institutional Inflows
(last 12 months)
$176.80M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$108.94M
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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
7/17/2025 Capital Investment Advisors LLC49,056$1.07M0.0%-4.1%0.042%
7/17/2025Janney Montgomery Scott LLC54,247$1.18M0.0%-0.9%0.046%
7/17/2025Sound Income Strategies LLC2,615$57K0.0%+325.2%0.002%
7/17/2025Avior Wealth Management LLC27,688$601K0.0%+24.8%0.024%
7/17/2025Uncommon Cents Investing LLC184,951$4.02M1.1%-0.6%0.157%
7/15/2025 Fifth Third Bancorp39,498$858K0.0%-6.5%0.034%
7/15/2025 Fortitude Family Office LLC2,900$63K0.0%N/A0.002%
7/14/2025 Park Avenue Securities LLC27,955$607K0.0%N/A0.024%
7/11/2025 Quad Cities Investment Group LLC26,525$576K0.3%+2.3%0.023%
7/10/2025 Stolper Co98,831$2.15M0.7%+2.8%0.084%
7/10/2025 Wealth Enhancement Advisory Services LLC428,357$9.38M0.0%+3.6%0.364%
7/9/2025 MassMutual Private Wealth & Trust FSB44,410$964K0.0%+2.3%0.038%
7/7/2025 RB Capital Management LLC202,109$4.39M1.0%-2.9%0.172%
7/3/2025 Sage Capital Advisors llc17,908$389K0.1%-9.2%0.015%
7/2/2025 Capital Market Strategies LLC20,110$437K0.3%-4.8%0.017%
5/21/2025Geneos Wealth Management Inc.16,125$306K0.0%+388.9%0.014%
5/19/2025Jane Street Group LLC27,640$525K0.0%N/A0.024%
5/16/2025NewEdge Advisors LLC36,365$691K0.0%+4.4%0.031%
5/16/2025Concorde Asset Management LLC23,277$436K0.2%+60.5%0.020%
5/16/2025Advisors Asset Management Inc.344,966$6.55M0.1%+29.5%0.293%
5/16/2025Ancora Advisors LLC63,710$1.21M0.0%-2.8%0.054%
5/16/20251607 Capital Partners LLC653,135$12.40M1.0%-12.5%0.556%
5/15/2025Royal Bank of Canada1,054,872$20.03M0.0%+39.6%0.897%
5/15/2025WPG Advisers LLC2,289$43K0.0%N/A0.002%
5/15/2025Landscape Capital Management L.L.C.110,530$2.10M0.2%-17.8%0.094%
5/14/2025 RB Capital Management LLC208,238$3.95M0.9%+2.0%0.177%
5/14/2025Thomas J. Herzfeld Advisors Inc.71,378$1.36M0.5%-14.1%0.061%
5/14/2025Walleye Capital LLC14,632$278K0.0%N/A0.012%
5/14/2025Northwestern Mutual Wealth Management Co.48,131$914K0.0%+6.9%0.041%
5/14/2025Kestra Advisory Services LLC195,638$3.72M0.0%-0.9%0.166%
5/14/2025Jones Road Capital Management L.P.419,000$7.96M5.0%+13.2%0.356%
5/13/2025Raymond James Financial Inc.1,201,070$22.81M0.0%+16.4%1.022%
5/13/2025Global Endowment Management LP77,652$1.48M0.2%+2.3%0.066%
5/13/2025FCA Corp TX181,808$3.45M1.1%+0.4%0.155%
5/13/2025MSH Capital Advisors LLC12,659$240K0.1%-5.5%0.011%
5/13/2025HighTower Advisors LLC23,296$442K0.0%-11.6%0.020%
5/12/2025Virtu Financial LLC10,686$203K0.0%N/A0.009%
5/12/2025Wolverine Asset Management LLC152,886$2.90M0.0%+205.2%0.130%
5/9/2025Roberts Glore & Co. Inc. IL116,382$2.21M0.7%+19.7%0.099%
5/9/2025Atria Wealth Solutions Inc.41,549$789K0.0%+17.0%0.035%
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5/9/2025Shaker Financial Services LLC207,446$3.94M1.5%+40.3%0.176%
5/9/2025Generation Capital Management LLC50,329$956K0.9%+2.3%0.043%
5/8/2025US Bancorp DE7,322$139K0.0%-21.5%0.006%
5/8/2025Harbour Investments Inc.22,546$428K0.0%+15.4%0.019%
5/7/2025LPL Financial LLC166,781$3.17M0.0%+18.3%0.142%
5/6/2025Cetera Investment Advisers150,506$2.86M0.0%+0.9%0.128%
5/6/2025Readystate Asset Management LP48,956$930K0.0%+69.2%0.042%
5/6/2025Choreo LLC45,711$868K0.0%+2.0%0.039%
5/5/2025Kestra Private Wealth Services LLC24,584$467K0.0%-39.5%0.021%
5/5/2025ARQ Wealth Advisors LLC134,567$2.56M0.9%+63.3%0.114%
5/2/2025Accredited Investor Services LLC15,164$288K0.2%N/A0.013%
5/1/2025CWM LLC2,418$46K0.0%+52.5%0.002%
4/30/2025Cerity Partners LLC29,290$556K0.0%+17.9%0.025%
4/30/2025Silverlake Wealth Management LLC10,821$205K0.1%-4.9%0.009%
4/29/2025Financial Counselors Inc.43,431$825K0.0%-15.5%0.037%
4/29/2025Envestnet Asset Management Inc.31,839$605K0.0%+38.5%0.027%
4/29/2025Penserra Capital Management LLC235,377$4.47M0.1%N/A0.200%
4/29/2025Concurrent Investment Advisors LLC52,668$1M0.0%-63.5%0.045%
4/28/2025D.A. Davidson & CO.129,265$2.46M0.0%-0.5%0.110%
4/25/2025MorganRosel Wealth Management LLC5,292$100K0.0%N/A0.005%
4/25/2025Waterfront Wealth Inc.413,998$7.86M1.9%+4.9%0.352%
4/25/2025Joel Isaacson & Co. LLC26,520$504K0.0%N/A0.023%
4/25/2025Uniting Wealth Partners LLC20,386$387K0.2%+7.3%0.017%
4/24/2025Allspring Global Investments Holdings LLC523,668$9.94M0.0%-1.6%0.445%
4/23/2025Consolidated Portfolio Review Corp149,453$2.84M0.5%+35.7%0.127%
4/23/2025Uncommon Cents Investing LLC186,032$3.53M1.0%-1.7%0.158%
4/23/2025Oppenheimer & Co. Inc.34,748$660K0.0%+68.7%0.030%
4/21/2025Avior Wealth Management LLC22,188$421K0.0%+17.2%0.019%
4/21/2025Blue Trust Inc.25,716$488K0.0%-19.5%0.022%
4/21/2025Kingswood Wealth Advisors LLC10,681$203K0.0%-6.2%0.009%
4/17/2025Janney Montgomery Scott LLC54,754$1.04M0.0%+4.6%0.047%
4/17/2025Pinion Investment Advisors LLC34,330$652K0.1%+104.5%0.029%
4/16/2025 Wealth Enhancement Advisory Services LLC413,523$7.85M0.0%-2.8%0.352%
4/16/2025Bensler LLC787,512$14.96M1.9%+13.0%0.670%
4/15/2025 Fifth Third Bancorp42,254$802K0.0%-1.9%0.036%
4/14/2025Priebe Wealth Holdings LLC181,270$3.44M2.1%-17.3%0.154%
4/14/2025 Capital Investment Advisors LLC51,166$972K0.0%-8.1%0.044%
4/14/2025 UMB Bank n.a.2,406$46K0.0%N/A0.002%
4/10/2025Hennion & Walsh Asset Management Inc.236,832$4.50M0.2%+8.7%0.201%
4/9/2025Merit Financial Group LLC48,130$914K0.0%+33.2%0.041%
4/9/2025 Quad Cities Investment Group LLC25,940$493K0.2%+2.3%0.022%
4/8/2025 Stolper Co96,094$1.83M0.6%+2.0%0.082%
4/4/2025 Sage Capital Advisors llc19,712$374K0.1%-13.2%0.017%
4/4/2025 Capital Market Strategies LLC21,130$401K0.3%-10.9%0.018%
4/1/2025 MassMutual Private Wealth & Trust FSB43,431$825K0.0%-15.5%0.037%
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%
2/25/2025Polar Asset Management Partners Inc.74,837$1.51M0.0%N/A0.064%
2/19/2025ARQ 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%
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2/18/2025Elequin Capital LP2,617$53K0.0%N/A0.002%
2/17/2025Waverly Advisors LLC65,791$1.33M0.0%N/A0.053%
2/17/2025Saba Capital Management L.P.5,428,866$109.66M2.6%-15.5%4.376%
2/17/2025Royal Bank of Canada755,447$15.26M0.0%+9.8%0.609%
2/17/2025Polar Asset Management Partners Inc.74,837$1.51M0.0%N/A0.060%
2/17/2025Quantedge Capital Pte Ltd50,257$1.02M0.4%+40.6%0.041%
2/17/2025Millennium Management LLC16,264$329K0.0%-79.9%0.013%
2/17/2025Lazard Asset Management LLC2,997,278$60.55M0.1%+5.0%2.416%
2/17/2025K2 Principal Fund L.P.15,478$313K0.0%N/A0.012%
2/17/2025Focus Partners Wealth48,103$972K0.0%N/A0.039%
(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, 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. ($22.81M), Royal Bank of Canada ($20.03M), Blue Bell Private Wealth Management LLC ($18.92M), and Bensler LLC ($14.96M).Learn more on Adams Diversified Equity Fund's institutional investors.

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

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

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

Of the 150 institutional investors that purchased Adams Diversified Equity Fund's 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. ($2.23M), World Investment Advisors LLC ($1.68M), Lazard Asset Management LLC ($861.07K), International Assets Investment Management LLC ($756.92K), Bensler LLC ($415.29K), and Landscape Capital Management L.L.C. ($398.73K).

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

Institutional investors have bought a total of 8,625,892 shares in the last 24 months. This purchase volume represents approximately $176.80M in transactions.

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

Of the 61 institutional investors that sold Adams Diversified Equity Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($1.11M), Saba Capital Management L.P. ($993.83K), Cornerstone Advisors LLC ($593.99K), Pathstone Holdings LLC ($508.77K), Landscape Capital Management L.L.C. ($302.49K), Potrero Capital Research LLC ($186.32K), and Priebe Wealth Holdings LLC ($180.75K).

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

Institutional investors have sold a total of 5,227,952 shares in the last 24 months. This volume of shares sold represents approximately $108.94M in transactions.


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This page (NYSE:ADX) was last updated on 7/18/2025 by MarketBeat.com Staff
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