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Adams Diversified Equity Fund (ADX) Institutional Ownership

Adams Diversified Equity Fund logo
$21.18 +0.09 (+0.41%)
As of 01/22/2025 03:59 PM 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)
77
Total
Institutional Inflows
(last 12 months)
$125.37M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$93.36M
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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
1/22/2025Kingswood 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%
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%
12/26/2024JPMorgan Chase & Co.11,999$259K0.0%+65.3%0.010%
11/25/2024Wilmington Savings Fund Society FSB43,377$935K0.0%N/A0.035%
11/25/2024World Investment Advisors LLC76,141$1.64M0.0%N/A0.061%
11/18/2024RB Capital Management LLC188,472$4.10M1.0%+1.7%0.152%
11/15/2024LRI Investments LLC2,803$62K0.0%N/A0.002%
11/15/2024MML Investors Services LLC38,581$832K0.0%-16.2%0.031%
11/15/2024World Investment Advisors LLC1,604,777$34.60M0.2%N/A1.294%
11/15/2024Stifel Financial Corp231,377$4.99M0.0%-5.9%0.187%
11/15/2024Potrero Capital Research LLC442,735$9.55M3.0%-29.6%0.357%
11/15/2024Integrated Wealth Concepts LLC145,157$3.13M0.0%-25.2%0.117%
11/14/2024Walleye Capital LLC33,441$721K0.0%N/A0.027%
11/14/2024Financial Counselors Inc.46,965$1.01M0.0%+2.1%0.038%
11/13/2024D.A. Davidson & CO.127,381$2.75M0.0%-7.2%0.103%
11/12/2024Kingsview Wealth Management LLC11,061$238K0.0%N/A0.009%
11/12/2024Cerity Partners LLC24,835$535K0.0%-19.4%0.020%
11/12/2024Great Valley Advisor Group Inc.11,755$254K0.0%+23.0%0.009%
11/12/2024Raymond James Trust N.A.28,478$614K0.0%-5.1%0.023%
11/12/2024Concorde Asset Management LLC13,289$287K0.2%+9.4%0.011%
11/9/2024Landscape Capital Management L.L.C.413,023$8.91M0.9%+2,789.5%0.333%
11/8/2024SMH Capital Advisors Inc.13,728$296K0.9%-5.8%0.011%
11/8/2024Advisors 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%
11/7/2024Pathstone Holdings LLC78,006$1.68M0.0%-86.7%0.063%
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11/7/2024Thrivent Financial for Lutherans101,313$2.18M0.0%+2.1%0.082%
11/4/2024Wolverine Asset Management LLC30,367$655K0.0%N/A0.024%
11/1/2024Bensler LLC583,277$12.58M1.6%+9.1%0.470%
10/31/2024General American Investors Co. Inc.131,124$2.83M0.2%-22.8%0.106%
10/31/2024Shaker Financial Services LLC206,202$4.45M1.7%N/A0.166%
10/31/2024Concurrent 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%
10/29/2024Farther Finance Advisors LLC1,400$30K0.0%N/A0.001%
10/28/2024US 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%
10/22/2024Private Advisor Group LLC17,701$382K0.0%+42.0%0.014%
10/22/2024Sequoia Financial Advisors LLC11,482$248K0.0%N/A0.009%
10/19/2024Allspring 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%
10/15/2024HTLF Bank231,721$5.00M0.5%-32.6%0.187%
10/11/2024Creative 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%
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%
8/22/2024Cetera Investment Advisers139,315$2.99M0.0%+1.5%0.112%
8/16/2024Sunbelt Securities Inc.2,563$55K0.0%+23,200.0%0.002%
8/16/2024Northwestern Mutual Wealth Management Co.39,852$856K0.0%+20.9%0.032%
8/16/2024Creative Planning13,307$286K0.0%+5.0%0.011%
8/13/2024Thrivent Financial for Lutherans99,262$2.13M0.0%N/A0.080%
8/12/2024SMH Capital Advisors Inc.14,572$313K1.0%-8.3%0.012%
8/12/2024Concorde Asset Management LLC12,150$261K0.2%-6.2%0.010%
8/9/2024Cornerstone Advisors LLC12,054$259K0.0%-98.0%0.010%
8/9/2024City of London Investment Management Co. Ltd.40,720$875K0.1%-64.9%0.033%
8/9/2024Providence Wealth Advisors LLC98,953$2.13M1.7%N/A0.080%
8/9/2024Pinion Investment Advisors LLC15,441$332K0.2%-5.3%0.012%
8/8/2024 Stolper Co93,143$2.00M0.7%-2.3%0.075%
8/8/2024Prevail Innovative Wealth Advisors LLC219,849$4.73M1.7%+12.2%0.177%
8/7/2024Choreo LLC39,289$842K0.0%+230.8%0.032%
8/6/2024Savant Capital LLC22,199$477K0.0%-6.3%0.018%
8/5/2024Blue Bell Private Wealth Management LLC1,162,418$24.98M5.2%-6.7%0.937%
8/2/2024Allegheny Financial Group LTD21,150$455K0.1%N/A0.017%
8/1/2024TIAA Trust National Association14,247$306K0.0%N/A0.011%
8/1/2024Waterfront Wealth Inc.386,572$8.31M2.3%+1.7%0.312%
7/31/2024Turtle 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%
7/31/2024Concurrent Investment Advisors LLC27,204$585K0.0%+12.7%0.022%
7/31/2024Rothschild Investment LLC2,104$45K0.0%N/A0.002%
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7/30/2024 International Assets Investment Management LLC43,176$928K0.1%-10.5%0.035%
7/30/2024Lee Danner & Bass Inc.25,000$537K0.0%N/A0.020%
7/26/2024Harbour Investments Inc.19,529$420K0.0%+7.1%0.016%
7/26/2024Bensler LLC534,696$11.49M1.5%+4.1%0.431%
7/26/2024Allspring Global Investments Holdings LLC1,249,939$26.86M0.0%-23.3%1.008%
7/25/2024Raymond James Trust N.A.30,004$645K0.0%-9.3%0.024%
7/23/2024HTLF Bank343,608$7.38M0.8%-4.3%0.277%
7/22/2024 Fifth 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%
(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, 153 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), Blue Bell Private Wealth Management LLC ($24.98M), Atlas Wealth LLC ($22.85M), Allspring Global Investments Holdings LLC ($19.33M), and Bensler LLC ($14.08M).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 ($1.68M), 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 13,728,313 shares in the last 24 months. This purchase volume represents approximately $243.30M in transactions.

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

Of the 78 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 6,923,959 shares in the last 24 months. This volume of shares sold represents approximately $131.84M in transactions.


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This page (NYSE:ADX) was last updated on 1/23/2025 by MarketBeat.com Staff
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