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Adams Diversified Equity Fund (ADX) Institutional Ownership

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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)
61
Total
Institutional Inflows
(last 12 months)
$120.04M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$60.07M
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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
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%
5/10/2024 Prevail Innovative Wealth Advisors LLC195,878$3.82M1.4%-37.2%0.158%
5/9/2024 Koshinski Asset Management Inc.56,619$1.11M0.1%-22.1%0.046%
5/7/2024 Concurrent Investment Advisors LLC24,142$471K0.0%+71.8%0.019%
4/30/2024 Turtle Creek Wealth Advisors LLC22,901$447K0.1%+261.4%0.018%
4/30/2024 Allspring Global Investments Holdings LLC1,630,212$31.82M0.0%-4.1%1.315%
4/29/2024Commonwealth Equity Services LLC76,195$1.49M0.0%-3.2%0.061%
4/25/2024 HTLF Bank359,131$7.01M0.8%-2.4%0.290%
4/24/2024 Blue Bell Private Wealth Management LLC1,245,867$24.32M5.2%+4.7%1.005%
4/23/2024 Fifth Third Bancorp42,046$821K0.0%-33.6%0.034%
4/23/2024 Raymond James Financial Services Advisors Inc.551,925$10.77M0.0%+35.1%0.445%
4/22/2024 Raymond James & Associates479,859$9.37M0.0%+40.8%0.387%
4/19/2024 Uncommon Cents Investing LLC195,447$3.82M1.2%-0.3%0.158%
4/19/2024 Tradewinds Capital Management LLC8,871$173K0.0%N/A0.007%
4/18/2024 Silverlake Wealth Management LLC11,375$222K0.1%-16.8%0.009%
4/18/2024 Allspring Global Investments Holdings LLC1,630,212$31.82M0.0%-4.1%1.315%
4/17/2024 Hennion & Walsh Asset Management Inc.102,833$2.01M0.1%+42.6%0.083%
4/16/2024 Wealth Enhancement Advisory Services LLC407,538$7.96M0.0%+2.6%0.329%
4/13/2024 Priebe Wealth Holdings LLC359,850$7.02M5.5%+0.8%0.290%
4/11/2024 International Assets Investment Management LLC48,222$939K0.0%+9.5%0.039%
4/10/2024 First Community Trust NA6,650$130K0.1%-22.0%0.005%
4/10/2024 Park Avenue Securities LLC17,984$351K0.0%-57.6%0.015%
4/4/2024 Cullen Investment Group LTD.10,090$194K0.0%N/A0.008%
3/5/2024 Twin Focus Capital Partners LLC94,375$1.67M0.2%-4.6%0.076%
2/29/2024 Scarborough Advisors LLC2,810$50K0.0%N/A0.002%
2/27/2024ARQ Wealth Advisors LLC60,059$1.06M0.6%+15.1%0.048%
2/15/2024 Bulldog Investors LLP29,351$520K0.2%-89.4%0.024%
2/13/2024 Karpus Management Inc.155,000$2.75M0.1%N/A0.125%
2/13/2024 Quantedge Capital Pte Ltd90,720$1.61M0.8%-26.6%0.073%
2/13/2024 Prevail Innovative Wealth Advisors LLC312,038$5.53M2.6%-5.6%0.252%
2/13/2024 1607 Capital Partners LLC1,998,821$35.40M2.5%-5.2%1.612%
2/12/2024 Global Endowment Management LP67,979$1.20M0.1%+6.8%0.055%
2/9/2024 City of London Investment Management Co. Ltd.157,686$2.79M0.2%-5.0%0.127%
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2/9/2024 D.A. Davidson & CO.139,217$2.47M0.0%+0.6%0.112%
2/9/2024 Cornerstone Advisors LLC1,127,545$19.97M0.9%-16.9%0.909%
2/8/2024 Texas Capital Bank Wealth Management Services Inc13,430$238K0.0%+6.8%0.011%
2/8/2024 FCA Corp TX225,210$3.99M1.4%+2.4%0.182%
2/8/2024 MinichMacGregor Wealth Management LLC133,716$2.37M0.7%+0.6%0.108%
2/8/2024 Janney Montgomery Scott LLC38,939$690K0.0%+8.9%0.031%
2/7/2024 Ieq Capital LLC10,753$190K0.0%-63.0%0.009%
2/7/2024 Shaker Financial Services LLC20,805$368K0.2%-26.3%0.017%
2/7/2024 Principal Securities Inc.15,723$278K0.0%N/A0.013%
2/6/2024 Private Advisor Group LLC29,287$519K0.0%-17.5%0.024%
2/6/2024 Merit Financial Group LLC42,340$750K0.0%+5.3%0.035%
2/6/2024 9258 Wealth Management LLC58,562$1.04M0.2%+5.0%0.047%
2/6/2024 Benjamin F. Edwards & Company Inc.3,741$66K0.0%-17.0%0.003%
2/6/2024 RB Capital Management LLC182,650$3.24M0.9%+3.3%0.151%
2/5/2024 Savant Capital LLC25,250$447K0.0%+3.8%0.021%
2/2/2024 Atria Wealth Solutions Inc.36,316$643K0.0%+1.7%0.030%
1/31/2024 HTLF Bank367,953$6.52M0.8%N/A0.305%
1/31/2024 Waterfront Wealth Inc.399,216$7.07M2.1%+0.5%0.330%
1/30/2024 Avior Wealth Management LLC21,820$386K0.0%-27.2%0.018%
1/29/2024 Koshinski Asset Management Inc.72,713$1.29M0.2%+40.6%0.060%
1/26/2024 Priebe Wealth Holdings LLC357,054$6.32M5.2%N/A0.296%
1/26/2024 Turtle Creek Wealth Advisors LLC6,337$112K0.0%N/A0.005%
1/25/2024 Allspring Global Investments Holdings LLC1,700,212$30.11M0.0%+22.1%1.407%
1/25/2024 International Assets Investment Management LLC44,028$780K0.0%+11.8%0.036%
1/25/2024 Pinion Investment Advisors LLC16,281$288K0.2%+6.8%0.013%
1/25/2024 Blue Bell Private Wealth Management LLC1,190,252$21.08M5.0%-0.6%0.985%
1/24/2024 International Assets Investment Management LLC779,738$13.81M0.0%+1,879.7%0.645%
1/22/2024 Bensler LLC474,981$8.41M1.4%+39.0%0.393%
1/19/2024 Fifth Third Bancorp63,314$1.12M0.0%+7.1%0.052%
1/19/2024 Occidental Asset Management LLC10,569$187K0.0%N/A0.009%
1/18/2024 McGlone Suttner Wealth Management Inc.4,723$84K0.0%N/A0.004%
1/18/2024 Uncommon Cents Investing LLC195,997$3.47M1.1%-1.0%0.162%
1/16/2024 Raymond James Financial Services Advisors Inc.408,457$7.23M0.0%-18.3%0.338%
1/16/2024 Raymond James & Associates340,724$6.03M0.0%+2.8%0.282%
1/12/2024 Stolper Co95,240$1.69M0.7%+3.0%0.079%
1/10/2024 Creative Financial Designs Inc. ADV3,107$55K0.0%+517.7%0.003%
1/10/2024 Quad Cities Investment Group LLC23,491$411K0.3%+6.8%0.019%
1/9/2024 Sage Capital Advisors llc22,822$404K0.1%-10.1%0.019%
1/8/2024 Capital Market Strategies LLC23,415$415K0.4%+8.1%0.019%
11/30/2023ARQ Wealth Advisors LLC52,171$868K0.6%N/A0.043%
11/15/2023 Integrated Wealth Concepts LLC260,000$4.33M0.1%-3.7%0.215%
11/15/2023 1607 Capital Partners LLC2,109,282$35.10M2.6%-10.1%1.746%
11/15/2023 Advisors Asset Management Inc.195,526$3.25M0.1%-4.2%0.162%
11/14/2023 Lazard Asset Management LLC4,122,687$68.60M0.1%+11.9%3.413%
11/14/2023 AQR Arbitrage LLC66,415$1.11M0.0%-57.5%0.055%
11/14/2023 Saba Capital Management L.P.6,768,620$112.63M2.7%+53.9%5.603%
11/14/2023 Ancora Advisors LLC100,596$1.67M0.0%-12.0%0.083%
11/13/2023 Stifel Financial Corp213,674$3.56M0.0%+22.7%0.177%
11/13/2023 Mariner LLC39,506$657K0.0%-11.4%0.033%
11/13/2023 Quantedge Capital Pte Ltd123,620$2.06M1.1%-43.9%0.102%
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11/13/2023 Kestra Advisory Services LLC188,245$3.13M0.0%-1.9%0.156%
11/13/2023 FCA Corp TX219,997$3.66M1.2%+3.3%0.182%
11/9/2023 City of London Investment Management Co. Ltd.166,051$2.76M0.2%-29.6%0.137%
11/9/2023 Cornerstone Advisors LLC1,356,769$22.58M1.1%-1.6%1.123%
11/8/2023 HighTower Advisors LLC26,553$440K0.0%-10.6%0.022%
11/8/2023Pathstone Family Office LLC16,158$269K0.0%N/A0.013%
11/8/2023 9258 Wealth Management LLC55,763$928K0.2%-4.5%0.046%
11/8/2023 Janney Montgomery Scott LLC35,755$595K0.0%+3.0%0.030%
11/8/2023 Landscape Capital Management L.L.C.19,727$328K0.0%-47.1%0.016%
11/8/2023 SMH Capital Advisors Inc.14,262$237K0.6%-24.0%0.012%
(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, 139 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), Allspring Global Investments Holdings LLC ($31.82M), Blue Bell Private Wealth Management LLC ($24.32M), Atlas Wealth LLC ($22.85M), and Cornerstone Advisors LLC ($11.83M).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 118 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), Atlas Wealth LLC ($1.33M), Allspring Global Investments Holdings LLC ($1.18M), International Assets Investment Management LLC ($822.27K), Lazard Asset Management LLC ($771.11K), HTLF Bank ($367.95K), and Priebe Wealth Holdings LLC ($359.85K).

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

Institutional investors have bought a total of 12,293,562 shares in the last 24 months. This purchase volume represents approximately $198.96M in transactions.

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

Of the 71 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 ($879.62K), Shaker Financial Services LLC ($440.37K), 1607 Capital Partners LLC ($346.71K), Allspring Global Investments Holdings LLC ($272.75K), Wolverine Asset Management LLC ($246.74K), Bulldog Investors LLP ($246.51K), and Raymond James Financial Services Advisors Inc. ($222.45K).

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

Institutional investors have sold a total of 4,630,599 shares in the last 24 months. This volume of shares sold represents approximately $78.93M in transactions.


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This page (NYSE:ADX) was last updated on 5/19/2024 by MarketBeat.com Staff

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