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Adams Diversified Equity Fund (ADX) Institutional Ownership

Adams Diversified Equity Fund logo
$21.17 -0.43 (-1.99%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$21.15 -0.02 (-0.09%)
As of 08/1/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
120
Total
Institutional Inflows
(last 12 months)
$174.87M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$104.24M
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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
8/1/2025 GoalVest Advisory LLC9,119$198K0.0%N/A0.008%
7/30/2025 D.A. Davidson & CO.128,425$2.79M0.0%-0.6%0.109%
7/29/2025 Uhlmann Price Securities LLC32,229$700K0.5%+1.9%0.027%
7/29/2025 Koshinski Asset Management Inc.63,215$1.37M0.1%+4.9%0.054%
7/28/2025 Wilmington Savings Fund Society FSB45,348$985K0.0%+2.3%0.039%
7/25/2025 Priebe Wealth Holdings LLC149,363$3.24M2.8%-17.6%0.127%
7/25/2025 Atria Wealth Solutions Inc.24,707$538K0.0%-40.5%0.021%
7/25/2025 Allspring Global Investments Holdings LLC412,966$8.97M0.0%-21.1%0.351%
7/25/2025 Prostatis Group LLC32,878$714K0.2%-3.5%0.028%
7/25/2025 Means Investment CO. Inc.71,425$1.55M0.1%N/A0.061%
7/25/2025 Concurrent Investment Advisors LLC43,575$946K0.0%-17.3%0.037%
7/24/2025 Accredited Investor Services LLC15,757$342K0.3%+3.9%0.013%
7/24/2025 Blue Trust Inc.26,296$571K0.0%+2.3%0.022%
7/24/2025 Pinion Investment Advisors LLC12,715$276K0.1%-63.0%0.011%
7/24/2025 IFP Advisors Inc1,620$35K0.0%+76.1%0.001%
7/24/2025 MSH Capital Advisors LLC11,434$248K0.1%-9.7%0.010%
7/23/2025 Valmark Advisers Inc.9,797$213K0.0%N/A0.008%
7/23/2025 Abel Hall LLC11,200$243K0.1%N/A0.010%
7/18/2025 Consolidated Portfolio Review Corp152,212$3.31M0.5%+1.8%0.129%
7/17/2025 Capital Investment Advisors LLC49,056$1.07M0.0%-4.1%0.042%
7/17/2025 Janney Montgomery Scott LLC54,247$1.18M0.0%-0.9%0.046%
7/17/2025 Sound Income Strategies LLC2,615$57K0.0%+325.2%0.002%
7/17/2025 Avior Wealth Management LLC27,688$601K0.0%+24.8%0.024%
7/17/2025 Uncommon 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%
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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%
5/13/2025 MSH 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%
5/9/2025 Atria Wealth Solutions Inc.41,549$789K0.0%+17.0%0.035%
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%
5/8/2025 US Bancorp DE7,322$139K0.0%-21.5%0.006%
5/8/2025 Harbour 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%
5/2/2025 Accredited Investor Services LLC15,164$288K0.2%N/A0.013%
5/1/2025 CWM 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%
4/29/2025 Financial Counselors Inc.43,431$825K0.0%-15.5%0.037%
4/29/2025 Envestnet Asset Management Inc.31,839$605K0.0%+38.5%0.027%
4/29/2025Penserra Capital Management LLC235,377$4.47M0.1%N/A0.200%
4/29/2025 Concurrent Investment Advisors LLC52,668$1M0.0%-63.5%0.045%
4/28/2025 D.A. Davidson & CO.129,265$2.46M0.0%-0.5%0.110%
4/25/2025 MorganRosel Wealth Management LLC5,292$100K0.0%N/A0.005%
4/25/2025Waterfront Wealth Inc.413,998$7.86M1.9%+4.9%0.352%
4/25/2025 Joel Isaacson & Co. LLC26,520$504K0.0%N/A0.023%
4/25/2025Uniting Wealth Partners LLC20,386$387K0.2%+7.3%0.017%
4/24/2025 Allspring Global Investments Holdings LLC523,668$9.94M0.0%-1.6%0.445%
4/23/2025 Consolidated Portfolio Review Corp149,453$2.84M0.5%+35.7%0.127%
4/23/2025 Uncommon Cents Investing LLC186,032$3.53M1.0%-1.7%0.158%
4/23/2025 Oppenheimer & Co. Inc.34,748$660K0.0%+68.7%0.030%
4/21/2025 Avior Wealth Management LLC22,188$421K0.0%+17.2%0.019%
4/21/2025 Blue Trust Inc.25,716$488K0.0%-19.5%0.022%
4/21/2025 Kingswood Wealth Advisors LLC10,681$203K0.0%-6.2%0.009%
4/17/2025 Janney Montgomery Scott LLC54,754$1.04M0.0%+4.6%0.047%
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4/17/2025 Pinion 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%
4/14/2025 Priebe 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%
4/9/2025 Merit 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%
(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, 185 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 155 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 ($753.74K), Bensler LLC ($411.09K), 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 8,534,483 shares in the last 24 months. This purchase volume represents approximately $174.87M in transactions.

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

Of the 62 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: Saba Capital Management L.P. ($993.83K), Allspring Global Investments Holdings LLC ($836.97K), Cornerstone Advisors LLC ($593.99K), Pathstone Holdings LLC ($508.77K), Landscape Capital Management L.L.C. ($302.49K), Priebe Wealth Holdings LLC ($212.65K), and Potrero Capital Research LLC ($186.32K).

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

Institutional investors have sold a total of 5,006,908 shares in the last 24 months. This volume of shares sold represents approximately $104.24M in transactions.


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This page (NYSE:ADX) was last updated on 8/4/2025 by MarketBeat.com Staff
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