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Adams Diversified Equity Fund (ADX) Institutional Ownership

Adams Diversified Equity Fund logo
$20.14 -0.02 (-0.12%)
Closing price 05/22/2025 03:58 PM Eastern
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$20.16 +0.02 (+0.12%)
As of 05/22/2025 04:04 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)
122
Total
Institutional Inflows
(last 12 months)
$179.43M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$108.65M
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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
5/21/2025 Geneos Wealth Management Inc.16,125$306K0.0%+388.9%0.014%
5/19/2025 Jane Street Group LLC27,640$525K0.0%N/A0.024%
5/16/2025 NewEdge Advisors LLC36,365$691K0.0%+4.4%0.031%
5/16/2025 Concorde Asset Management LLC23,277$436K0.2%+60.5%0.020%
5/16/2025 Advisors Asset Management Inc.344,966$6.55M0.1%+29.5%0.293%
5/16/2025 Ancora Advisors LLC63,710$1.21M0.0%-2.8%0.054%
5/16/2025 1607 Capital Partners LLC653,135$12.40M1.0%-12.5%0.556%
5/15/2025 Royal Bank of Canada1,054,872$20.03M0.0%+39.6%0.897%
5/15/2025 WPG Advisers LLC2,289$43K0.0%N/A0.002%
5/15/2025 Landscape 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%
5/14/2025 Thomas J. Herzfeld Advisors Inc.71,378$1.36M0.5%-14.1%0.061%
5/14/2025 Walleye Capital LLC14,632$278K0.0%N/A0.012%
5/14/2025 Northwestern Mutual Wealth Management Co.48,131$914K0.0%+6.9%0.041%
5/14/2025 Kestra Advisory Services LLC195,638$3.72M0.0%-0.9%0.166%
5/14/2025 Jones Road Capital Management L.P.419,000$7.96M5.0%+13.2%0.356%
5/13/2025 Raymond James Financial Inc.1,201,070$22.81M0.0%+16.4%1.022%
5/13/2025 Global Endowment Management LP77,652$1.48M0.2%+2.3%0.066%
5/13/2025 FCA Corp TX181,808$3.45M1.1%+0.4%0.155%
5/13/2025 MSH Capital Advisors LLC12,659$240K0.1%-5.5%0.011%
5/13/2025 HighTower Advisors LLC23,296$442K0.0%-11.6%0.020%
5/12/2025 Virtu Financial LLC10,686$203K0.0%N/A0.009%
5/12/2025 Wolverine Asset Management LLC152,886$2.90M0.0%+205.2%0.130%
5/9/2025 Roberts 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%
5/9/2025 Shaker Financial Services LLC207,446$3.94M1.5%+40.3%0.176%
5/9/2025 Generation 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%
5/7/2025 LPL Financial LLC166,781$3.17M0.0%+18.3%0.142%
5/6/2025 Cetera Investment Advisers150,506$2.86M0.0%+0.9%0.128%
5/6/2025 Readystate Asset Management LP48,956$930K0.0%+69.2%0.042%
5/6/2025 Choreo LLC45,711$868K0.0%+2.0%0.039%
5/5/2025 Kestra Private Wealth Services LLC24,584$467K0.0%-39.5%0.021%
5/5/2025 ARQ 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%
4/30/2025 Cerity Partners LLC29,290$556K0.0%+17.9%0.025%
4/30/2025 Silverlake Wealth Management LLC10,821$205K0.1%-4.9%0.009%
4/29/2025 Financial Counselors Inc.43,431$825K0.0%-15.5%0.037%
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4/29/2025 Envestnet Asset Management Inc.31,839$605K0.0%+38.5%0.027%
4/29/2025 Penserra 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%
4/25/2025 Waterfront Wealth Inc.413,998$7.86M1.9%+4.9%0.352%
4/25/2025 Joel Isaacson & Co. LLC26,520$504K0.0%N/A0.023%
4/25/2025 Uniting 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%
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%
4/16/2025 Bensler 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%
4/10/2025 Hennion & 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%
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%
3/21/2025 Prostatis 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%
2/25/2025 Polar Asset Management Partners Inc.74,837$1.51M0.0%N/A0.064%
2/19/2025 ARQ 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%
2/18/2025 Elequin Capital LP2,617$53K0.0%N/A0.002%
2/17/2025 Waverly Advisors LLC65,791$1.33M0.0%N/A0.053%
2/17/2025 Saba Capital Management L.P.5,428,866$109.66M2.6%-15.5%4.376%
2/17/2025 Royal Bank of Canada755,447$15.26M0.0%+9.8%0.609%
2/17/2025 Polar Asset Management Partners Inc.74,837$1.51M0.0%N/A0.060%
2/17/2025 Quantedge Capital Pte Ltd50,257$1.02M0.4%+40.6%0.041%
2/17/2025 Millennium Management LLC16,264$329K0.0%-79.9%0.013%
2/17/2025 Lazard Asset Management LLC2,997,278$60.55M0.1%+5.0%2.416%
2/17/2025 K2 Principal Fund L.P.15,478$313K0.0%N/A0.012%
2/17/2025 Focus Partners Wealth48,103$972K0.0%N/A0.039%
2/17/2025 Cetera Investment Advisers149,207$3.01M0.0%+4.8%0.120%
2/17/2025 Captrust Financial Advisors15,189$307K0.0%+26.7%0.012%
2/17/2025 Bank of America Corp DE271,049$5.48M0.0%-14.0%0.218%
2/17/2025 Ameriprise Financial Inc.57,220$1.16M0.0%+66.1%0.046%
2/17/2025 Ancora Advisors LLC65,540$1.32M0.0%-1.0%0.053%
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2/17/2025 Allegheny Financial Group18,473$373K0.1%-12.7%0.015%
2/14/2025 Mercer Global Advisors Inc. ADV42,076$850K0.0%N/A0.034%
2/14/2025 Lido Advisors LLC46,875$947K0.0%+5.9%0.038%
2/14/2025 Capstone Financial Advisors Inc.40,642$821K0.1%+4.7%0.033%
2/14/2025 Two Sigma Securities LLC10,399$210K0.0%N/A0.008%
2/14/2025 Integrated Wealth Concepts LLC142,748$2.88M0.0%-1.7%0.115%
2/14/2025 Stifel Financial Corp259,667$5.25M0.0%+12.2%0.209%
2/14/2025 Shaker Financial Services LLC147,864$2.99M1.1%-28.3%0.119%
2/14/2025 Generation Capital Management LLC49,191$994K0.9%N/A0.040%
2/13/2025 Global Endowment Management LP75,943$1.53M0.2%+9.5%0.061%
(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, 182 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 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 149 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), 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 15,704,297 shares in the last 24 months. This purchase volume represents approximately $299.47M in transactions.

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

Of the 85 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: Allspring Global Investments Holdings LLC ($1.38M), Cornerstone Advisors LLC ($1.37M), Saba Capital Management L.P. ($993.83K), Pathstone Holdings LLC ($508.77K), 1607 Capital Partners LLC ($440.43K), Landscape Capital Management L.L.C. ($351.69K), and Prevail Innovative Wealth Advisors LLC ($303.66K).

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

Institutional investors have sold a total of 8,591,528 shares in the last 24 months. This volume of shares sold represents approximately $168.72M in transactions.


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This page (NYSE:ADX) was last updated on 5/23/2025 by MarketBeat.com Staff
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