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Adams Diversified Equity Fund (ADX) Institutional Ownership

Adams Diversified Equity Fund logo
$19.34 +0.23 (+1.18%)
Closing price 03:59 PM Eastern
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$19.34 +0.00 (+0.03%)
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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)
118
Total
Institutional Inflows
(last 12 months)
$166.71M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$121.71M
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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
5/2/2025Accredited 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%
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%
3/21/2025Prostatis 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%
2/18/2025RB 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%
2/17/2025Cetera Investment Advisers149,207$3.01M0.0%+4.8%0.120%
2/17/2025Captrust Financial Advisors15,189$307K0.0%+26.7%0.012%
2/17/2025Bank of America Corp DE271,049$5.48M0.0%-14.0%0.218%
2/17/2025Ameriprise Financial Inc.57,220$1.16M0.0%+66.1%0.046%
2/17/2025Ancora Advisors LLC65,540$1.32M0.0%-1.0%0.053%
2/17/2025Allegheny Financial Group18,473$373K0.1%-12.7%0.015%
2/14/2025Mercer Global Advisors Inc. ADV42,076$850K0.0%N/A0.034%
2/14/2025Lido Advisors LLC46,875$947K0.0%+5.9%0.038%
2/14/2025Capstone Financial Advisors Inc.40,642$821K0.1%+4.7%0.033%
2/14/2025Two Sigma Securities LLC10,399$210K0.0%N/A0.008%
2/14/2025Integrated Wealth Concepts LLC142,748$2.88M0.0%-1.7%0.115%
2/14/2025Stifel Financial Corp259,667$5.25M0.0%+12.2%0.209%
2/14/2025Shaker Financial Services LLC147,864$2.99M1.1%-28.3%0.119%
2/14/2025Generation Capital Management LLC49,191$994K0.9%N/A0.040%
2/13/2025Global Endowment Management LP75,943$1.53M0.2%+9.5%0.061%
2/13/2025MSH Capital Advisors LLC13,394$271K0.1%N/A0.011%
2/13/20251607 Capital Partners LLC746,861$15.09M1.2%+26.3%0.602%
2/13/2025NewEdge Advisors LLC34,835$704K0.0%+71.6%0.028%
2/13/2025Kane Investment Management Inc.28,009$566K0.3%N/A0.023%
2/13/2025Guggenheim Capital LLC29,598$598K0.0%+8.3%0.024%
2/13/2025Mariner LLC28,311$572K0.0%+41.3%0.023%
2/13/2025Concorde Asset Management LLC14,499$293K0.2%+9.1%0.012%
2/13/2025Jones Road Capital Management L.P.370,120$7.48M3.6%-1.3%0.298%
2/13/2025Raymond James Financial Inc.1,031,487$20.84M0.0%N/A0.832%
2/13/2025 Envestnet Asset Management Inc.22,990$464K0.0%N/A0.019%
2/13/2025Wells Fargo & Company MN187,221$3.78M0.0%+36.9%0.151%
2/12/2025Landscape Capital Management L.L.C.134,479$2.72M0.3%-67.4%0.108%
2/12/2025 Uniting Wealth Partners LLC18,996$384K0.2%N/A0.015%
2/12/2025 World Investment Advisors33,259$672K0.0%-56.3%0.027%
2/12/2025RFG Bristol Wealth Advisors LLC58,015$1.17M0.4%N/A0.047%
2/12/2025Thomas J. Herzfeld Advisors Inc.83,059$1.65M0.5%+6.6%0.067%
2/12/2025 Cannon Advisors Inc.23,820$481K0.4%+6.3%0.019%
2/12/2025Prevail Innovative Wealth Advisors LLC125,682$2.54M0.7%-57.3%0.101%
2/12/2025CIBC Private Wealth Group LLC1,527$31K0.0%N/A0.001%
2/12/2025Level Four Advisory Services LLC16,885$341K0.0%+9.4%0.014%
2/12/2025JPMorgan Chase & Co.12,701$257K0.0%+5.9%0.010%
2/12/2025 Financial Counselors Inc.51,405$1.04M0.0%+9.5%0.041%
2/11/2025TIAA Trust National Association10,567$213K0.0%+8.7%0.009%
2/11/2025FCA Corp TX181,158$3.66M1.1%+5.6%0.146%
2/11/2025LPL Financial LLC140,955$2.85M0.0%+14.4%0.114%
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2/10/2025Advisors Asset Management Inc.266,295$5.38M0.1%+39.8%0.215%
2/10/2025Corient Private Wealth LLC55,330$1.12M0.0%+125.2%0.045%
2/10/2025Commonwealth Equity Services LLC77,643$1.57M0.0%-0.8%0.063%
2/7/2025Roberts Glore & Co. Inc. IL97,205$1.96M0.6%+10.6%0.078%
2/7/2025Blue Bell Private Wealth Management LLC936,489$18.92M3.6%+4.9%0.755%
2/6/2025Raymond James Financial Inc.1,031,487$20.84M0.0%N/A0.832%
2/6/2025 Pinion Investment Advisors LLC16,787$339K0.1%+9.5%0.014%
2/6/2025Steward Partners Investment Advisory LLC6,687$135K0.0%+9.4%0.005%
2/6/2025Jones Financial Companies Lllp35,414$715K0.0%+117.0%0.029%
2/5/2025First Command Advisory Services Inc.4,420$89K0.0%N/A0.004%
(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, 184 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. ($20.84M), Blue Bell Private Wealth Management LLC ($18.92M), Royal Bank of Canada ($15.26M), and 1607 Capital Partners LLC ($15.09M).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 150 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. ($2.06M), World Investment Advisors LLC ($1.68M), Lazard Asset Management LLC ($861.07K), International Assets Investment Management LLC ($756.92K), Landscape Capital Management L.L.C. ($416.54K), and Bensler LLC ($415.29K).

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

Institutional investors have bought a total of 14,931,473 shares in the last 24 months. This purchase volume represents approximately $284.06M in transactions.

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

Of the 84 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), Shaker Financial Services LLC ($445.75K), 1607 Capital Partners LLC ($346.71K), and Landscape Capital Management L.L.C. ($327.74K).

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

Institutional investors have sold a total of 8,686,824 shares in the last 24 months. This volume of shares sold represents approximately $169.67M in transactions.


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This page (NYSE:ADX) was last updated on 5/2/2025 by MarketBeat.com Staff
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