Adams Diversified Equity Fund (ADX) Institutional Ownership

$20.54

-0.13 (-0.63%)

(As of 12:40 PM ET)

Current Institutional Ownership Percentage: 28.41%
Number of Institutional Buyers (last 12 months): 69
Total Institutional Inflows (last 12 months): $122.96M

Number of Institutional Sellers (last 12 months): 50
Total Institutional Outflows (last 12 months): $76.11M

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ADX Institutional Buying and Selling by Quarter

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Adams Diversified Equity Fund Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/5/2024	Sanctuary Advisors LLC	108,715	$2.34M	0.0%	N/A	0.088%
8/22/2024	Cetera Investment Advisers	139,315	$2.99M	0.0%	+1.5%	0.112%
8/16/2024	Sunbelt Securities Inc.	2,563	$55K	0.0%	+23,200.0%	0.002%
8/16/2024	Northwestern Mutual Wealth Management Co.	39,852	$856K	0.0%	+20.9%	0.032%
8/16/2024	Creative Planning	13,307	$286K	0.0%	+5.0%	0.011%
8/13/2024	Thrivent Financial for Lutherans	99,262	$2.13M	0.0%	N/A	0.080%
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8/12/2024	SMH Capital Advisors Inc.	14,572	$313K	1.0%	-8.3%	0.012%
8/12/2024	Concorde Asset Management LLC	12,150	$261K	0.2%	-6.2%	0.010%
8/9/2024	Cornerstone Advisors LLC	12,054	$259K	0.0%	-98.0%	0.010%
8/9/2024	City of London Investment Management Co. Ltd.	40,720	$875K	0.1%	-64.9%	0.033%
8/9/2024	Providence Wealth Advisors LLC	98,953	$2.13M	1.7%	N/A	0.080%
8/9/2024	Pinion Investment Advisors LLC	15,441	$332K	0.2%	-5.3%	0.012%
8/8/2024	Stolper Co	93,143	$2.00M	0.7%	-2.3%	0.075%
8/8/2024	Prevail Innovative Wealth Advisors LLC	219,849	$4.73M	1.7%	+12.2%	0.177%
8/7/2024	Choreo LLC	39,289	$842K	0.0%	+230.8%	0.032%
8/6/2024	Savant Capital LLC	22,199	$477K	0.0%	-6.3%	0.018%
8/5/2024	Blue Bell Private Wealth Management LLC	1,162,418	$24.98M	5.2%	-6.7%	0.937%
8/2/2024	Allegheny Financial Group LTD	21,150	$455K	0.1%	N/A	0.017%
8/1/2024	TIAA Trust National Association	14,247	$306K	0.0%	N/A	0.011%
8/1/2024	Waterfront Wealth Inc.	386,572	$8.31M	2.3%	+1.7%	0.312%
7/31/2024	Turtle Creek Wealth Advisors LLC	28,106	$604K	0.1%	+22.7%	0.023%
7/31/2024	Commonwealth Equity Services LLC	77,240	$1.66M	0.0%	+1.4%	0.062%
7/31/2024	Concurrent Investment Advisors LLC	27,204	$585K	0.0%	+12.7%	0.022%
7/31/2024	Rothschild Investment LLC	2,104	$45K	0.0%	N/A	0.002%
7/30/2024	International Assets Investment Management LLC	43,176	$928K	0.1%	-10.5%	0.035%
7/30/2024	Lee Danner & Bass Inc.	25,000	$537K	0.0%	N/A	0.020%
7/26/2024	Harbour Investments Inc.	19,529	$420K	0.0%	+7.1%	0.016%
7/26/2024	Bensler LLC	534,696	$11.49M	1.5%	+4.1%	0.431%
7/26/2024	Allspring Global Investments Holdings LLC	1,249,939	$26.86M	0.0%	-23.3%	1.008%
7/25/2024	Raymond James Trust N.A.	30,004	$645K	0.0%	-9.3%	0.024%
7/23/2024	HTLF Bank	343,608	$7.38M	0.8%	-4.3%	0.277%
7/22/2024	Fifth Third Bancorp	31,500	$677K	0.0%	-25.1%	0.025%
7/20/2024	Raymond James Financial Services Advisors Inc.	562,135	$12.08M	0.0%	+1.8%	0.453%
7/20/2024	Hennion & Walsh Asset Management Inc.	142,694	$3.07M	0.2%	+38.8%	0.115%
7/19/2024	Raymond James & Associates	531,458	$11.42M	0.0%	+10.8%	0.428%
7/17/2024	Founders Capital Management LLC	10,448	$225K	0.0%	N/A	0.008%
7/17/2024	Priebe Wealth Holdings LLC	362,015	$7.78M	6.2%	+0.6%	0.292%
7/16/2024	Great Valley Advisor Group Inc.	9,559	$206K	0.0%	N/A	0.008%
7/16/2024	Wealth Enhancement Advisory Services LLC	412,311	$8.86M	0.0%	+1.2%	0.332%
7/13/2024	Quad Cities Investment Group LLC	21,729	$467K	0.3%	-7.7%	0.018%
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7/12/2024	Capital Investment Advisors LLC	59,784	$1.29M	0.0%	-1.1%	0.048%
7/9/2024	Sage Capital Advisors llc	24,517	$527K	0.2%	+7.3%	0.020%
7/1/2024	Capital Market Strategies LLC	24,248	$521K	0.3%	+3.3%	0.020%
5/24/2024	Cetera Advisors LLC	24,101	$470K	0.0%	N/A	0.019%
5/24/2024	Cetera Investment Advisers	137,251	$2.68M	0.0%	N/A	0.111%
5/23/2024	ARQ Wealth Advisors LLC	64,811	$1.27M	0.5%	+7.9%	0.052%
5/17/2024	Comerica Bank	3,993	$78K	0.0%	-15.1%	0.003%
5/16/2024	Ancora Advisors LLC	95,106	$1.86M	0.0%	-4.1%	0.077%
5/15/2024	Lazard Asset Management LLC	4,401,972	$85.93M	0.1%	+6.8%	3.550%
5/14/2024	Advisors Asset Management Inc.	160,787	$3.14M	0.1%	-21.0%	0.130%
5/14/2024	Karpus Management Inc.	78,595	$1.53M	0.0%	-49.3%	0.063%
5/11/2024	Covestor Ltd	10,418	$203K	0.1%	N/A	0.008%
5/10/2024	Cornerstone Advisors LLC	606,046	$11.83M	0.5%	-46.3%	0.489%
5/10/2024	City of London Investment Management Co. Ltd.	115,924	$2.26M	0.2%	-26.5%	0.093%
5/10/2024	Prevail Innovative Wealth Advisors LLC	195,878	$3.82M	1.4%	-37.2%	0.158%
5/9/2024	Koshinski Asset Management Inc.	56,619	$1.11M	0.1%	-22.1%	0.046%
5/7/2024	Concurrent Investment Advisors LLC	24,142	$471K	0.0%	+71.8%	0.019%
4/30/2024	Turtle Creek Wealth Advisors LLC	22,901	$447K	0.1%	+261.4%	0.018%
4/30/2024	Allspring Global Investments Holdings LLC	1,630,212	$31.82M	0.0%	-4.1%	1.315%
4/29/2024	Commonwealth Equity Services LLC	76,195	$1.49M	0.0%	-3.2%	0.061%
4/25/2024	HTLF Bank	359,131	$7.01M	0.8%	-2.4%	0.290%
4/24/2024	Blue Bell Private Wealth Management LLC	1,245,867	$24.32M	5.2%	+4.7%	1.005%
4/23/2024	Fifth Third Bancorp	42,046	$821K	0.0%	-33.6%	0.034%
4/23/2024	Raymond James Financial Services Advisors Inc.	551,925	$10.77M	0.0%	+35.1%	0.445%
4/22/2024	Raymond James & Associates	479,859	$9.37M	0.0%	+40.8%	0.387%
4/19/2024	Uncommon Cents Investing LLC	195,447	$3.82M	1.2%	-0.3%	0.158%
4/19/2024	Tradewinds Capital Management LLC	8,871	$173K	0.0%	N/A	0.007%
4/18/2024	Silverlake Wealth Management LLC	11,375	$222K	0.1%	-16.8%	0.009%
4/18/2024	Allspring Global Investments Holdings LLC	1,630,212	$31.82M	0.0%	-4.1%	1.315%
4/17/2024	Hennion & Walsh Asset Management Inc.	102,833	$2.01M	0.1%	+42.6%	0.083%
4/16/2024	Wealth Enhancement Advisory Services LLC	407,538	$7.96M	0.0%	+2.6%	0.329%
4/13/2024	Priebe Wealth Holdings LLC	359,850	$7.02M	5.5%	+0.8%	0.290%
4/11/2024	International Assets Investment Management LLC	48,222	$939K	0.0%	+9.5%	0.039%
4/10/2024	First Community Trust NA	6,650	$130K	0.1%	-22.0%	0.005%
4/10/2024	Park Avenue Securities LLC	17,984	$351K	0.0%	-57.6%	0.015%
4/4/2024	Cullen Investment Group LTD.	10,090	$194K	0.0%	N/A	0.008%
3/5/2024	Twin Focus Capital Partners LLC	94,375	$1.67M	0.2%	-4.6%	0.076%
2/29/2024	Scarborough Advisors LLC	2,810	$50K	0.0%	N/A	0.002%
2/27/2024	ARQ Wealth Advisors LLC	60,059	$1.06M	0.6%	+15.1%	0.048%
2/15/2024	Bulldog Investors LLP	29,351	$520K	0.2%	-89.4%	0.024%
2/13/2024	Karpus Management Inc.	155,000	$2.75M	0.1%	N/A	0.125%
2/13/2024	Quantedge Capital Pte Ltd	90,720	$1.61M	0.8%	-26.6%	0.073%
2/13/2024	Prevail Innovative Wealth Advisors LLC	312,038	$5.53M	2.6%	-5.6%	0.252%
2/13/2024	1607 Capital Partners LLC	1,998,821	$35.40M	2.5%	-5.2%	1.612%
2/12/2024	Global Endowment Management LP	67,979	$1.20M	0.1%	+6.8%	0.055%
2/9/2024	City of London Investment Management Co. Ltd.	157,686	$2.79M	0.2%	-5.0%	0.127%
2/9/2024	D.A. Davidson & CO.	139,217	$2.47M	0.0%	+0.6%	0.112%
2/9/2024	Cornerstone Advisors LLC	1,127,545	$19.97M	0.9%	-16.9%	0.909%
2/8/2024	Texas Capital Bank Wealth Management Services Inc	13,430	$238K	0.0%	+6.8%	0.011%
2/8/2024	FCA Corp TX	225,210	$3.99M	1.4%	+2.4%	0.182%
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2/8/2024	MinichMacGregor Wealth Management LLC	133,716	$2.37M	0.7%	+0.6%	0.108%
2/8/2024	Janney Montgomery Scott LLC	38,939	$690K	0.0%	+8.9%	0.031%
2/7/2024	Ieq Capital LLC	10,753	$190K	0.0%	-63.0%	0.009%
2/7/2024	Shaker Financial Services LLC	20,805	$368K	0.2%	-26.3%	0.017%
2/7/2024	Principal Securities Inc.	15,723	$278K	0.0%	N/A	0.013%
2/6/2024	Private Advisor Group LLC	29,287	$519K	0.0%	-17.5%	0.024%
2/6/2024	Merit Financial Group LLC	42,340	$750K	0.0%	+5.3%	0.035%
2/6/2024	9258 Wealth Management LLC	58,562	$1.04M	0.2%	+5.0%	0.047%
2/6/2024	Benjamin F. Edwards & Company Inc.	3,741	$66K	0.0%	-17.0%	0.003%
2/6/2024	RB Capital Management LLC	182,650	$3.24M	0.9%	+3.3%	0.151%

(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, 148 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 ($26.86M), Blue Bell Private Wealth Management LLC ($24.98M), Atlas Wealth LLC ($22.85M), and Raymond James Financial Services Advisors Inc. ($12.08M).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), Atlas Wealth LLC ($1.33M), Allspring Global Investments Holdings LLC ($1.18M), International Assets Investment Management LLC ($807.22K), Lazard Asset Management LLC ($717.21K), HTLF Bank ($367.95K), and Priebe Wealth Holdings LLC ($362.02K).

How much institutional buying is happening at Adams Diversified Equity Fund?: Institutional investors have bought a total of 12,260,186 shares in the last 24 months. This purchase volume represents approximately $202.85M in transactions.
Which Adams Diversified Equity Fund major shareholders have been selling company stock?: Of the 69 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 ($1.47M), Allspring Global Investments Holdings LLC ($653.03K), Shaker Financial Services LLC ($440.37K), 1607 Capital Partners LLC ($346.71K), Bulldog Investors LLP ($246.51K), Wolverine Asset Management LLC ($237.76K), 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 5,629,804 shares in the last 24 months. This volume of shares sold represents approximately $101.43M in transactions.