ADX Insider Trading

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Insider Trading History
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Insider Ownership Percentage: 0.14%

Insider Buying (Last 12 Months): $25,051.95

Insider Selling (Last 12 Months): $314,177.70

Adams Diversified Equity Fund Insider Trading History Chart

Adams Diversified Equity Fund Share Price & Price History

^$19.23

▼ -0.095 (-0.49%)

As of 05/5/2025 11:03 AM ET

Days: 30 | 90 | 365

Adams Diversified Equity Fund Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
10/31/2024	Jane Musser Nelson	Director	Buy	1,155	$21.69	$25,051.95	4,982
10/28/2024	Frederic A. Escherich	Director	Sell	9,500	$21.93	$208,335.00	49,908
10/25/2024	Frederic A. Escherich	Director	Sell	4,833	$21.90	$105,842.70	59,408
1/27/2023	Mary Chris Jammet	Director	Buy	1,940	$15.46	$29,992.40	7,833
7/26/2022	Frederic A. Escherich	Director	Buy	4,248	$15.96	$67,798.08	66,727
6/15/2022	Frederic A. Escherich	Director	Sell	4,248	$15.31	$65,036.88	62,479

SEC Filings (Institutional Ownership Changes) for Adams Diversified Equity Fund (NYSE:ADX)

28.41% of Adams Diversified Equity Fund stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Adams Diversified Equity Fund Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/2/2025	Accredited Investor Services LLC	15,164	$0.29M	0.2%	N/A	0.013%
5/1/2025	CWM LLC	2,418	$46K	0.0%	+52.5%	0.002%
4/30/2025	Cerity Partners LLC	29,290	$0.56M	0.0%	+17.9%	0.025%
4/30/2025	Silverlake Wealth Management LLC	10,821	$0.21M	0.1%	-4.9%	0.009%
4/29/2025	Financial Counselors Inc.	43,431	$0.83M	0.0%	-15.5%	0.037%
4/29/2025	Envestnet Asset Management Inc.	31,839	$0.61M	0.0%	+38.5%	0.027%
4/29/2025	Penserra Capital Management LLC	235,377	$4.47M	0.1%	N/A	0.200%
4/29/2025	Concurrent Investment Advisors LLC	52,668	$1M	0.0%	-63.5%	0.045%
4/28/2025	D.A. Davidson & CO.	129,265	$2.46M	0.0%	-0.5%	0.110%
4/25/2025	MorganRosel Wealth Management LLC	5,292	$100K	0.0%	N/A	0.005%
4/25/2025	Waterfront Wealth Inc.	413,998	$7.86M	1.9%	+4.9%	0.352%
4/25/2025	Joel Isaacson & Co. LLC	26,520	$0.50M	0.0%	N/A	0.023%
4/25/2025	Uniting Wealth Partners LLC	20,386	$0.39M	0.2%	+7.3%	0.017%
4/24/2025	Allspring Global Investments Holdings LLC	523,668	$9.94M	0.0%	-1.6%	0.445%
4/23/2025	Consolidated Portfolio Review Corp	149,453	$2.84M	0.5%	+35.7%	0.127%
4/23/2025	Uncommon Cents Investing LLC	186,032	$3.53M	1.0%	-1.7%	0.158%
4/23/2025	Oppenheimer & Co. Inc.	34,748	$0.66M	0.0%	+68.7%	0.030%
4/21/2025	Avior Wealth Management LLC	22,188	$0.42M	0.0%	+17.2%	0.019%
4/21/2025	Blue Trust Inc.	25,716	$0.49M	0.0%	-19.5%	0.022%
4/21/2025	Kingswood Wealth Advisors LLC	10,681	$0.20M	0.0%	-6.2%	0.009%
4/17/2025	Janney Montgomery Scott LLC	54,754	$1.04M	0.0%	+4.6%	0.047%
4/17/2025	Pinion Investment Advisors LLC	34,330	$0.65M	0.1%	+104.5%	0.029%
4/16/2025	Wealth Enhancement Advisory Services LLC	413,523	$7.85M	0.0%	-2.8%	0.352%
4/16/2025	Bensler LLC	787,512	$14.96M	1.9%	+13.0%	0.670%
4/15/2025	Fifth Third Bancorp	42,254	$0.80M	0.0%	-1.9%	0.036%
4/14/2025	Priebe Wealth Holdings LLC	181,270	$3.44M	2.1%	-17.3%	0.154%
4/14/2025	Capital Investment Advisors LLC	51,166	$0.97M	0.0%	-8.1%	0.044%
4/14/2025	UMB Bank n.a.	2,406	$46K	0.0%	N/A	0.002%
4/10/2025	Hennion & Walsh Asset Management Inc.	236,832	$4.50M	0.2%	+8.7%	0.201%
4/9/2025	Merit Financial Group LLC	48,130	$0.91M	0.0%	+33.2%	0.041%
4/9/2025	Quad Cities Investment Group LLC	25,940	$0.49M	0.2%	+2.3%	0.022%
4/8/2025	Stolper Co	96,094	$1.83M	0.6%	+2.0%	0.082%
4/4/2025	Sage Capital Advisors llc	19,712	$0.37M	0.1%	-13.2%	0.017%
4/4/2025	Capital Market Strategies LLC	21,130	$0.40M	0.3%	-10.9%	0.018%
4/1/2025	MassMutual Private Wealth & Trust FSB	43,431	$0.83M	0.0%	-15.5%	0.037%
3/21/2025	Prostatis Group LLC	34,265	$0.69M	0.2%	+9.5%	0.029%
3/17/2025	Wealth Enhancement Advisory Services LLC	425,321	$8.59M	0.0%	+9.1%	0.362%
2/25/2025	Polar Asset Management Partners Inc.	74,837	$1.51M	0.0%	N/A	0.064%
2/19/2025	ARQ Wealth Advisors LLC	82,391	$1.66M	0.6%	+13.9%	0.066%
2/18/2025	RB Capital Management LLC	204,156	$4.12M	0.9%	+8.3%	0.165%
2/18/2025	Elequin Capital LP	2,617	$53K	0.0%	N/A	0.002%
2/17/2025	Waverly Advisors LLC	65,791	$1.33M	0.0%	N/A	0.053%
2/17/2025	Saba Capital Management L.P.	5,428,866	$109.66M	2.6%	-15.5%	4.376%
2/17/2025	Royal Bank of Canada	755,447	$15.26M	0.0%	+9.8%	0.609%
2/17/2025	Polar Asset Management Partners Inc.	74,837	$1.51M	0.0%	N/A	0.060%
2/17/2025	Quantedge Capital Pte Ltd	50,257	$1.02M	0.4%	+40.6%	0.041%
2/17/2025	Millennium Management LLC	16,264	$0.33M	0.0%	-79.9%	0.013%
2/17/2025	Lazard Asset Management LLC	2,997,278	$60.55M	0.1%	+5.0%	2.416%
2/17/2025	K2 Principal Fund L.P.	15,478	$0.31M	0.0%	N/A	0.012%
2/17/2025	Focus Partners Wealth	48,103	$0.97M	0.0%	N/A	0.039%
2/17/2025	Cetera Investment Advisers	149,207	$3.01M	0.0%	+4.8%	0.120%
2/17/2025	Captrust Financial Advisors	15,189	$0.31M	0.0%	+26.7%	0.012%
2/17/2025	Bank of America Corp DE	271,049	$5.48M	0.0%	-14.0%	0.218%
2/17/2025	Ameriprise Financial Inc.	57,220	$1.16M	0.0%	+66.1%	0.046%
2/17/2025	Ancora Advisors LLC	65,540	$1.32M	0.0%	-1.0%	0.053%
2/17/2025	Allegheny Financial Group	18,473	$0.37M	0.1%	-12.7%	0.015%
2/14/2025	Mercer Global Advisors Inc. ADV	42,076	$0.85M	0.0%	N/A	0.034%
2/14/2025	Lido Advisors LLC	46,875	$0.95M	0.0%	+5.9%	0.038%
2/14/2025	Capstone Financial Advisors Inc.	40,642	$0.82M	0.1%	+4.7%	0.033%
2/14/2025	Two Sigma Securities LLC	10,399	$0.21M	0.0%	N/A	0.008%
2/14/2025	Integrated Wealth Concepts LLC	142,748	$2.88M	0.0%	-1.7%	0.115%
2/14/2025	Stifel Financial Corp	259,667	$5.25M	0.0%	+12.2%	0.209%
2/14/2025	Shaker Financial Services LLC	147,864	$2.99M	1.1%	-28.3%	0.119%
2/14/2025	Generation Capital Management LLC	49,191	$0.99M	0.9%	N/A	0.040%
2/13/2025	Global Endowment Management LP	75,943	$1.53M	0.2%	+9.5%	0.061%
2/13/2025	MSH Capital Advisors LLC	13,394	$0.27M	0.1%	N/A	0.011%
2/13/2025	1607 Capital Partners LLC	746,861	$15.09M	1.2%	+26.3%	0.602%
2/13/2025	NewEdge Advisors LLC	34,835	$0.70M	0.0%	+71.6%	0.028%
2/13/2025	Kane Investment Management Inc.	28,009	$0.57M	0.3%	N/A	0.023%
2/13/2025	Guggenheim Capital LLC	29,598	$0.60M	0.0%	+8.3%	0.024%
2/13/2025	Mariner LLC	28,311	$0.57M	0.0%	+41.3%	0.023%
2/13/2025	Concorde Asset Management LLC	14,499	$0.29M	0.2%	+9.1%	0.012%
2/13/2025	Jones Road Capital Management L.P.	370,120	$7.48M	3.6%	-1.3%	0.298%
2/13/2025	Raymond James Financial Inc.	1,031,487	$20.84M	0.0%	N/A	0.832%
2/13/2025	Envestnet Asset Management Inc.	22,990	$0.46M	0.0%	N/A	0.019%
2/13/2025	Wells Fargo & Company MN	187,221	$3.78M	0.0%	+36.9%	0.151%
2/12/2025	Landscape Capital Management L.L.C.	134,479	$2.72M	0.3%	-67.4%	0.108%
2/12/2025	Uniting Wealth Partners LLC	18,996	$0.38M	0.2%	N/A	0.015%
2/12/2025	World Investment Advisors	33,259	$0.67M	0.0%	-56.3%	0.027%
2/12/2025	RFG Bristol Wealth Advisors LLC	58,015	$1.17M	0.4%	N/A	0.047%
2/12/2025	Thomas J. Herzfeld Advisors Inc.	83,059	$1.65M	0.5%	+6.6%	0.067%
2/12/2025	Cannon Advisors Inc.	23,820	$0.48M	0.4%	+6.3%	0.019%
2/12/2025	Prevail Innovative Wealth Advisors LLC	125,682	$2.54M	0.7%	-57.3%	0.101%
2/12/2025	CIBC Private Wealth Group LLC	1,527	$31K	0.0%	N/A	0.001%
2/12/2025	Level Four Advisory Services LLC	16,885	$0.34M	0.0%	+9.4%	0.014%
2/12/2025	JPMorgan Chase & Co.	12,701	$0.26M	0.0%	+5.9%	0.010%
2/12/2025	Financial Counselors Inc.	51,405	$1.04M	0.0%	+9.5%	0.041%
2/11/2025	TIAA Trust National Association	10,567	$0.21M	0.0%	+8.7%	0.009%
2/11/2025	FCA Corp TX	181,158	$3.66M	1.1%	+5.6%	0.146%
2/11/2025	LPL Financial LLC	140,955	$2.85M	0.0%	+14.4%	0.114%
2/10/2025	Advisors Asset Management Inc.	266,295	$5.38M	0.1%	+39.8%	0.215%
2/10/2025	Corient Private Wealth LLC	55,330	$1.12M	0.0%	+125.2%	0.045%
2/10/2025	Commonwealth Equity Services LLC	77,643	$1.57M	0.0%	-0.8%	0.063%
2/7/2025	Roberts Glore & Co. Inc. IL	97,205	$1.96M	0.6%	+10.6%	0.078%
2/7/2025	Blue Bell Private Wealth Management LLC	936,489	$18.92M	3.6%	+4.9%	0.755%
2/6/2025	Raymond James Financial Inc.	1,031,487	$20.84M	0.0%	N/A	0.832%
2/6/2025	Pinion Investment Advisors LLC	16,787	$0.34M	0.1%	+9.5%	0.014%
2/6/2025	Steward Partners Investment Advisory LLC	6,687	$0.14M	0.0%	+9.4%	0.005%
2/6/2025	Jones Financial Companies Lllp	35,414	$0.72M	0.0%	+117.0%	0.029%
2/5/2025	First Command Advisory Services Inc.	4,420	$89K	0.0%	N/A	0.004%

Data available starting January 2016

See Full Table

Adams Diversified Equity Fund, Inc. is a publicly owned investment manager. It primarily provides its services to investment companies. The firm is a large advisory firm The firm is actively engaged in businesses, including commodity pool operator or commodity trading advisor. The firm launches equity. NA The firm employs combination of fundamental, technical, quantitative modelling, and macro-economic analysis to make its investment. The firm conduct external research to make its investment. The firm was formerly known as The Adams Express Company. Adams Diversified Equity Fund, Inc. was founded in 1929 and is based in Baltimore, Maryland.

Today's Range

Now: $19.23

$19.20

$19.34

50 Day Range

MA: $18.81

$17.08

$20.13

52 Week Range

Now: $19.23

$16.50

$22.63

Volume

36,106 shs

Average Volume

253,858 shs

Market Capitalization

$2.26 billion

P/E Ratio

N/A

Dividend Yield

18.02%

Beta

1.01

Who are the company insiders with the largest holdings of Adams Diversified Equity Fund?: Adams Diversified Equity Fund's top insider shareholders include:
Frederic A Escherich (Director)
Jane Musser Nelson (Director)
Learn More about top insider investors at Adams Diversified Equity Fund.
Who are the major institutional investors of Adams Diversified Equity Fund?: Adams Diversified Equity Fund's top institutional investors include:
Bensler LLC — 0.67%
Allspring Global Investments Holdings LLC — 0.45%
Waterfront Wealth Inc. — 0.35%
Wealth Enhancement Advisory Services LLC — 0.35%
Hennion & Walsh Asset Management Inc. — 0.20%
Penserra Capital Management LLC — 0.20%
Learn More about top institutional investors of Adams Diversified Equity Fund stock.
Which major investors are selling Adams Diversified Equity Fund stock?: Within the last quarter, ADX stock was sold by these institutional investors:
Concurrent Investment Advisors LLC
Priebe Wealth Holdings LLC
Wealth Enhancement Advisory Services LLC
Allspring Global Investments Holdings LLC
MassMutual Private Wealth & Trust FSB
Financial Counselors Inc.
Blue Trust Inc.
Capital Investment Advisors LLC
Which major investors are buying Adams Diversified Equity Fund stock?: In the previous quarter, ADX stock was purchased by institutional investors including:
Penserra Capital Management LLC
Bensler LLC
Consolidated Portfolio Review Corp
Joel Isaacson & Co. LLC
Waterfront Wealth Inc.
Hennion & Walsh Asset Management Inc.
Pinion Investment Advisors LLC
Accredited Investor Services LLC