ADX Insider Trading

Insider Ownership Percentage: 0.11%
Insider Buying (Last 12 Months): $25,051.95
Insider Selling (Last 12 Months): $314,177.70

Adams Diversified Equity Fund Insider Trading History Chart

This chart shows the insider buying and selling history at Adams Diversified Equity Fund by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Adams Diversified Equity Fund Share Price & Price History

Current Price: $20.42
Price Change: Price Decrease of -0.05 (-0.24%)
As of 11/22/2024 01:00 AM ET

This chart shows the closing price history over time for ADX up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Adams Diversified Equity Fund Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
10/31/2024Jane Musser NelsonDirectorBuy1,155$21.69$25,051.954,982View SEC Filing Icon  
10/28/2024Frederic A. EscherichDirectorSell9,500$21.93$208,335.0049,908View SEC Filing Icon  
10/25/2024Frederic A. EscherichDirectorSell4,833$21.90$105,842.7059,408View SEC Filing Icon  
1/27/2023Mary Chris JammetDirectorBuy1,940$15.46$29,992.407,833View SEC Filing Icon  
7/26/2022Frederic A. EscherichDirectorBuy4,248$15.96$67,798.0866,727View SEC Filing Icon  
6/15/2022Frederic A. EscherichDirectorSell4,248$15.31$65,036.8862,479View SEC Filing Icon  
2/3/2022Mark E StoeckleCEOBuy2,200$18.43$40,546.00View SEC Filing Icon  
12/14/2021Frederic A. EscherichDirectorBuy2,700$18.88$50,976.00View SEC Filing Icon  
See Full Table

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

This chart shows the instiutional buying and selling at ADX by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Adams Diversified Equity Fund Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024RB Capital Management LLC188,472$4.10M1.0%+1.7%0.152%Search for SEC Filing on Google Icon
11/15/2024LRI Investments LLC2,803$62K0.0%N/A0.002%Search for SEC Filing on Google Icon
11/15/2024MML Investors Services LLC38,581$0.83M0.0%-16.2%0.031%Search for SEC Filing on Google Icon
11/15/2024World Investment Advisors LLC1,604,777$34.60M0.2%N/A1.294%Search for SEC Filing on Google Icon
11/15/2024Stifel Financial Corp231,377$4.99M0.0%-5.9%0.187%Search for SEC Filing on Google Icon
11/15/2024Potrero Capital Research LLC442,735$9.55M3.0%-29.6%0.357%Search for SEC Filing on Google Icon
11/15/2024Integrated Wealth Concepts LLC145,157$3.13M0.0%-25.2%0.117%Search for SEC Filing on Google Icon
11/14/2024Walleye Capital LLC33,441$0.72M0.0%N/A0.027%Search for SEC Filing on Google Icon
11/14/2024Financial Counselors Inc.46,965$1.01M0.0%+2.1%0.038%Search for SEC Filing on Google Icon
11/13/2024D.A. Davidson & CO.127,381$2.75M0.0%-7.2%0.103%Search for SEC Filing on Google Icon
11/12/2024Kingsview Wealth Management LLC11,061$0.24M0.0%N/A0.009%Search for SEC Filing on Google Icon
11/12/2024Cerity Partners LLC24,835$0.54M0.0%-19.4%0.020%Search for SEC Filing on Google Icon
11/12/2024Great Valley Advisor Group Inc.11,755$0.25M0.0%+23.0%0.009%Search for SEC Filing on Google Icon
11/12/2024Raymond James Trust N.A.28,478$0.61M0.0%-5.1%0.023%Search for SEC Filing on Google Icon
11/12/2024Concorde Asset Management LLC13,289$0.29M0.2%+9.4%0.011%Search for SEC Filing on Google Icon
11/9/2024Landscape Capital Management L.L.C.413,023$8.91M0.9%+2,789.5%0.333%Search for SEC Filing on Google Icon
11/8/2024SMH Capital Advisors Inc.13,728$0.30M0.9%-5.8%0.011%Search for SEC Filing on Google Icon
11/8/2024Advisors Asset Management Inc.190,537$4.11M0.1%+16.5%0.154%Search for SEC Filing on Google Icon
11/8/2024Avior Wealth Management LLC18,938$0.41M0.0%-3.1%0.015%Search for SEC Filing on Google Icon
11/7/2024Pathstone Holdings LLC78,006$1.68M0.0%-86.7%0.063%Search for SEC Filing on Google Icon
11/7/2024Thrivent Financial for Lutherans101,313$2.18M0.0%+2.1%0.082%Search for SEC Filing on Google Icon
11/4/2024Wolverine Asset Management LLC30,367$0.66M0.0%N/A0.024%Search for SEC Filing on Google Icon
11/1/2024Bensler LLC583,277$12.58M1.6%+9.1%0.470%Search for SEC Filing on Google Icon
10/31/2024General American Investors Co. Inc.131,124$2.83M0.2%-22.8%0.106%Search for SEC Filing on Google Icon
10/31/2024Shaker Financial Services LLC206,202$4.45M1.7%N/A0.166%Search for SEC Filing on Google Icon
10/31/2024Concurrent Investment Advisors LLC31,832$0.69M0.0%+17.0%0.026%Search for SEC Filing on Google Icon
10/29/2024Janney Montgomery Scott LLC46,644$1.01M0.0%+15.5%0.038%Search for SEC Filing on Google Icon
10/29/2024Farther Finance Advisors LLC1,400$30K0.0%N/A0.001%Search for SEC Filing on Google Icon
10/28/2024US Bancorp DE8,858$0.19M0.0%-14.3%0.007%Search for SEC Filing on Google Icon
10/24/2024Wealth Enhancement Advisory Services LLC389,902$8.41M0.0%-5.4%0.314%Search for SEC Filing on Google Icon
10/23/2024Hennion & Walsh Asset Management Inc.183,191$3.95M0.2%+28.4%0.148%Search for SEC Filing on Google Icon
10/22/2024Private Advisor Group LLC17,701$0.38M0.0%+42.0%0.014%Search for SEC Filing on Google Icon
10/22/2024Sequoia Financial Advisors LLC11,482$0.25M0.0%N/A0.009%Search for SEC Filing on Google Icon
10/19/2024Allspring Global Investments Holdings LLC896,693$19.33M0.0%-28.3%0.723%Search for SEC Filing on Google Icon
10/18/2024Raymond James & Associates372,171$8.02M0.0%-30.0%0.300%Search for SEC Filing on Google Icon
10/16/2024Quad Cities Investment Group LLC23,178$0.50M0.3%+6.7%0.019%Search for SEC Filing on Google Icon
10/15/2024HTLF Bank231,721$5M0.5%-32.6%0.187%Search for SEC Filing on Google Icon
10/11/2024Creative Planning12,708$0.27M0.0%-4.5%0.010%Search for SEC Filing on Google Icon
10/10/2024Koshinski Asset Management Inc.58,984$1.27M0.1%+4.5%0.048%Search for SEC Filing on Google Icon
10/10/2024Priebe Wealth Holdings LLC250,524$5.40M3.9%-30.8%0.202%Search for SEC Filing on Google Icon
10/9/2024Stolper Co90,658$1.96M0.6%-2.7%0.073%Search for SEC Filing on Google Icon
10/8/2024Sage Capital Advisors llc25,402$0.55M0.1%+3.6%0.020%Search for SEC Filing on Google Icon
10/7/2024Diversified Trust Co64,058$1.38M0.0%-29.6%0.052%Search for SEC Filing on Google Icon
10/3/2024Capital Market Strategies LLC23,743$0.51M0.3%-2.1%0.019%Search for SEC Filing on Google Icon
10/2/2024Massmutual Trust Co. FSB ADV46,965$1.01M0.0%+2.1%0.038%Search for SEC Filing on Google Icon
10/2/2024First Community Trust NA4,680$0.10M0.1%-29.6%0.004%Search for SEC Filing on Google Icon
9/5/2024Sanctuary Advisors LLC108,715$2.34M0.0%N/A0.088%Search for SEC Filing on Google Icon
8/22/2024Cetera Investment Advisers139,315$2.99M0.0%+1.5%0.112%Search for SEC Filing on Google Icon
8/16/2024Sunbelt Securities Inc.2,563$55K0.0%+23,200.0%0.002%Search for SEC Filing on Google Icon
8/16/2024Northwestern Mutual Wealth Management Co.39,852$0.86M0.0%+20.9%0.032%Search for SEC Filing on Google Icon
8/16/2024Creative Planning13,307$0.29M0.0%+5.0%0.011%Search for SEC Filing on Google Icon
8/13/2024Thrivent Financial for Lutherans99,262$2.13M0.0%N/A0.080%Search for SEC Filing on Google Icon
8/12/2024SMH Capital Advisors Inc.14,572$0.31M1.0%-8.3%0.012%Search for SEC Filing on Google Icon
8/12/2024Concorde Asset Management LLC12,150$0.26M0.2%-6.2%0.010%Search for SEC Filing on Google Icon
8/9/2024Cornerstone Advisors LLC12,054$0.26M0.0%-98.0%0.010%Search for SEC Filing on Google Icon
8/9/2024City of London Investment Management Co. Ltd.40,720$0.88M0.1%-64.9%0.033%Search for SEC Filing on Google Icon
8/9/2024Providence Wealth Advisors LLC98,953$2.13M1.7%N/A0.080%Search for SEC Filing on Google Icon
8/9/2024Pinion Investment Advisors LLC15,441$0.33M0.2%-5.3%0.012%Search for SEC Filing on Google Icon
8/8/2024Stolper Co93,143$2M0.7%-2.3%0.075%Search for SEC Filing on Google Icon
8/8/2024Prevail Innovative Wealth Advisors LLC219,849$4.73M1.7%+12.2%0.177%Search for SEC Filing on Google Icon
8/7/2024Choreo LLC39,289$0.84M0.0%+230.8%0.032%Search for SEC Filing on Google Icon
8/6/2024Savant Capital LLC22,199$0.48M0.0%-6.3%0.018%Search for SEC Filing on Google Icon
8/5/2024Blue Bell Private Wealth Management LLC1,162,418$24.98M5.2%-6.7%0.937%Search for SEC Filing on Google Icon
8/2/2024Allegheny Financial Group LTD21,150$0.46M0.1%N/A0.017%Search for SEC Filing on Google Icon
8/1/2024TIAA Trust National Association14,247$0.31M0.0%N/A0.011%Search for SEC Filing on Google Icon
8/1/2024Waterfront Wealth Inc.386,572$8.31M2.3%+1.7%0.312%Search for SEC Filing on Google Icon
7/31/2024Turtle Creek Wealth Advisors LLC28,106$0.60M0.1%+22.7%0.023%Search for SEC Filing on Google Icon
7/31/2024Commonwealth Equity Services LLC77,240$1.66M0.0%+1.4%0.062%Search for SEC Filing on Google Icon
7/31/2024Concurrent Investment Advisors LLC27,204$0.59M0.0%+12.7%0.022%Search for SEC Filing on Google Icon
7/31/2024Rothschild Investment LLC2,104$45K0.0%N/A0.002%Search for SEC Filing on Google Icon
7/30/2024International Assets Investment Management LLC43,176$0.93M0.1%-10.5%0.035%Search for SEC Filing on Google Icon
7/30/2024Lee Danner & Bass Inc.25,000$0.54M0.0%N/A0.020%Search for SEC Filing on Google Icon
7/26/2024Harbour Investments Inc.19,529$0.42M0.0%+7.1%0.016%Search for SEC Filing on Google Icon
7/26/2024Bensler LLC534,696$11.49M1.5%+4.1%0.431%Search for SEC Filing on Google Icon
7/26/2024Allspring Global Investments Holdings LLC1,249,939$26.86M0.0%-23.3%1.008%Search for SEC Filing on Google Icon
7/25/2024Raymond James Trust N.A.30,004$0.65M0.0%-9.3%0.024%Search for SEC Filing on Google Icon
7/23/2024HTLF Bank343,608$7.38M0.8%-4.3%0.277%Search for SEC Filing on Google Icon
7/22/2024Fifth Third Bancorp31,500$0.68M0.0%-25.1%0.025%Search for SEC Filing on Google Icon
7/20/2024Raymond James Financial Services Advisors Inc.562,135$12.08M0.0%+1.8%0.453%Search for SEC Filing on Google Icon
7/20/2024Hennion & Walsh Asset Management Inc.142,694$3.07M0.2%+38.8%0.115%Search for SEC Filing on Google Icon
7/19/2024Raymond James & Associates531,458$11.42M0.0%+10.8%0.428%Search for SEC Filing on Google Icon
7/17/2024Founders Capital Management LLC10,448$0.23M0.0%N/A0.008%Search for SEC Filing on Google Icon
7/17/2024Priebe Wealth Holdings LLC362,015$7.78M6.2%+0.6%0.292%Search for SEC Filing on Google Icon
7/16/2024Great Valley Advisor Group Inc.9,559$0.21M0.0%N/A0.008%Search for SEC Filing on Google Icon
7/16/2024Wealth Enhancement Advisory Services LLC412,311$8.86M0.0%+1.2%0.332%Search for SEC Filing on Google Icon
7/13/2024Quad Cities Investment Group LLC21,729$0.47M0.3%-7.7%0.018%Search for SEC Filing on Google Icon
7/12/2024Capital Investment Advisors LLC59,784$1.29M0.0%-1.1%0.048%Search for SEC Filing on Google Icon
7/9/2024Sage Capital Advisors llc24,517$0.53M0.2%+7.3%0.020%Search for SEC Filing on Google Icon
7/1/2024Capital Market Strategies LLC24,248$0.52M0.3%+3.3%0.020%Search for SEC Filing on Google Icon
5/24/2024Cetera Advisors LLC24,101$0.47M0.0%N/A0.019%Search for SEC Filing on Google Icon
5/24/2024Cetera Investment Advisers137,251$2.68M0.0%N/A0.111%Search for SEC Filing on Google Icon
5/23/2024ARQ Wealth Advisors LLC64,811$1.27M0.5%+7.9%0.052%Search for SEC Filing on Google Icon
5/17/2024Comerica Bank3,993$78K0.0%-15.1%0.003%Search for SEC Filing on Google Icon
5/16/2024Ancora Advisors LLC95,106$1.86M0.0%-4.1%0.077%Search for SEC Filing on Google Icon
5/15/2024Lazard Asset Management LLC4,401,972$85.93M0.1%+6.8%3.550%Search for SEC Filing on Google Icon
5/14/2024Advisors Asset Management Inc.160,787$3.14M0.1%-21.0%0.130%Search for SEC Filing on Google Icon
5/14/2024Karpus Management Inc.78,595$1.53M0.0%-49.3%0.063%Search for SEC Filing on Google Icon
5/11/2024Covestor Ltd10,418$0.20M0.1%N/A0.008%Search for SEC Filing on Google Icon
5/10/2024Cornerstone Advisors LLC606,046$11.83M0.5%-46.3%0.489%Search for SEC Filing on Google Icon
5/10/2024City of London Investment Management Co. Ltd.115,924$2.26M0.2%-26.5%0.093%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Adams Diversified Equity Fund logo
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.
Read More on Adams Diversified Equity Fund

Today's Range

Now: $20.42
Low: $20.34
High: $20.59

50 Day Range

MA: $21.75
Low: $20.40
High: $22.53

52 Week Range

Now: $20.42
Low: $16.84
High: $22.63

Volume

679,224 shs

Average Volume

328,504 shs

Market Capitalization

$2.53 billion

P/E Ratio

N/A

Dividend Yield

2.41%

Beta

1.02

Who are the company insiders with the largest holdings of Adams Diversified Equity Fund?

Adams Diversified Equity Fund's top insider shareholders include:
  1. Frederic A Escherich (Director)
  2. Mary Chris Jammet (Director)
  3. 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:
  1. World Investment Advisors LLC — 1.29%
  2. Allspring Global Investments Holdings LLC — 0.72%
  3. Bensler LLC — 0.47%
  4. Potrero Capital Research LLC — 0.36%
  5. Landscape Capital Management L.L.C. — 0.33%
  6. Wealth Enhancement Advisory Services LLC — 0.31%
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:
  1. Pathstone Holdings LLC
  2. Allspring Global Investments Holdings LLC
  3. Potrero Capital Research LLC
  4. Raymond James & Associates
  5. HTLF Bank
  6. Priebe Wealth Holdings LLC
  7. Integrated Wealth Concepts LLC
  8. General American Investors Co. Inc.

Which major investors are buying Adams Diversified Equity Fund stock?

In the previous quarter, ADX stock was purchased by institutional investors including:
  1. World Investment Advisors LLC
  2. Landscape Capital Management L.L.C.
  3. Shaker Financial Services LLC
  4. Bensler LLC
  5. Hennion & Walsh Asset Management Inc.
  6. Walleye Capital LLC
  7. Wolverine Asset Management LLC
  8. Advisors Asset Management Inc.
In the previous year, these company insiders have bought Adams Diversified Equity Fund stock:
  1. Frederic A Escherich (Director)
  2. Mary Chris Jammet (Director)
Learn More investors buying Adams Diversified Equity Fund stock.