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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: $21.79
Price Change: ▲ Price Increase of +0.16 (0.74%)
As of 11/5/2024 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
The Final Frontier
From Porter & Company   |   Ad
And a lot of powerful investors would rather this exposé never saw the light of day. I suspect they’ll attempt to discredit it, tar and feather it, and convince you not to watch it. That’s because it tells the shocking truth about the current AI mania… and why investors in big tech companies like Nvidia, Meta, Alphabet, and Microsoft could be in for a whole world of pain.
Here’s the full story for you.

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  
11/22/2021Mary Chris JammetDirectorBuy2,570$19.48$50,063.60View SEC Filing Icon  
See Full Table
The Final Frontier
From Porter & Company   |   Ad
And a lot of powerful investors would rather this exposé never saw the light of day. I suspect they’ll attempt to discredit it, tar and feather it, and convince you not to watch it. That’s because it tells the shocking truth about the current AI mania… and why investors in big tech companies like Nvidia, Meta, Alphabet, and Microsoft could be in for a whole world of pain.
Here’s the full story for you.

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
11/4/2024Wolverine 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
5/10/2024Prevail Innovative Wealth Advisors LLC195,878$3.82M1.4%-37.2%0.158%Search for SEC Filing on Google Icon
5/9/2024Koshinski Asset Management Inc.56,619$1.11M0.1%-22.1%0.046%Search for SEC Filing on Google Icon
5/7/2024Concurrent Investment Advisors LLC24,142$0.47M0.0%+71.8%0.019%Search for SEC Filing on Google Icon
4/30/2024Turtle Creek Wealth Advisors LLC22,901$0.45M0.1%+261.4%0.018%Search for SEC Filing on Google Icon
4/30/2024Allspring Global Investments Holdings LLC1,630,212$31.82M0.0%-4.1%1.315%Search for SEC Filing on Google Icon
4/29/2024Commonwealth Equity Services LLC76,195$1.49M0.0%-3.2%0.061%Search for SEC Filing on Google Icon
4/25/2024HTLF Bank359,131$7.01M0.8%-2.4%0.290%Search for SEC Filing on Google Icon
4/24/2024Blue Bell Private Wealth Management LLC1,245,867$24.32M5.2%+4.7%1.005%Search for SEC Filing on Google Icon
4/23/2024Fifth Third Bancorp42,046$0.82M0.0%-33.6%0.034%Search for SEC Filing on Google Icon
4/23/2024Raymond James Financial Services Advisors Inc.551,925$10.77M0.0%+35.1%0.445%Search for SEC Filing on Google Icon
4/22/2024Raymond James & Associates479,859$9.37M0.0%+40.8%0.387%Search for SEC Filing on Google Icon
4/19/2024Uncommon Cents Investing LLC195,447$3.82M1.2%-0.3%0.158%Search for SEC Filing on Google Icon
4/19/2024Tradewinds Capital Management LLC8,871$0.17M0.0%N/A0.007%Search for SEC Filing on Google Icon
4/18/2024Silverlake Wealth Management LLC11,375$0.22M0.1%-16.8%0.009%Search for SEC Filing on Google Icon
4/18/2024Allspring Global Investments Holdings LLC1,630,212$31.82M0.0%-4.1%1.315%Search for SEC Filing on Google Icon
4/17/2024Hennion & Walsh Asset Management Inc.102,833$2.01M0.1%+42.6%0.083%Search for SEC Filing on Google Icon
4/16/2024Wealth Enhancement Advisory Services LLC407,538$7.96M0.0%+2.6%0.329%Search for SEC Filing on Google Icon
4/13/2024Priebe Wealth Holdings LLC359,850$7.02M5.5%+0.8%0.290%Search for SEC Filing on Google Icon
4/11/2024International Assets Investment Management LLC48,222$0.94M0.0%+9.5%0.039%Search for SEC Filing on Google Icon
4/10/2024First Community Trust NA6,650$0.13M0.1%-22.0%0.005%Search for SEC Filing on Google Icon
4/10/2024Park Avenue Securities LLC17,984$0.35M0.0%-57.6%0.015%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: $21.79
Low: $21.65
High: $21.81

50 Day Range

MA: $21.42
Low: $20.37
High: $21.96

52 Week Range

Now: $21.79
Low: $16.47
High: $22.49

Volume

186,415 shs

Average Volume

192,687 shs

Market Capitalization

$2.70 billion

P/E Ratio

N/A

Dividend Yield

7.78%

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. Allspring Global Investments Holdings LLC — 0.72%
  2. Bensler LLC — 0.47%
  3. Wealth Enhancement Advisory Services LLC — 0.31%
  4. Raymond James & Associates — 0.30%
  5. Priebe Wealth Holdings LLC — 0.20%
  6. HTLF Bank — 0.19%
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. Allspring Global Investments Holdings LLC
  2. Raymond James & Associates
  3. HTLF Bank
  4. Priebe Wealth Holdings LLC
  5. General American Investors Co. Inc.
  6. Diversified Trust Co
  7. Wealth Enhancement Advisory Services LLC
  8. Stolper Co

Which major investors are buying Adams Diversified Equity Fund stock?

In the previous quarter, ADX stock was purchased by institutional investors including:
  1. Shaker Financial Services LLC
  2. Bensler LLC
  3. Hennion & Walsh Asset Management Inc.
  4. Wolverine Asset Management LLC
  5. Sequoia Financial Advisors LLC
  6. Janney Montgomery Scott LLC
  7. Private Advisor Group LLC
  8. Concurrent Investment Advisors LLC
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.
NASDAQ traded stock with a BIG short position.
From Huge Alerts   |   Ad
Small cap NASDAQ firm is an innovative leader in non-opioid pain therapeutics. The company’s offerings could significantly aid in stopping the opioid crisis and create maximum shareholder growth!
See how this NASDAQ Bio-tech is offering viable solutions