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ADX Insider Trading

Insider Ownership Percentage: 0.14%
Insider Buying (Last 12 Months): $7,457.32
Insider Selling (Last 12 Months): $0.00

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: $21.52
Price Change: ▲ Price Increase of +0.48 (2.28%)
As of 03/31/2026 01:27 PM 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
2/2/2026Janis F. KernsInsiderBuy7$23.30$163.1051,990View SEC Filing Icon  
1/30/2026Janis F. KernsInsiderBuy314$23.23$7,294.2251,983View SEC Filing Icon  
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  
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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
3/13/2026World Investment Advisors13,367$0.31M0.0%+28.4%0.011%Search for SEC Filing on Google Icon
3/9/2026Corient Private Wealth LLC64,232$1.50M0.0%-1.9%0.052%Search for SEC Filing on Google Icon
3/5/2026Bayban2,434$57K0.1%N/A0.002%Search for SEC Filing on Google Icon
2/23/2026Virtu Financial LLC13,277$0.31M0.0%N/A0.011%Search for SEC Filing on Google Icon
2/19/2026Invesco Ltd.39,313$0.92M0.0%N/A0.033%Search for SEC Filing on Google Icon
2/19/2026Harbour Wealth Management Group Inc.11,559$0.27M0.2%N/A0.010%Search for SEC Filing on Google Icon
2/19/2026Corient Private Wealth LLC64,232$1.50M0.0%-1.9%0.055%Search for SEC Filing on Google Icon
2/18/2026Mercer Global Advisors Inc. ADV63,837$1.49M0.0%+6.0%0.054%Search for SEC Filing on Google Icon
2/18/2026EP Wealth Advisors LLC19,152$0.45M0.0%N/A0.016%Search for SEC Filing on Google Icon
2/18/2026NewEdge Advisors LLC31,360$0.73M0.0%-10.2%0.027%Search for SEC Filing on Google Icon
2/18/2026XTX Topco Ltd18,381$0.43M0.0%N/A0.016%Search for SEC Filing on Google Icon
2/18/2026Intrepid Family Office LLC267,262$6.23M5.4%+2.0%0.227%Search for SEC Filing on Google Icon
2/18/2026Evolve Private Wealth LLC82,802$1.93M0.1%N/A0.070%Search for SEC Filing on Google Icon
2/18/20261607 Capital Partners LLC508,536$11.86M0.8%-22.1%0.433%Search for SEC Filing on Google Icon
2/17/2026Guggenheim Capital LLC44,761$1.04M0.0%+28.7%0.038%Search for SEC Filing on Google Icon
2/17/2026Cetera Investment Advisers150,522$3.51M0.0%+0.6%0.128%Search for SEC Filing on Google Icon
2/17/2026Lazard Asset Management LLC3,589,875$83.72M0.1%+2.2%3.053%Search for SEC Filing on Google Icon
2/17/2026Kovack Advisors Inc.30,406$0.71M0.0%N/A0.026%Search for SEC Filing on Google Icon
2/17/2026MinichMacGregor Wealth Management LLC15,548$0.36M0.1%-88.6%0.013%Search for SEC Filing on Google Icon
2/17/2026Capstone Financial Advisors Inc.42,513$0.99M0.1%+1.1%0.036%Search for SEC Filing on Google Icon
2/17/2026Osaic Holdings Inc.181,543$4.23M0.0%+2.8%0.154%Search for SEC Filing on Google Icon
2/17/2026&PARTNERS11,331$0.26M0.0%N/A0.010%Search for SEC Filing on Google Icon
2/17/2026Royal Bank of Canada935,879$21.83M0.0%-0.6%0.796%Search for SEC Filing on Google Icon
2/16/2026MML Investors Services LLC32,763$0.76M0.0%+1.3%0.028%Search for SEC Filing on Google Icon
2/16/2026Mariner LLC45,557$1.06M0.0%+6.9%0.039%Search for SEC Filing on Google Icon
2/16/2026Focus Partners Wealth97,602$2.28M0.0%+90.4%0.083%Search for SEC Filing on Google Icon
2/13/2026Kestra Advisory Services LLC197,227$4.60M0.0%+4.7%0.168%Search for SEC Filing on Google Icon
2/13/2026UMB Bank n.a.213,801$4.99M0.1%+8,591.1%0.182%Search for SEC Filing on Google Icon
2/13/2026Stifel Financial Corp403,432$9.41M0.0%+13.5%0.343%Search for SEC Filing on Google Icon
2/13/2026Integrated Wealth Concepts LLC123,048$2.87M0.0%-8.8%0.105%Search for SEC Filing on Google Icon
2/13/2026Uniting Wealth Partners LLC22,306$0.52M0.2%+2.0%0.019%Search for SEC Filing on Google Icon
2/13/2026Wells Fargo & Company MN220,720$5.15M0.0%+6.5%0.188%Search for SEC Filing on Google Icon
2/13/2026Concorde Asset Management LLC40,332$0.94M0.4%+7.3%0.034%Search for SEC Filing on Google Icon
2/12/2026Advisors Asset Management Inc.387,161$9.03M0.2%+1.9%0.329%Search for SEC Filing on Google Icon
2/12/2026Jane Street Group LLC27,267$0.64M0.0%+11.3%0.023%Search for SEC Filing on Google Icon
2/12/2026Commonwealth Equity Services LLC74,525$1.74M0.0%+7.1%0.063%Search for SEC Filing on Google Icon
2/12/2026Steward Partners Investment Advisory LLC8,463$0.20M0.0%-9.9%0.007%Search for SEC Filing on Google Icon
2/12/2026Bank of Montreal Can11,886$0.28M0.0%+3.8%0.010%Search for SEC Filing on Google Icon
2/12/2026Kovack Advisors Inc.30,406$0.71M0.0%N/A0.026%Search for SEC Filing on Google Icon
2/11/2026Janney Montgomery Scott LLC51,924$1.21M0.0%-1.2%0.044%Search for SEC Filing on Google Icon
2/11/2026FCA Corp TX175,330$4.09M1.2%-9.4%0.149%Search for SEC Filing on Google Icon
2/11/2026TIAA Trust National Association10,264$0.24M0.0%-5.2%0.009%Search for SEC Filing on Google Icon
2/11/2026LPL Financial LLC432,561$10.09M0.0%-1.4%0.368%Search for SEC Filing on Google Icon
2/11/2026Closed End Fund Advisors Inc.17,308$0.40M0.2%N/A0.015%Search for SEC Filing on Google Icon
2/11/2026J.W. Cole Advisors Inc.33,704$0.79M0.0%+2.5%0.029%Search for SEC Filing on Google Icon
2/10/2026Rothschild Investment LLC1,364$32K0.0%-37.0%0.001%Search for SEC Filing on Google Icon
2/10/2026Northwestern Mutual Wealth Management Co.21,805$0.51M0.0%-55.6%0.019%Search for SEC Filing on Google Icon
2/10/2026Savant Capital LLC52,639$1.23M0.0%+39.7%0.045%Search for SEC Filing on Google Icon
2/9/2026King Luther Capital Management Corp21,962$0.51M0.0%-56.1%0.019%Search for SEC Filing on Google Icon
2/9/2026Blue Bell Private Wealth Management LLC924,285$21.55M3.2%-0.2%0.786%Search for SEC Filing on Google Icon
2/9/2026Harbour Investments Inc.23,289$0.54M0.0%+3.3%0.020%Search for SEC Filing on Google Icon
2/9/2026MSH Capital Advisors LLC8,824$0.21M0.0%-22.8%0.008%Search for SEC Filing on Google Icon
2/9/2026Accredited Investor Services LLC9,478$0.22M0.1%-32.5%0.008%Search for SEC Filing on Google Icon
2/9/2026ARQ Wealth Advisors LLC208,810$4.87M1.3%+0.2%0.178%Search for SEC Filing on Google Icon
2/6/2026Global Retirement Partners LLC7,453$0.17M0.0%N/A0.006%Search for SEC Filing on Google Icon
2/6/2026Prevail Innovative Wealth Advisors LLC9,846$0.23M0.0%-87.5%0.008%Search for SEC Filing on Google Icon
2/6/2026IFP Advisors Inc4,339$0.10M0.0%+119.4%0.004%Search for SEC Filing on Google Icon
2/6/2026PNC Financial Services Group Inc.24,000$0.56M0.0%-11.0%0.020%Search for SEC Filing on Google Icon
2/6/2026HighTower Advisors LLC64,919$1.51M0.0%+2.7%0.055%Search for SEC Filing on Google Icon
2/5/2026Roberts Glore & Co. Inc. IL144,674$3.37M0.9%+4.4%0.123%Search for SEC Filing on Google Icon
2/5/2026Dana Investment Advisors Inc.9,103$0.21M0.0%N/A0.008%Search for SEC Filing on Google Icon
2/5/2026Allworth Financial LP8,126$0.19M0.0%-20.1%0.007%Search for SEC Filing on Google Icon
2/4/2026World Investment Advisors13,367$0.31M0.0%+28.4%0.011%Search for SEC Filing on Google Icon
2/4/2026Midwest Trust Co45,302$1.06M0.0%+2.0%0.039%Search for SEC Filing on Google Icon
2/4/2026Bensler LLC987,718$23.03M2.3%+6.8%0.840%Search for SEC Filing on Google Icon
2/3/2026RB Capital Management LLC208,462$4.86M1.0%-1.0%0.177%Search for SEC Filing on Google Icon
2/3/2026Koshinski Asset Management Inc.58,527$1.37M0.1%-6.5%0.050%Search for SEC Filing on Google Icon
2/2/2026Alliance Wealth Strategies LLC d b a Brown Edwards Wealth Strategies9,277$0.22M0.2%N/A0.008%Search for SEC Filing on Google Icon
1/30/2026Joel Isaacson & Co. LLC33,489$0.78M0.0%+25.5%0.028%Search for SEC Filing on Google Icon
1/30/2026Caldwell Trust Co1,926$45K0.0%N/A0.002%Search for SEC Filing on Google Icon
1/29/2026Comerica Bank3,537$82K0.0%-20.0%0.003%Search for SEC Filing on Google Icon
1/29/2026West Bancorporation Inc.46,890$1.09M0.6%+29.9%0.040%Search for SEC Filing on Google Icon
1/29/2026Kestra Private Wealth Services LLC24,310$0.57M0.0%+5.9%0.021%Search for SEC Filing on Google Icon
1/29/2026Concurrent Investment Advisors LLC67,117$1.57M0.0%+29.9%0.057%Search for SEC Filing on Google Icon
1/29/2026Segment Wealth Management LLC19,383$0.45M0.0%N/A0.016%Search for SEC Filing on Google Icon
1/28/2026Kingswood Wealth Advisors LLC12,484$0.29M0.0%+8.8%0.011%Search for SEC Filing on Google Icon
1/28/2026PMG Family Office LLC79,675$1.86M2.1%-0.7%0.068%Search for SEC Filing on Google Icon
1/27/2026Waterfront Wealth Inc.385,316$8.97M1.7%-13.7%0.328%Search for SEC Filing on Google Icon
1/26/2026Shaker Financial Services LLC164,389$3.83M1.2%-30.6%0.140%Search for SEC Filing on Google Icon
1/26/2026Merit Financial Group LLC42,102$0.98M0.0%-8.5%0.036%Search for SEC Filing on Google Icon
1/26/2026Means Investment CO. Inc.62,535$1.46M0.1%-12.4%0.053%Search for SEC Filing on Google Icon
1/26/2026CWM LLC11,050$0.26M0.0%+206.2%0.009%Search for SEC Filing on Google Icon
1/23/2026Westbourne Investment Advisors Inc.74,200$1.73M0.5%-1.6%0.063%Search for SEC Filing on Google Icon
1/23/2026Choreo LLC27,040$0.63M0.0%-30.1%0.023%Search for SEC Filing on Google Icon
1/20/2026Savvy Advisors Inc.19,992$0.47M0.0%N/A0.017%Search for SEC Filing on Google Icon
1/20/2026Stratos Wealth Partners LTD.13,839$0.32M0.0%+42.3%0.012%Search for SEC Filing on Google Icon
1/16/2026Blue Trust Inc.27,386$0.64M0.0%+2.0%0.023%Search for SEC Filing on Google Icon
1/15/2026Uncommon Cents Investing LLC185,011$4.31M1.0%+1.3%0.157%Search for SEC Filing on Google Icon
1/15/2026Cannon Advisors Inc.22,908$0.53M0.4%-9.6%0.019%Search for SEC Filing on Google Icon
1/15/2026Allspring Global Investments Holdings LLC400,716$9.35M0.0%+3.5%0.341%Search for SEC Filing on Google Icon
1/15/2026Brookstone Capital Management10,927$0.26M0.0%N/A0.009%Search for SEC Filing on Google Icon
1/14/2026Hennion & Walsh Asset Management Inc.288,014$6.72M0.2%+3.3%0.245%Search for SEC Filing on Google Icon
1/14/2026Quad Cities Investment Group LLC27,924$0.65M0.3%+2.0%0.024%Search for SEC Filing on Google Icon
1/12/2026Uhlmann Price Securities LLC33,565$0.78M0.5%+2.0%0.029%Search for SEC Filing on Google Icon
1/12/2026Stolper Co100,835$2.35M0.7%+0.7%0.086%Search for SEC Filing on Google Icon
1/8/2026Wealth Enhancement Advisory Services LLC430,951$10.09M0.0%+1.3%0.367%Search for SEC Filing on Google Icon
1/7/2026MassMutual Private Wealth & Trust FSB45,302$1.06M0.0%+2.0%0.039%Search for SEC Filing on Google Icon
1/6/2026Avior Wealth Management LLC29,413$0.69M0.0%-13.2%0.025%Search for SEC Filing on Google Icon
1/5/2026Park Avenue Securities LLC22,766$0.53M0.0%-13.1%0.019%Search for SEC Filing on Google Icon
12/22/2025PMG Family Office LLC80,229$1.79M2.0%N/A0.068%Search for SEC Filing on Google Icon
Data available starting January 2016

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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: $21.52
Low: $21.10
High: $21.63

50 Day Range

MA: $22.90
Low: $21.06
High: $23.67

52 Week Range

Now: $21.52
Low: $16.50
High: $23.85

Volume

134,194 shs

Average Volume

292,714 shs

Market Capitalization

$2.64 billion

P/E Ratio

N/A

Dividend Yield

8.68%

Beta

1

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. James P Haynie (VP)
  3. Janis F Kerns (Insider)
  4. Craig R Smith (Director)
  5. Mark E Stoeckle (CEO)
  6. Roger W Gale (Director)
  7. Kenneth James Dale (Director)
  8. Janis F Kerns (VP)
  9. Lauriann C Kloppenburg (Director)
  10. Mary Chris Jammet (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. Lazard Asset Management LLC — 3.05%
  2. Bensler LLC — 0.84%
  3. Royal Bank of Canada — 0.80%
  4. Blue Bell Private Wealth Management LLC — 0.79%
  5. 1607 Capital Partners LLC — 0.43%
  6. LPL Financial LLC — 0.37%
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. 1607 Capital Partners LLC
  2. MinichMacGregor Wealth Management LLC
  3. Shaker Financial Services LLC
  4. Prevail Innovative Wealth Advisors LLC
  5. Waterfront Wealth Inc.
  6. King Luther Capital Management Corp
  7. Northwestern Mutual Wealth Management Co.
  8. FCA Corp TX

Which major investors are buying Adams Diversified Equity Fund stock?

In the previous quarter, ADX stock was purchased by institutional investors including:
  1. UMB Bank n.a.
  2. Evolve Private Wealth LLC
  3. Lazard Asset Management LLC
  4. Bensler LLC
  5. Stifel Financial Corp
  6. Focus Partners Wealth
  7. Invesco Ltd.
  8. Kovack Advisors Inc.
In the previous year, these company insiders have bought Adams Diversified Equity Fund stock:
  1. Frederic A Escherich (Director)
  2. James P Haynie (VP)
Learn More investors buying Adams Diversified Equity Fund stock.

Adams Diversified Equity Fund Active Insiders

Lauriann C Kloppenburg
Lauriann C Kloppenburg
Director
Frederic A Escherich
Director
Mary Chris Jammet
Mary Chris Jammet
Director
Janis F Kerns
Janis F Kerns
General Counsel, Corporate Secretary, and Chief Compliance Officer
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