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ADX Insider Trading

Insider Ownership Percentage: 0.14%
Insider Buying (Last 12 Months): $0.00
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: $23.03
Price Change: ▼ Price Decrease of -0.035 (-0.15%)
As of 12/4/2025 04:59 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
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  
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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
11/25/2025ARQ Wealth Advisors LLC208,347$4.65M1.4%+54.8%0.177%Search for SEC Filing on Google Icon
11/24/2025CIBC Private Wealth Group LLC8,957$0.20M0.0%+817.7%0.008%Search for SEC Filing on Google Icon
11/21/2025CIBC Bancorp USA Inc.15,080$0.34M0.0%N/A0.013%Search for SEC Filing on Google Icon
11/20/2025Wilmington Savings Fund Society FSB46,294$1.03M0.0%+2.1%0.039%Search for SEC Filing on Google Icon
11/17/2025Kestra Private Wealth Services LLC22,963$0.51M0.0%-8.8%0.020%Search for SEC Filing on Google Icon
11/17/2025NewEdge Advisors LLC34,929$0.78M0.0%-2.1%0.030%Search for SEC Filing on Google Icon
11/17/2025Northwestern Mutual Wealth Management Co.49,073$1.09M0.0%+1.9%0.042%Search for SEC Filing on Google Icon
11/17/2025Mariner LLC42,636$0.95M0.0%-6.3%0.036%Search for SEC Filing on Google Icon
11/17/2025Mercer Global Advisors Inc. ADV60,208$1.34M0.0%+25.1%0.051%Search for SEC Filing on Google Icon
11/17/2025Laird Norton Wetherby Wealth Management LLC13,203$0.29M0.0%+8.2%0.011%Search for SEC Filing on Google Icon
11/17/2025Integrated Wealth Concepts LLC134,988$3.01M0.0%-4.6%0.115%Search for SEC Filing on Google Icon
11/17/2025Focus Partners Wealth51,260$1.14M0.0%+5.6%0.044%Search for SEC Filing on Google Icon
11/17/2025Bank of America Corp DE273,828$6.11M0.0%+12.5%0.233%Search for SEC Filing on Google Icon
11/17/20251607 Capital Partners LLC652,672$14.56M1.1%-3.0%0.555%Search for SEC Filing on Google Icon
11/17/2025Ameriprise Financial Inc.112,904$2.51M0.0%+5.8%0.096%Search for SEC Filing on Google Icon
11/14/2025Creative Planning9,306$0.21M0.0%-28.5%0.008%Search for SEC Filing on Google Icon
11/14/2025Lazard Asset Management LLC3,511,882$78.32M0.1%-1.1%2.987%Search for SEC Filing on Google Icon
11/14/2025Ancora Advisors LLC60,144$1.34M0.0%-4.0%0.051%Search for SEC Filing on Google Icon
11/14/2025Raymond James Financial Inc.1,306,074$29.13M0.0%+6.3%1.111%Search for SEC Filing on Google Icon
11/13/2025UBS Group AG64,377$1.44M0.0%-20.3%0.055%Search for SEC Filing on Google Icon
11/13/2025Private Advisor Group LLC31,937$0.71M0.0%+43.1%0.027%Search for SEC Filing on Google Icon
11/13/2025Prevail Innovative Wealth Advisors LLC78,554$1.75M0.3%+209.5%0.067%Search for SEC Filing on Google Icon
11/12/2025Consolidated Portfolio Review Corp153,564$3.42M0.4%+0.9%0.131%Search for SEC Filing on Google Icon
11/12/2025TIAA Trust National Association10,823$0.24M0.0%+7.6%0.009%Search for SEC Filing on Google Icon
11/12/2025Choreo LLC38,710$0.86M0.0%-12.9%0.033%Search for SEC Filing on Google Icon
11/12/2025Roberts Glore & Co. Inc. IL138,550$3.09M0.8%-0.5%0.118%Search for SEC Filing on Google Icon
11/10/2025Koshinski Asset Management Inc.62,577$1.40M0.1%-1.0%0.053%Search for SEC Filing on Google Icon
11/7/2025King Luther Capital Management Corp50,062$1.12M0.0%N/A0.043%Search for SEC Filing on Google Icon
11/7/2025Readystate Asset Management LP32,106$0.72M0.0%N/A0.027%Search for SEC Filing on Google Icon
11/7/2025Merit Financial Group LLC46,027$1.03M0.0%-15.3%0.039%Search for SEC Filing on Google Icon
11/7/2025Generation Capital Management LLC46,471$1.04M0.8%-1.8%0.040%Search for SEC Filing on Google Icon
11/7/2025Fifth Third Bancorp37,514$0.84M0.0%-5.0%0.032%Search for SEC Filing on Google Icon
11/7/2025PNC Financial Services Group Inc.26,961$0.60M0.0%-10.6%0.023%Search for SEC Filing on Google Icon
11/7/2025HighTower Advisors LLC63,238$1.41M0.0%+2.0%0.054%Search for SEC Filing on Google Icon
11/7/2025Uhlmann Price Securities LLC32,905$0.73M0.4%+2.1%0.028%Search for SEC Filing on Google Icon
11/7/2025Uniting Wealth Partners LLC21,867$0.49M0.1%+2.1%0.019%Search for SEC Filing on Google Icon
11/6/2025Advisors Asset Management Inc.380,023$8.48M0.1%+8.8%0.323%Search for SEC Filing on Google Icon
11/6/2025Stratos Wealth Partners LTD.9,723$0.22M0.0%N/A0.008%Search for SEC Filing on Google Icon
11/6/2025Oppenheimer & Co. Inc.36,875$0.82M0.0%+4.3%0.031%Search for SEC Filing on Google Icon
11/6/2025Waterfront Wealth Inc.446,423$10.11M2.1%+1.3%0.380%Search for SEC Filing on Google Icon
11/5/2025Savant Capital LLC37,675$0.84M0.0%+107.2%0.032%Search for SEC Filing on Google Icon
11/5/2025J.W. Cole Advisors Inc.32,889$0.73M0.0%+9.0%0.028%Search for SEC Filing on Google Icon
11/5/2025Envestnet Asset Management Inc.11,211$0.25M0.0%-64.8%0.010%Search for SEC Filing on Google Icon
11/4/2025Penserra Capital Management LLC295,117$6.58M0.1%+21.7%0.251%Search for SEC Filing on Google Icon
11/4/2025Jones Financial Companies Lllp86,064$1.90M0.0%+45.8%0.073%Search for SEC Filing on Google Icon
11/4/2025Prostatis Group LLC33,566$0.75M0.2%+2.1%0.029%Search for SEC Filing on Google Icon
11/3/2025Truist Financial Corp12,942$0.29M0.0%-3.5%0.011%Search for SEC Filing on Google Icon
11/3/2025Bensler LLC925,053$20.63M2.1%+7.8%0.787%Search for SEC Filing on Google Icon
10/30/2025Westfuller Advisors LLC1,276$28K0.0%N/A0.001%Search for SEC Filing on Google Icon
10/29/2025Wealth Enhancement Advisory Services LLC425,494$9.55M0.0%-0.7%0.362%Search for SEC Filing on Google Icon
10/29/2025GatePass Capital LLC298,380$6.65M3.8%+5.8%0.254%Search for SEC Filing on Google Icon
10/29/2025Sequoia Financial Advisors LLC9,143$0.20M0.0%N/A0.008%Search for SEC Filing on Google Icon
10/28/2025Wolverine Asset Management LLC12,883$0.29M0.0%N/A0.011%Search for SEC Filing on Google Icon
10/28/2025Wilmington Savings Fund Society FSB46,294$1.03M0.0%+2.1%0.039%Search for SEC Filing on Google Icon
10/27/2025Concurrent Investment Advisors LLC51,651$1.15M0.0%+18.5%0.044%Search for SEC Filing on Google Icon
10/27/2025Pinion Investment Advisors LLC9,392$0.22M0.1%-26.1%0.008%Search for SEC Filing on Google Icon
10/23/2025Capital Investment Advisors LLC47,936$1.07M0.0%-2.3%0.041%Search for SEC Filing on Google Icon
10/23/2025Kingswood Wealth Advisors LLC11,475$0.26M0.0%+5.1%0.010%Search for SEC Filing on Google Icon
10/23/2025West Bancorporation Inc.36,090$0.81M0.4%N/A0.031%Search for SEC Filing on Google Icon
10/23/2025Park Avenue Securities LLC26,205$0.58M0.0%-6.3%0.022%Search for SEC Filing on Google Icon
10/22/2025Shaker Financial Services LLC237,032$5.29M1.8%N/A0.202%Search for SEC Filing on Google Icon
10/22/2025RFG Bristol Wealth Advisors LLC38,512$0.86M0.3%+2.1%0.033%Search for SEC Filing on Google Icon
10/22/2025Hennion & Walsh Asset Management Inc.278,765$6.22M0.2%+5.2%0.237%Search for SEC Filing on Google Icon
10/22/2025Blue Bell Private Wealth Management LLC926,556$20.66M3.1%-0.8%0.788%Search for SEC Filing on Google Icon
10/22/2025D.A. Davidson & CO.131,054$2.92M0.0%+2.0%0.111%Search for SEC Filing on Google Icon
10/21/2025Accredited Investor Services LLC14,048$0.31M0.2%-10.8%0.012%Search for SEC Filing on Google Icon
10/21/2025RB Capital Management LLC210,594$4.70M1.0%+4.2%0.179%Search for SEC Filing on Google Icon
10/21/2025Financial Consulate Inc.12,242$0.27M0.0%N/A0.010%Search for SEC Filing on Google Icon
10/20/2025Allspring Global Investments Holdings LLC386,994$8.63M0.0%-6.3%0.329%Search for SEC Filing on Google Icon
10/20/2025Merit Financial Group LLC46,027$1.03M0.0%-15.3%0.039%Search for SEC Filing on Google Icon
10/20/2025Westbourne Investment Advisors Inc.75,400$1.68M0.5%+5.5%0.064%Search for SEC Filing on Google Icon
10/16/2025Mezzasalma Advisors LLC19,963$0.45M0.1%-7.3%0.017%Search for SEC Filing on Google Icon
10/16/2025HBK Sorce Advisory LLC13,092$0.30M0.0%N/A0.011%Search for SEC Filing on Google Icon
10/16/2025Blue Trust Inc.26,846$0.60M0.0%+2.1%0.023%Search for SEC Filing on Google Icon
10/16/2025Uncommon Cents Investing LLC182,577$4.07M1.0%-1.3%0.155%Search for SEC Filing on Google Icon
10/16/2025Quad Cities Investment Group LLC27,375$0.61M0.3%+3.2%0.023%Search for SEC Filing on Google Icon
10/15/2025CWM LLC3,609$80K0.0%+27.3%0.003%Search for SEC Filing on Google Icon
10/15/2025World Investment Advisors10,409$0.23M0.0%N/A0.009%Search for SEC Filing on Google Icon
10/14/2025HBK Sorce Advisory LLC13,092$0.30M0.0%N/A0.011%Search for SEC Filing on Google Icon
10/10/2025Stolper Co100,140$2.23M0.7%+1.3%0.085%Search for SEC Filing on Google Icon
9/22/2025GatePass Capital LLC282,130$6.13M4.1%-2.5%0.240%Search for SEC Filing on Google Icon
9/4/2025Osaic Holdings Inc.178,281$3.87M0.0%+7.1%0.152%Search for SEC Filing on Google Icon
8/18/2025Geneos Wealth Management Inc.16,848$0.37M0.0%+4.5%0.014%Search for SEC Filing on Google Icon
8/15/2025Captrust Financial Advisors16,691$0.36M0.0%+9.1%0.014%Search for SEC Filing on Google Icon
8/15/2025Prevail Innovative Wealth Advisors LLC25,382$0.55M0.1%N/A0.022%Search for SEC Filing on Google Icon
8/15/2025Snowden Capital Advisors LLC10,006$0.22M0.0%N/A0.009%Search for SEC Filing on Google Icon
8/15/2025MML Investors Services LLC43,058$0.94M0.0%+2.1%0.037%Search for SEC Filing on Google Icon
8/15/2025EP Wealth Advisors LLC18,455$0.40M0.0%N/A0.016%Search for SEC Filing on Google Icon
8/15/2025Bank of America Corp DE243,466$5.29M0.0%-5.9%0.207%Search for SEC Filing on Google Icon
8/15/2025Ameriprise Financial Inc.106,697$2.37M0.0%+13.5%0.091%Search for SEC Filing on Google Icon
8/14/2025Jane Street Group LLC54,103$1.18M0.0%+95.7%0.046%Search for SEC Filing on Google Icon
8/14/2025Raymond James Financial Inc.1,228,172$26.66M0.0%+2.3%1.045%Search for SEC Filing on Google Icon
8/14/2025Heritage Wealth Management Inc.9,659$0.21M0.1%N/A0.008%Search for SEC Filing on Google Icon
8/14/2025Quantedge Capital Pte Ltd13,457$0.29M0.3%-80.2%0.011%Search for SEC Filing on Google Icon
8/14/2025NewEdge Advisors LLC35,672$0.77M0.0%-1.9%0.030%Search for SEC Filing on Google Icon
8/14/2025Cerity Partners LLC28,391$0.62M0.0%-3.1%0.024%Search for SEC Filing on Google Icon
8/13/2025StoneX Group Inc.21,695$0.47M0.0%+29.1%0.018%Search for SEC Filing on Google Icon
8/13/2025Lido Advisors LLC48,223$1.05M0.0%+1.9%0.041%Search for SEC Filing on Google Icon
8/13/2025Choreo LLC44,465$0.97M0.0%-2.7%0.038%Search for SEC Filing on Google Icon
8/12/2025Advisors Asset Management Inc.349,282$7.58M0.1%+1.3%0.297%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: $23.03
Low: $22.97
High: $23.16

50 Day Range

MA: $22.83
Low: $22.13
High: $23.66

52 Week Range

Now: $23.03
Low: $16.50
High: $23.85

Volume

202,604 shs

Average Volume

336,301 shs

Market Capitalization

$2.71 billion

P/E Ratio

N/A

Dividend Yield

8.02%

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. 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. Lazard Asset Management LLC — 2.99%
  2. Raymond James Financial Inc. — 1.11%
  3. Blue Bell Private Wealth Management LLC — 0.79%
  4. Bensler LLC — 0.79%
  5. 1607 Capital Partners LLC — 0.56%
  6. Waterfront Wealth Inc. — 0.38%
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. Lazard Asset Management LLC
  2. Allspring Global Investments Holdings LLC
  3. Envestnet Asset Management Inc.
  4. 1607 Capital Partners LLC
  5. UBS Group AG
  6. Merit Financial Group LLC
  7. Merit Financial Group LLC
  8. Blue Bell Private Wealth Management LLC

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. Raymond James Financial Inc.
  3. ARQ Wealth Advisors LLC
  4. Bensler LLC
  5. Prevail Innovative Wealth Advisors LLC
  6. Penserra Capital Management LLC
  7. King Luther Capital Management Corp
  8. West Bancorporation Inc.