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ADX Insider Trading

Insider Ownership Percentage: 0.19%
Insider Buying (Last 12 Months): $97,790.48
Insider Selling (Last 12 Months): $65,036.88

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: $15.65
Price Change: Price Decrease of -0.18 (-1.14%)
As of 02/6/2023 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
A gold storm is coming…
“We are in the early stages of a mania – the calm before the storm.”...
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Adams Diversified Equity Fund Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
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  
6/24/2021Frederic A. EscherichDirectorBuy20,013$19.69$394,055.9738,824View SEC Filing Icon  
4/29/2021Janis F KernsVPBuy6,856$19.28$132,183.6813,458View SEC Filing Icon  
4/26/2021Lauriann C. KloppenburgDirectorBuy3,000$19.16$57,480.0010,045View SEC Filing Icon  
12/24/2020Frederic A. EscherichDirectorBuy5,228$17.12$89,503.3656,198View SEC Filing Icon  
9/30/2020Frederic A. EscherichDirectorSell5,228$16.10$84,170.8050,970View SEC Filing Icon  
4/15/2020Janis F KernsInsiderBuy370$13.42$4,965.404,780View SEC Filing Icon  
3/13/2020Craig R SmithDirectorBuy8,000$12.75$102,000.0023,667View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Adams Diversified Equity Fund (NYSE:ADX)

18.76% 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
2/3/2023Blue Bell Private Wealth Management LLC1,209,226$17.58M5.8%+7.1%0.000%Search for SEC Filing on Google Icon
2/3/2023Shaker Financial Services LLC408,214$5.94M2.8%-11.5%0.000%Search for SEC Filing on Google Icon
2/3/2023Dubuque Bank & Trust Co.524,237$7.62M1.0%-17.3%0.000%Search for SEC Filing on Google Icon
2/3/20239258 Wealth Management LLC60,131$0.87M0.2%-3.0%0.000%Search for SEC Filing on Google Icon
2/2/2023Raymond James Trust N.A.34,465$0.50M0.0%-10.1%0.000%Search for SEC Filing on Google Icon
2/1/2023Bank of Montreal Can17,808$0.31M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/1/2023Wolverine Asset Management LLC203,854$2.96M0.0%+30.6%0.000%Search for SEC Filing on Google Icon
2/1/2023Janney Montgomery Scott LLC36,958$0.54M0.0%+22.1%0.000%Search for SEC Filing on Google Icon
1/31/2023Kestra Advisory Services LLC198,575$2.89M0.0%-12.2%0.000%Search for SEC Filing on Google Icon
1/31/2023Waterfront Wealth Inc.336,900$5.21M1.8%+5.2%0.000%Search for SEC Filing on Google Icon
1/30/2023International Assets Investment Management LLC58,665$0.85M0.1%+265.5%0.000%Search for SEC Filing on Google Icon
1/25/2023MGO One Seven LLC11,574$0.17M0.0%+6.2%0.010%Search for SEC Filing on Google Icon
1/25/2023Fifth Third Bancorp69,029$1M0.0%-12.8%0.062%Search for SEC Filing on Google Icon
1/24/2023International Assets Investment Management LLC22,731$0.33M0.1%+41.6%0.020%Search for SEC Filing on Google Icon
1/24/2023Koshinski Asset Management Inc.57,299$0.83M0.1%N/A0.052%Search for SEC Filing on Google Icon
1/24/2023Park Avenue Securities LLC22,278$0.32M0.0%+7.8%0.020%Search for SEC Filing on Google Icon
1/24/2023Occidental Asset Management LLC10,328$0.15M0.0%N/A0.000%Search for SEC Filing on Google Icon
1/23/2023Allspring Global Investments Holdings LLC1,418,732$20.63M0.0%+75.8%1.278%Search for SEC Filing on Google Icon
1/19/2023Sage Capital Advisors llc22,781$0.33M0.1%+5.2%0.021%Search for SEC Filing on Google Icon
1/19/2023WJ Interests LLC5,430$79K0.1%N/A0.005%Search for SEC Filing on Google Icon
1/18/2023Romano Brothers AND Company4,200$61K0.0%N/A0.004%Search for SEC Filing on Google Icon
1/17/2023Diversified Trust Co88,015$1.28M0.1%+6.0%0.079%Search for SEC Filing on Google Icon
1/17/2023Connecticut Wealth Management LLC10,621$0.15M0.0%N/A0.000%Search for SEC Filing on Google Icon
1/13/2023Merit Financial Group LLC48,150$0.70M0.0%+2.0%0.043%Search for SEC Filing on Google Icon
1/13/2023Uncommon Cents Investing LLC200,112$2.91M1.1%+5.8%0.180%Search for SEC Filing on Google Icon
1/13/2023Piershale Financial Group Inc.1,910$28K0.0%N/A0.002%Search for SEC Filing on Google Icon
1/11/2023Stolper Co103,481$1.51M0.7%-18.5%0.093%Search for SEC Filing on Google Icon
1/11/2023RB Capital Management LLC174,088$2.53M0.9%+7.8%0.157%Search for SEC Filing on Google Icon
1/9/2023MinichMacGregor Wealth Management LLC132,795$0.31M0.1%+9.8%0.120%Search for SEC Filing on Google Icon
1/6/2023Massmutual Trust Co. FSB ADV52,235$0.76M0.0%N/A0.047%Search for SEC Filing on Google Icon
11/15/2022Thrivent Financial for Lutherans10,873$0.16M0.0%-52.5%0.010%Search for SEC Filing on Google Icon
11/15/2022FCA Corp TX194,364$2.83M1.2%+1.7%0.175%Search for SEC Filing on Google Icon
11/15/2022Carolinas Wealth Consulting LLC9,860$0.14M0.0%+137.0%0.009%Search for SEC Filing on Google Icon
11/15/2022Clough Capital Partners L P204,500$2.98M0.3%N/A0.184%Search for SEC Filing on Google Icon
11/15/2022Commonwealth Equity Services LLC268,752$3.92M0.0%+76.8%0.242%Search for SEC Filing on Google Icon
11/15/20221607 Capital Partners LLC2,506,340$36.52M2.8%+1.7%2.258%Search for SEC Filing on Google Icon
11/14/2022Royal Bank of Canada354,916$5.17M0.0%-19.8%0.320%Search for SEC Filing on Google Icon
11/14/2022Guggenheim Capital LLC32,409$0.47M0.0%-27.9%0.029%Search for SEC Filing on Google Icon
11/14/2022Thomas J. Herzfeld Advisors Inc.2,106$31K0.0%-98.6%0.002%Search for SEC Filing on Google Icon
11/10/2022City of London Investment Management Co. Ltd.254,183$3.70M0.3%+22.0%0.229%Search for SEC Filing on Google Icon
11/10/2022Cornerstone Advisors LLC886,646$12.92M0.6%-10.7%0.799%Search for SEC Filing on Google Icon
11/10/2022Wolverine Asset Management LLC156,068$2.27M0.0%+430.9%0.141%Search for SEC Filing on Google Icon
11/10/2022UBS Group AG52,130$0.76M0.0%+4.6%0.047%Search for SEC Filing on Google Icon
11/9/2022Shaker Financial Services LLC461,177$6.72M3.3%+7.1%0.416%Search for SEC Filing on Google Icon
11/9/2022Blue Bell Private Wealth Management LLC1,129,541$16.46M5.9%+1.2%1.018%Search for SEC Filing on Google Icon
11/8/20229258 Wealth Management LLC61,987$0.90M0.2%-5.3%0.056%Search for SEC Filing on Google Icon
11/8/2022Confluence Wealth Services Inc.23,318$0.34M0.1%-33.1%0.021%Search for SEC Filing on Google Icon
11/7/2022Roberts Glore & Co. Inc. IL58,706$0.86M0.3%-3.1%0.053%Search for SEC Filing on Google Icon
11/7/2022D.A. Davidson & CO.138,699$2.02M0.0%+2.2%0.125%Search for SEC Filing on Google Icon
11/4/2022Eudaimonia Partners LLC10,000$0.15M0.0%N/A0.009%Search for SEC Filing on Google Icon
11/3/2022Creative Planning14,323$0.21M0.0%-20.8%0.013%Search for SEC Filing on Google Icon
11/2/2022Landscape Capital Management L.L.C.46,467$0.68M0.1%+90.6%0.042%Search for SEC Filing on Google Icon
11/2/2022Rockefeller Capital Management L.P.2,000$29K0.0%-32.1%0.002%Search for SEC Filing on Google Icon
11/2/2022Dubuque Bank & Trust Co.633,587$9.23M1.3%-3.5%0.571%Search for SEC Filing on Google Icon
11/2/2022Waterfront Wealth Inc.320,224$4.98M1.9%+5.0%0.289%Search for SEC Filing on Google Icon
11/1/2022Kestra Advisory Services LLC226,095$3.29M0.0%+1.8%0.204%Search for SEC Filing on Google Icon
11/1/2022Park Avenue Securities LLC20,675$0.30M0.0%+13.3%0.019%Search for SEC Filing on Google Icon
10/31/2022Merit Financial Group LLC47,225$0.69M0.0%-2.4%0.043%Search for SEC Filing on Google Icon
10/31/2022International Assets Investment Management LLC16,051$0.23M0.0%+6.6%0.014%Search for SEC Filing on Google Icon
10/28/2022Benjamin F. Edwards & Company Inc.3,505$51K0.0%N/A0.003%Search for SEC Filing on Google Icon
10/27/2022US Bancorp DE11,933$0.17M0.0%+487.0%0.011%Search for SEC Filing on Google Icon
10/26/2022Allspring Global Investments Holdings LLC807,057$11.76M0.0%+34.3%0.727%Search for SEC Filing on Google Icon
10/26/2022Nelson Van Denburg & Campbell Wealth Management Group LLC158,172$2.30M0.2%+139,875.2%0.143%Search for SEC Filing on Google Icon
10/25/2022Janney Montgomery Scott LLC30,277$0.44M0.0%N/A0.027%Search for SEC Filing on Google Icon
10/25/2022Fifth Third Bancorp79,180$1.15M0.0%-3.4%0.071%Search for SEC Filing on Google Icon
10/25/2022Hightower 6M Holding LLC84,320$1.23M0.1%N/A0.076%Search for SEC Filing on Google Icon
10/25/2022Raymond James & Associates256,727$3.74M0.0%+0.6%0.231%Search for SEC Filing on Google Icon
10/25/2022Raymond James Financial Services Advisors Inc.537,210$7.83M0.0%-3.4%0.484%Search for SEC Filing on Google Icon
10/24/2022RB Capital Management LLC161,563$2.38M0.9%-1.7%0.146%Search for SEC Filing on Google Icon
10/18/2022Uncommon Cents Investing LLC189,098$2.76M1.2%-0.5%0.170%Search for SEC Filing on Google Icon
10/17/2022Sage Capital Advisors llc21,659$0.32M0.2%N/A0.020%Search for SEC Filing on Google Icon
10/14/2022Private Advisor Group LLC19,455$0.28M0.0%-6.2%0.018%Search for SEC Filing on Google Icon
10/7/2022Stolper Co126,972$1.85M0.9%+2.9%0.114%Search for SEC Filing on Google Icon
10/5/2022Capital Investment Advisors LLC61,774$0.90M0.0%-7.8%0.056%Search for SEC Filing on Google Icon
10/4/2022Csenge Advisory Group14,232$0.21M0.0%N/A0.013%Search for SEC Filing on Google Icon
8/23/2022Captrust Financial Advisors21,080$0.32M0.0%N/A0.019%Search for SEC Filing on Google Icon
8/19/2022Walleye Capital LLC12,466$0.19M0.0%-64.0%0.011%Search for SEC Filing on Google Icon
8/17/2022International Assets Investment Management LLC15,051$0.23M0.0%N/A0.014%Search for SEC Filing on Google Icon
8/16/2022Captrust Financial Advisors21,080$0.32M0.0%N/A0.019%Search for SEC Filing on Google Icon
8/16/2022Thrivent Financial for Lutherans22,873$0.35M0.0%-45.9%0.021%Search for SEC Filing on Google Icon
8/16/2022Collaborative Wealth Managment Inc.18,065$0.28M0.2%N/A0.016%Search for SEC Filing on Google Icon
8/15/2022Confluence Wealth Services Inc.34,874$0.59M0.3%-1.6%0.031%Search for SEC Filing on Google Icon
8/15/2022Atria Wealth Solutions Inc.21,936$0.34M0.0%-45.8%0.020%Search for SEC Filing on Google Icon
8/15/2022Bulldog Investors LLP364,137$5.59M1.5%+2.6%0.328%Search for SEC Filing on Google Icon
8/13/2022Ronald Blue Trust Inc.19,468$0.36M0.0%N/A0.018%Search for SEC Filing on Google Icon
8/13/2022Wells Fargo & Company MN251,822$3.86M0.0%+1.7%0.227%Search for SEC Filing on Google Icon
8/12/2022LPL Financial LLC117,700$1.81M0.0%+9.6%0.106%Search for SEC Filing on Google Icon
8/12/2022Roberts Glore & Co. Inc. IL60,589$0.93M0.3%+13.4%0.055%Search for SEC Filing on Google Icon
8/11/2022Cetera Advisor Networks LLC120,347$1.85M0.0%+158.8%0.108%Search for SEC Filing on Google Icon
8/11/2022NFC Investments LLC59,500$0.91M0.2%-25.6%0.054%Search for SEC Filing on Google Icon
8/11/2022UBS Group AG49,823$0.76M0.0%-18.8%0.045%Search for SEC Filing on Google Icon
8/11/2022Bank of Montreal Can36,503$0.68M0.0%-45.3%0.033%Search for SEC Filing on Google Icon
8/10/2022Thomas J. Herzfeld Advisors Inc.150,426$2.31M1.0%-9.1%0.136%Search for SEC Filing on Google Icon
8/9/2022SeaCrest Wealth Management LLC1,947$30K0.0%N/A0.002%Search for SEC Filing on Google Icon
8/9/2022Lazard Asset Management LLC3,684,767$56.52M0.1%+1.5%3.320%Search for SEC Filing on Google Icon
8/8/2022Advisors Asset Management Inc.154,687$2.37M0.0%+16.7%0.139%Search for SEC Filing on Google Icon
8/8/2022Walleye Capital LLC12,466$0.19M0.0%-64.0%0.011%Search for SEC Filing on Google Icon
8/8/2022Integrated Wealth Concepts LLC267,099$4.10M0.1%+607.9%0.241%Search for SEC Filing on Google Icon
8/5/2022Landscape Capital Management L.L.C.24,381$0.37M0.1%-16.8%0.022%Search for SEC Filing on Google Icon
8/4/2022Steward Partners Investment Advisory LLC6,033$93K0.0%-62.1%0.005%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Adams Diversified Equity Fund logo
The Adams Express Company (the Fund) is a diversified investment company. The Company is an internally-managed closed-end fund whose investment objectives are preservation of capital, the attainment of reasonable income from investments, and an opportunity for capital appreciation. In order to conduct the Company's business, the Company, through its transfer agent, American Stock Transfer & Trust Company, collects and maintains certain non-public personal information about its stockholders of record with respect to their transactions in shares of its securities. The Company's investments include common stocks and short-term investments.
Read More on Adams Diversified Equity Fund

Today's Range

Now: $15.65
Low: $15.63
High: $15.76

50 Day Range

MA: $14.99
Low: $14.34
High: $16.05

52 Week Range

Now: $15.65
Low: $14.20
High: $18.84

Volume

159,357 shs

Average Volume

343,945 shs

Market Capitalization

N/A

P/E Ratio

N/A

Dividend Yield

6.76%

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. Janis F Kerns (VP)
  3. Lauriann C Kloppenburg (Director)
  4. Mary Chris Jammet (Director)
  5. Mark E Stoeckle (CEO)
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 — 1.28%
  2. Blue Bell Private Wealth Management LLC — 0.00%
  3. Dubuque Bank & Trust Co. — 0.00%
  4. Shaker Financial Services LLC — 0.00%
  5. Waterfront Wealth Inc. — 0.00%
  6. Wolverine Asset Management LLC — 0.00%
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. Dubuque Bank & Trust Co.
  2. Shaker Financial Services LLC
  3. Kestra Advisory Services LLC
  4. Stolper Co
  5. Fifth Third Bancorp
  6. Raymond James Trust N.A.
  7. 9258 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. Allspring Global Investments Holdings LLC
  2. Blue Bell Private Wealth Management LLC
  3. Koshinski Asset Management Inc.
  4. Massmutual Trust Co. FSB ADV
  5. Wolverine Asset Management LLC
  6. International Assets Investment Management LLC
  7. Bank of Montreal Can
  8. Waterfront Wealth Inc.
In the previous year, these company insiders have bought Adams Diversified Equity Fund stock:
  1. Frederic A Escherich (Director)
  2. Janis F Kerns (VP)
  3. Lauriann C Kloppenburg (Director)
  4. Mary Chris Jammet (Director)
  5. Mark E Stoeckle (CEO)
Learn More investors buying Adams Diversified Equity Fund stock.
The #1 Energy Stock to Buy
The next major energy revolution is unfolding right now. And it could hand early investors as much as 46,700% gains…
Get the Name & Ticker Here