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ADX Insider Trading (Adams Diversified Equity Fund)

Insider Ownership Percentage: 0.19%
Insider Buying (Last 12 Months): $141,585.60
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: $15.52
Price Change: Price Increase of +0.18 (1.17%)
As of 07/1/2022 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
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Adams Diversified Equity Fund Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
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  
10/16/2019Tchacos IanInsiderIssued113,636$0.01$1,250.00
8/1/2019Kenneth James DaleDirectorBuy1,576$15.84$24,963.8415,810View SEC Filing Icon  
See Full Table
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SEC Filings (Institutional Ownership Changes) for Adams Diversified Equity Fund (NYSE:ADX)

15.80% 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
6/7/2022Bank of America Corp DE532,452$9.82M0.0%+13.5%0.480%Search for SEC Filing on Google Icon
5/27/2022Walleye Capital LLC34,642$0.64M0.0%-37.5%0.031%Search for SEC Filing on Google Icon
5/23/2022Advisory Services Network LLC43,073$0.79M0.0%-54.6%0.039%Search for SEC Filing on Google Icon
5/17/2022Walleye Capital LLC34,642$0.64M0.0%-37.5%0.031%Search for SEC Filing on Google Icon
5/17/2022Advisors Asset Management Inc.132,518$2.44M0.0%-8.5%0.119%Search for SEC Filing on Google Icon
5/17/2022Royal Bank of Canada468,692$8.64M0.0%-1.9%0.422%Search for SEC Filing on Google Icon
5/17/2022Guggenheim Capital LLC31,047$0.57M0.0%+7.8%0.028%Search for SEC Filing on Google Icon
5/17/20221607 Capital Partners LLC2,142,497$39.51M2.3%+1.9%1.930%Search for SEC Filing on Google Icon
5/16/2022United Capital Financial Advisers LLC12,280$0.23M0.0%-28.6%0.011%Search for SEC Filing on Google Icon
5/16/2022Atria Wealth Solutions Inc.40,450$0.75M0.0%N/A0.036%Search for SEC Filing on Google Icon
5/16/2022UBS Group AG61,358$1.13M0.0%-3.5%0.055%Search for SEC Filing on Google Icon
5/13/2022FCA Corp TX185,425$3.42M1.2%+0.8%0.167%Search for SEC Filing on Google Icon
5/13/2022Ancora Advisors LLC114,379$2.09M0.1%+22.4%0.103%Search for SEC Filing on Google Icon
5/13/2022Lazard Asset Management LLC3,630,867$66.95M0.1%+1.4%3.271%Search for SEC Filing on Google Icon
5/13/2022Quantedge Capital Pte Ltd292,007$5.39M1.6%-3.7%0.263%Search for SEC Filing on Google Icon
5/13/2022NewEdge Advisors LLC16,635$0.31M0.0%+31.7%0.015%Search for SEC Filing on Google Icon
5/12/2022Raymond James Trust N.A.32,049$0.59M0.0%-14.7%0.029%Search for SEC Filing on Google Icon
5/12/2022Integrated Wealth Concepts LLC37,729$0.70M0.0%+3.6%0.034%Search for SEC Filing on Google Icon
5/12/2022D.A. Davidson & CO.132,706$2.45M0.0%+6.3%0.120%Search for SEC Filing on Google Icon
5/12/2022Bank of Montreal Can66,766$1.47M0.0%-1.3%0.060%Search for SEC Filing on Google Icon
5/12/2022PNC Financial Services Group Inc.26,282$0.49M0.0%+3.5%0.024%Search for SEC Filing on Google Icon
5/12/2022Private Advisor Group LLC10,844$0.20M0.0%-78.1%0.010%Search for SEC Filing on Google Icon
5/12/2022Cetera Advisor Networks LLC46,497$0.86M0.0%+9.7%0.042%Search for SEC Filing on Google Icon
5/12/2022HighTower Advisors LLC62,594$1.15M0.0%+19.2%0.056%Search for SEC Filing on Google Icon
5/12/2022Cornerstone Advisors LLC851,046$15.69M0.9%-32.5%0.767%Search for SEC Filing on Google Icon
5/11/2022Landscape Capital Management L.L.C.29,289$0.54M0.1%-72.7%0.026%Search for SEC Filing on Google Icon
5/11/2022Raymond James Financial Services Advisors Inc.595,963$10.99M0.0%-11.9%0.537%Search for SEC Filing on Google Icon
5/11/2022Raymond James & Associates779,219$14.37M0.0%-2.2%0.702%Search for SEC Filing on Google Icon
5/10/2022RB Capital Management LLC166,244$3.07M1.0%-1.2%0.150%Search for SEC Filing on Google Icon
5/10/2022Hightower 6M Holding LLC144,693$2.67M0.2%N/A0.130%Search for SEC Filing on Google Icon
5/10/2022Mercer Global Advisors Inc. ADV30,199$0.56M0.0%+98.8%0.027%Search for SEC Filing on Google Icon
5/9/2022Northwestern Mutual Wealth Management Co.28,484$0.53M0.0%-5.0%0.026%Search for SEC Filing on Google Icon
5/9/2022Csenge Advisory Group15,091$0.28M0.0%N/A0.014%Search for SEC Filing on Google Icon
5/6/2022Shaker Financial Services LLC280,499$5.17M1.9%+38.0%0.253%Search for SEC Filing on Google Icon
5/6/2022Quad Cities Investment Group LLC21,934$0.40M0.3%-12.0%0.020%Search for SEC Filing on Google Icon
5/4/2022Advisor Group Holdings Inc.129,075$2.38M0.0%+4.4%0.116%Search for SEC Filing on Google Icon
5/4/2022Wolverine Asset Management LLC38,377$0.71M0.0%-79.8%0.035%Search for SEC Filing on Google Icon
5/4/2022Commonwealth Equity Services LLC136,527$2.52M0.0%+3.6%0.123%Search for SEC Filing on Google Icon
5/4/2022SMH Capital Advisors Inc.16,908$0.31M0.5%+5.8%0.015%Search for SEC Filing on Google Icon
5/3/2022Dubuque Bank & Trust Co.634,220$11.70M1.3%-1.7%0.571%Search for SEC Filing on Google Icon
5/2/2022Choreo LLC11,877$0.22M0.0%-48.4%0.011%Search for SEC Filing on Google Icon
5/2/2022Roberts Glore & Co. Inc. IL53,439$0.99M0.3%+18.7%0.048%Search for SEC Filing on Google Icon
4/26/2022Kestra Advisory Services LLC201,823$3.72M0.0%+0.5%0.182%Search for SEC Filing on Google Icon
4/26/2022Hennion & Walsh Asset Management Inc.32,508$0.60M0.0%-4.9%0.029%Search for SEC Filing on Google Icon
4/26/2022Segantii Capital Management Ltd11,502$0.21M0.0%-80.5%0.010%Search for SEC Filing on Google Icon
4/21/2022Blue Bell Private Wealth Management LLC1,074,599$19.82M5.6%+0.7%0.968%Search for SEC Filing on Google Icon
4/20/2022Uncommon Cents Investing LLC187,326$3.45M1.3%+2.2%0.169%Search for SEC Filing on Google Icon
4/19/2022Ellevest Inc.2,354$43K0.0%N/A0.002%Search for SEC Filing on Google Icon
4/19/2022Fifth Third Bancorp83,059$1.53M0.0%-15.8%0.075%Search for SEC Filing on Google Icon
4/18/2022Capital Market Strategies LLC23,915$0.44M0.4%+22.1%0.022%Search for SEC Filing on Google Icon
4/18/2022Spire Wealth Management8,330$0.15M0.0%-6.9%0.008%Search for SEC Filing on Google Icon
4/15/2022Peoples Financial Services CORP.2,732$50K0.0%N/A0.002%Search for SEC Filing on Google Icon
4/14/2022Stolper Co123,188$2.27M0.9%+5.4%0.111%Search for SEC Filing on Google Icon
4/11/2022RB Capital Management LLC166,083$3.06M1.1%-1.3%0.150%Search for SEC Filing on Google Icon
3/10/2022Comprehensive Financial Consultants Institutional Inc.4,998$89K0.1%N/A0.005%Search for SEC Filing on Google Icon
3/3/2022Walleye Capital LLC55,434$1.08M0.0%+22.6%0.050%Search for SEC Filing on Google Icon
2/15/2022KC Investment Advisors LLC14,131$0.27M0.2%+14.8%0.013%Search for SEC Filing on Google Icon
2/14/2022Waterfront Wealth Inc.274,544$5.33M2.1%+2.9%0.247%Search for SEC Filing on Google Icon
2/14/2022Carolinas Wealth Consulting LLC3,668$71K0.0%N/A0.003%Search for SEC Filing on Google Icon
2/14/2022FCA Corp TX184,033$3.57M1.2%+4.5%0.166%Search for SEC Filing on Google Icon
2/14/2022CSS LLC IL35,966$0.70M0.0%N/A0.032%Search for SEC Filing on Google Icon
2/14/2022Clearstead Advisors LLC2,734$53K0.0%N/A0.002%Search for SEC Filing on Google Icon
2/14/2022Rockefeller Capital Management L.P.2,422$47K0.0%-26.5%0.002%Search for SEC Filing on Google Icon
2/14/2022RB Capital Management LLC168,297$3.27M1.0%+13.8%0.152%Search for SEC Filing on Google Icon
2/14/2022Sprott Inc.10,390$0.20M0.0%N/A0.009%Search for SEC Filing on Google Icon
2/14/2022Bulldog Investors LLP114,900$2.23M0.6%-45.1%0.104%Search for SEC Filing on Google Icon
2/11/2022Quantedge Capital Pte Ltd303,207$5.89M2.5%-6.4%0.273%Search for SEC Filing on Google Icon
2/11/2022Bank of Montreal Can67,645$1.53M0.0%+2.6%0.061%Search for SEC Filing on Google Icon
2/10/2022Private Advisor Group LLC49,493$0.96M0.0%-42.9%0.045%Search for SEC Filing on Google Icon
2/10/2022Qube Research & Technologies Ltd17,922$0.35M0.0%N/A0.016%Search for SEC Filing on Google Icon
2/10/2022Confluence Wealth Services Inc.35,053$0.68M0.2%N/A0.032%Search for SEC Filing on Google Icon
2/9/2022Wolverine Asset Management LLC190,061$3.69M0.0%-30.6%0.171%Search for SEC Filing on Google Icon
2/9/2022Mariner Investment Group LLC15,000$0.29M0.1%N/A0.014%Search for SEC Filing on Google Icon
2/9/2022Allegheny Financial Group LTD2,677$52K0.0%N/A0.002%Search for SEC Filing on Google Icon
2/9/2022First Republic Investment Management Inc.20,006$0.39M0.0%N/A0.018%Search for SEC Filing on Google Icon
2/8/2022Raymond James Financial Services Advisors Inc.676,408$13.13M0.0%+15.5%0.609%Search for SEC Filing on Google Icon
2/8/2022Steward Partners Investment Advisory LLC15,900$0.31M0.0%+14.8%0.014%Search for SEC Filing on Google Icon
2/8/2022Bank of America Corp DE469,118$9.11M0.0%+11.8%0.423%Search for SEC Filing on Google Icon
2/8/2022Raymond James & Associates796,866$15.47M0.0%+7.3%0.718%Search for SEC Filing on Google Icon
2/8/2022Intercontinental Wealth Advisors LLC18,959$0.37M0.1%+10.5%0.017%Search for SEC Filing on Google Icon
2/7/2022Capital Market Strategies LLC19,584$0.38M0.3%N/A0.018%Search for SEC Filing on Google Icon
2/7/2022Texas Capital Bank Wealth Management Services Inc.29,711$0.58M0.0%+14.4%0.027%Search for SEC Filing on Google Icon
2/7/2022Shaker Financial Services LLC203,246$3.95M1.4%-26.4%0.183%Search for SEC Filing on Google Icon
2/4/2022Mercer Global Advisors Inc. ADV15,194$0.30M0.0%-47.3%0.014%Search for SEC Filing on Google Icon
2/3/2022Advisor Group Holdings Inc.123,581$2.40M0.0%+4.9%0.111%Search for SEC Filing on Google Icon
2/3/2022Steward Financial Group LLC1,350$26K0.0%N/A0.001%Search for SEC Filing on Google Icon
2/3/2022Northwestern Mutual Wealth Management Co.29,978$0.58M0.0%+10.0%0.027%Search for SEC Filing on Google Icon
2/2/2022SMH Capital Advisors Inc.15,979$0.31M0.6%+6.6%0.014%Search for SEC Filing on Google Icon
2/2/2022Quad Cities Investment Group LLC24,932$0.48M0.3%+14.8%0.022%Search for SEC Filing on Google Icon
2/1/2022Fifth Third Bancorp98,610$1.91M0.0%+13.8%0.089%Search for SEC Filing on Google Icon
2/1/20226 Meridian45,267$0.88M0.1%-67.0%0.041%Search for SEC Filing on Google Icon
2/1/2022Landscape Capital Management L.L.C.107,421$2.09M0.3%+33.9%0.097%Search for SEC Filing on Google Icon
2/1/2022Qube Research & Technologies Ltd17,922$0.35M0.0%N/A0.016%Search for SEC Filing on Google Icon
1/31/2022Raymond James Trust N.A.37,568$0.73M0.0%-4.5%0.034%Search for SEC Filing on Google Icon
1/31/2022D.A. Davidson & CO.124,824$2.42M0.0%-2.0%0.112%Search for SEC Filing on Google Icon
1/31/2022Commonwealth Equity Services LLC131,775$2.56M0.0%+4.5%0.119%Search for SEC Filing on Google Icon
1/28/2022Dubuque Bank & Trust Co.644,862$12.52M1.3%+12.0%0.581%Search for SEC Filing on Google Icon
1/28/2022Allspring Global Investments Holdings LLC601,157$11.67M0.0%N/A0.542%Search for SEC Filing on Google Icon
1/26/2022Blue Bell Private Wealth Management LLC1,066,949$20.71M5.4%-4.8%0.961%Search for SEC Filing on Google Icon
1/21/2022Segantii Capital Management Ltd58,839$1.14M0.0%N/A0.053%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. The firm provides its services to investment companies. The firm invests in the public equity markets of the United States. It invests in stocks of large-cap companies across diversified sectors to make its investments. The firm employs a fundamental, technical and quantitative analysis with a bottom-up stock picking approach, while focusing on earnings growth prospects, financial strength, cash flow generation, macro-economics, capital allocation, market competition, profitability. It obtains external research to complement its in-house research to make its investments. The firm benchmarks the performance of its portfolios against the S&P 500 Index. It was formerly known as The Adams Express Company. Adams Diversified Equity Fund, Inc. was founded in 1840 and is based in Baltimore, Maryland.
Read More on Adams Diversified Equity Fund

Today's Range

Now: $15.52
Low: $15.25
High: $15.56

50 Day Range

MA: $16.12
Low: $14.80
High: $17.45

52 Week Range

Now: $15.52
Low: $14.65
High: $22.33

Volume

71,369 shs

Average Volume

212,369 shs

Market Capitalization

$1.72 billion

P/E Ratio

N/A

Dividend Yield

19.43%

Beta

1.03

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. Mark E Stoeckle (CEO)
  5. Mary Chris Jammet (Director)
Learn More about top insider investors at Adams Diversified Equity Fund.
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