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ADX Insider Trading

Insider Ownership Percentage: 0.11%
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: $19.24
Price Change: Price Increase of +0.15 (0.79%)
As of 03/1/2024 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
This is the #1 Stock to Buy for the AI Tidal Wave
Marc Chaikin warned people about NVDA before its 2023 bull run - now he’s naming his next pick or the AI tidal wave. Learn more here.
Learn more here.

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  
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This is the #1 Stock to Buy for the AI Tidal Wave
Marc Chaikin warned people about NVDA before its 2023 bull run - now he’s naming his next pick or the AI tidal wave. Learn more here.
Learn more here.

SEC Filings (Institutional Ownership Changes) for Adams Diversified Equity Fund (NYSE:ADX)

20.83% 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
2/29/2024Scarborough Advisors LLC2,810$50K0.0%N/A0.002%Search for SEC Filing on Google Icon
2/27/2024ARQ Wealth Advisors LLC60,059$1.06M0.6%+15.1%0.048%Search for SEC Filing on Google Icon
2/15/2024Mercer Global Advisors Inc. ADV29,586$0.52M0.0%+18.1%0.024%Search for SEC Filing on Google Icon
2/15/2024Bulldog Investors LLP29,351$0.52M0.2%-89.4%0.024%Search for SEC Filing on Google Icon
2/14/2024Royal Bank of Canada365,808$6.48M0.0%+5.4%0.295%Search for SEC Filing on Google Icon
2/14/2024Pathstone Holdings LLC560,142$9.92M0.1%N/A0.452%Search for SEC Filing on Google Icon
2/14/2024Kestra Advisory Services LLC181,643$3.22M0.0%-3.5%0.146%Search for SEC Filing on Google Icon
2/13/2024Envestnet Asset Management Inc.23,779$0.42M0.0%N/A0.019%Search for SEC Filing on Google Icon
2/13/2024Karpus Management Inc.155,000$2.75M0.1%N/A0.125%Search for SEC Filing on Google Icon
2/13/2024Quantedge Capital Pte Ltd90,720$1.61M0.8%-26.6%0.073%Search for SEC Filing on Google Icon
2/13/2024Cetera Advisor Networks LLC112,338$1.99M0.0%-1.2%0.091%Search for SEC Filing on Google Icon
2/13/2024Oppenheimer & Co. Inc.22,084$0.39M0.0%+63.1%0.018%Search for SEC Filing on Google Icon
2/13/2024Prevail Innovative Wealth Advisors LLC312,038$5.53M2.6%-5.6%0.252%Search for SEC Filing on Google Icon
2/13/20241607 Capital Partners LLC1,998,821$35.40M2.5%-5.2%1.612%Search for SEC Filing on Google Icon
2/12/2024Global Endowment Management LP67,979$1.20M0.1%+6.8%0.055%Search for SEC Filing on Google Icon
2/12/2024Stifel Financial Corp210,982$3.74M0.0%-1.3%0.170%Search for SEC Filing on Google Icon
2/9/2024City of London Investment Management Co. Ltd.157,686$2.79M0.2%-5.0%0.127%Search for SEC Filing on Google Icon
2/9/2024Corient Private Wealth LLC24,241$0.43M0.0%+4.3%0.020%Search for SEC Filing on Google Icon
2/9/2024D.A. Davidson & CO.139,217$2.47M0.0%+0.6%0.112%Search for SEC Filing on Google Icon
2/9/2024Cornerstone Advisors LLC1,127,545$19.97M0.9%-16.9%0.909%Search for SEC Filing on Google Icon
2/8/2024Texas Capital Bank Wealth Management Services Inc13,430$0.24M0.0%+6.8%0.011%Search for SEC Filing on Google Icon
2/8/2024FCA Corp TX225,210$3.99M1.4%+2.4%0.182%Search for SEC Filing on Google Icon
2/8/2024MinichMacGregor Wealth Management LLC133,716$2.37M0.7%+0.6%0.108%Search for SEC Filing on Google Icon
2/8/2024Janney Montgomery Scott LLC38,939$0.69M0.0%+8.9%0.031%Search for SEC Filing on Google Icon
2/7/2024Ieq Capital LLC10,753$0.19M0.0%-63.0%0.009%Search for SEC Filing on Google Icon
2/7/2024Shaker Financial Services LLC20,805$0.37M0.2%-26.3%0.017%Search for SEC Filing on Google Icon
2/7/2024Principal Securities Inc.15,723$0.28M0.0%N/A0.013%Search for SEC Filing on Google Icon
2/6/2024Private Advisor Group LLC29,287$0.52M0.0%-17.5%0.024%Search for SEC Filing on Google Icon
2/6/2024Merit Financial Group LLC42,340$0.75M0.0%+5.3%0.035%Search for SEC Filing on Google Icon
2/6/20249258 Wealth Management LLC58,562$1.04M0.2%+5.0%0.047%Search for SEC Filing on Google Icon
2/6/2024Benjamin F. Edwards & Company Inc.3,741$66K0.0%-17.0%0.003%Search for SEC Filing on Google Icon
2/6/2024RB Capital Management LLC182,650$3.24M0.9%+3.3%0.151%Search for SEC Filing on Google Icon
2/5/2024Savant Capital LLC25,250$0.45M0.0%+3.8%0.021%Search for SEC Filing on Google Icon
2/2/2024Atria Wealth Solutions Inc.36,316$0.64M0.0%+1.7%0.030%Search for SEC Filing on Google Icon
1/31/2024HTLF Bank367,953$6.52M0.8%N/A0.305%Search for SEC Filing on Google Icon
1/31/2024Waterfront Wealth Inc.399,216$7.07M2.1%+0.5%0.330%Search for SEC Filing on Google Icon
1/30/2024Avior Wealth Management LLC21,820$0.39M0.0%-27.2%0.018%Search for SEC Filing on Google Icon
1/29/2024Koshinski Asset Management Inc.72,713$1.29M0.2%+40.6%0.060%Search for SEC Filing on Google Icon
1/26/2024Priebe Wealth Holdings LLC357,054$6.32M5.2%N/A0.296%Search for SEC Filing on Google Icon
1/26/2024Turtle Creek Wealth Advisors LLC6,337$0.11M0.0%N/A0.005%Search for SEC Filing on Google Icon
1/25/2024Allspring Global Investments Holdings LLC1,700,212$30.11M0.0%+22.1%1.407%Search for SEC Filing on Google Icon
1/25/2024International Assets Investment Management LLC44,028$0.78M0.0%+11.8%0.036%Search for SEC Filing on Google Icon
1/25/2024Pinion Investment Advisors LLC16,281$0.29M0.2%+6.8%0.013%Search for SEC Filing on Google Icon
1/25/2024Blue Bell Private Wealth Management LLC1,190,252$21.08M5.0%-0.6%0.985%Search for SEC Filing on Google Icon
1/24/2024International Assets Investment Management LLC779,738$13.81M0.0%+1,879.7%0.645%Search for SEC Filing on Google Icon
1/22/2024Bensler LLC474,981$8.41M1.4%+39.0%0.393%Search for SEC Filing on Google Icon
1/19/2024Fifth Third Bancorp63,314$1.12M0.0%+7.1%0.052%Search for SEC Filing on Google Icon
1/19/2024Occidental Asset Management LLC10,569$0.19M0.0%N/A0.009%Search for SEC Filing on Google Icon
1/18/2024McGlone Suttner Wealth Management Inc.4,723$84K0.0%N/A0.004%Search for SEC Filing on Google Icon
1/18/2024Uncommon Cents Investing LLC195,997$3.47M1.1%-1.0%0.162%Search for SEC Filing on Google Icon
1/16/2024Raymond James Financial Services Advisors Inc.408,457$7.23M0.0%-18.3%0.338%Search for SEC Filing on Google Icon
1/16/2024Raymond James & Associates340,724$6.03M0.0%+2.8%0.282%Search for SEC Filing on Google Icon
1/12/2024Stolper Co95,240$1.69M0.7%+3.0%0.079%Search for SEC Filing on Google Icon
1/10/2024Creative Financial Designs Inc. ADV3,107$55K0.0%+517.7%0.003%Search for SEC Filing on Google Icon
1/10/2024Quad Cities Investment Group LLC23,491$0.41M0.3%+6.8%0.019%Search for SEC Filing on Google Icon
1/9/2024Sage Capital Advisors llc22,822$0.40M0.1%-10.1%0.019%Search for SEC Filing on Google Icon
1/8/2024Capital Market Strategies LLC23,415$0.42M0.4%+8.1%0.019%Search for SEC Filing on Google Icon
11/30/2023ARQ Wealth Advisors LLC52,171$0.87M0.6%N/A0.043%Search for SEC Filing on Google Icon
11/21/2023Comerica Bank4,649$77K0.0%N/A0.004%Search for SEC Filing on Google Icon
11/16/2023Morgan Stanley3,267,191$54.37M0.0%-13.2%2.704%Search for SEC Filing on Google Icon
11/15/2023Integrated Wealth Concepts LLC260,000$4.33M0.1%-3.7%0.215%Search for SEC Filing on Google Icon
11/15/2023Mercer Global Advisors Inc. ADV25,048$0.42M0.0%-7.3%0.021%Search for SEC Filing on Google Icon
11/15/2023Royal Bank of Canada347,002$5.77M0.0%-2.6%0.287%Search for SEC Filing on Google Icon
11/15/20231607 Capital Partners LLC2,109,282$35.10M2.6%-10.1%1.746%Search for SEC Filing on Google Icon
11/15/2023Ameriprise Financial Inc.31,310$0.52M0.0%-6.8%0.026%Search for SEC Filing on Google Icon
11/15/2023Advisors Asset Management Inc.195,526$3.25M0.1%-4.2%0.162%Search for SEC Filing on Google Icon
11/14/2023Lazard Asset Management LLC4,122,687$68.60M0.1%+11.9%3.413%Search for SEC Filing on Google Icon
11/14/2023AQR Arbitrage LLC66,415$1.11M0.0%-57.5%0.055%Search for SEC Filing on Google Icon
11/14/2023Saba Capital Management L.P.6,768,620$112.63M2.7%+53.9%5.603%Search for SEC Filing on Google Icon
11/14/2023Ancora Advisors LLC100,596$1.67M0.0%-12.0%0.083%Search for SEC Filing on Google Icon
11/14/2023Qube Research & Technologies Ltd90,834$1.51M0.0%+63.1%0.075%Search for SEC Filing on Google Icon
11/13/2023Stifel Financial Corp213,674$3.56M0.0%+22.7%0.177%Search for SEC Filing on Google Icon
11/13/2023Mariner LLC39,506$0.66M0.0%-11.4%0.033%Search for SEC Filing on Google Icon
11/13/2023LPL Financial LLC104,827$1.74M0.0%+3.3%0.087%Search for SEC Filing on Google Icon
11/13/2023Quantedge Capital Pte Ltd123,620$2.06M1.1%-43.9%0.102%Search for SEC Filing on Google Icon
11/13/2023Kestra Advisory Services LLC188,245$3.13M0.0%-1.9%0.156%Search for SEC Filing on Google Icon
11/13/2023FCA Corp TX219,997$3.66M1.2%+3.3%0.182%Search for SEC Filing on Google Icon
11/9/2023City of London Investment Management Co. Ltd.166,051$2.76M0.2%-29.6%0.137%Search for SEC Filing on Google Icon
11/9/2023Cornerstone Advisors LLC1,356,769$22.58M1.1%-1.6%1.123%Search for SEC Filing on Google Icon
11/9/2023UBS Group AG49,161$0.82M0.0%-8.8%0.041%Search for SEC Filing on Google Icon
11/8/2023HighTower Advisors LLC26,553$0.44M0.0%-10.6%0.022%Search for SEC Filing on Google Icon
11/8/2023Pathstone Family Office LLC16,158$0.27M0.0%N/A0.013%Search for SEC Filing on Google Icon
11/8/20239258 Wealth Management LLC55,763$0.93M0.2%-4.5%0.046%Search for SEC Filing on Google Icon
11/8/2023Janney Montgomery Scott LLC35,755$0.60M0.0%+3.0%0.030%Search for SEC Filing on Google Icon
11/8/2023Landscape Capital Management L.L.C.19,727$0.33M0.0%-47.1%0.016%Search for SEC Filing on Google Icon
11/8/2023SMH Capital Advisors Inc.14,262$0.24M0.6%-24.0%0.012%Search for SEC Filing on Google Icon
11/8/2023Oppenheimer & Co. Inc.13,538$0.23M0.0%+19.9%0.011%Search for SEC Filing on Google Icon
11/7/2023Financial Counselors Inc.46,015$0.77M0.0%-2.6%0.038%Search for SEC Filing on Google Icon
11/7/2023Atlas Wealth LLC1,373,433$22.85M4.3%+0.9%1.137%Search for SEC Filing on Google Icon
11/6/2023Ieq Capital LLC29,064$0.48M0.0%+14.6%0.024%Search for SEC Filing on Google Icon
11/3/2023MGO One Seven LLC10,865$0.18M0.0%-12.4%0.009%Search for SEC Filing on Google Icon
11/3/2023Private Advisor Group LLC35,511$0.59M0.0%+24.7%0.029%Search for SEC Filing on Google Icon
11/2/2023Shaker Financial Services LLC28,246$0.47M0.2%-82.9%0.023%Search for SEC Filing on Google Icon
10/30/2023Blue Bell Private Wealth Management LLC1,196,879$19.92M5.4%-1.1%0.991%Search for SEC Filing on Google Icon
10/27/2023Hennion & Walsh Asset Management Inc.39,297$0.65M0.0%+125.2%0.033%Search for SEC Filing on Google Icon
10/27/2023Allspring Global Investments Holdings LLC1,392,456$23.17M0.0%-2.6%1.153%Search for SEC Filing on Google Icon
10/27/2023Dubuque Bank & Trust Co383,908$6.39M0.9%-15.2%0.318%Search for SEC Filing on Google Icon
10/26/2023Park Avenue Securities LLC18,793$0.31M0.0%-18.2%0.016%Search for SEC Filing on Google Icon
10/26/2023Advisor Partners II LLC198,155$3.30M0.1%N/A0.164%Search for SEC Filing on Google Icon
10/25/2023Bensler LLC341,751$5.69M1.1%+1.2%0.283%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: $19.24
Low: $19.12
High: $19.28

50 Day Range

MA: $18.19
Low: $17.19
High: $19.24

52 Week Range

Now: $19.24
Low: $14.63
High: $19.28

Volume

169,346 shs

Average Volume

172,123 shs

Market Capitalization

$2.39 billion

P/E Ratio

N/A

Dividend Yield

6.76%

Beta

1.01

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)
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. 1607 Capital Partners LLC — 1.61%
  2. Allspring Global Investments Holdings LLC — 1.41%
  3. Blue Bell Private Wealth Management LLC — 0.99%
  4. Cornerstone Advisors LLC — 0.91%
  5. International Assets Investment Management LLC — 0.65%
  6. Pathstone Holdings LLC — 0.45%
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. Bulldog Investors LLP
  2. Cornerstone Advisors LLC
  3. 1607 Capital Partners LLC
  4. Raymond James Financial Services Advisors Inc.
  5. Quantedge Capital Pte Ltd
  6. Prevail Innovative Wealth Advisors LLC
  7. Ieq Capital LLC
  8. City of London Investment Management Co. Ltd.

Which major investors are buying Adams Diversified Equity Fund stock?

In the previous quarter, ADX stock was purchased by institutional investors including:
  1. International Assets Investment Management LLC
  2. Pathstone Holdings LLC
  3. HTLF Bank
  4. Priebe Wealth Holdings LLC
  5. Allspring Global Investments Holdings LLC
  6. Karpus Management Inc.
  7. Bensler LLC
  8. Envestnet Asset Management Inc.
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.
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