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ADX Insider Trading (Adams Diversified Equity Fund)

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 0.19%

Insider Buying (Last 12 Months): $673,223.01

Insider Selling (Last 12 Months): $84,170.80

Adams Diversified Equity Fund Insider Trading History Chart

Adams Diversified Equity Fund Share Price & Price History

^$20.33

▼ -0.17 (-0.83%)

As of 09/17/2021 01:00 AM ET

Days: 30 | 90 | 365

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Adams Diversified Equity Fund Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
6/24/2021	Frederic A Escherich	Director	Buy	20,013	$19.69	$394,055.97	38,824
4/29/2021	Janis F Kerns	VP	Buy	6,856	$19.28	$132,183.68	13,458
4/26/2021	Lauriann C. Kloppenburg	Director	Buy	3,000	$19.16	$57,480.00	10,045
12/24/2020	Frederic A Escherich	Director	Buy	5,228	$17.12	$89,503.36	56,198
9/30/2020	Frederic A Escherich	Director	Sell	5,228	$16.10	$84,170.80	50,970
4/15/2020	Janis F Kerns	Insider	Buy	370	$13.42	$4,965.40	4,780
3/13/2020	Craig R Smith	Director	Buy	8,000	$12.75	$102,000.00	23,667
10/16/2019	Tchacos Ian	Insider	Issued	113,636	$0.01	$1,250.00
8/1/2019	Kenneth James Dale	Director	Buy	1,576	$15.84	$24,963.84	15,810
4/18/2019	Craig R Smith	Director	Buy	17,000	$14.91	$253,470.00	46,469
12/27/2018	Frederic A Escherich	Director	Buy	1,700	$12.15	$20,655.00	45,347
11/1/2018	Frederic A Escherich	Director	Buy	1,000	$15.45	$15,450.00	43,647
10/23/2018	Frederic A Escherich	Director	Buy	1,300	$15.35	$19,955.00	42,647

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

16.59% 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

Adams Diversified Equity Fund Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/17/2021	Virtu Financial LLC	11,107	$0.22M	0.0%	N/A	0.010%
9/3/2021	Parametric Portfolio Associates LLC	2,772,409	$54.81M	0.0%	-2.0%	2.498%
8/26/2021	NFC Investments LLC	135,005	$2.67M	0.7%	+3.8%	0.122%
8/23/2021	Morgan Stanley	1,113,735	$22.02M	0.0%	-5.2%	1.004%
8/19/2021	Thrivent Financial for Lutherans	27,927	$0.55M	0.0%	-65.4%	0.025%
8/17/2021	Wells Fargo & Company MN	797,141	$15.76M	0.0%	+23.7%	0.718%
8/17/2021	Walleye Capital LLC	44,252	$0.88M	0.0%	+12.8%	0.040%
8/17/2021	Walleye Trading LLC	13,434	$0.27M	0.0%	-14.9%	0.012%
8/16/2021	CNH Partners LLC	24,322	$0.48M	0.0%	N/A	0.022%
8/16/2021	Bank of America Corp DE	395,005	$7.81M	0.0%	+67.4%	0.356%
8/16/2021	Royal Bank of Canada	372,226	$7.36M	0.0%	+0.6%	0.335%
8/16/2021	Morgan Stanley	1,113,735	$22.02M	0.0%	-5.2%	1.004%
8/16/2021	Quantedge Capital Pte Ltd	304,142	$6.01M	6.7%	+28.2%	0.274%
8/16/2021	1607 Capital Partners LLC	2,156,136	$42.63M	2.0%	+0.2%	1.943%
8/16/2021	FCA Corp TX	176,188	$3.48M	1.0%	+3.1%	0.159%
8/16/2021	MML Investors Services LLC	40,408	$0.80M	0.0%	-24.3%	0.036%
8/16/2021	RSM US Wealth Management LLC	23,031	$0.46M	0.0%	N/A	0.021%
8/13/2021	Steward Partners Investment Advisory LLC	10,202	$0.20M	0.0%	-47.1%	0.009%
8/13/2021	Ancora Advisors LLC	95,479	$1.89M	0.0%	-16.5%	0.086%
8/13/2021	City of London Investment Management Co. Ltd.	282,068	$5.57M	0.3%	+0.2%	0.254%
8/13/2021	Northern Trust Corp	32,629	$0.65M	0.0%	+5.6%	0.029%
8/13/2021	United Capital Financial Advisers LLC	16,604	$0.33M	0.0%	+12.3%	0.015%
8/13/2021	LPL Financial LLC	69,490	$1.37M	0.0%	+48.3%	0.063%
8/13/2021	Stifel Financial Corp	403,483	$7.98M	0.0%	+6.9%	0.364%
8/13/2021	9258 Wealth Management LLC	60,443	$1.20M	0.3%	-4.2%	0.054%
8/13/2021	Northwestern Mutual Wealth Management Co.	7,751	$0.15M	0.0%	+130.3%	0.007%
8/12/2021	Private Advisor Group LLC	26,361	$0.52M	0.0%	N/A	0.024%
8/12/2021	Penserra Capital Management LLC	352,279	$6.96M	0.1%	+42.2%	0.317%
8/12/2021	Advisory Services Network LLC	92,326	$1.83M	0.1%	-1.3%	0.083%
8/12/2021	Keybank National Association OH	12,600	$0.25M	0.0%	N/A	0.011%
8/12/2021	Bank of Montreal Can	69,712	$1.59M	0.0%	-11.3%	0.063%
8/11/2021	Commonwealth Equity Services LLC	126,994	$2.51M	0.0%	+4.8%	0.114%
8/11/2021	Matisse Capital	601,248	$11.89M	3.8%	-8.0%	0.542%
8/10/2021	Roberts Glore & Co. Inc. IL	39,385	$0.78M	0.2%	+3.0%	0.035%
8/10/2021	Mid Atlantic Financial Management Inc. ADV	10,039	$0.20M	0.0%	N/A	0.009%
8/10/2021	Citigroup Inc.	36,961	$0.73M	0.0%	+1.5%	0.033%
8/10/2021	Rockefeller Capital Management L.P.	9,000	$0.18M	0.0%	-56.2%	0.008%
8/6/2021	HighTower Advisors LLC	51,924	$1.03M	0.0%	-8.0%	0.047%
8/6/2021	Doliver Advisors LP	21,734	$0.43M	0.1%	N/A	0.020%
8/6/2021	RB Capital Management LLC	149,419	$2.95M	1.1%	+3.7%	0.135%
8/6/2021	Fifth Third Bancorp	92,119	$1.82M	0.0%	-1.1%	0.083%
8/5/2021	Blue Bell Private Wealth Management LLC	1,124,545	$22.23M	6.5%	-7.4%	1.013%
8/5/2021	Park Avenue Securities LLC	17,533	$0.35M	0.0%	+4.3%	0.016%
8/4/2021	Waterfront Wealth Inc.	273,863	$5.41M	2.6%	+24.1%	0.247%
8/4/2021	Creative Planning	11,381	$0.23M	0.0%	-31.1%	0.010%
8/4/2021	Shaker Financial Services LLC	349,850	$6.92M	2.6%	+118.5%	0.315%
8/3/2021	Landscape Capital Management L.L.C.	166,658	$3.30M	0.4%	+25.6%	0.150%
8/2/2021	Advisor Group Holdings Inc.	128,055	$2.53M	0.0%	-11.8%	0.115%
8/2/2021	TCI Wealth Advisors Inc.	4,000	$79K	0.0%	N/A	0.004%
7/31/2021	Advisors Asset Management Inc.	221,328	$4.38M	0.1%	-13.6%	0.199%
7/31/2021	Uncommon Cents Investing LLC	182,702	$3.61M	1.4%	+0.6%	0.165%
7/31/2021	NEXT Financial Group Inc	18,669	$0.37M	0.0%	+38.7%	0.017%
7/29/2021	Kovack Advisors Inc.	24,000	$0.47M	0.1%	N/A	0.022%
7/28/2021	OTA Financial Group L.P.	18,084	$0.36M	0.4%	N/A	0.016%
7/20/2021	Raymond James Trust N.A.	39,322	$0.78M	0.0%	+5.5%	0.035%
7/14/2021	6 Meridian	158,227	$3.13M	0.2%	N/A	0.143%
6/5/2021	Advisory Services Network LLC	93,542	$1.71M	0.1%	-13.3%	0.084%
5/18/2021	1607 Capital Partners LLC	2,151,036	$39.28M	1.9%	-0.4%	1.938%
5/18/2021	Morgan Stanley	1,174,782	$21.45M	0.0%	-6.9%	1.059%
5/18/2021	Karpus Management Inc.	444,419	$8.12M	0.2%	-1.4%	0.400%
5/17/2021	Royal Bank of Canada	369,951	$6.76M	0.0%	+2.5%	0.333%
5/17/2021	Walleye Trading LLC	15,777	$0.29M	0.0%	-3.8%	0.014%
5/17/2021	Walleye Capital LLC	39,215	$0.72M	0.0%	+9.1%	0.035%
5/17/2021	Hennion & Walsh Asset Management Inc.	25,860	$0.47M	0.0%	N/A	0.023%
5/17/2021	Quantedge Capital Pte Ltd	237,242	$4.33M	3.4%	+29.8%	0.214%
5/14/2021	Thomas J. Herzfeld Advisors Inc.	180,033	$3.29M	1.5%	-1.8%	0.162%
5/14/2021	MML Investors Services LLC	53,380	$0.98M	0.0%	+6.5%	0.048%
5/14/2021	Mark Stevens	621,304	$11.35M	1.3%	-1.0%	0.560%
5/14/2021	Stifel Financial Corp	377,408	$6.89M	0.0%	-2.9%	0.340%
5/13/2021	Wolverine Asset Management LLC	231,842	$4.23M	0.0%	+111.7%	0.209%
5/13/2021	Cornerstone Advisors LLC	1,180,839	$21.56M	1.9%	+207.7%	1.064%
5/13/2021	Neuberger Berman Group LLC	11,634	$0.21M	0.0%	-6.1%	0.010%
5/13/2021	Penserra Capital Management LLC	247,739	$4.52M	0.1%	N/A	0.223%
5/13/2021	Citigroup Inc.	36,428	$0.67M	0.0%	+18.9%	0.033%
5/13/2021	Sit Investment Associates Inc.	875,579	$15.99M	0.4%	-22.5%	0.789%
5/13/2021	Bank of Montreal Can	78,631	$1.48M	0.0%	-11.0%	0.071%
5/12/2021	Northern Trust Corp	30,900	$0.56M	0.0%	N/A	0.028%
5/12/2021	FCA Corp TX	170,967	$3.12M	0.9%	N/A	0.154%
5/12/2021	Twin Focus Capital Partners LLC	114,057	$2.08M	0.6%	+4.2%	0.103%
5/12/2021	UBS Group AG	58,271	$1.06M	0.0%	-12.0%	0.053%
5/11/2021	RB Capital Management LLC	144,078	$2.63M	1.2%	+2.9%	0.130%
5/11/2021	Rockefeller Capital Management L.P.	20,543	$0.38M	0.0%	-44.5%	0.019%
5/11/2021	Landscape Capital Management L.L.C.	132,639	$2.42M	0.4%	+40.9%	0.120%
5/11/2021	9258 Wealth Management LLC	63,085	$1.15M	0.3%	-2.6%	0.057%
5/10/2021	HighTower Advisors LLC	56,417	$1.03M	0.0%	+5.0%	0.051%
5/10/2021	Kestra Advisory Services LLC	197,970	$3.62M	0.0%	-18.2%	0.178%
5/10/2021	Level Four Advisory Services LLC	20,369	$0.37M	0.0%	N/A	0.018%
5/7/2021	Advisors Asset Management Inc.	256,192	$4.68M	0.1%	-4.6%	0.231%
5/7/2021	Fifth Third Bancorp	93,119	$1.70M	0.0%	-16.3%	0.084%
5/6/2021	Roberts Glore & Co. Inc. IL	38,237	$0.70M	0.2%	+14.8%	0.034%
5/5/2021	Total Clarity Wealth Management Inc.	1,429	$26K	0.0%	N/A	0.001%
5/4/2021	Commonwealth Equity Services LLC	121,152	$2.21M	0.0%	+7.7%	0.109%
5/4/2021	Savant Capital LLC	12,853	$0.24M	0.0%	+10.9%	0.012%
5/3/2021	Raymond James Trust N.A.	37,262	$0.68M	0.0%	-3.1%	0.034%
4/30/2021	MorganRosel Wealth Management LLC	13,056	$0.24M	0.1%	-28.0%	0.012%
4/30/2021	Wealthcare Advisory Partners LLC	3,839	$70K	0.0%	N/A	0.003%
4/28/2021	Park Avenue Securities LLC	16,817	$0.31M	0.0%	+20.8%	0.015%
4/23/2021	Blue Bell Private Wealth Management LLC	1,214,689	$22.18M	6.8%	+2.0%	1.094%
4/23/2021	Waterfront Wealth Inc.	220,719	$4.07M	2.0%	N/A	0.199%
4/22/2021	SMH Capital Advisors Inc.	15,166	$0.28M	0.6%	+8.6%	0.014%

Data available starting January 2016

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.

Today's Range

Now: $20.33

$20.28

$20.45

50 Day Range

MA: $20.35

$19.54

$20.85

52 Week Range

Now: $20.33

$15.48

$20.91

Volume

195,646 shs

Average Volume

174,236 shs

Market Capitalization

$2.26 billion

P/E Ratio

N/A

Dividend Yield

5.02%

Beta

1.05

Who are the company insiders with the largest holdings of Adams Diversified Equity Fund?

Adams Diversified Equity Fund's top insider shareholders include:

Frederic A Escherich (Director)
Craig R Smith (Director)
Janis F Kerns (VP)
Lauriann C Kloppenburg (Director)
Janis F Kerns (Insider)
Tchacos Ian (Insider)

Who are the major institutional investors of Adams Diversified Equity Fund?

Adams Diversified Equity Fund's top institutional investors include:

Parametric Portfolio Associates LLC — 2.50%
1607 Capital Partners LLC — 1.94%
Blue Bell Private Wealth Management LLC — 1.01%
Morgan Stanley — 1.00%
Morgan Stanley — 1.00%
Wells Fargo & Company MN — 0.72%

Which major investors are selling Adams Diversified Equity Fund stock?

Within the last quarter, ADX stock was sold by these institutional investors:

Blue Bell Private Wealth Management LLC
Morgan Stanley
Morgan Stanley
Parametric Portfolio Associates LLC
Thrivent Financial for Lutherans
Matisse Capital
Advisors Asset Management Inc.
Ancora Advisors LLC

Which major investors are buying Adams Diversified Equity Fund stock?

In the previous quarter, ADX stock was purchased by institutional investors including:

Shaker Financial Services LLC
Bank of America Corp DE
6 Meridian
Wells Fargo & Company MN
Penserra Capital Management LLC
Quantedge Capital Pte Ltd
Waterfront Wealth Inc.
Landscape Capital Management L.L.C.

In the previous year, these company insiders have bought Adams Diversified Equity Fund stock:

Frederic A Escherich (Director)
Craig R Smith (Director)
Janis F Kerns (VP)
Lauriann C Kloppenburg (Director)
Janis F Kerns (Insider)

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