ADX Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

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

Adams Diversified Equity Fund Share Price & Price History

^$15.65

▼ -0.18 (-1.14%)

As of 02/6/2023 01:00 AM ET

Days: 30 | 90 | 365

A gold storm is coming…

From Wall Street Watch Dogs | Ad

“We are in the early stages of a mania – the calm before the storm.”...

[Full Story]

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
1/27/2023	Mary Chris Jammet	Director	Buy	1,940	$15.46	$29,992.40	7,833
7/26/2022	Frederic A. Escherich	Director	Buy	4,248	$15.96	$67,798.08	66,727
6/15/2022	Frederic A. Escherich	Director	Sell	4,248	$15.31	$65,036.88	62,479
2/3/2022	Mark E Stoeckle	CEO	Buy	2,200	$18.43	$40,546.00
12/14/2021	Frederic A. Escherich	Director	Buy	2,700	$18.88	$50,976.00
11/22/2021	Mary Chris Jammet	Director	Buy	2,570	$19.48	$50,063.60
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

The Safest Option in Trades!

From Tradewins | Ad

If you’re new to trading, then you’ve probably heard the wrong thing about options—that they’re risky, unpredictable, or difficult.

And it couldn’t be more wrong! With the Hughes Optioneering Strategy, you’ll soon learn that the safest option for new accounts is options themselves!

Click here now!

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

Adams Diversified Equity Fund Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/3/2023	Blue Bell Private Wealth Management LLC	1,209,226	$17.58M	5.8%	+7.1%	0.000%
2/3/2023	Shaker Financial Services LLC	408,214	$5.94M	2.8%	-11.5%	0.000%
2/3/2023	Dubuque Bank & Trust Co.	524,237	$7.62M	1.0%	-17.3%	0.000%
2/3/2023	9258 Wealth Management LLC	60,131	$0.87M	0.2%	-3.0%	0.000%
2/2/2023	Raymond James Trust N.A.	34,465	$0.50M	0.0%	-10.1%	0.000%
2/1/2023	Bank of Montreal Can	17,808	$0.31M	0.0%	N/A	0.000%
2/1/2023	Wolverine Asset Management LLC	203,854	$2.96M	0.0%	+30.6%	0.000%
2/1/2023	Janney Montgomery Scott LLC	36,958	$0.54M	0.0%	+22.1%	0.000%
1/31/2023	Kestra Advisory Services LLC	198,575	$2.89M	0.0%	-12.2%	0.000%
1/31/2023	Waterfront Wealth Inc.	336,900	$5.21M	1.8%	+5.2%	0.000%
1/30/2023	International Assets Investment Management LLC	58,665	$0.85M	0.1%	+265.5%	0.000%
1/25/2023	MGO One Seven LLC	11,574	$0.17M	0.0%	+6.2%	0.010%
1/25/2023	Fifth Third Bancorp	69,029	$1M	0.0%	-12.8%	0.062%
1/24/2023	International Assets Investment Management LLC	22,731	$0.33M	0.1%	+41.6%	0.020%
1/24/2023	Koshinski Asset Management Inc.	57,299	$0.83M	0.1%	N/A	0.052%
1/24/2023	Park Avenue Securities LLC	22,278	$0.32M	0.0%	+7.8%	0.020%
1/24/2023	Occidental Asset Management LLC	10,328	$0.15M	0.0%	N/A	0.000%
1/23/2023	Allspring Global Investments Holdings LLC	1,418,732	$20.63M	0.0%	+75.8%	1.278%
1/19/2023	Sage Capital Advisors llc	22,781	$0.33M	0.1%	+5.2%	0.021%
1/19/2023	WJ Interests LLC	5,430	$79K	0.1%	N/A	0.005%
1/18/2023	Romano Brothers AND Company	4,200	$61K	0.0%	N/A	0.004%
1/17/2023	Diversified Trust Co	88,015	$1.28M	0.1%	+6.0%	0.079%
1/17/2023	Connecticut Wealth Management LLC	10,621	$0.15M	0.0%	N/A	0.000%
1/13/2023	Merit Financial Group LLC	48,150	$0.70M	0.0%	+2.0%	0.043%
1/13/2023	Uncommon Cents Investing LLC	200,112	$2.91M	1.1%	+5.8%	0.180%
1/13/2023	Piershale Financial Group Inc.	1,910	$28K	0.0%	N/A	0.002%
1/11/2023	Stolper Co	103,481	$1.51M	0.7%	-18.5%	0.093%
1/11/2023	RB Capital Management LLC	174,088	$2.53M	0.9%	+7.8%	0.157%
1/9/2023	MinichMacGregor Wealth Management LLC	132,795	$0.31M	0.1%	+9.8%	0.120%
1/6/2023	Massmutual Trust Co. FSB ADV	52,235	$0.76M	0.0%	N/A	0.047%
11/15/2022	Thrivent Financial for Lutherans	10,873	$0.16M	0.0%	-52.5%	0.010%
11/15/2022	FCA Corp TX	194,364	$2.83M	1.2%	+1.7%	0.175%
11/15/2022	Carolinas Wealth Consulting LLC	9,860	$0.14M	0.0%	+137.0%	0.009%
11/15/2022	Clough Capital Partners L P	204,500	$2.98M	0.3%	N/A	0.184%
11/15/2022	Commonwealth Equity Services LLC	268,752	$3.92M	0.0%	+76.8%	0.242%
11/15/2022	1607 Capital Partners LLC	2,506,340	$36.52M	2.8%	+1.7%	2.258%
11/14/2022	Royal Bank of Canada	354,916	$5.17M	0.0%	-19.8%	0.320%
11/14/2022	Guggenheim Capital LLC	32,409	$0.47M	0.0%	-27.9%	0.029%
11/14/2022	Thomas J. Herzfeld Advisors Inc.	2,106	$31K	0.0%	-98.6%	0.002%
11/10/2022	City of London Investment Management Co. Ltd.	254,183	$3.70M	0.3%	+22.0%	0.229%
11/10/2022	Cornerstone Advisors LLC	886,646	$12.92M	0.6%	-10.7%	0.799%
11/10/2022	Wolverine Asset Management LLC	156,068	$2.27M	0.0%	+430.9%	0.141%
11/10/2022	UBS Group AG	52,130	$0.76M	0.0%	+4.6%	0.047%
11/9/2022	Shaker Financial Services LLC	461,177	$6.72M	3.3%	+7.1%	0.416%
11/9/2022	Blue Bell Private Wealth Management LLC	1,129,541	$16.46M	5.9%	+1.2%	1.018%
11/8/2022	9258 Wealth Management LLC	61,987	$0.90M	0.2%	-5.3%	0.056%
11/8/2022	Confluence Wealth Services Inc.	23,318	$0.34M	0.1%	-33.1%	0.021%
11/7/2022	Roberts Glore & Co. Inc. IL	58,706	$0.86M	0.3%	-3.1%	0.053%
11/7/2022	D.A. Davidson & CO.	138,699	$2.02M	0.0%	+2.2%	0.125%
11/4/2022	Eudaimonia Partners LLC	10,000	$0.15M	0.0%	N/A	0.009%
11/3/2022	Creative Planning	14,323	$0.21M	0.0%	-20.8%	0.013%
11/2/2022	Landscape Capital Management L.L.C.	46,467	$0.68M	0.1%	+90.6%	0.042%
11/2/2022	Rockefeller Capital Management L.P.	2,000	$29K	0.0%	-32.1%	0.002%
11/2/2022	Dubuque Bank & Trust Co.	633,587	$9.23M	1.3%	-3.5%	0.571%
11/2/2022	Waterfront Wealth Inc.	320,224	$4.98M	1.9%	+5.0%	0.289%
11/1/2022	Kestra Advisory Services LLC	226,095	$3.29M	0.0%	+1.8%	0.204%
11/1/2022	Park Avenue Securities LLC	20,675	$0.30M	0.0%	+13.3%	0.019%
10/31/2022	Merit Financial Group LLC	47,225	$0.69M	0.0%	-2.4%	0.043%
10/31/2022	International Assets Investment Management LLC	16,051	$0.23M	0.0%	+6.6%	0.014%
10/28/2022	Benjamin F. Edwards & Company Inc.	3,505	$51K	0.0%	N/A	0.003%
10/27/2022	US Bancorp DE	11,933	$0.17M	0.0%	+487.0%	0.011%
10/26/2022	Allspring Global Investments Holdings LLC	807,057	$11.76M	0.0%	+34.3%	0.727%
10/26/2022	Nelson Van Denburg & Campbell Wealth Management Group LLC	158,172	$2.30M	0.2%	+139,875.2%	0.143%
10/25/2022	Janney Montgomery Scott LLC	30,277	$0.44M	0.0%	N/A	0.027%
10/25/2022	Fifth Third Bancorp	79,180	$1.15M	0.0%	-3.4%	0.071%
10/25/2022	Hightower 6M Holding LLC	84,320	$1.23M	0.1%	N/A	0.076%
10/25/2022	Raymond James & Associates	256,727	$3.74M	0.0%	+0.6%	0.231%
10/25/2022	Raymond James Financial Services Advisors Inc.	537,210	$7.83M	0.0%	-3.4%	0.484%
10/24/2022	RB Capital Management LLC	161,563	$2.38M	0.9%	-1.7%	0.146%
10/18/2022	Uncommon Cents Investing LLC	189,098	$2.76M	1.2%	-0.5%	0.170%
10/17/2022	Sage Capital Advisors llc	21,659	$0.32M	0.2%	N/A	0.020%
10/14/2022	Private Advisor Group LLC	19,455	$0.28M	0.0%	-6.2%	0.018%
10/7/2022	Stolper Co	126,972	$1.85M	0.9%	+2.9%	0.114%
10/5/2022	Capital Investment Advisors LLC	61,774	$0.90M	0.0%	-7.8%	0.056%
10/4/2022	Csenge Advisory Group	14,232	$0.21M	0.0%	N/A	0.013%
8/23/2022	Captrust Financial Advisors	21,080	$0.32M	0.0%	N/A	0.019%
8/19/2022	Walleye Capital LLC	12,466	$0.19M	0.0%	-64.0%	0.011%
8/17/2022	International Assets Investment Management LLC	15,051	$0.23M	0.0%	N/A	0.014%
8/16/2022	Captrust Financial Advisors	21,080	$0.32M	0.0%	N/A	0.019%
8/16/2022	Thrivent Financial for Lutherans	22,873	$0.35M	0.0%	-45.9%	0.021%
8/16/2022	Collaborative Wealth Managment Inc.	18,065	$0.28M	0.2%	N/A	0.016%
8/15/2022	Confluence Wealth Services Inc.	34,874	$0.59M	0.3%	-1.6%	0.031%
8/15/2022	Atria Wealth Solutions Inc.	21,936	$0.34M	0.0%	-45.8%	0.020%
8/15/2022	Bulldog Investors LLP	364,137	$5.59M	1.5%	+2.6%	0.328%
8/13/2022	Ronald Blue Trust Inc.	19,468	$0.36M	0.0%	N/A	0.018%
8/13/2022	Wells Fargo & Company MN	251,822	$3.86M	0.0%	+1.7%	0.227%
8/12/2022	LPL Financial LLC	117,700	$1.81M	0.0%	+9.6%	0.106%
8/12/2022	Roberts Glore & Co. Inc. IL	60,589	$0.93M	0.3%	+13.4%	0.055%
8/11/2022	Cetera Advisor Networks LLC	120,347	$1.85M	0.0%	+158.8%	0.108%
8/11/2022	NFC Investments LLC	59,500	$0.91M	0.2%	-25.6%	0.054%
8/11/2022	UBS Group AG	49,823	$0.76M	0.0%	-18.8%	0.045%
8/11/2022	Bank of Montreal Can	36,503	$0.68M	0.0%	-45.3%	0.033%
8/10/2022	Thomas J. Herzfeld Advisors Inc.	150,426	$2.31M	1.0%	-9.1%	0.136%
8/9/2022	SeaCrest Wealth Management LLC	1,947	$30K	0.0%	N/A	0.002%
8/9/2022	Lazard Asset Management LLC	3,684,767	$56.52M	0.1%	+1.5%	3.320%
8/8/2022	Advisors Asset Management Inc.	154,687	$2.37M	0.0%	+16.7%	0.139%
8/8/2022	Walleye Capital LLC	12,466	$0.19M	0.0%	-64.0%	0.011%
8/8/2022	Integrated Wealth Concepts LLC	267,099	$4.10M	0.1%	+607.9%	0.241%
8/5/2022	Landscape Capital Management L.L.C.	24,381	$0.37M	0.1%	-16.8%	0.022%
8/4/2022	Steward Partners Investment Advisory LLC	6,033	$93K	0.0%	-62.1%	0.005%

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: $15.65

$15.63

$15.76

50 Day Range

MA: $14.99

$14.34

$16.05

52 Week Range

Now: $15.65

$14.20

$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:
Frederic A Escherich (Director)
Janis F Kerns (VP)
Lauriann C Kloppenburg (Director)
Mary Chris Jammet (Director)
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:
Allspring Global Investments Holdings LLC — 1.28%
Blue Bell Private Wealth Management LLC — 0.00%
Dubuque Bank & Trust Co. — 0.00%
Shaker Financial Services LLC — 0.00%
Waterfront Wealth Inc. — 0.00%
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:
Dubuque Bank & Trust Co.
Shaker Financial Services LLC
Kestra Advisory Services LLC
Stolper Co
Fifth Third Bancorp
Raymond James Trust N.A.
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:
Allspring Global Investments Holdings LLC
Blue Bell Private Wealth Management LLC
Koshinski Asset Management Inc.
Massmutual Trust Co. FSB ADV
Wolverine Asset Management LLC
International Assets Investment Management LLC
Bank of Montreal Can
Waterfront Wealth Inc.
In the previous year, these company insiders have bought Adams Diversified Equity Fund stock:
Frederic A Escherich (Director)
Janis F Kerns (VP)
Lauriann C Kloppenburg (Director)
Mary Chris Jammet (Director)
Mark E Stoeckle (CEO)
Learn More investors buying Adams Diversified Equity Fund stock.