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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): $141,585.60

Insider Selling (Last 12 Months): $65,036.88

Adams Diversified Equity Fund Insider Trading History Chart

Adams Diversified Equity Fund Share Price & Price History

^$15.52

▲ +0.18 (1.17%)

As of 07/1/2022 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
6/15/2022	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
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

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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

Adams Diversified Equity Fund Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/7/2022	Bank of America Corp DE	532,452	$9.82M	0.0%	+13.5%	0.480%
5/27/2022	Walleye Capital LLC	34,642	$0.64M	0.0%	-37.5%	0.031%
5/23/2022	Advisory Services Network LLC	43,073	$0.79M	0.0%	-54.6%	0.039%
5/17/2022	Walleye Capital LLC	34,642	$0.64M	0.0%	-37.5%	0.031%
5/17/2022	Advisors Asset Management Inc.	132,518	$2.44M	0.0%	-8.5%	0.119%
5/17/2022	Royal Bank of Canada	468,692	$8.64M	0.0%	-1.9%	0.422%
5/17/2022	Guggenheim Capital LLC	31,047	$0.57M	0.0%	+7.8%	0.028%
5/17/2022	1607 Capital Partners LLC	2,142,497	$39.51M	2.3%	+1.9%	1.930%
5/16/2022	United Capital Financial Advisers LLC	12,280	$0.23M	0.0%	-28.6%	0.011%
5/16/2022	Atria Wealth Solutions Inc.	40,450	$0.75M	0.0%	N/A	0.036%
5/16/2022	UBS Group AG	61,358	$1.13M	0.0%	-3.5%	0.055%
5/13/2022	FCA Corp TX	185,425	$3.42M	1.2%	+0.8%	0.167%
5/13/2022	Ancora Advisors LLC	114,379	$2.09M	0.1%	+22.4%	0.103%
5/13/2022	Lazard Asset Management LLC	3,630,867	$66.95M	0.1%	+1.4%	3.271%
5/13/2022	Quantedge Capital Pte Ltd	292,007	$5.39M	1.6%	-3.7%	0.263%
5/13/2022	NewEdge Advisors LLC	16,635	$0.31M	0.0%	+31.7%	0.015%
5/12/2022	Raymond James Trust N.A.	32,049	$0.59M	0.0%	-14.7%	0.029%
5/12/2022	Integrated Wealth Concepts LLC	37,729	$0.70M	0.0%	+3.6%	0.034%
5/12/2022	D.A. Davidson & CO.	132,706	$2.45M	0.0%	+6.3%	0.120%
5/12/2022	Bank of Montreal Can	66,766	$1.47M	0.0%	-1.3%	0.060%
5/12/2022	PNC Financial Services Group Inc.	26,282	$0.49M	0.0%	+3.5%	0.024%
5/12/2022	Private Advisor Group LLC	10,844	$0.20M	0.0%	-78.1%	0.010%
5/12/2022	Cetera Advisor Networks LLC	46,497	$0.86M	0.0%	+9.7%	0.042%
5/12/2022	HighTower Advisors LLC	62,594	$1.15M	0.0%	+19.2%	0.056%
5/12/2022	Cornerstone Advisors LLC	851,046	$15.69M	0.9%	-32.5%	0.767%
5/11/2022	Landscape Capital Management L.L.C.	29,289	$0.54M	0.1%	-72.7%	0.026%
5/11/2022	Raymond James Financial Services Advisors Inc.	595,963	$10.99M	0.0%	-11.9%	0.537%
5/11/2022	Raymond James & Associates	779,219	$14.37M	0.0%	-2.2%	0.702%
5/10/2022	RB Capital Management LLC	166,244	$3.07M	1.0%	-1.2%	0.150%
5/10/2022	Hightower 6M Holding LLC	144,693	$2.67M	0.2%	N/A	0.130%
5/10/2022	Mercer Global Advisors Inc. ADV	30,199	$0.56M	0.0%	+98.8%	0.027%
5/9/2022	Northwestern Mutual Wealth Management Co.	28,484	$0.53M	0.0%	-5.0%	0.026%
5/9/2022	Csenge Advisory Group	15,091	$0.28M	0.0%	N/A	0.014%
5/6/2022	Shaker Financial Services LLC	280,499	$5.17M	1.9%	+38.0%	0.253%
5/6/2022	Quad Cities Investment Group LLC	21,934	$0.40M	0.3%	-12.0%	0.020%
5/4/2022	Advisor Group Holdings Inc.	129,075	$2.38M	0.0%	+4.4%	0.116%
5/4/2022	Wolverine Asset Management LLC	38,377	$0.71M	0.0%	-79.8%	0.035%
5/4/2022	Commonwealth Equity Services LLC	136,527	$2.52M	0.0%	+3.6%	0.123%
5/4/2022	SMH Capital Advisors Inc.	16,908	$0.31M	0.5%	+5.8%	0.015%
5/3/2022	Dubuque Bank & Trust Co.	634,220	$11.70M	1.3%	-1.7%	0.571%
5/2/2022	Choreo LLC	11,877	$0.22M	0.0%	-48.4%	0.011%
5/2/2022	Roberts Glore & Co. Inc. IL	53,439	$0.99M	0.3%	+18.7%	0.048%
4/26/2022	Kestra Advisory Services LLC	201,823	$3.72M	0.0%	+0.5%	0.182%
4/26/2022	Hennion & Walsh Asset Management Inc.	32,508	$0.60M	0.0%	-4.9%	0.029%
4/26/2022	Segantii Capital Management Ltd	11,502	$0.21M	0.0%	-80.5%	0.010%
4/21/2022	Blue Bell Private Wealth Management LLC	1,074,599	$19.82M	5.6%	+0.7%	0.968%
4/20/2022	Uncommon Cents Investing LLC	187,326	$3.45M	1.3%	+2.2%	0.169%
4/19/2022	Ellevest Inc.	2,354	$43K	0.0%	N/A	0.002%
4/19/2022	Fifth Third Bancorp	83,059	$1.53M	0.0%	-15.8%	0.075%
4/18/2022	Capital Market Strategies LLC	23,915	$0.44M	0.4%	+22.1%	0.022%
4/18/2022	Spire Wealth Management	8,330	$0.15M	0.0%	-6.9%	0.008%
4/15/2022	Peoples Financial Services CORP.	2,732	$50K	0.0%	N/A	0.002%
4/14/2022	Stolper Co	123,188	$2.27M	0.9%	+5.4%	0.111%
4/11/2022	RB Capital Management LLC	166,083	$3.06M	1.1%	-1.3%	0.150%
3/10/2022	Comprehensive Financial Consultants Institutional Inc.	4,998	$89K	0.1%	N/A	0.005%
3/3/2022	Walleye Capital LLC	55,434	$1.08M	0.0%	+22.6%	0.050%
2/15/2022	KC Investment Advisors LLC	14,131	$0.27M	0.2%	+14.8%	0.013%
2/14/2022	Waterfront Wealth Inc.	274,544	$5.33M	2.1%	+2.9%	0.247%
2/14/2022	Carolinas Wealth Consulting LLC	3,668	$71K	0.0%	N/A	0.003%
2/14/2022	FCA Corp TX	184,033	$3.57M	1.2%	+4.5%	0.166%
2/14/2022	CSS LLC IL	35,966	$0.70M	0.0%	N/A	0.032%
2/14/2022	Clearstead Advisors LLC	2,734	$53K	0.0%	N/A	0.002%
2/14/2022	Rockefeller Capital Management L.P.	2,422	$47K	0.0%	-26.5%	0.002%
2/14/2022	RB Capital Management LLC	168,297	$3.27M	1.0%	+13.8%	0.152%
2/14/2022	Sprott Inc.	10,390	$0.20M	0.0%	N/A	0.009%
2/14/2022	Bulldog Investors LLP	114,900	$2.23M	0.6%	-45.1%	0.104%
2/11/2022	Quantedge Capital Pte Ltd	303,207	$5.89M	2.5%	-6.4%	0.273%
2/11/2022	Bank of Montreal Can	67,645	$1.53M	0.0%	+2.6%	0.061%
2/10/2022	Private Advisor Group LLC	49,493	$0.96M	0.0%	-42.9%	0.045%
2/10/2022	Qube Research & Technologies Ltd	17,922	$0.35M	0.0%	N/A	0.016%
2/10/2022	Confluence Wealth Services Inc.	35,053	$0.68M	0.2%	N/A	0.032%
2/9/2022	Wolverine Asset Management LLC	190,061	$3.69M	0.0%	-30.6%	0.171%
2/9/2022	Mariner Investment Group LLC	15,000	$0.29M	0.1%	N/A	0.014%
2/9/2022	Allegheny Financial Group LTD	2,677	$52K	0.0%	N/A	0.002%
2/9/2022	First Republic Investment Management Inc.	20,006	$0.39M	0.0%	N/A	0.018%
2/8/2022	Raymond James Financial Services Advisors Inc.	676,408	$13.13M	0.0%	+15.5%	0.609%
2/8/2022	Steward Partners Investment Advisory LLC	15,900	$0.31M	0.0%	+14.8%	0.014%
2/8/2022	Bank of America Corp DE	469,118	$9.11M	0.0%	+11.8%	0.423%
2/8/2022	Raymond James & Associates	796,866	$15.47M	0.0%	+7.3%	0.718%
2/8/2022	Intercontinental Wealth Advisors LLC	18,959	$0.37M	0.1%	+10.5%	0.017%
2/7/2022	Capital Market Strategies LLC	19,584	$0.38M	0.3%	N/A	0.018%
2/7/2022	Texas Capital Bank Wealth Management Services Inc.	29,711	$0.58M	0.0%	+14.4%	0.027%
2/7/2022	Shaker Financial Services LLC	203,246	$3.95M	1.4%	-26.4%	0.183%
2/4/2022	Mercer Global Advisors Inc. ADV	15,194	$0.30M	0.0%	-47.3%	0.014%
2/3/2022	Advisor Group Holdings Inc.	123,581	$2.40M	0.0%	+4.9%	0.111%
2/3/2022	Steward Financial Group LLC	1,350	$26K	0.0%	N/A	0.001%
2/3/2022	Northwestern Mutual Wealth Management Co.	29,978	$0.58M	0.0%	+10.0%	0.027%
2/2/2022	SMH Capital Advisors Inc.	15,979	$0.31M	0.6%	+6.6%	0.014%
2/2/2022	Quad Cities Investment Group LLC	24,932	$0.48M	0.3%	+14.8%	0.022%
2/1/2022	Fifth Third Bancorp	98,610	$1.91M	0.0%	+13.8%	0.089%
2/1/2022	6 Meridian	45,267	$0.88M	0.1%	-67.0%	0.041%
2/1/2022	Landscape Capital Management L.L.C.	107,421	$2.09M	0.3%	+33.9%	0.097%
2/1/2022	Qube Research & Technologies Ltd	17,922	$0.35M	0.0%	N/A	0.016%
1/31/2022	Raymond James Trust N.A.	37,568	$0.73M	0.0%	-4.5%	0.034%
1/31/2022	D.A. Davidson & CO.	124,824	$2.42M	0.0%	-2.0%	0.112%
1/31/2022	Commonwealth Equity Services LLC	131,775	$2.56M	0.0%	+4.5%	0.119%
1/28/2022	Dubuque Bank & Trust Co.	644,862	$12.52M	1.3%	+12.0%	0.581%
1/28/2022	Allspring Global Investments Holdings LLC	601,157	$11.67M	0.0%	N/A	0.542%
1/26/2022	Blue Bell Private Wealth Management LLC	1,066,949	$20.71M	5.4%	-4.8%	0.961%
1/21/2022	Segantii Capital Management Ltd	58,839	$1.14M	0.0%	N/A	0.053%

Data available starting January 2016

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.

Today's Range

Now: $15.52

$15.25

$15.56

50 Day Range

MA: $16.12

$14.80

$17.45

52 Week Range

Now: $15.52

$14.65

$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:
Frederic A Escherich (Director)
Janis F Kerns (VP)
Lauriann C Kloppenburg (Director)
Mark E Stoeckle (CEO)
Mary Chris Jammet (Director)
Learn More about top insider investors at Adams Diversified Equity Fund.

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