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ADX Insider Trading (Adams Diversified Equity Fund)

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

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: $20.33
Price Change: Price Decrease of -0.17 (-0.83%)
As of 09/17/2021 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
6/24/2021Frederic 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  
4/18/2019Craig R SmithDirectorBuy17,000$14.91$253,470.0046,469View SEC Filing Icon  
12/27/2018Frederic A EscherichDirectorBuy1,700$12.15$20,655.0045,347View SEC Filing Icon  
11/1/2018Frederic A EscherichDirectorBuy1,000$15.45$15,450.0043,647View SEC Filing Icon  
10/23/2018Frederic A EscherichDirectorBuy1,300$15.35$19,955.0042,647View SEC Filing Icon  
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Insider Selling at Adams Diversified Equity Fund?
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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

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
9/17/2021Virtu Financial LLC11,107$0.22M0.0%N/A0.010%Search for SEC Filing on Google Icon
9/3/2021Parametric Portfolio Associates LLC2,772,409$54.81M0.0%-2.0%2.498%Search for SEC Filing on Google Icon
8/26/2021NFC Investments LLC135,005$2.67M0.7%+3.8%0.122%Search for SEC Filing on Google Icon
8/23/2021Morgan Stanley1,113,735$22.02M0.0%-5.2%1.004%Search for SEC Filing on Google Icon
8/19/2021Thrivent Financial for Lutherans27,927$0.55M0.0%-65.4%0.025%Search for SEC Filing on Google Icon
8/17/2021Wells Fargo & Company MN797,141$15.76M0.0%+23.7%0.718%Search for SEC Filing on Google Icon
8/17/2021Walleye Capital LLC44,252$0.88M0.0%+12.8%0.040%Search for SEC Filing on Google Icon
8/17/2021Walleye Trading LLC13,434$0.27M0.0%-14.9%0.012%Search for SEC Filing on Google Icon
8/16/2021CNH Partners LLC24,322$0.48M0.0%N/A0.022%Search for SEC Filing on Google Icon
8/16/2021Bank of America Corp DE395,005$7.81M0.0%+67.4%0.356%Search for SEC Filing on Google Icon
8/16/2021Royal Bank of Canada372,226$7.36M0.0%+0.6%0.335%Search for SEC Filing on Google Icon
8/16/2021Morgan Stanley1,113,735$22.02M0.0%-5.2%1.004%Search for SEC Filing on Google Icon
8/16/2021Quantedge Capital Pte Ltd304,142$6.01M6.7%+28.2%0.274%Search for SEC Filing on Google Icon
8/16/20211607 Capital Partners LLC2,156,136$42.63M2.0%+0.2%1.943%Search for SEC Filing on Google Icon
8/16/2021FCA Corp TX176,188$3.48M1.0%+3.1%0.159%Search for SEC Filing on Google Icon
8/16/2021MML Investors Services LLC40,408$0.80M0.0%-24.3%0.036%Search for SEC Filing on Google Icon
8/16/2021RSM US Wealth Management LLC23,031$0.46M0.0%N/A0.021%Search for SEC Filing on Google Icon
8/13/2021Steward Partners Investment Advisory LLC10,202$0.20M0.0%-47.1%0.009%Search for SEC Filing on Google Icon
8/13/2021Ancora Advisors LLC95,479$1.89M0.0%-16.5%0.086%Search for SEC Filing on Google Icon
8/13/2021City of London Investment Management Co. Ltd.282,068$5.57M0.3%+0.2%0.254%Search for SEC Filing on Google Icon
8/13/2021Northern Trust Corp32,629$0.65M0.0%+5.6%0.029%Search for SEC Filing on Google Icon
8/13/2021United Capital Financial Advisers LLC16,604$0.33M0.0%+12.3%0.015%Search for SEC Filing on Google Icon
8/13/2021LPL Financial LLC69,490$1.37M0.0%+48.3%0.063%Search for SEC Filing on Google Icon
8/13/2021Stifel Financial Corp403,483$7.98M0.0%+6.9%0.364%Search for SEC Filing on Google Icon
8/13/20219258 Wealth Management LLC60,443$1.20M0.3%-4.2%0.054%Search for SEC Filing on Google Icon
8/13/2021Northwestern Mutual Wealth Management Co.7,751$0.15M0.0%+130.3%0.007%Search for SEC Filing on Google Icon
8/12/2021Private Advisor Group LLC26,361$0.52M0.0%N/A0.024%Search for SEC Filing on Google Icon
8/12/2021Penserra Capital Management LLC352,279$6.96M0.1%+42.2%0.317%Search for SEC Filing on Google Icon
8/12/2021Advisory Services Network LLC92,326$1.83M0.1%-1.3%0.083%Search for SEC Filing on Google Icon
8/12/2021Keybank National Association OH12,600$0.25M0.0%N/A0.011%Search for SEC Filing on Google Icon
8/12/2021Bank of Montreal Can69,712$1.59M0.0%-11.3%0.063%Search for SEC Filing on Google Icon
8/11/2021Commonwealth Equity Services LLC126,994$2.51M0.0%+4.8%0.114%Search for SEC Filing on Google Icon
8/11/2021Matisse Capital601,248$11.89M3.8%-8.0%0.542%Search for SEC Filing on Google Icon
8/10/2021Roberts Glore & Co. Inc. IL39,385$0.78M0.2%+3.0%0.035%Search for SEC Filing on Google Icon
8/10/2021Mid Atlantic Financial Management Inc. ADV10,039$0.20M0.0%N/A0.009%Search for SEC Filing on Google Icon
8/10/2021Citigroup Inc.36,961$0.73M0.0%+1.5%0.033%Search for SEC Filing on Google Icon
8/10/2021Rockefeller Capital Management L.P.9,000$0.18M0.0%-56.2%0.008%Search for SEC Filing on Google Icon
8/6/2021HighTower Advisors LLC51,924$1.03M0.0%-8.0%0.047%Search for SEC Filing on Google Icon
8/6/2021Doliver Advisors LP21,734$0.43M0.1%N/A0.020%Search for SEC Filing on Google Icon
8/6/2021RB Capital Management LLC149,419$2.95M1.1%+3.7%0.135%Search for SEC Filing on Google Icon
8/6/2021Fifth Third Bancorp92,119$1.82M0.0%-1.1%0.083%Search for SEC Filing on Google Icon
8/5/2021Blue Bell Private Wealth Management LLC1,124,545$22.23M6.5%-7.4%1.013%Search for SEC Filing on Google Icon
8/5/2021Park Avenue Securities LLC17,533$0.35M0.0%+4.3%0.016%Search for SEC Filing on Google Icon
8/4/2021Waterfront Wealth Inc.273,863$5.41M2.6%+24.1%0.247%Search for SEC Filing on Google Icon
8/4/2021Creative Planning11,381$0.23M0.0%-31.1%0.010%Search for SEC Filing on Google Icon
8/4/2021Shaker Financial Services LLC349,850$6.92M2.6%+118.5%0.315%Search for SEC Filing on Google Icon
8/3/2021Landscape Capital Management L.L.C.166,658$3.30M0.4%+25.6%0.150%Search for SEC Filing on Google Icon
8/2/2021Advisor Group Holdings Inc.128,055$2.53M0.0%-11.8%0.115%Search for SEC Filing on Google Icon
8/2/2021TCI Wealth Advisors Inc.4,000$79K0.0%N/A0.004%Search for SEC Filing on Google Icon
7/31/2021Advisors Asset Management Inc.221,328$4.38M0.1%-13.6%0.199%Search for SEC Filing on Google Icon
7/31/2021Uncommon Cents Investing LLC182,702$3.61M1.4%+0.6%0.165%Search for SEC Filing on Google Icon
7/31/2021NEXT Financial Group Inc18,669$0.37M0.0%+38.7%0.017%Search for SEC Filing on Google Icon
7/29/2021Kovack Advisors Inc.24,000$0.47M0.1%N/A0.022%Search for SEC Filing on Google Icon
7/28/2021OTA Financial Group L.P.18,084$0.36M0.4%N/A0.016%Search for SEC Filing on Google Icon
7/20/2021Raymond James Trust N.A.39,322$0.78M0.0%+5.5%0.035%Search for SEC Filing on Google Icon
7/14/20216 Meridian158,227$3.13M0.2%N/A0.143%Search for SEC Filing on Google Icon
6/5/2021Advisory Services Network LLC93,542$1.71M0.1%-13.3%0.084%Search for SEC Filing on Google Icon
5/18/20211607 Capital Partners LLC2,151,036$39.28M1.9%-0.4%1.938%Search for SEC Filing on Google Icon
5/18/2021Morgan Stanley1,174,782$21.45M0.0%-6.9%1.059%Search for SEC Filing on Google Icon
5/18/2021Karpus Management Inc.444,419$8.12M0.2%-1.4%0.400%Search for SEC Filing on Google Icon
5/17/2021Royal Bank of Canada369,951$6.76M0.0%+2.5%0.333%Search for SEC Filing on Google Icon
5/17/2021Walleye Trading LLC15,777$0.29M0.0%-3.8%0.014%Search for SEC Filing on Google Icon
5/17/2021Walleye Capital LLC39,215$0.72M0.0%+9.1%0.035%Search for SEC Filing on Google Icon
5/17/2021Hennion & Walsh Asset Management Inc.25,860$0.47M0.0%N/A0.023%Search for SEC Filing on Google Icon
5/17/2021Quantedge Capital Pte Ltd237,242$4.33M3.4%+29.8%0.214%Search for SEC Filing on Google Icon
5/14/2021Thomas J. Herzfeld Advisors Inc.180,033$3.29M1.5%-1.8%0.162%Search for SEC Filing on Google Icon
5/14/2021MML Investors Services LLC53,380$0.98M0.0%+6.5%0.048%Search for SEC Filing on Google Icon
5/14/2021Mark Stevens621,304$11.35M1.3%-1.0%0.560%Search for SEC Filing on Google Icon
5/14/2021Stifel Financial Corp377,408$6.89M0.0%-2.9%0.340%Search for SEC Filing on Google Icon
5/13/2021Wolverine Asset Management LLC231,842$4.23M0.0%+111.7%0.209%Search for SEC Filing on Google Icon
5/13/2021Cornerstone Advisors LLC1,180,839$21.56M1.9%+207.7%1.064%Search for SEC Filing on Google Icon
5/13/2021Neuberger Berman Group LLC11,634$0.21M0.0%-6.1%0.010%Search for SEC Filing on Google Icon
5/13/2021Penserra Capital Management LLC247,739$4.52M0.1%N/A0.223%Search for SEC Filing on Google Icon
5/13/2021Citigroup Inc.36,428$0.67M0.0%+18.9%0.033%Search for SEC Filing on Google Icon
5/13/2021Sit Investment Associates Inc.875,579$15.99M0.4%-22.5%0.789%Search for SEC Filing on Google Icon
5/13/2021Bank of Montreal Can78,631$1.48M0.0%-11.0%0.071%Search for SEC Filing on Google Icon
5/12/2021Northern Trust Corp30,900$0.56M0.0%N/A0.028%Search for SEC Filing on Google Icon
5/12/2021FCA Corp TX170,967$3.12M0.9%N/A0.154%Search for SEC Filing on Google Icon
5/12/2021Twin Focus Capital Partners LLC114,057$2.08M0.6%+4.2%0.103%Search for SEC Filing on Google Icon
5/12/2021UBS Group AG58,271$1.06M0.0%-12.0%0.053%Search for SEC Filing on Google Icon
5/11/2021RB Capital Management LLC144,078$2.63M1.2%+2.9%0.130%Search for SEC Filing on Google Icon
5/11/2021Rockefeller Capital Management L.P.20,543$0.38M0.0%-44.5%0.019%Search for SEC Filing on Google Icon
5/11/2021Landscape Capital Management L.L.C.132,639$2.42M0.4%+40.9%0.120%Search for SEC Filing on Google Icon
5/11/20219258 Wealth Management LLC63,085$1.15M0.3%-2.6%0.057%Search for SEC Filing on Google Icon
5/10/2021HighTower Advisors LLC56,417$1.03M0.0%+5.0%0.051%Search for SEC Filing on Google Icon
5/10/2021Kestra Advisory Services LLC197,970$3.62M0.0%-18.2%0.178%Search for SEC Filing on Google Icon
5/10/2021Level Four Advisory Services LLC20,369$0.37M0.0%N/A0.018%Search for SEC Filing on Google Icon
5/7/2021Advisors Asset Management Inc.256,192$4.68M0.1%-4.6%0.231%Search for SEC Filing on Google Icon
5/7/2021Fifth Third Bancorp93,119$1.70M0.0%-16.3%0.084%Search for SEC Filing on Google Icon
5/6/2021Roberts Glore & Co. Inc. IL38,237$0.70M0.2%+14.8%0.034%Search for SEC Filing on Google Icon
5/5/2021Total Clarity Wealth Management Inc.1,429$26K0.0%N/A0.001%Search for SEC Filing on Google Icon
5/4/2021Commonwealth Equity Services LLC121,152$2.21M0.0%+7.7%0.109%Search for SEC Filing on Google Icon
5/4/2021Savant Capital LLC12,853$0.24M0.0%+10.9%0.012%Search for SEC Filing on Google Icon
5/3/2021Raymond James Trust N.A.37,262$0.68M0.0%-3.1%0.034%Search for SEC Filing on Google Icon
4/30/2021MorganRosel Wealth Management LLC13,056$0.24M0.1%-28.0%0.012%Search for SEC Filing on Google Icon
4/30/2021Wealthcare Advisory Partners LLC3,839$70K0.0%N/A0.003%Search for SEC Filing on Google Icon
4/28/2021Park Avenue Securities LLC16,817$0.31M0.0%+20.8%0.015%Search for SEC Filing on Google Icon
4/23/2021Blue Bell Private Wealth Management LLC1,214,689$22.18M6.8%+2.0%1.094%Search for SEC Filing on Google Icon
4/23/2021Waterfront Wealth Inc.220,719$4.07M2.0%N/A0.199%Search for SEC Filing on Google Icon
4/22/2021SMH Capital Advisors Inc.15,166$0.28M0.6%+8.6%0.014%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
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.
Read More on Adams Diversified Equity Fund

Today's Range

Now: $20.33
Low: $20.28
High: $20.45

50 Day Range

MA: $20.35
Low: $19.54
High: $20.85

52 Week Range

Now: $20.33
Low: $15.48
High: $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:
  1. Frederic A Escherich (Director)
  2. Craig R Smith (Director)
  3. Janis F Kerns (VP)
  4. Lauriann C Kloppenburg (Director)
  5. Janis F Kerns (Insider)
  6. Tchacos Ian (Insider)

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

Adams Diversified Equity Fund's top institutional investors include:
  1. Parametric Portfolio Associates LLC — 2.50%
  2. 1607 Capital Partners LLC — 1.94%
  3. Blue Bell Private Wealth Management LLC — 1.01%
  4. Morgan Stanley — 1.00%
  5. Morgan Stanley — 1.00%
  6. 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:
  1. Blue Bell Private Wealth Management LLC
  2. Morgan Stanley
  3. Morgan Stanley
  4. Parametric Portfolio Associates LLC
  5. Thrivent Financial for Lutherans
  6. Matisse Capital
  7. Advisors Asset Management Inc.
  8. 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:
  1. Shaker Financial Services LLC
  2. Bank of America Corp DE
  3. 6 Meridian
  4. Wells Fargo & Company MN
  5. Penserra Capital Management LLC
  6. Quantedge Capital Pte Ltd
  7. Waterfront Wealth Inc.
  8. Landscape Capital Management L.L.C.
In the previous year, these company insiders have bought Adams Diversified Equity Fund stock:
  1. Frederic A Escherich (Director)
  2. Craig R Smith (Director)
  3. Janis F Kerns (VP)
  4. Lauriann C Kloppenburg (Director)
  5. Janis F Kerns (Insider)
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