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: $21.30
Price Change: Price Increase of +0.09 (0.42%)
As of 07/26/2024 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

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

28.41% 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
7/26/2024Harbour Investments Inc.19,529$0.42M0.0%+7.1%0.016%Search for SEC Filing on Google Icon
7/26/2024Bensler LLC534,696$11.49M1.5%+4.1%0.431%Search for SEC Filing on Google Icon
7/26/2024Allspring Global Investments Holdings LLC1,249,939$26.86M0.0%-23.3%1.008%Search for SEC Filing on Google Icon
7/25/2024Raymond James Trust N.A.30,004$0.65M0.0%-9.3%0.024%Search for SEC Filing on Google Icon
7/23/2024HTLF Bank343,608$7.38M0.8%-4.3%0.277%Search for SEC Filing on Google Icon
7/22/2024Fifth Third Bancorp31,500$0.68M0.0%-25.1%0.025%Search for SEC Filing on Google Icon
7/20/2024Raymond James Financial Services Advisors Inc.562,135$12.08M0.0%+1.8%0.453%Search for SEC Filing on Google Icon
7/20/2024Hennion & Walsh Asset Management Inc.142,694$3.07M0.2%+38.8%0.115%Search for SEC Filing on Google Icon
7/19/2024Raymond James & Associates531,458$11.42M0.0%+10.8%0.428%Search for SEC Filing on Google Icon
7/17/2024Founders Capital Management LLC10,448$0.23M0.0%N/A0.008%Search for SEC Filing on Google Icon
7/17/2024Priebe Wealth Holdings LLC362,015$7.78M6.2%+0.6%0.292%Search for SEC Filing on Google Icon
7/16/2024Great Valley Advisor Group Inc.9,559$0.21M0.0%N/A0.008%Search for SEC Filing on Google Icon
7/16/2024Wealth Enhancement Advisory Services LLC412,311$8.86M0.0%+1.2%0.332%Search for SEC Filing on Google Icon
7/13/2024Quad Cities Investment Group LLC21,729$0.47M0.3%-7.7%0.018%Search for SEC Filing on Google Icon
7/12/2024Capital Investment Advisors LLC59,784$1.29M0.0%-1.1%0.048%Search for SEC Filing on Google Icon
7/9/2024Sage Capital Advisors llc24,517$0.53M0.2%+7.3%0.020%Search for SEC Filing on Google Icon
7/1/2024Capital Market Strategies LLC24,248$0.52M0.3%+3.3%0.020%Search for SEC Filing on Google Icon
5/24/2024Cetera Advisors LLC24,101$0.47M0.0%N/A0.019%Search for SEC Filing on Google Icon
5/24/2024Cetera Investment Advisers137,251$2.68M0.0%N/A0.111%Search for SEC Filing on Google Icon
5/23/2024ARQ Wealth Advisors LLC64,811$1.27M0.5%+7.9%0.052%Search for SEC Filing on Google Icon
5/17/2024Comerica Bank3,993$78K0.0%-15.1%0.003%Search for SEC Filing on Google Icon
5/16/2024Ancora Advisors LLC95,106$1.86M0.0%-4.1%0.077%Search for SEC Filing on Google Icon
5/15/2024Lazard Asset Management LLC4,401,972$85.93M0.1%+6.8%3.550%Search for SEC Filing on Google Icon
5/14/2024Advisors Asset Management Inc.160,787$3.14M0.1%-21.0%0.130%Search for SEC Filing on Google Icon
5/14/2024Karpus Management Inc.78,595$1.53M0.0%-49.3%0.063%Search for SEC Filing on Google Icon
5/11/2024Covestor Ltd10,418$0.20M0.1%N/A0.008%Search for SEC Filing on Google Icon
5/10/2024Cornerstone Advisors LLC606,046$11.83M0.5%-46.3%0.489%Search for SEC Filing on Google Icon
5/10/2024City of London Investment Management Co. Ltd.115,924$2.26M0.2%-26.5%0.093%Search for SEC Filing on Google Icon
5/10/2024Prevail Innovative Wealth Advisors LLC195,878$3.82M1.4%-37.2%0.158%Search for SEC Filing on Google Icon
5/9/2024Koshinski Asset Management Inc.56,619$1.11M0.1%-22.1%0.046%Search for SEC Filing on Google Icon
5/7/2024Concurrent Investment Advisors LLC24,142$0.47M0.0%+71.8%0.019%Search for SEC Filing on Google Icon
4/30/2024Turtle Creek Wealth Advisors LLC22,901$0.45M0.1%+261.4%0.018%Search for SEC Filing on Google Icon
4/30/2024Allspring Global Investments Holdings LLC1,630,212$31.82M0.0%-4.1%1.315%Search for SEC Filing on Google Icon
4/29/2024Commonwealth Equity Services LLC76,195$1.49M0.0%-3.2%0.061%Search for SEC Filing on Google Icon
4/25/2024HTLF Bank359,131$7.01M0.8%-2.4%0.290%Search for SEC Filing on Google Icon
4/24/2024Blue Bell Private Wealth Management LLC1,245,867$24.32M5.2%+4.7%1.005%Search for SEC Filing on Google Icon
4/23/2024Fifth Third Bancorp42,046$0.82M0.0%-33.6%0.034%Search for SEC Filing on Google Icon
4/23/2024Raymond James Financial Services Advisors Inc.551,925$10.77M0.0%+35.1%0.445%Search for SEC Filing on Google Icon
4/22/2024Raymond James & Associates479,859$9.37M0.0%+40.8%0.387%Search for SEC Filing on Google Icon
4/19/2024Uncommon Cents Investing LLC195,447$3.82M1.2%-0.3%0.158%Search for SEC Filing on Google Icon
4/19/2024Tradewinds Capital Management LLC8,871$0.17M0.0%N/A0.007%Search for SEC Filing on Google Icon
4/18/2024Silverlake Wealth Management LLC11,375$0.22M0.1%-16.8%0.009%Search for SEC Filing on Google Icon
4/18/2024Allspring Global Investments Holdings LLC1,630,212$31.82M0.0%-4.1%1.315%Search for SEC Filing on Google Icon
4/17/2024Hennion & Walsh Asset Management Inc.102,833$2.01M0.1%+42.6%0.083%Search for SEC Filing on Google Icon
4/16/2024Wealth Enhancement Advisory Services LLC407,538$7.96M0.0%+2.6%0.329%Search for SEC Filing on Google Icon
4/13/2024Priebe Wealth Holdings LLC359,850$7.02M5.5%+0.8%0.290%Search for SEC Filing on Google Icon
4/11/2024International Assets Investment Management LLC48,222$0.94M0.0%+9.5%0.039%Search for SEC Filing on Google Icon
4/10/2024First Community Trust NA6,650$0.13M0.1%-22.0%0.005%Search for SEC Filing on Google Icon
4/10/2024Park Avenue Securities LLC17,984$0.35M0.0%-57.6%0.015%Search for SEC Filing on Google Icon
4/4/2024Cullen Investment Group LTD.10,090$0.19M0.0%N/A0.008%Search for SEC Filing on Google Icon
3/5/2024Twin Focus Capital Partners LLC94,375$1.67M0.2%-4.6%0.076%Search for SEC Filing on Google Icon
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
2/15/2024Bulldog Investors LLP29,351$0.52M0.2%-89.4%0.024%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
2/13/2024Prevail 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
2/9/2024City of London Investment Management Co. Ltd.157,686$2.79M0.2%-5.0%0.127%Search for SEC Filing on Google Icon
2/9/2024D.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
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: $21.30
Low: $21.25
High: $21.45

50 Day Range

MA: $21.24
Low: $19.97
High: $22.45

52 Week Range

Now: $21.30
Low: $15.81
High: $22.49

Volume

237,283 shs

Average Volume

173,721 shs

Market Capitalization

$2.64 billion

P/E Ratio

N/A

Dividend Yield

6.07%

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:
  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. Allspring Global Investments Holdings LLC — 1.01%
  2. Raymond James Financial Services Advisors Inc. — 0.45%
  3. Bensler LLC — 0.43%
  4. Raymond James & Associates — 0.43%
  5. Wealth Enhancement Advisory Services LLC — 0.33%
  6. Priebe Wealth Holdings LLC — 0.29%
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. Allspring Global Investments Holdings LLC
  2. HTLF Bank
  3. Fifth Third Bancorp
  4. Raymond James Trust N.A.
  5. Quad Cities Investment Group LLC
  6. Capital Investment 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. Raymond James & Associates
  2. Hennion & Walsh Asset Management Inc.
  3. Bensler LLC
  4. Founders Capital Management LLC
  5. Raymond James Financial Services Advisors Inc.
  6. Great Valley Advisor Group Inc.
  7. Wealth Enhancement Advisory Services LLC
  8. Priebe Wealth Holdings LLC
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.