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ADX Insider Trading

Insider Ownership Percentage: 0.14%
Insider Buying (Last 12 Months): $25,051.95
Insider Selling (Last 12 Months): $314,177.70

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: $20.86
Price Change: ▲ Price Increase of +0.135 (0.65%)
As of 06/16/2025 04:59 PM 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
10/31/2024Jane Musser NelsonDirectorBuy1,155$21.69$25,051.954,982View SEC Filing Icon  
10/28/2024Frederic A. EscherichDirectorSell9,500$21.93$208,335.0049,908View SEC Filing Icon  
10/25/2024Frederic A. EscherichDirectorSell4,833$21.90$105,842.7059,408View SEC Filing Icon  
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  
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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
5/21/2025Geneos Wealth Management Inc.16,125$0.31M0.0%+388.9%0.014%Search for SEC Filing on Google Icon
5/19/2025Jane Street Group LLC27,640$0.53M0.0%N/A0.024%Search for SEC Filing on Google Icon
5/16/2025NewEdge Advisors LLC36,365$0.69M0.0%+4.4%0.031%Search for SEC Filing on Google Icon
5/16/2025Concorde Asset Management LLC23,277$0.44M0.2%+60.5%0.020%Search for SEC Filing on Google Icon
5/16/2025Advisors Asset Management Inc.344,966$6.55M0.1%+29.5%0.293%Search for SEC Filing on Google Icon
5/16/2025Ancora Advisors LLC63,710$1.21M0.0%-2.8%0.054%Search for SEC Filing on Google Icon
5/16/20251607 Capital Partners LLC653,135$12.40M1.0%-12.5%0.556%Search for SEC Filing on Google Icon
5/15/2025Royal Bank of Canada1,054,872$20.03M0.0%+39.6%0.897%Search for SEC Filing on Google Icon
5/15/2025WPG Advisers LLC2,289$43K0.0%N/A0.002%Search for SEC Filing on Google Icon
5/15/2025Landscape Capital Management L.L.C.110,530$2.10M0.2%-17.8%0.094%Search for SEC Filing on Google Icon
5/14/2025RB Capital Management LLC208,238$3.95M0.9%+2.0%0.177%Search for SEC Filing on Google Icon
5/14/2025Thomas J. Herzfeld Advisors Inc.71,378$1.36M0.5%-14.1%0.061%Search for SEC Filing on Google Icon
5/14/2025Walleye Capital LLC14,632$0.28M0.0%N/A0.012%Search for SEC Filing on Google Icon
5/14/2025Northwestern Mutual Wealth Management Co.48,131$0.91M0.0%+6.9%0.041%Search for SEC Filing on Google Icon
5/14/2025Kestra Advisory Services LLC195,638$3.72M0.0%-0.9%0.166%Search for SEC Filing on Google Icon
5/14/2025Jones Road Capital Management L.P.419,000$7.96M5.0%+13.2%0.356%Search for SEC Filing on Google Icon
5/13/2025Raymond James Financial Inc.1,201,070$22.81M0.0%+16.4%1.022%Search for SEC Filing on Google Icon
5/13/2025Global Endowment Management LP77,652$1.48M0.2%+2.3%0.066%Search for SEC Filing on Google Icon
5/13/2025FCA Corp TX181,808$3.45M1.1%+0.4%0.155%Search for SEC Filing on Google Icon
5/13/2025MSH Capital Advisors LLC12,659$0.24M0.1%-5.5%0.011%Search for SEC Filing on Google Icon
5/13/2025HighTower Advisors LLC23,296$0.44M0.0%-11.6%0.020%Search for SEC Filing on Google Icon
5/12/2025Virtu Financial LLC10,686$0.20M0.0%N/A0.009%Search for SEC Filing on Google Icon
5/12/2025Wolverine Asset Management LLC152,886$2.90M0.0%+205.2%0.130%Search for SEC Filing on Google Icon
5/9/2025Roberts Glore & Co. Inc. IL116,382$2.21M0.7%+19.7%0.099%Search for SEC Filing on Google Icon
5/9/2025Atria Wealth Solutions Inc.41,549$0.79M0.0%+17.0%0.035%Search for SEC Filing on Google Icon
5/9/2025Shaker Financial Services LLC207,446$3.94M1.5%+40.3%0.176%Search for SEC Filing on Google Icon
5/9/2025Generation Capital Management LLC50,329$0.96M0.9%+2.3%0.043%Search for SEC Filing on Google Icon
5/8/2025US Bancorp DE7,322$0.14M0.0%-21.5%0.006%Search for SEC Filing on Google Icon
5/8/2025Harbour Investments Inc.22,546$0.43M0.0%+15.4%0.019%Search for SEC Filing on Google Icon
5/7/2025LPL Financial LLC166,781$3.17M0.0%+18.3%0.142%Search for SEC Filing on Google Icon
5/6/2025Cetera Investment Advisers150,506$2.86M0.0%+0.9%0.128%Search for SEC Filing on Google Icon
5/6/2025Readystate Asset Management LP48,956$0.93M0.0%+69.2%0.042%Search for SEC Filing on Google Icon
5/6/2025Choreo LLC45,711$0.87M0.0%+2.0%0.039%Search for SEC Filing on Google Icon
5/5/2025Kestra Private Wealth Services LLC24,584$0.47M0.0%-39.5%0.021%Search for SEC Filing on Google Icon
5/5/2025ARQ Wealth Advisors LLC134,567$2.56M0.9%+63.3%0.114%Search for SEC Filing on Google Icon
5/2/2025Accredited Investor Services LLC15,164$0.29M0.2%N/A0.013%Search for SEC Filing on Google Icon
5/1/2025CWM LLC2,418$46K0.0%+52.5%0.002%Search for SEC Filing on Google Icon
4/30/2025Cerity Partners LLC29,290$0.56M0.0%+17.9%0.025%Search for SEC Filing on Google Icon
4/30/2025Silverlake Wealth Management LLC10,821$0.21M0.1%-4.9%0.009%Search for SEC Filing on Google Icon
4/29/2025Financial Counselors Inc.43,431$0.83M0.0%-15.5%0.037%Search for SEC Filing on Google Icon
4/29/2025Envestnet Asset Management Inc.31,839$0.61M0.0%+38.5%0.027%Search for SEC Filing on Google Icon
4/29/2025Penserra Capital Management LLC235,377$4.47M0.1%N/A0.200%Search for SEC Filing on Google Icon
4/29/2025Concurrent Investment Advisors LLC52,668$1M0.0%-63.5%0.045%Search for SEC Filing on Google Icon
4/28/2025D.A. Davidson & CO.129,265$2.46M0.0%-0.5%0.110%Search for SEC Filing on Google Icon
4/25/2025MorganRosel Wealth Management LLC5,292$100K0.0%N/A0.005%Search for SEC Filing on Google Icon
4/25/2025Waterfront Wealth Inc.413,998$7.86M1.9%+4.9%0.352%Search for SEC Filing on Google Icon
4/25/2025Joel Isaacson & Co. LLC26,520$0.50M0.0%N/A0.023%Search for SEC Filing on Google Icon
4/25/2025Uniting Wealth Partners LLC20,386$0.39M0.2%+7.3%0.017%Search for SEC Filing on Google Icon
4/24/2025Allspring Global Investments Holdings LLC523,668$9.94M0.0%-1.6%0.445%Search for SEC Filing on Google Icon
4/23/2025Consolidated Portfolio Review Corp149,453$2.84M0.5%+35.7%0.127%Search for SEC Filing on Google Icon
4/23/2025Uncommon Cents Investing LLC186,032$3.53M1.0%-1.7%0.158%Search for SEC Filing on Google Icon
4/23/2025Oppenheimer & Co. Inc.34,748$0.66M0.0%+68.7%0.030%Search for SEC Filing on Google Icon
4/21/2025Avior Wealth Management LLC22,188$0.42M0.0%+17.2%0.019%Search for SEC Filing on Google Icon
4/21/2025Blue Trust Inc.25,716$0.49M0.0%-19.5%0.022%Search for SEC Filing on Google Icon
4/21/2025Kingswood Wealth Advisors LLC10,681$0.20M0.0%-6.2%0.009%Search for SEC Filing on Google Icon
4/17/2025Janney Montgomery Scott LLC54,754$1.04M0.0%+4.6%0.047%Search for SEC Filing on Google Icon
4/17/2025Pinion Investment Advisors LLC34,330$0.65M0.1%+104.5%0.029%Search for SEC Filing on Google Icon
4/16/2025Wealth Enhancement Advisory Services LLC413,523$7.85M0.0%-2.8%0.352%Search for SEC Filing on Google Icon
4/16/2025Bensler LLC787,512$14.96M1.9%+13.0%0.670%Search for SEC Filing on Google Icon
4/15/2025Fifth Third Bancorp42,254$0.80M0.0%-1.9%0.036%Search for SEC Filing on Google Icon
4/14/2025Priebe Wealth Holdings LLC181,270$3.44M2.1%-17.3%0.154%Search for SEC Filing on Google Icon
4/14/2025Capital Investment Advisors LLC51,166$0.97M0.0%-8.1%0.044%Search for SEC Filing on Google Icon
4/14/2025UMB Bank n.a.2,406$46K0.0%N/A0.002%Search for SEC Filing on Google Icon
4/10/2025Hennion & Walsh Asset Management Inc.236,832$4.50M0.2%+8.7%0.201%Search for SEC Filing on Google Icon
4/9/2025Merit Financial Group LLC48,130$0.91M0.0%+33.2%0.041%Search for SEC Filing on Google Icon
4/9/2025Quad Cities Investment Group LLC25,940$0.49M0.2%+2.3%0.022%Search for SEC Filing on Google Icon
4/8/2025Stolper Co96,094$1.83M0.6%+2.0%0.082%Search for SEC Filing on Google Icon
4/4/2025Sage Capital Advisors llc19,712$0.37M0.1%-13.2%0.017%Search for SEC Filing on Google Icon
4/4/2025Capital Market Strategies LLC21,130$0.40M0.3%-10.9%0.018%Search for SEC Filing on Google Icon
4/1/2025MassMutual Private Wealth & Trust FSB43,431$0.83M0.0%-15.5%0.037%Search for SEC Filing on Google Icon
3/21/2025Prostatis Group LLC34,265$0.69M0.2%+9.5%0.029%Search for SEC Filing on Google Icon
3/17/2025Wealth Enhancement Advisory Services LLC425,321$8.59M0.0%+9.1%0.362%Search for SEC Filing on Google Icon
2/25/2025Polar Asset Management Partners Inc.74,837$1.51M0.0%N/A0.064%Search for SEC Filing on Google Icon
2/19/2025ARQ Wealth Advisors LLC82,391$1.66M0.6%+13.9%0.066%Search for SEC Filing on Google Icon
2/18/2025RB Capital Management LLC204,156$4.12M0.9%+8.3%0.165%Search for SEC Filing on Google Icon
2/18/2025Elequin Capital LP2,617$53K0.0%N/A0.002%Search for SEC Filing on Google Icon
2/17/2025Waverly Advisors LLC65,791$1.33M0.0%N/A0.053%Search for SEC Filing on Google Icon
2/17/2025Saba Capital Management L.P.5,428,866$109.66M2.6%-15.5%4.376%Search for SEC Filing on Google Icon
2/17/2025Royal Bank of Canada755,447$15.26M0.0%+9.8%0.609%Search for SEC Filing on Google Icon
2/17/2025Polar Asset Management Partners Inc.74,837$1.51M0.0%N/A0.060%Search for SEC Filing on Google Icon
2/17/2025Quantedge Capital Pte Ltd50,257$1.02M0.4%+40.6%0.041%Search for SEC Filing on Google Icon
2/17/2025Millennium Management LLC16,264$0.33M0.0%-79.9%0.013%Search for SEC Filing on Google Icon
2/17/2025Lazard Asset Management LLC2,997,278$60.55M0.1%+5.0%2.416%Search for SEC Filing on Google Icon
2/17/2025K2 Principal Fund L.P.15,478$0.31M0.0%N/A0.012%Search for SEC Filing on Google Icon
2/17/2025Focus Partners Wealth48,103$0.97M0.0%N/A0.039%Search for SEC Filing on Google Icon
2/17/2025Cetera Investment Advisers149,207$3.01M0.0%+4.8%0.120%Search for SEC Filing on Google Icon
2/17/2025Captrust Financial Advisors15,189$0.31M0.0%+26.7%0.012%Search for SEC Filing on Google Icon
2/17/2025Bank of America Corp DE271,049$5.48M0.0%-14.0%0.218%Search for SEC Filing on Google Icon
2/17/2025Ameriprise Financial Inc.57,220$1.16M0.0%+66.1%0.046%Search for SEC Filing on Google Icon
2/17/2025Ancora Advisors LLC65,540$1.32M0.0%-1.0%0.053%Search for SEC Filing on Google Icon
2/17/2025Allegheny Financial Group18,473$0.37M0.1%-12.7%0.015%Search for SEC Filing on Google Icon
2/14/2025Mercer Global Advisors Inc. ADV42,076$0.85M0.0%N/A0.034%Search for SEC Filing on Google Icon
2/14/2025Lido Advisors LLC46,875$0.95M0.0%+5.9%0.038%Search for SEC Filing on Google Icon
2/14/2025Capstone Financial Advisors Inc.40,642$0.82M0.1%+4.7%0.033%Search for SEC Filing on Google Icon
2/14/2025Two Sigma Securities LLC10,399$0.21M0.0%N/A0.008%Search for SEC Filing on Google Icon
2/14/2025Integrated Wealth Concepts LLC142,748$2.88M0.0%-1.7%0.115%Search for SEC Filing on Google Icon
2/14/2025Stifel Financial Corp259,667$5.25M0.0%+12.2%0.209%Search for SEC Filing on Google Icon
2/14/2025Shaker Financial Services LLC147,864$2.99M1.1%-28.3%0.119%Search for SEC Filing on Google Icon
2/14/2025Generation Capital Management LLC49,191$0.99M0.9%N/A0.040%Search for SEC Filing on Google Icon
2/13/2025Global Endowment Management LP75,943$1.53M0.2%+9.5%0.061%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: $20.86
Low: $20.78
High: $20.95

50 Day Range

MA: $19.60
Low: $17.83
High: $20.93

52 Week Range

Now: $20.86
Low: $16.50
High: $22.63

Volume

257,222 shs

Average Volume

263,493 shs

Market Capitalization

$2.45 billion

P/E Ratio

N/A

Dividend Yield

15.97%

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. Jane Musser Nelson (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. Raymond James Financial Inc. — 1.02%
  2. Royal Bank of Canada — 0.90%
  3. Bensler LLC — 0.67%
  4. 1607 Capital Partners LLC — 0.56%
  5. Allspring Global Investments Holdings LLC — 0.45%
  6. Jones Road Capital Management L.P. — 0.36%
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. 1607 Capital Partners LLC
  2. Concurrent Investment Advisors LLC
  3. Priebe Wealth Holdings LLC
  4. Landscape Capital Management L.L.C.
  5. Kestra Private Wealth Services LLC
  6. Wealth Enhancement Advisory Services LLC
  7. Thomas J. Herzfeld Advisors Inc.
  8. Allspring Global Investments Holdings LLC

Which major investors are buying Adams Diversified Equity Fund stock?

In the previous quarter, ADX stock was purchased by institutional investors including:
  1. Royal Bank of Canada
  2. Penserra Capital Management LLC
  3. Raymond James Financial Inc.
  4. Wolverine Asset Management LLC
  5. Bensler LLC
  6. Advisors Asset Management Inc.
  7. Shaker Financial Services LLC
  8. ARQ Wealth Advisors LLC