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Adams Diversified Equity Fund (ADX) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Adams Diversified Equity Fund (NYSE:ADX)

Current
Institutional Ownership
Percentage
28.41%
Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$117.36M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$47.96M
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ADX Institutional Buying and Selling by Quarter

Adams Diversified Equity Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2024Turtle Creek Wealth Advisors LLC22,901$447K0.1%+261.4%0.018%
4/30/2024 Allspring Global Investments Holdings LLC1,630,212$31.82M0.0%-4.1%1.315%
4/29/2024Commonwealth Equity Services LLC76,195$1.49M0.0%-3.2%0.061%
4/25/2024 HTLF Bank359,131$7.01M0.8%-2.4%0.290%
4/24/2024 Blue Bell Private Wealth Management LLC1,245,867$24.32M5.2%+4.7%1.005%
4/23/2024 Fifth Third Bancorp42,046$821K0.0%-33.6%0.034%
4/23/2024 Raymond James Financial Services Advisors Inc.551,925$10.77M0.0%+35.1%0.445%
4/22/2024 Raymond James & Associates479,859$9.37M0.0%+40.8%0.387%
4/19/2024 Uncommon Cents Investing LLC195,447$3.82M1.2%-0.3%0.158%
4/19/2024 Tradewinds Capital Management LLC8,871$173K0.0%N/A0.007%
4/18/2024 Silverlake Wealth Management LLC11,375$222K0.1%-16.8%0.009%
4/18/2024 Allspring Global Investments Holdings LLC1,630,212$31.82M0.0%-4.1%1.315%
4/17/2024 Hennion & Walsh Asset Management Inc.102,833$2.01M0.1%+42.6%0.083%
4/16/2024 Wealth Enhancement Advisory Services LLC407,538$7.96M0.0%+2.6%0.329%
4/13/2024 Priebe Wealth Holdings LLC359,850$7.02M5.5%+0.8%0.290%
4/11/2024 International Assets Investment Management LLC48,222$939K0.0%+9.5%0.039%
4/10/2024 First Community Trust NA6,650$130K0.1%-22.0%0.005%
4/10/2024 Park Avenue Securities LLC17,984$351K0.0%-57.6%0.015%
4/4/2024 Cullen Investment Group LTD.10,090$194K0.0%N/A0.008%
3/5/2024Twin Focus Capital Partners LLC94,375$1.67M0.2%-4.6%0.076%
2/29/2024Scarborough Advisors LLC2,810$50K0.0%N/A0.002%
2/27/2024ARQ Wealth Advisors LLC60,059$1.06M0.6%+15.1%0.048%
2/15/2024Bulldog Investors LLP29,351$520K0.2%-89.4%0.024%
2/13/2024Karpus Management Inc.155,000$2.75M0.1%N/A0.125%
2/13/2024Quantedge Capital Pte Ltd90,720$1.61M0.8%-26.6%0.073%
2/13/2024Prevail Innovative Wealth Advisors LLC312,038$5.53M2.6%-5.6%0.252%
2/13/20241607 Capital Partners LLC1,998,821$35.40M2.5%-5.2%1.612%
2/12/2024Global Endowment Management LP67,979$1.20M0.1%+6.8%0.055%
2/9/2024City of London Investment Management Co. Ltd.157,686$2.79M0.2%-5.0%0.127%
2/9/2024D.A. Davidson & CO.139,217$2.47M0.0%+0.6%0.112%
2/9/2024Cornerstone Advisors LLC1,127,545$19.97M0.9%-16.9%0.909%
2/8/2024Texas Capital Bank Wealth Management Services Inc13,430$238K0.0%+6.8%0.011%
2/8/2024FCA Corp TX225,210$3.99M1.4%+2.4%0.182%
2/8/2024 MinichMacGregor Wealth Management LLC133,716$2.37M0.7%+0.6%0.108%
2/8/2024Janney Montgomery Scott LLC38,939$690K0.0%+8.9%0.031%
2/7/2024Ieq Capital LLC10,753$190K0.0%-63.0%0.009%
2/7/2024Shaker Financial Services LLC20,805$368K0.2%-26.3%0.017%
2/7/2024Principal Securities Inc.15,723$278K0.0%N/A0.013%
2/6/2024Private Advisor Group LLC29,287$519K0.0%-17.5%0.024%
2/6/2024Merit Financial Group LLC42,340$750K0.0%+5.3%0.035%
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2/6/20249258 Wealth Management LLC58,562$1.04M0.2%+5.0%0.047%
2/6/2024 Benjamin F. Edwards & Company Inc.3,741$66K0.0%-17.0%0.003%
2/6/2024RB Capital Management LLC182,650$3.24M0.9%+3.3%0.151%
2/5/2024Savant Capital LLC25,250$447K0.0%+3.8%0.021%
2/2/2024Atria Wealth Solutions Inc.36,316$643K0.0%+1.7%0.030%
1/31/2024 HTLF Bank367,953$6.52M0.8%N/A0.305%
1/31/2024Waterfront Wealth Inc.399,216$7.07M2.1%+0.5%0.330%
1/30/2024Avior Wealth Management LLC21,820$386K0.0%-27.2%0.018%
1/29/2024Koshinski Asset Management Inc.72,713$1.29M0.2%+40.6%0.060%
1/26/2024 Priebe Wealth Holdings LLC357,054$6.32M5.2%N/A0.296%
1/26/2024Turtle Creek Wealth Advisors LLC6,337$112K0.0%N/A0.005%
1/25/2024 Allspring Global Investments Holdings LLC1,700,212$30.11M0.0%+22.1%1.407%
1/25/2024 International Assets Investment Management LLC44,028$780K0.0%+11.8%0.036%
1/25/2024Pinion Investment Advisors LLC16,281$288K0.2%+6.8%0.013%
1/25/2024 Blue Bell Private Wealth Management LLC1,190,252$21.08M5.0%-0.6%0.985%
1/24/2024 International Assets Investment Management LLC779,738$13.81M0.0%+1,879.7%0.645%
1/22/2024Bensler LLC474,981$8.41M1.4%+39.0%0.393%
1/19/2024 Fifth Third Bancorp63,314$1.12M0.0%+7.1%0.052%
1/19/2024 Occidental Asset Management LLC10,569$187K0.0%N/A0.009%
1/18/2024 McGlone Suttner Wealth Management Inc.4,723$84K0.0%N/A0.004%
1/18/2024 Uncommon Cents Investing LLC195,997$3.47M1.1%-1.0%0.162%
1/16/2024 Raymond James Financial Services Advisors Inc.408,457$7.23M0.0%-18.3%0.338%
1/16/2024 Raymond James & Associates340,724$6.03M0.0%+2.8%0.282%
1/12/2024 Stolper Co95,240$1.69M0.7%+3.0%0.079%
1/10/2024Creative Financial Designs Inc. ADV3,107$55K0.0%+517.7%0.003%
1/10/2024 Quad Cities Investment Group LLC23,491$411K0.3%+6.8%0.019%
1/9/2024 Sage Capital Advisors llc22,822$404K0.1%-10.1%0.019%
1/8/2024 Capital Market Strategies LLC23,415$415K0.4%+8.1%0.019%
11/30/2023ARQ Wealth Advisors LLC52,171$868K0.6%N/A0.043%
11/15/2023Integrated Wealth Concepts LLC260,000$4.33M0.1%-3.7%0.215%
11/15/20231607 Capital Partners LLC2,109,282$35.10M2.6%-10.1%1.746%
11/15/2023Advisors Asset Management Inc.195,526$3.25M0.1%-4.2%0.162%
11/14/2023Lazard Asset Management LLC4,122,687$68.60M0.1%+11.9%3.413%
11/14/2023AQR Arbitrage LLC66,415$1.11M0.0%-57.5%0.055%
11/14/2023Saba Capital Management L.P.6,768,620$112.63M2.7%+53.9%5.603%
11/14/2023Ancora Advisors LLC100,596$1.67M0.0%-12.0%0.083%
11/13/2023Stifel Financial Corp213,674$3.56M0.0%+22.7%0.177%
11/13/2023Mariner LLC39,506$657K0.0%-11.4%0.033%
11/13/2023Quantedge Capital Pte Ltd123,620$2.06M1.1%-43.9%0.102%
11/13/2023Kestra Advisory Services LLC188,245$3.13M0.0%-1.9%0.156%
11/13/2023FCA Corp TX219,997$3.66M1.2%+3.3%0.182%
11/9/2023City of London Investment Management Co. Ltd.166,051$2.76M0.2%-29.6%0.137%
11/9/2023Cornerstone Advisors LLC1,356,769$22.58M1.1%-1.6%1.123%
11/8/2023HighTower Advisors LLC26,553$440K0.0%-10.6%0.022%
11/8/2023Pathstone Family Office LLC16,158$269K0.0%N/A0.013%
11/8/20239258 Wealth Management LLC55,763$928K0.2%-4.5%0.046%
11/8/2023Janney Montgomery Scott LLC35,755$595K0.0%+3.0%0.030%
11/8/2023Landscape Capital Management L.L.C.19,727$328K0.0%-47.1%0.016%
11/8/2023SMH Capital Advisors Inc.14,262$237K0.6%-24.0%0.012%
11/8/2023Oppenheimer & Co. Inc.13,538$225K0.0%+19.9%0.011%
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11/7/2023Financial Counselors Inc.46,015$766K0.0%-2.6%0.038%
11/7/2023Atlas Wealth LLC1,373,433$22.85M4.3%+0.9%1.137%
11/6/2023Ieq Capital LLC29,064$484K0.0%+14.6%0.024%
11/3/2023MGO One Seven LLC10,865$181K0.0%-12.4%0.009%
11/3/2023Private Advisor Group LLC35,511$591K0.0%+24.7%0.029%
11/2/2023Shaker Financial Services LLC28,246$470K0.2%-82.9%0.023%
10/30/2023 Blue Bell Private Wealth Management LLC1,196,879$19.92M5.4%-1.1%0.991%
10/27/2023 Hennion & Walsh Asset Management Inc.39,297$654K0.0%+125.2%0.033%
10/27/2023 Allspring Global Investments Holdings LLC1,392,456$23.17M0.0%-2.6%1.153%
10/27/2023Dubuque Bank & Trust Co383,908$6.39M0.9%-15.2%0.318%
(Data available from 1/1/2016 forward)

ADX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ADX shares?

During the previous two years, 137 institutional investors and hedge funds held shares of Adams Diversified Equity Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($112.63M), Lazard Asset Management LLC ($68.60M), 1607 Capital Partners LLC ($35.40M), Allspring Global Investments Holdings LLC ($31.82M), Blue Bell Private Wealth Management LLC ($24.32M), Atlas Wealth LLC ($22.85M), and Cornerstone Advisors LLC ($19.97M).Learn more on ADX's institutional investors.

What percentage of Adams Diversified Equity Fund stock is owned by institutional investors?

28.41% of Adams Diversified Equity Fund stock is owned by institutional investors. Learn more on ADX's institutional investor holdings.

Which institutional investors have been buying Adams Diversified Equity Fund stock?

Of the 116 institutional investors that purchased Adams Diversified Equity Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Saba Capital Management L.P. ($2.37M), Atlas Wealth LLC ($1.33M), Allspring Global Investments Holdings LLC ($1.18M), International Assets Investment Management LLC ($822.27K), Lazard Asset Management LLC ($491.82K), HTLF Bank ($367.95K), and Priebe Wealth Holdings LLC ($359.85K).

How much institutional buying is happening at Adams Diversified Equity Fund?

Institutional investors have bought a total of 12,317,658 shares in the last 24 months. This purchase volume represents approximately $199.08M in transactions.

Which Adams Diversified Equity Fund major shareholders have been selling company stock?

Of the 72 institutional investors that sold Adams Diversified Equity Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($768.72K), Shaker Financial Services LLC ($440.37K), Wolverine Asset Management LLC ($398.43K), 1607 Capital Partners LLC ($346.71K), Raymond James Financial Services Advisors Inc. ($302.90K), Allspring Global Investments Holdings LLC ($272.75K), and Bulldog Investors LLP ($246.51K).

How much institutional selling is happening at Adams Diversified Equity Fund?

Institutional investors have sold a total of 4,577,973 shares in the last 24 months. This volume of shares sold represents approximately $77.08M in transactions.


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This page (NYSE:ADX) was last updated on 5/1/2024 by MarketBeat.com Staff

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