Adams Diversified Equity Fund, Inc.
ADX- Exchange
- NYSE
- SEC CIK
- 0000002230
No open-market purchases or sales by Adams Diversified Equity Fund, Inc. insiders were filed in the last 90 days; 217 institutions reported holding it in 13F filings for Q2 2026, worth $527.8M in total; no superinvestor holds it.
Q3 2022 vs. Q2 2022
How the institutions holding Adams Diversified Equity Fund, Inc. changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Q3 2022 | Change |
|---|---|---|---|
| Holders | 145 | 149 | +4 |
| Shares | 24.2M | 25.2M | +1.07M (+4.4%) |
| Value | $369.2M | $366.3M | −$2.89M (−0.8%) |
New holders (18)
Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Clough Capital Partners L P | 204,500 | $2.98M | 0.44% |
| Hightower 6M Holding, LLC | 84,320 | $1.23M | 0.11% |
| Mariner, LLC | 44,180 | $644.0K | 0.00% |
| Janney Montgomery Scott LLC | 30,277 | $441.0K | 0.00% |
| Sage Capital Advisors,llc | 21,659 | $316.0K | 0.16% |
| Captrust Financial Advisors | 21,103 | $307.0K | 0.00% |
| Csenge Advisory Group | 14,232 | $207.0K | 0.02% |
| Silverlake Wealth Management LLC | 13,675 | $199.2K | 0.13% |
| Northern Trust Corp | 11,059 | $161.0K | 0.00% |
| We Are One Seven, LLC | 10,895 | $158.0K | 0.02% |
| Eudaimonia Partners, LLC | 10,000 | $146.0K | 0.04% |
| Benjamin F. Edwards & Company, Inc. | 3,505 | $51.0K | 0.00% |
| Bessemer Group Inc | 1,536 | $22.0K | 0.00% |
| Sound Income Strategies, LLC | 615 | $9.00K | 0.00% |
| Gradient Investments LLC | 335 | $5.00K | 0.00% |
| Meeder Asset Management Inc | 295 | $4.00K | 0.00% |
| EverSource Wealth Advisors, LLC | 57 | $1.00K | 0.00% |
| Cetera Advisors LLC | 11,310 | $0 | 0.00% |
Sold out (14)
Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| NFC Investments, LLC | 59,500 | $912.0K |
| Bank of Montreal | 36,503 | $677.0K |
| Collaborative Wealth Managment Inc. | 18,065 | $277.0K |
| Walleye Capital LLC | 12,466 | $191.0K |
| SeaCrest Wealth Management, LLC | 1,947 | $30.0K |
| Graves-Light Private Wealth Management, Inc. | 1,522 | $23.0K |
| Steward Financial Group LLC | 1,350 | $20.0K |
| WFA of San Diego, LLC | 1,255 | $19.0K |
| First Command Bank | 849 | $13.0K |
| First Command Financial Services, Inc. | 849 | $13.0K |
| Geneos Wealth Management Inc. | 800 | $12.0K |
| Total Clarity Wealth Management, Inc. | 715 | $11.0K |
| Signaturefd, LLC | 482 | $7.00K |
| RE Dickinson Investment Advisors, LLC | 288 | $4.00K |