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.
Q2 2023 vs. Q1 2023
How the institutions holding Adams Diversified Equity Fund, Inc. changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Of which not filed for Q2 2023 | Q2 2023 | Change |
|---|---|---|---|---|
| Holders | 158 | 2 | 165 | +9 |
| Shares | 29.2M | 27.6K | 30.6M | +1.46M (+5.0%) |
| Value | $452.7M | $429.6K | $514.1M | +$61.8M (+13.7%) |
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (18)
Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Prevail Innovative Wealth Advisors, LLC | 265,731 | $4.47M | 2.45% |
| MML Investors Services, LLC | 46,429 | $780.0K | 0.00% |
| Janney Montgomery Scott LLC | 34,706 | $583.0K | 0.00% |
| Ieq Capital, LLC | 25,370 | $426.5K | 0.01% |
| Hennion & Walsh Asset Management, Inc. | 17,453 | $293.0K | 0.02% |
| Snowden Capital Advisors LLC | 15,419 | $259.2K | 0.01% |
| JustInvest LLC | 10,481 | $176.2K | 0.01% |
| Cassady Schiller Wealth Management, LLC | 6,995 | $117.6K | 0.06% |
| SkyView Investment Advisors, LLC | 1,948 | $68.0K | 0.02% |
| Archer Investment Corp | 1,889 | $31.8K | 0.01% |
| Gradient Investments LLC | 1,508 | $25.3K | 0.00% |
| CWM, LLC | 730 | $12.0K | 0.00% |
| Creative Financial Designs Inc | 502 | $8.43K | 0.00% |
| Mather Group, LLC. | 456 | $7.66K | 0.00% |
| Cherry Tree Wealth Management, LLC | 252 | $4.24K | 0.00% |
| WFA of San Diego, LLC | 160 | $2.69K | 0.00% |
| First Financial Corp | 129 | $2.17K | 0.00% |
| FMR LLC | 1 | $17 | 0.00% |
Sold out (9)
Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Clear Harbor Asset Management, LLC | 27,169 | $422.5K |
| Strategic Advisors LLC | 24,938 | $387.8K |
| Bank of Montreal | 18,444 | $335.1K |
| Cypress Wealth Services, LLC | 15,493 | $240.9K |
| Bluefin Capital Management, LLC | – | $180.1K |
| Belpointe Asset Management LLC | 4,200 | $65.3K |
| BDO Wealth Advisors, LLC | 3,963 | $61.6K |
| Ellevest, Inc. | 2,115 | $32.9K |
| Advisory Services Network, LLC | 5 | $78 |
Not filed for Q2 2023 yet (2)
Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Security Asset Management | 27,169 | $422.5K |
| Clear Perspectives Financial Planning, LLC | 456 | $7.09K |