ADX
ADAMS DIVERSIFIED EQUITY FUND, INC.
NYSE
Total Trades
9
Buys
6
Sells
3
Largest Trade
$100K–$500K
Insiders
5
Institutional Funds
169
Inst. Value
$1M+
Activist Filings
8
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Kerns Janis F. | Gen. Counsel & Cor… | BUY | $1K–$15K | 321 | $23.23 | Feb 2, 2026 |
| Nelson Jane Musser | Director | BUY | $15K–$50K | 1K | $21.69 | Oct 31, 2024 |
| Escherich Frederic A | Director | SELL | $100K–$500K | 10K | $21.93 | Oct 29, 2024 |
| Escherich Frederic A | Director | SELL | $100K–$500K | 16K | $21.73 | Oct 28, 2024 |
| JAMMET MARY CHRIS | Director | BUY | $15K–$50K | 2K | $15.46 | Jan 30, 2023 |
| Nelson Jane Musser | Director | BUY | $50K–$100K | 4K | $15.41 | Jan 30, 2023 |
| Escherich Frederic A | Director | BUY | $50K–$100K | 4K | $15.96 | Jul 26, 2022 |
| Escherich Frederic A | Director | SELL | $50K–$100K | 4K | $15.31 | Jun 22, 2022 |
| Stoeckle Mark E. | CEO & President | BUY | $15K–$50K | 2K | $18.43 | Feb 4, 2022 |
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Institutional Ownership
13F filings as of Dec 31, 2025 · 169 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| LAZARD ASSET MANAGEMENT LLC | 3.6M | $1M+ | SH |
| COHEN & STEERS, INC. | 1.1M | $1M+ | SH |
| Bensler, LLC | 988K | $1M+ | SH |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 924K | $1M+ | SH |
| MORGAN STANLEY | 820K | $1M+ | SH |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 431K | $1M+ | SH |
| LPL Financial LLC | 433K | $1M+ | SH |
| RAYMOND JAMES FINANCIAL INC | 419K | $1M+ | SH |
| STIFEL FINANCIAL CORP | 403K | $1M+ | SH |
| Allspring Global Investments Holdings, LLC | 401K | $1M+ | SH |
| Advisors Asset Management, Inc. | 387K | $1M+ | SH |
| Waterfront Wealth Inc. | 385K | $1M+ | SH |
| Penserra Capital Management LLC | 325K | $1M+ | SH |
| GatePass Capital, LLC | 299K | $1M+ | SH |
| Hennion & Walsh Asset Management, Inc. | 288K | $1M+ | SH |
| UMB Bank, n.a. | 214K | $1M+ | SH |
| ARQ WEALTH ADVISORS, LLC | 209K | $1M+ | SH |
| RB Capital Management, LLC | 208K | $1M+ | SH |
| Kestra Advisory Services, LLC | 197K | $1M+ | SH |
| Uncommon Cents Investing LLC | 185K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Feb 13, 2025
1.0%
1.2M shares
SC 13D/A · Nov 25, 2024
5.0%
5.5M shares
SC 13D/A · Aug 7, 2024
6.0%
6.6M shares
SC 13D/A · May 15, 2024
7.6%
9.4M shares
Erik E. Bergstrom Charitable Remainder Trust
SC 13G/A · Mar 14, 2024
0.9%
1.1M shares
SC 13D/A · Dec 11, 2023
6.2%
7.5M shares
SC 13D/A · Sep 25, 2023
5.4%
6.6M shares
SC 13D · Sep 1, 2023
5.0%
6.1M shares