Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Adams Diversified Equity Fund, Inc. meliputi Westbourne Investment Advisors, Inc., Means Investment Co., Inc., Midwest Trust Co, Kovitz Investment Group Partners, LLC, EP Wealth Advisors, Inc., Abel Hall, LLC, Vista Investment Partners Ii, Llc, Vantage Financial Partners, LLC, Benchmark Financial Wealth Advisors, LLC, Valmark Advisers, Inc., Heritage Wealth Management, Inc., GoalVest Advisory LLC, Fortitude Family Office, LLC, Signature Resources Capital Management, LLC, Glenmede Investment Management, LP, Atlantic Union Bankshares Corp, dan Armstrong Advisory Group, Inc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Park Avenue Securities Llc | 27,955 | 1 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,810 | 213 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1,000 | 22 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 976 | 97,500.00 | 21 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 10,921 | 2.25 | 237 | 17.33 | ||||
| 2025-07-10 | 13F | Stolper Co | 98,831 | 2.85 | 2 | 100.00 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 15,757 | 3.91 | 342 | 19.16 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2,615 | 325.20 | 57 | 409.09 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 178,281 | 7.10 | 3,871 | 22.43 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 21,539 | 1.95 | 468 | 16.46 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 500 | 11 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 3,294 | 72 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,563 | 0.43 | 52 | 6.25 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 26,296 | 2.26 | 571 | 16.80 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 9,829 | 213 | ||||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 135,923 | 0.24 | 466 | 11.78 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 67,600 | 0.59 | 1,468 | 14.97 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 21,695 | 29.14 | 471 | 47.34 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 13,003 | 1.29 | 282 | 16.05 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 9,922 | 215 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 428,357 | 3.59 | 9,381 | 19.47 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 54,328 | 12.88 | 1,179 | 29.13 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 975 | 21 | ||||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 32,229 | 1.91 | 700 | 16.50 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 9,958 | 2.26 | 216 | 18.03 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,228,172 | 2.26 | 26,664 | 16.90 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 10,394 | 226 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 9,797 | 213 | ||||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 26,525 | 2.26 | 576 | 16.87 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 2,460 | 2.24 | 53 | 17.78 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 59,025 | 37.52 | 1,268 | 56.03 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 440,707 | 6.45 | 9,568 | 21.70 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 9,119 | 198 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 48,223 | 1.89 | 1,047 | 16.48 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 45,521 | 31.00 | 988 | 49.92 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 62,024 | 166.24 | 1,347 | 204.52 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 10,006 | 217 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 4,718 | 2.23 | 102 | 17.24 | ||||
| 2025-07-14 | 13F | Founders Capital Management, Llc | 11,593 | 2.12 | 252 | 16.74 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 11,200 | 243 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 25,382 | 551 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 44,410 | 964 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5,542 | 5.95 | 120 | 21.21 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 65,476 | 0.38 | 1,421 | 14.78 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 672,672 | 2.99 | 14,604 | 17.74 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 48,162 | 0.06 | 1,046 | 14.33 | ||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 71,500 | 1,552 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1,055 | 23 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 349,282 | 1.25 | 7,583 | 15.76 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 240,070 | 1.99 | 5,212 | 16.60 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27,688 | 24.79 | 601 | 42.76 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 18,455 | 401 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2,571,414 | 10.15 | 55,825 | 25.93 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 857,856 | 8.93 | 18,624 | 24.54 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 242,540 | 3.04 | 5 | 25.00 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 19,362 | 70.41 | 420 | 95.35 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 2,900 | 63 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 31,887 | 0.15 | 692 | 14.57 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 25,190 | 2.47 | 547 | 17.17 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 54,103 | 95.74 | 1,175 | 124.05 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 21,418 | 5.06 | 465 | 19.90 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 60 | 1.69 | 1 | 0.00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 45,348 | 2.25 | 985 | 16.86 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 44,410 | 2.25 | 964 | 16.99 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,000 | 22 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 4,299 | 52.72 | 93 | 75.47 | ||||
| 2025-08-14 | 13F | K2 Principal Fund, L.p. | 16,182 | 2.25 | 351 | 17.00 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 1,096,864 | 1.86 | 23,813 | 16.45 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 264,995 | 11.89 | 5,753 | 27.93 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 27,082 | 588 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 2,929 | 2.23 | 64 | 16.67 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 139,235 | 19.64 | 3,023 | 36.74 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 1,244,635 | 1.63 | 27 | 17.39 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 13,417 | 0.41 | 291 | 15.02 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 12,151 | 264 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 30,167 | 0.09 | 655 | 14.34 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 23,277 | 60.54 | 436 | 48.97 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 22,320 | 77.23 | 485 | 102.51 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 43,058 | 2.09 | 1 | |||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 25,162 | 3.92 | 547 | 18.95 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 41,601 | 1.18 | 903 | 15.77 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 423,984 | 154.22 | 9,205 | 190.62 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 30,143 | 0.71 | 654 | 15.14 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 7,483 | 2.20 | 162 | 16.55 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 106,697 | 13.47 | 2,367 | 32.53 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 16,729 | 2.26 | 363 | 17.10 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 152,212 | 1.85 | 3,305 | 16.42 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 186,460 | 2.56 | 4,048 | 17.27 | ||||
| 2025-08-08 | 13F | Creative Planning | 13,016 | 1.89 | 283 | 16.53 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 16,691 | 9.08 | 362 | 24.83 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 71,425 | 1,551 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 63,215 | 4.88 | 1,372 | 19.93 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 35,347 | 1.72 | 767 | 16.39 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 2,121 | 2.22 | 46 | 17.95 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 756 | 2.16 | 16 | 14.29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,620 | 76.09 | 35 | 105.88 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 9,659 | 210 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 18,181 | 0.61 | 395 | 14.87 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 16,848 | 4.48 | 366 | 19.28 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 373,885 | 3.12 | 8,117 | 17.89 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 10,062 | 218 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 80,818 | 31.00 | 1,755 | 49.79 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,836 | 17.29 | 0 |
