Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Adams Diversified Equity Fund, Inc. inkluderar 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, och Armstrong Advisory Group, Inc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
