ADX
Adams Diversified Equity Fund, Inc.• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| LAZARD ASSET MANAGEMENT LLC Lazard Asset Management Llc | $82M | 3.21M | 0.12% | -10.1% |
| RAYMOND JAMES FINANCIAL INC Raymond James Financial Inc | $33.7M | 1.32M | 0.01% | +2.0% |
| COHEN & STEERS, INC. Cohen & Steers, Inc. | $28.1M | 1.10M | 0.04% | -1.8% |
| LPL Financial LLC Lpl Financial Llc | $26M | 1.02M | 0.01% | +162.7% |
| ROYAL BANK OF CANADA Royal Bank Of Canada | $24.4M | 953.1K | 0.00% | -2.8% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC Blue Bell Private Wealth Management, Llc | $21.6M | 846.4K | 2.70% | -5.3% |
| MORGAN STANLEY Morgan Stanley | $19.6M | 768.7K | 0.00% | -33.9% |
| 1607 Capital Partners, LLC 1607 Capital Partners, Llc | $11M | 430.0K | 0.32% | -54.6% |
| STIFEL FINANCIAL CORP Stifel Financial Corp | $10.6M | 413.3K | 0.01% | -1.0% |
| Advisors Asset Management, Inc. Advisors Asset Management, Inc. | $10.3M | 401.7K | 0.16% | +0.7% |
| BANK OF AMERICA CORP /DE/ Bank Of America | $8.2M | 320.5K | 0.00% | +12.8% |
| WELLS FARGO & COMPANY/MN Wells Fargo & Company/Mn | $7.5M | 295.0K | 0.00% | +1.2% |
| INTREPID FAMILY OFFICE LLC Intrepid Family Office Llc | $7.1M | 278.2K | 5.26% | +1.9% |
| AMERIPRISE FINANCIAL INC Ameriprise Financial Inc | $7M | 272.3K | 0.00% | -14.2% |
| MAI Capital Management Mai Capital Management | $5.7M | 221.5K | 0.02% | New Position |
| RB Capital Management, LLC Rb Capital Management, Llc | $5.4M | 211.3K | 1.05% | +2.0% |
| OSAIC HOLDINGS, INC. Advisor Group Holdings, Inc. | $5.1M | 201.2K | 0.01% | +1.7% |
| FCA CORP /TX Fca Corp /Tx | $5.1M | 200.3K | 1.26% | +8.8% |
| JONES FINANCIAL COMPANIES LLLP Jones Financial Companies Lllp | $5M | 197.8K | 0.00% | +22.9% |
| UMB Bank, n.a. Umb Bank, N.A. | $4.9M | 192.5K | 0.06% | -7.5% |
| Integrated Wealth Concepts LLC Integrated Wealth Concepts Llc | $4.2M | 162.6K | 0.02% | +34.4% |
| ROBERTS GLORE & CO INC /IL/ Roberts Glore & Co Inc /Il/ | $4.1M | 160.8K | 1.02% | +1.9% |
| Cetera Investment Advisers Cetera Investment Advisers | $3.8M | 150.2K | 0.00% | +2.4% |
| MERCER GLOBAL ADVISORS INC /ADV Mercer Global Advisors Inc /Adv | $3.4M | 131.9K | 0.00% | +13.0% |
| INDEPENDENT FINANCIAL GROUP, LLC Independent Financial Group, Llc | $3.3M | 129.2K | 0.06% | -9.0% |
| UBS Group AG Ubs Group Ag | $3.3M | 129.0K | 0.00% | +16.4% |
| Stolper Co Stolper Co | $2.7M | 107.6K | 0.71% | +3.8% |
| Focus Partners Wealth Colony Group Llc | $2.5M | 99.5K | 0.00% | -4.5% |
| GUGGENHEIM CAPITAL LLC Guggenheim Capital Llc | $2.3M | 91.8K | 0.01% | +72.5% |
| Advisory Advocates, LLC Advisory Advocates, Llc | $2.2M | 85.5K | 1.87% | +11.0% |
| Atlas Wealth LLC Atlas Wealth Llc | $2.1M | 82.3K | 0.30% | New Position |
| EVOLVE PRIVATE WEALTH, LLC Evolve Private Wealth, Llc | $2M | 79.0K | 0.12% | -4.2% |
| Corient Private Wealth LP Ci Private Wealth, Llc | $1.9M | 76.2K | 0.00% | -3.0% |
| Merit Financial Group, LLC Merit Financial Group, Llc | $1.7M | 68.4K | 0.01% | -5.9% |
| Waverly Advisors, LLC Waverly Advisors, Llc | $1.7M | 68.2K | 0.01% | -6.8% |
| Invesco Ltd. Invesco Ltd. | $1.7M | 67.2K | 0.00% | +39.8% |
| HighTower Advisors, LLC Hightower Advisors, Llc | $1.6M | 63.9K | 0.00% | -0.5% |
| MEANS INVESTMENT CO., INC. Means Investment Co., Inc. | $1.6M | 62.5K | 0.12% | Unchanged |
| Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, Llc | $1.6M | 61.6K | 0.01% | +15.6% |
| Janney Montgomery Scott LLC Janney Montgomery Scott Llc | $1.5M | 57.0K | 0.00% | +2.8% |
| Wealthspire Advisors, LLC Wealthspire Advisors, Llc | $1.3M | 52.7K | 0.01% | +2.9% |
| Mariner, LLC Mariner, Llc | $1.3M | 51.6K | 0.00% | +27.0% |
| Lido Advisors, LLC Lido Advisors, Llc | $1.2M | 47.8K | 0.00% | +0.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Northwestern Mutual Wealth Management Co | $1.2M | 47.8K | 0.00% | +85.7% |
| Capital Investment Advisors, LLC Capital Investment Advisors, Llc | $1.2M | 47.6K | 0.02% | New Position |
| Savant Capital, LLC Savant Capital, Llc | $1.2M | 47.0K | 0.00% | -10.8% |
| JPMORGAN CHASE & CO Jpmorgan Chase | $1.2M | 47.2K | 0.00% | New Position |
| Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc. | $1.2M | 45.1K | 0.00% | — |
| Midwest Trust Co Midwest Trust Co | $1.1M | 44.9K | 0.01% | +1.9% |
| Capstone Financial Advisors, Inc. Capstone Financial Advisors, Inc. | $1.1M | 43.4K | 0.05% | +1.0% |