Adams Diversified Equity Fund, Inc.

NYSE:ADX Stock Report

Market Cap: US$2.3b

Adams Diversified Equity Fund Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:ADX Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
21 Nov 24SellUS$19,600,489Saba Capital Management, L.P.Company875,023US$22.54
31 Oct 24BuyUS$25,048Jane NelsonIndividual1,155US$21.69
28 Oct 24SellUS$208,309Frederic EscherichIndividual9,500US$21.93
25 Oct 24SellUS$346,371Frederic EscherichIndividual15,943US$21.90
27 Sep 24BuyUS$2,604,333Saba Capital Management, L.P.Company121,679US$21.42
06 Aug 24SellUS$71,175,887Saba Capital Management, L.P.Company3,182,441US$22.47
14 May 24BuyUS$24,448,446Saba Capital Management, L.P.Company1,237,896US$19.75

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of ADX?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders1,734,3161.48%
Institutions28,162,62324%
General Public87,675,55774.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 19.61% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
4.62%
Saba Capital Management, L.P.
5,428,866US$104.0m-15.5%1.98%
2.55%
Lazard Asset Management LLC
2,997,278US$57.4m5.04%0.05%
1.38%
Erik E. and Edith H. Bergstrom Foundation, Inc., Endowment Arm
1,626,883US$31.2m-76%100.0%
1.38%
Eaton Vance Management
1,626,392US$31.2m46.6%0.01%
1.05%
Cohen & Steers Capital Management, Inc.
1,231,635US$23.6m12.8%0.04%
0.91%
Erik Bergstrom
1,070,000US$20.5m0%no data
0.88%
Raymond James Financial Inc., Asset Management Arm
1,031,487US$19.8m177%0.01%
0.8%
Blue Bell Private Wealth Management, LLC
936,489US$17.9m4.85%3.49%
0.72%
Morgan Stanley, Investment Banking and Brokerage Investments
843,449US$16.2m16.1%no data
0.64%
Royal Bank of Canada, Banking & Securities Investments
751,752US$14.4m9.38%0.01%
0.64%
1607 Capital Partners, LLC
746,861US$14.3m26.3%0.46%
0.59%
Bensler, LLC
697,217US$13.4m19.5%1.63%
0.45%
Allspring Global Investments, LLC
532,367US$10.2m-40.6%0.01%
0.38%
Potrero Capital Research, LLC
442,735US$8.5m0%4.51%
0.36%
Wealth Enhancement Advisory Services, LLC
425,321US$8.1m9.08%0.02%
0.34%
WaterFront Wealth Inc.
394,480US$7.6m3.45%1.84%
0.31%
Jones Road Capital Management, L.P.
370,120US$7.1m-1.33%6.8%
0.23%
Advisors Asset Management, Inc.
266,295US$5.1m39.8%0.09%
0.22%
Stifel Asset Management Corp.
259,667US$5.0m12.2%0.01%
0.21%
Intrepid Family Office LLC
251,746US$4.8m2.75%5.07%
0.21%
Htlf Bank, Asset Management Arm
246,496US$4.7m6.38%0.57%
0.2%
Amplify Investments LLC
237,106US$4.5m0%0.79%
0.19%
Priebe Wealth Holdings, LLC
219,251US$4.2m-12.5%2.92%
0.19%
Hennion & Walsh Asset Management, Inc.
217,882US$4.2m18.9%0.19%
0.17%
RB Capital Management, LLC
204,156US$3.9m8.32%0.99%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/03/23 07:55
End of Day Share Price 2025/03/21 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Adams Diversified Equity Fund, Inc. is covered by 1 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Alexander ReissStifel, Equities Research