Adams Diversified Equity Fund, Inc.

NYSE:ADX Stock Report

Market Cap: US$2.8b

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

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 Insiders1,734,3161.44%
Institutions27,250,99522.7%
General Public91,128,88175.9%

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


Top Shareholders

Top 25 shareholders own 18.47% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
2.96%
Lazard Asset Management LLC
3,551,179US$82.3m0%0.07%
2.39%
Saba Capital Management, L.P.
2,870,153US$66.5m-35.7%1.44%
1.45%
Eaton Vance Management
1,743,213US$40.4m0%0.01%
1.35%
Erik E. and Edith H. Bergstrom Foundation
1,626,883US$37.7m0%100.0%
1.04%
Cohen & Steers Capital Management, Inc.
1,244,635US$28.8m1.63%0.05%
1.02%
Raymond James Financial, Inc.
1,228,172US$28.5m2.26%0.01%
0.89%
Erik Bergstrom
1,070,000US$24.8m0%no data
0.78%
Royal Bank of Canada
940,918US$21.8m-7.65%0.01%
0.77%
Blue Bell Private Wealth Management, LLC
926,556US$21.5m-0.82%3.2%
0.77%
Bensler, LLC
925,053US$21.4m7.83%2.19%
0.69%
Morgan Stanley
828,201US$19.2m-1.06%no data
0.56%
1607 Capital Partners, LLC
672,672US$15.6m2.99%0.56%
0.37%
WaterFront Wealth Inc.
446,423US$10.3m1.3%2.05%
0.37%
Potrero Capital Research, LLC
442,735US$10.3m0%3.94%
0.35%
Wealth Enhancement Advisory Services, LLC
425,494US$9.9m-0.67%0.02%
0.35%
LPL Financial LLC
423,984US$9.8m154%no data
0.32%
Allspring Global Investments, LLC
386,994US$9.0m-6.29%0.01%
0.32%
Advisors Asset Management, Inc.
380,023US$8.8m8.8%0.15%
0.31%
Stifel Asset Management Corp.
373,885US$8.7m3.12%0.01%
0.26%
Amplify Investments LLC
307,600US$7.1m28.1%1.05%
0.25%
Gatepass Capital, LLC
298,380US$6.9m5.76%4.02%
0.25%
Penserra Capital Management LLC
295,117US$6.8m21.7%0.07%
0.23%
Hennion & Walsh Asset Management, Inc.
278,765US$6.5m5.2%0.23%
0.21%
Intrepid Family Office LLC
257,412US$6.0m0%5.7%
0.2%
Shaker Financial Services, LLC
237,032US$5.5m0%1.88%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/11 13:15
End of Day Share Price 2025/11/11 00:00
Earnings2025/06/30
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