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Adams Diversified Equity Fund (ADX) Institutional ownership
Company Profile
Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
---|---|---|---|---|---|---|---|
13F-HR
|
Citigroup | 5.00 | 12 Feb 25 | 31 Dec 24 | 5.00 | 0% | 30 Sep 24 |
13F-HR
|
Level Four Advisory Services | 16.89 k | 12 Feb 25 | 31 Dec 24 | 15.43 k | +9% | 30 Sep 24 |
13F-HR
|
Providence Wealth Advisors | 98.95 k | 12 Feb 25 | 31 Dec 24 | 98.95 k | 0% | 30 Sep 24 |
13F-HR
|
JPMorgan Chase & Co. | 4.00 | 12 Feb 25 | 31 Dec 24 | 6.97 k | -100% | 30 Sep 24 |
13F-HR
|
Financial Counselors | 51.41 k | 11 Feb 25 | 31 Dec 24 | 46.97 k | +9% | 30 Sep 24 |
13F-HR
|
Tiaa Trust, National Association | 10.57 k | 11 Feb 25 | 31 Dec 24 | 9.72 k | +9% | 30 Sep 24 |
13F-HR
|
Fca | 181.16 k | 11 Feb 25 | 31 Dec 24 | 171.61 k | +6% | 30 Sep 24 |
13F-HR
|
Northwestern Mutual Wealth Management | 45.01 k | 11 Feb 25 | 31 Dec 24 | 42.10 k | +7% | 30 Sep 24 |
13F-HR
|
LPL Financial | 140.96 k | 11 Feb 25 | 31 Dec 24 | 123.21 k | +14% | 30 Sep 24 |
13F-HR
|
Millstone Evans | 1.07 k | 11 Feb 25 | 31 Dec 24 | 0.00 | +∞% | - |
This data is updated daily from 13F, 13D and 13G SEC filings.
Faded values represent incomplete data for the quarter, where values have been used from the previous quarter for institutions that haven't filed updated data yet.
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