ADAMS DIVERSIFIED EQUITY FUND, INC.
Congressional Trades
No congressional trades in ADX on record.
Whale Activity
- Increased1
- New1
- Held0
- Decreased0
- Closed1
- No prior filing3
| Filer | Shares | Value | Change |
|---|---|---|---|
| RB Capital Management, LLC | 211.3K | $5.4M | — |
| Concorde Asset Management, LLC | 39.7K | $1.0M | — |
| SMH CAPITAL ADVISORS INC | 13.3K | $339K | — |
| CITADEL ADVISORS LLC | 12.0K | $306K | new |
| BlackRock, Inc. | 963 | $25K | increased |
| Millennium Management LLC | 0 | $0 | closed |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Recent Insider Transactions
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Kerns Janis F.Gen. Counsel & Corp. Secretary | Purchase | +7 | $23.30 | $163 | Feb 2, 2026 | Form 4 ↗ |
| Kerns Janis F.Gen. Counsel & Corp. Secretary | Purchase | +100 | $23.23 | $2K | Jan 30, 2026 | Form 4 ↗ |
| Kerns Janis F.Gen. Counsel & Corp. Secretary | Purchase | +107 | $23.23 | $2K | Jan 30, 2026 | Form 4 ↗ |
| Kerns Janis F.Gen. Counsel & Corp. Secretary | Purchase | +107 | $23.24 | $2K | Jan 30, 2026 | Form 4 ↗ |
| Stoeckle Mark E.Director | Other | +0 | $0.00 | $0 | Dec 31, 2025 | Form 4 ↗ |
| Dale Kenneth JamesDirector | Other | +929 | $0.00 | $0 | Dec 31, 2025 | Form 4 ↗ |
| Dale Kenneth JamesDirector | Grant / award | +1,072 | $0.00 | $0 | Dec 31, 2025 | Form 4 ↗ |
| Nelson Jane MusserDirector | Other | +487 | $0.00 | $0 | Dec 31, 2025 | Form 4 ↗ |
| Kloppenburg Lauriann CDirector | Other | +1,333 | $0.00 | $0 | Dec 31, 2025 | Form 4 ↗ |
| JAMMET MARY CHRISDirector | Other | +841 | $0.00 | $0 | Dec 31, 2025 | Form 4 ↗ |
| Escherich Frederic ADirector | Other | +0 | $0.00 | $0 | Dec 31, 2025 | Form 4 ↗ |
| Swindell Douglas CottonPresident | Other | +7,533 | $0.00 | $0 | Dec 31, 2025 | Form 4 ↗ |
| Haynie James P.CEO | Other | +21.6K | $0.00 | $0 | Dec 31, 2025 | Form 4 ↗ |
| Hook Brian StephenV.P. & CFO | Other | +124 | $0.00 | $0 | Dec 31, 2025 | Form 4 ↗ |
| Hook Brian StephenV.P. & CFO | Other | +1,757 | $0.00 | $0 | Dec 31, 2025 | Form 4 ↗ |
| Kerns Janis F.Gen. Counsel & Corp. Secretary | Other | +6,822 | $0.00 | $0 | Dec 31, 2025 | Form 4 ↗ |
| Dale Kenneth JamesDirector | Grant / award | +2,539 | $0.00 | $0 | Dec 31, 2024 | Form 4 ↗ |
| Hook Brian StephenV.P. & CFO | Other | +153 | $0.00 | $0 | Dec 31, 2024 | Form 4 ↗ |
| Hook Brian StephenV.P. & CFO | Other | +4,649 | $0.00 | $0 | Dec 31, 2024 | Form 4 ↗ |
| Escherich Frederic ADirector | Other | +2,604 | $0.00 | $0 | Dec 31, 2024 | Form 4 ↗ |
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| Cohen & Steers Closed-End Opportunity Fund, Inc. | 990.9K | $25.3M | 6.65% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list ADX's shares (CUSIP 006212104), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
No lobbying filings found naming ADAMS DIVERSIFIED EQUITY FUND, INC. as the client.
Government Contracts
No federal contract awards found for ADAMS DIVERSIFIED EQUITY FUND, INC..
U.S. Patents
No USPTO patent applications found for ADAMS DIVERSIFIED EQUITY FUND, INC..
Annual Financials
No annual XBRL figures on record for ADX. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
No stock splits in ADX's price history.
Material Events (8-K)
No 8-K filings on record.
