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The company

Adams Diversified Equity Fund Inc.

ADX · NYSE

FinancialsFunds, Shells & SPACs

ADX stood above a rising 150-day average in 48 of the last 52 weekly readings, including each of the last 29 weeks. It is 1.5% above that average now. Financials: 53% of its 739 stocks in an uptrend (−0 points in four weeks).

SEC filings

Statistics

Rotation
not in the set
Weeks in an uptrend
29 in a row
Insider buys, 12 months
$15K
Insider sales, 12 months
$0
Officials’ trades on record
0
Institutions holding
207 (+17)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 48 of 52 weeks.

23 Apr – 22 Oct
47%54%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$14KNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months2
Sale orders, 12 months0
Buyers · sellers1 · 0
WhoDidSharesTraded
Janis F. KernsGen. Counsel & Corp. Secretarybought7at $23.302 Feb 2026filed 2 Feb 2026
Janis F. KernsGen. Counsel & Corp. Secretarybought107at $23.2430 Jan 2026filed 2 Feb 2026
Janis F. KernsGen. Counsel & Corp. Secretarybought107at $23.2330 Jan 2026filed 2 Feb 2026
Janis F. KernsGen. Counsel & Corp. Secretarybought100at $23.2330 Jan 2026filed 2 Feb 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders207+17 on the quarter
New · exited34 · 19
Reported value$492.2M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
LAZARD ASSET MANAGEMENT LLCreduced · filed 14 Aug 20263,208,355$82.0M-359,201−10.1%
RAYMOND JAMES FINANCIAL INCadded · filed 14 Aug 20261,318,584$33.7M+25,632+2.0%
Bensler, LLCadded · filed 23 Jul 20261,129,607$28.9M+74,640+7.1%
LPL Financial LLCadded · filed 7 Aug 20261,016,997$26.0M+629,905+162.7%
ROYAL BANK OF CANADAreduced · filed 14 Aug 2026953,099$24.4M-27,226−2.8%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCreduced · filed 6 Aug 2026846,398$21.6M-47,797−5.3%
MORGAN STANLEYreduced · filed 13 Aug 2026768,743$19.6M-394,528−33.9%
STIFEL FINANCIAL CORPreduced · filed 12 Aug 2026413,322$10.6M-4,220−1.0%
Advisors Asset Management, Inc.added · filed 14 Aug 2026401,665$10.3M+2,735+0.7%
Waterfront Wealth Inc.reduced · filed 30 Jul 2026345,424$9.0M-34,269−9.0%
31 Mar 2023 – 30 Jun 2026
137171204Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Janis F. Kerns Company insiderGen. Counsel & Corp. Secretary · last 2 Feb 20264 · 0
Brian Stephen Hook Company insiderV.P. & CFO · last 31 Dec 20251 · 0
Douglas Cotton Swindell Company insiderPresident · last 31 Dec 20250 · 5
Frederic A. Escherich Company insiderDirector · last 31 Dec 202518 · 6
James P. Haynie Company insiderCEO · last 31 Dec 20253 · 1
Jane Musser Nelson Company insiderDirector · last 31 Dec 20252 · 0
Kenneth James Dale Company insiderDirector · last 31 Dec 20251 · 0
Lauriann C. Kloppenburg Company insiderDirector · last 31 Dec 20252 · 0
Mark E. Stoeckle Company insiderDirector · last 31 Dec 20253 · 1
Mary Chris Jammet Company insiderDirector · last 31 Dec 20253 · 0
Kathleen T. McGahran Company insiderDirector · last 5 Jan 20234 · 0
Roger W. Gale Company insiderDirector · last 31 Dec 20223 · 0

Same industry

No other stock in its industry this week.

Government contracts

No federal award is tied to it.

From its SEC filings

No ratio computed from its SEC filings yet.

Analyst forecasts

No analyst forecasts yet.