ADX

Adams Diversified Equity

Latest period2024 - Q4Total superinvestors25

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 25 superinvestors own shares of Adams Diversified Equity (ADX), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Adams Diversified Equity (ADX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Adams Diversified Equity (ADX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Adams Diversified Equity (ADX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.01%
0.02%
$8.406M
389,903 shares@ 21.56 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 18.94%
0.2%
$4.401M
217,882 shares@ 20.2 avg price
Jason MacGregor@Minichmacgregor Wealth Management, Llc
Recent Activity
Increased 0.93%
0.57%
$2.732M
135,268 shares@ 20.21 avg price
Jon Stolper@Stolper Co
Recent Activity
Increased 3.87%
0.64%
$1.902M
94,165 shares@ 20.2 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Increased 1.9%
0.11%
$1.214M
60,101 shares@ 20.2 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 12.27%
0.01%
$1.058M
52,364 shares@ 20.21 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Increased 9.46%
0.03%
$1.038M
51,405 shares@ 20.21 avg price
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
Increased 9.46%
0.26%
$512,454
25,369 shares@ 20.21 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 28.79%
0.01%
$397,000
19,638 shares@ 20.22 avg price