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
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
David B. Rea@Salem Investment Counselors Inc
Recent Activity
Decreased -2.34%
0.04%
$1.011M
50,062 shares@ 20.21 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Decreased -12.9%
0.02%
$729,995
36,138 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
Stephanie West@Capital Market Strategies Llc
Recent Activity
Decreased -0.13%
0.28%
$478,991
23,712 shares@ 20.21 avg price
Diana Blair@Sage Capital Advisors,llc
Recent Activity
Decreased -10.62%
0.12%
$458,581
22,702 shares@ 20.21 avg price
Mark J. Riley@Transform Wealth, Llc
Recent Activity
0.03%
$435,851
21,577 shares@ 20.2 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
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
0.02%
$382,557
18,938 shares@ 20.21 avg price