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Get Institutions for : 
Adams Express Co (ADX)  
$21.30 0.13 (0.61%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 150    1
Total shares held : 
 32,558,023  
% of shares held : 
 34.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   22  
Amount of shares held : 
 -293,584  
% of shares held change : 
   -0.31%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $17.45  
Last Quarter's Ending Price : 
 $19.52  
Last Quarter's Average Price : 
 $18.58  
Change from last quarter's     
avg. price to the last closing  : 
2.72 (14.64%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 1,135,905
 3.49%
 
Increased Positions :
58
 1,645,146
 5.05%
 
Unchanged Positions :
51
 7,405,442
 22.75%
 
Decreased Positions :
35
-1,608,745
-4.94%
 
Closed Positions :
7
-1,465,890
-4.5%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1905 - 2024-03-31 2,164,154 $42,244,000 -610,837
   1607 CAPITAL PARTNERS, LLC 5 - 2024-03-31 1,886,865 $36,832,000 -111,956
   potrero capital research llc 6 - 2024-03-31 629,054 $12,279,000 -223,177
   Cornerstone Advisors LLC 50 - 2024-03-31 606,046 $11,830,000 -521,499
   Waterfront Wealth Inc. 4 - 2024-03-31 380,150 $7,184,000 -19,066
   HTLF Bank 31 - 2024-03-31 359,131 $7,010,000 -8,822
   DUBUQUE BANK & TRUST CO 33 - 2023-09-30 383,908 $6,388,000 -68,991
   Integrated Wealth Concepts LLC 299 - 2024-03-31 209,361 $4,087,000 -16,028
   STIFEL FINANCIAL CORP 1284 - 2024-03-31 202,582 $3,954,000 -8,400
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 12 - 2024-03-31 195,878 $3,824,000 -116,160
   Uncommon Cents Investing LLC 21 - 2024-03-31 195,447 $3,815,000 -550
   RB Capital Management LLC 28 - 2024-03-31 182,418 $3,561,000 -232
   FIXED INCOME SECURITIES INC 407 - 2024-03-31 160,787 $3,139,000 -42,755
   DAVIDSON D A & CO 444 - 2024-03-31 138,343 $2,700,000 -874
   CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 63 - 2024-03-31 115,924 $2,263,000 -41,762
   FINANCIAL NETWORK 974 - 2024-03-31 111,723 $2,181,000 -615
   ANCORA ADVISORS, LLC 276 - 2024-03-31 95,106 $1,856,000 -4,090
   KARPUS MANAGEMENT INC 176 - 2024-03-31 78,595 $1,534,000 -76,405
   COMMONWEALTH EQUITY SERVICES LLC. 1952 - 2024-03-31 76,195 $1,487,000 -2,531
   Koshinski Asset Management Inc. 189 - 2024-03-31 56,619 $1,105,000 -16,094
   UBS Group AG 3588 - 2024-03-31 47,492 $927,000 -1,995
   GUGGENHEIM CAPITAL LLC 1265 - 2024-03-31 42,503 $830,000 -6,235
   FIFTH THIRD BANCORP 645 - 2024-03-31 42,046 $821,000 -21,268
   Merit Financial Group LLC 456 - 2024-03-31 42,016 $810,000 -324
   Atria Wealth Solutions Inc. 1066 - 2024-03-31 36,027 $703,000 -289
   J P MORGAN CHASE & CO 3583 - 2024-03-31 34,093 $665,000 -10,867
   HPM Partners LLC 1514 - 2024-03-31 30,815 $602,000 -5,000
   MARINER WEALTH ADVISORS, LLC 1916 - 2024-03-31 29,555 $577,000 -10,823
   HIGHTOWER ADVISORS, LLC 2225 - 2024-03-31 26,346 $515,000 -432
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2280 - 2024-03-31 25,028 $489,000 -3,494
   SAVANT CAPITAL MANAGEMENT INC 758 - 2024-03-31 23,697 $463,000 -1,553
   Nelson Van Denburg & Campbell Wealth Management Gr 525 - 2024-03-31 19,184 $374,000 -2,636
   PARK AVENUE SECURITIES LLC 1105 - 2024-03-31 17,984 $351,000 -24,474
   Private Advisor Group LLC 1774 - 2024-03-31 16,766 $327,000 -12,521
   REGIONS FINANCIAL CORP 699 - 2024-03-31 15,612 $305,000 -195
   BB&T CORP 2337 - 2024-03-31 13,190 $257,000 -3
   CREATIVE PLANNING 2398 - 2024-03-31 12,674 $247,000 -403
   CAPTRUST FINANCIAL ADVISORS 1915 - 2024-03-31 11,879 $232,000 -6,814
   SILVERLAKE WEALTH MANAGEMENT LLC 212 - 2024-03-31 11,375 $222,000 -2,300
   US BANCORP 2092 - 2024-03-31 8,388 $164,000 -2,529
   FIRST COMMUNITY TRUST NA 95 - 2024-03-31 6,650 $130,000 -1,876
   COMERICA BANK 2609 - 2024-03-31 3,993 $78,000 -710
   CREATIVE FINANCIAL DESIGNS INC /ADV 791 - 2024-03-31 1,978 $39,000 -1,129
   Parallel Advisors LLC 1795 - 2024-03-31 1,400 $27,000 -1,400
  44 Records found
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