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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   McGlone Suttner Wealth Management Inc. 190 *Closed 2024-03-31 0 $0 -4,723
   VERITABLE LP 10 *Closed 2023-09-30 0 $0 -14,181
   Steward Financial Group LLC 1358 *Closed 2023-09-30 0 $0 -1,350
   Glassman Wealth Services 340 *Closed 2024-03-31 0 $0 -1,458
   AMERICAN NATIONAL BANK 510 *Closed 2024-03-31 0 $0 -1,257
   MERCER GLOBAL ADVISORS INC /ADV 2013 *Closed 2024-03-31 0 $0 -29,586
   IEQ CAPITAL LLC 975 *Closed 2024-03-31 0 $0 -10,753
   BDO Wealth Advisors LLC 1003 *Closed 2023-06-30 0 $0 -3,963
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 202 *Closed 2024-03-31 0 $0 -13,430
   Sowell Financial Services LLC 542 *Closed 2024-03-31 0 $0 -12,539
   Focused Wealth Management Inc 558 *Closed 2024-03-31 0 $0 -317
   WFA of San Diego LLC 387 *Closed 2023-09-30 0 $0 -160
   ENVESTNET ASSET MANAGEMENT INC 4145 *Closed 2024-03-31 0 $0 -23,779
   We Are One Seven LLC 926 *Closed 2024-03-31 0 $0 -10,621
   FMR LLC 5330 *Closed 2024-03-31 0 $0 -3
   Client First Capital LLC 23 *Closed 2024-03-31 0 $0 -16,980
   THRIVENT FINANCIAL FOR LUTHERANS 2490 *Closed 2024-03-31 0 $0 -98,915
   RESOURCES MANAGEMENT CORP /CT/ /ADV 441 *Closed 2024-03-31 0 $0 -75
   Occidental Asset Management LLC 217 *Closed 2024-03-31 0 $0 -10,569
   ELEQUIN CAPITAL LP 212 *Closed 2024-03-31 0 $0 -1

  20 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results