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Get Institutions for : 
Adams Express Co (ADX)  
$18.87 0.18 (0.94%) as of 4:30 Tue 4/30


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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
$16.65  
Last Quarter's Ending Price : 
$17.71  
Last Quarter's Average Price
$16.98  
Change from last quarter's     
avg. price to the last closing  : 
1.89 (11.13%)  




 
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: 
3-31-2022 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 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
   Atlas Wealth LLC 82 *Closed 2023-12-31 0 $0 -1,373,433
   Steward Financial Group LLC 1358 *Closed 2023-09-30 0 $0 -1,350
   AMERICAN NATIONAL BANK 510 *Closed 2024-03-31 0 $0 -1,257
   BDO Wealth Advisors LLC 1003 *Closed 2023-06-30 0 $0 -3,963
   WFA of San Diego LLC 387 *Closed 2023-09-30 0 $0 -160
   Client First Capital LLC 23 *Closed 2024-03-31 0 $0 -16,980
   CNH PARTNERS LLC 640 *Closed 2023-12-31 0 $0 -66,415
   Connecticut Wealth Management LLC 330 *Closed 2023-12-31 0 $0 -11,271
   True Wealth Design LLC 616 *Closed 2023-12-31 0 $0 -371
   Occidental Asset Management LLC 217 *Closed 2024-03-31 0 $0 -10,569
   GLENMEDE TRUST CO NA 1352 *Closed 2023-12-31 0 $0 -11,752
   SkyView Investment Advisors LLC 561 *Closed 2023-12-31 0 $0 -1,948

  14 Records found
  1    
  Page 1 of 1
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