ADX Stock Ownership Breakdown

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own ADX shares is 187, representing 20.89% of the company's common stock.

POTRERO CAPITAL RESEARCH LLC, in the last quarter, reduced its stake in ADX by -26.19% restricting it's holding to 629.05 thousand shares of worth nearly $12.28M. D.A. DAVIDSON & CO. also lessened -0.63% of the ADX shares from its portfolio, reducing its holding to 138.34 thousand shares of worth $2.70M. ADVISORS ASSET MANAGEMENT, INC. also shunned ADX shares holding by -21.01% last quarter which brought its holding to 160.79 thousand shares worth $3.14M.

As per its latest 13F filing, COHEN & STEERS, INC. increased its stake in ADX by 0.41% in the last quarter. The institutional holder raised its holding to 1.22 million shares having worth more than $23.76M. COMMONWEALTH EQUITY SERVICES, LLC also added 100% more shares of ADX to its portfolio, raising its holding to 76.2 thousand shares of worth $1.49M. STOLPER CO also increased its ADX shares holding by 0.12% which brought its holding to 95.36 thousand shares worth $1.86M.

The insider with the most stakes in ADX is OBER DOUGLAS G , Chairman and CEO at the company. Additionally, ADX stock is highly held by CEO & President Stoeckle Mark E. and E.V.P. Haynie James P. among others.

Company executives, directors, and other insiders own 6.82% percent of Adams Diversified Equity Fund, Inc.'s stock. Within the last six months, there have been 3 transaction(s) in which ADX insiders have sold stock, totaling 25.44K shares. Insiders that have sold shares include ESCHERICH FREDERIC A, SWINDELL DOUGLAS COTTON, and SMITH CRAIG R.

There have been 1 transaction(s) during the past 6-months in which Adams Diversified Equity Fund, Inc. insiders have bought stock, totalling 1155 shares

Around 178.54K Adams Diversified Equity Fund, Inc. shares are held by insiders, which represents about 6.82% of ADX stock.

ADX Chairman and CEO, OBER DOUGLAS G holds the largest portfolio of the company's shares. ADX shares owned by OBER total nearly 149.36 thousand.

POTRERO CAPITAL RESEARCH LLC is the largest institutional owner in ADX which holds 629.05 thousand shares worth $12.28M or 0.52% of the total ADX shares outstanding followed by COHEN & STEERS, INC. with ownership of 1.22 million shares representing 1.01% of the ADX ownership. COMMONWEALTH EQUITY SERVICES, LLC is the third largest stakeholder with 76.2 thousand shares or 0.06% of the ownership worth more than $1.49M.

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the ADX is concerned, it is a stock which is not optionable.

Number of ADX shares short is 648.97K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

As of today, 111.65M shares of ADX are outstanding.

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, ADX has 120.78M shares in float.

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for ADX is 1.85.