Notable Holders of ADAMS EXPRESS COMPANY (ADX)
|
Expand Research on ADX
|
* Does Not Fully Represent All Holders
| Fund | Title | Shares | % Owned | Source |
|---|---|---|---|---|
| Saba Capital Management, L.P. | COM | 4,396,905 | 5.03% | 13F |
| LAZARD ASSET MANAGEMENT LLC | Cl-EndFund Eq 4 | 3,684,767 | 4.21% | 13F |
| PARAMETRIC PORTFOLIO ASSOCIATES | Closed-End Fund | 2,905,942 | 3.32% | 13F |
| 1607 Capital Partners, LLC | COM | 2,345,529 | 2.68% | 13F |
| Allspring Global Investments Holdings, LLC | COM | 1,429,056 | 1.63% | 13F |
| Cornerstone Advisors, LLC | COM | 1,379,166 | 1.58% | 13F |
| Atlas Wealth LLC | Closed End Funds - Taxable | 1,361,121 | 1.56% | 13F |
| RAYMOND JAMES FINANCIAL INC | COM | 1,345,588 | 1.54% | 13F |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | CEF | 1,210,626 | 1.38% | 13F |
| COHEN & STEERS INC | COM | 1,086,635 | 1.24% | 13F |
| ROYAL BANK OF CANADA \ | COM | 935,879 | 1.07% | 13F |
| Raymond James Financial Services Advisors, Inc. | COM | 578,327 | 0.66% | 13F |
| DUBUQUE BANK & TRUST CO | COM | 452,899 | 0.52% | 13F |
| Waterfront Wealth Inc. | COM | 407,089 | 0.47% | 13F |
| STIFEL FINANCIAL CORP | COM | 403,432 | 0.46% | 13F |
| Brooklyn Capital Management LLC | COM | 341,355 | 0.39% | 13F |
| Bensler, LLC | COM | 337,638 | 0.39% | 13F |
| RAYMOND JAMES & ASSOCIATES | COM | 316,268 | 0.36% | 13F |
| BANK OF AMERICA CORP /DE/ | COM | 281,288 | 0.32% | 13F |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | COM | 265,731 | 0.30% | 13F |
| Integrated Wealth Concepts LLC | MF Closed and MF Open | 260,000 | 0.30% | 13F |
| INTREPID FAMILY OFFICE LLC | COM | 245,000 | 0.28% | 13F |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | COM | 235,704 | 0.27% | 13F |
| WELLS FARGO & CO/MN | COM | 220,720 | 0.25% | 13F |
| Quantedge Capital Pte Ltd | COM | 220,520 | 0.25% | 13F |
| LARA, MAY & ASSOCIATES, LLC | FUND | 214,386 | 0.25% | 13F |
| LARA, MAY & ASSOCIATES, LLC | COM | 214,386 | 0.25% | 13F |
| FCA CORP /TX | COM | 212,944 | 0.24% | 13F |
| COMMONWEALTH EQUITY SERVICES, LLC. | COM | 210,605 | 0.24% | 13F |
| Advisors Asset Management, Inc. | COM | 204,078 | 0.23% | 13F |
| Uncommon Cents Investing LLC | COM | 197,642 | 0.23% | 13F |
| Kestra Advisory Services, LLC | COM | 191,852 | 0.22% | 13F |
| RB Capital Management, LLC | COM | 176,763 | 0.20% | 13F |
| GENERAL AMERICAN INVESTORS CO INC | COM | 169,819 | 0.19% | 13F |
| Shaker Financial Services, LLC | COM | 164,908 | 0.19% | 13F |
| Commonwealth Equity Services, Inc | COM | 163,957 | 0.19% | 13F |
| CNH PARTNERS LLC | COM | 140,909 | 0.16% | 13F |
| MinichMacGregor Wealth Management, LLC | COM | 132,871 | 0.15% | 13F |
| JONES FINANCIAL COMPANIES LLLP | MUTUAL FUND | 120,905 | 0.14% | 13F |
| AMERIPRISE FINANCIAL INC | COM | 115,679 | 0.13% | 13F |
| Ancora Advisors, LLC | CLSD FD | 114,347 | 0.13% | 13F |
| Financial Network | COM | 113,369 | 0.13% | 13F |
| LPL Financial LLC | COM | 101,468 | 0.12% | 13F |
| TWIN FOCUS CAPITAL PARTNERS, LLC | COM | 99,135 | 0.11% | 13F |
| MetLife Securities, Inc | COM | 97,585 | 0.11% | 13F |
| Stolper Co | COM | 94,186 | 0.11% | 13F |
| Diversified Trust Co | COM | 91,015 | 0.10% | 13F |
| Hightower 6M Holding, LLC | COM | 84,320 | 0.10% | 13F |
| UBS Group AG | COM | 72,289 | 0.08% | 13F |
| ROBERTS GLORE & CO INC /IL/ | COM | 72,256 | 0.08% | 13F |
| Centaur Capital Partners, L.P. | COM | 70,000 | 0.08% | 13F |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | CEF | 69,917 | 0.08% | 13F |
| LADENBURG THALMANN FINANCIAL SERVICES INC | COM | 68,151 | 0.08% | 13F |
| Global Endowment Management, LP | COM | 63,677 | 0.07% | 13F |
| GUGGENHEIM CAPITAL LLC | COM | 60,582 | 0.07% | 13F |
| Capital Investment Advisors, LLC | COM | 59,749 | 0.07% | 13F |
| 9258 Wealth Management, LLC | CEF | 58,379 | 0.07% | 13F |
| Qube Research & Technologies Ltd | COM | 55,703 | 0.06% | 13F |
| CSS LLC/IL | COM | 52,489 | 0.06% | 13F |
| ARQ WEALTH ADVISORS, LLC | COM | 52,171 | 0.06% | 13F |
| Carnick & Kubik Group, LLC | COM | 51,320 | 0.06% | 13F |
| Koshinski Asset Management, Inc. | COM | 50,738 | 0.06% | 13F |
| FINANCIAL COUNSELORS INC | COM | 47,235 | 0.05% | 13F |
| MASSMUTUAL TRUST CO FSB/ADV | Closed-end Fund | 47,235 | 0.05% | 13F |
| WEST BANCORPORATION INC | COM | 46,890 | 0.05% | 13F |
| Advisor Group, Inc. | COM | 46,453 | 0.05% | 13F |
| MML INVESTORS SERVICES, LLC | COM | 46,429 | 0.05% | 13F |
| 6 Meridian | COM | 45,267 | 0.05% | 13F |
| Mariner Wealth Advisors, LLC | COM | 44,602 | 0.05% | 13F |
| Merit Financial Group, LLC | COM | 40,214 | 0.05% | 13F |
| Invesco Ltd. | COM | 39,313 | 0.04% | 13F |
| FIFTH THIRD BANCORP | COM | 37,594 | 0.04% | 13F |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | COM | 37,257 | 0.04% | 13F |
| Capstone Financial Advisors, Inc. | COM | 37,129 | 0.04% | 13F |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | COM | 37,111 | 0.04% | 13F |
| Atria Wealth Solutions, Inc. | COM | 36,267 | 0.04% | 13F |
| Covington Capital Management | COM | 35,815 | 0.04% | 13F |
| HPM Partners LLC | COM | 35,815 | 0.04% | 13F |
| Janney Montgomery Scott LLC | ETF/Closed End | 34,706 | 0.04% | 13F |
| RAYMOND JAMES TRUST CO | ETF / CLOSED EN | 34,465 | 0.04% | 13F |
| ELEQUIN CAPITAL LP | COM | 32,712 | 0.04% | 13F |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 32,658 | 0.04% | 13F |
| WFG Advisors, LP | COM | 31,363 | 0.04% | 13F |
| Lido Advisors, LLC | COM | 30,527 | 0.03% | 13F |
| HighTower Advisors, LLC | COM | 29,716 | 0.03% | 13F |
| Prostatis Group LLC | COM | 28,549 | 0.03% | 13F |
| Private Advisor Group, LLC | COM | 28,466 | 0.03% | 13F |
| Cambridge Investment Research Advisors, Inc. | DIVERSIFIED EQUITY FD COM | 27,931 | 0.03% | 13F |
| SECURITY ASSET MANAGEMENT /NY | COM | 27,169 | 0.03% | 13F |
| IEQ CAPITAL, LLC | COM | 25,370 | 0.03% | 13F |
| MERCER GLOBAL ADVISORS INC /ADV | COM | 25,048 | 0.03% | 13F |
| LEE DANNER & BASS INC | COM | 25,000 | 0.03% | 13F |
| Sage Capital Advisors,llc | COM | 24,453 | 0.03% | 13F |
| Savant Capital Management Inc | COM | 24,111 | 0.03% | 13F |
| PNC FINANCIAL SERVICES GROUP INC | COM | 24,000 | 0.03% | 13F |
| PARK AVENUE SECURITIES LLC | COM | 22,961 | 0.03% | 13F |
| Capital Market Strategies LLC | CEF | 22,658 | 0.03% | 13F |
| NEXT Financial Group, Inc | COM | 21,871 | 0.02% | 13F |
| Quad-Cities Investment Group, LLC | COM | 21,372 | 0.02% | 13F |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | COM | 21,232 | 0.02% | 13F |
| Ronald Blue Trust, Inc. | COM | 20,855 | 0.02% | 13F |
| Intercontinental Wealth Advisors, LLC | COM | 19,814 | 0.02% | 13F |
| Goss Wealth Management LLC | MF Closed and MF Open | 19,811 | 0.02% | 13F |
| Texas Capital Bank Wealth Management Services Inc | COM | 18,881 | 0.02% | 13F |
| SMH CAPITAL ADVISORS INC | COM | 18,771 | 0.02% | 13F |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | COM | 18,577 | 0.02% | 13F |
| HARBOUR INVESTMENTS, INC. | COM | 17,989 | 0.02% | 13F |
| Hennion & Walsh Asset Management, Inc. | COM | 17,453 | 0.02% | 13F |
| Client First Capital LLC | COM | 16,980 | 0.02% | 13F |
| REGIONS FINANCIAL CORP | COM | 16,516 | 0.02% | 13F |
| Snowden Capital Advisors LLC | COM | 15,419 | 0.02% | 13F |
| WESBANCO BANK INC | MUTUAL FUNDS - | 15,376 | 0.02% | 13F |
| KC Investment Advisors, LLC | COM | 15,208 | 0.02% | 13F |
| Veritable, L.P. | COM | 14,181 | 0.02% | 13F |
| SILVERLAKE WEALTH MANAGEMENT LLC | COM | 13,675 | 0.02% | 13F |
| BB&T CORP | COM | 12,971 | 0.01% | 13F |
| Creative Planning | COM | 12,674 | 0.01% | 13F |
| Sowell Financial Services LLC | COM | 12,539 | 0.01% | 13F |
| CAPTRUST FINANCIAL ADVISORS | CEF | 12,525 | 0.01% | 13F |
| We Are One Seven, LLC | COM | 12,410 | 0.01% | 13F |
| WETHERBY ASSET MANAGEMENT INC | COM | 12,203 | 0.01% | 13F |
| BANK OF MONTREAL /CAN/ | COM | 11,886 | 0.01% | 13F |
| RSM US WEALTH MANAGEMENT LLC | COM | 11,877 | 0.01% | 13F |
| GLENMEDE TRUST CO NA | COM | 11,752 | 0.01% | 13F |
| Occidental Asset Management, LLC | COM | 11,515 | 0.01% | 13F |
| OPPENHEIMER & CO INC | COM | 11,288 | 0.01% | 13F |
| Connecticut Wealth Management, LLC | COM | 11,271 | 0.01% | 13F |
| JustInvest LLC | COM | 10,481 | 0.01% | 13F |
| CAROLINAS WEALTH CONSULTING LLC | COM | 10,286 | 0.01% | 13F |
| OLD MISSION CAPITAL, LLC | Closed-End Fund | 10,200 | 0.01% | 13F |
| Pinnacle Wealth Planning Services, Inc. | CEF | 10,146 | 0.01% | 13F |
| CRA Financial Services, LLC | COM | 10,000 | 0.01% | 13F |
| Eudaimonia Partners, LLC | COM | 10,000 | 0.01% | 13F |

