Recent Quarter Total Invested
$1.06 B
Recent Quarter Institutional Ownership Percentage
21.87%
Total Invested of Last Quarter
$736.68 M
Ownership Percentage of Last Quarter
27.72%
Adams Diversified Equity Fund, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 11/14/2024 | 6.42 M | $138.47 M | -34.17% | 5.18% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2024 | 2.85 M | $61.52 M | -35.18% | 2.30% |
| MORGAN STANLEY | 11/14/2024 | 1.84 M | $39.57 M | -1.03% | 1.48% |
| PENSIONMARK FINANCIAL GROUP, LLC | 11/14/2024 | 1.60 M | $1.64 M | 100.00% | 1.29% |
| COHEN & STEERS, INC. | 11/14/2024 | 1.09 M | $23.54 M | -15.58% | 0.88% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 896,693 | $19.33 M | -28.26% | 0.72% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/29/2024 | 893,149 | $19.26 M | -23.16% | 0.72% |
| ROYAL BANK OF CANADA | 11/14/2024 | 687,914 | $14.83 M | 3.52% | 0.55% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2024 | 591,566 | $12.75 M | -61.67% | 0.48% |
| BENSLER, LLC | 10/31/2024 | 583,277 | $12.58 M | 9.09% | 0.47% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 555,822 | $11.98 M | -1.12% | 0.45% |
| POTRERO CAPITAL RESEARCH LLC | 11/14/2024 | 442,735 | $9.55 M | -29.62% | 0.36% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/08/2024 | 413,023 | $8.90 M | 2,789.49% | 0.33% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/24/2024 | 389,902 | $8.41 M | -5.44% | 0.31% |
| WATERFRONT WEALTH INC. | 10/31/2024 | 381,319 | $8.34 M | -1.36% | 0.31% |
| JONES ROAD CAPITAL MANAGEMENT, L.P. | 11/13/2024 | 375,103 | $8.09 M | 212.59% | 0.30% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 372,171 | $8.02 M | -29.97% | 0.30% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 315,332 | $6.80 M | -17.23% | 0.25% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 11/13/2024 | 294,543 | $6.35 M | 33.98% | 0.24% |
| PRIEBE WEALTH HOLDINGS LLC | 10/10/2024 | 250,524 | $5.40 M | -30.80% | 0.20% |
| HTLF BANK | 10/15/2024 | 231,721 | $5.00 M | -32.56% | 0.19% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 231,377 | $4.99 M | -5.89% | 0.19% |
| SHAKER FINANCIAL SERVICES, LLC | 10/31/2024 | 206,202 | $4.45 M | 100.00% | 0.17% |
| KESTRA ADVISORY SERVICES, LLC | 11/13/2024 | 196,742 | $4.24 M | -2.05% | 0.16% |
| UNCOMMON CENTS INVESTING LLC | 10/17/2024 | 191,381 | $4.13 M | -0.33% | 0.15% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/08/2024 | 190,537 | $4.11 M | 16.46% | 0.15% |
| RB CAPITAL MANAGEMENT, LLC | 11/18/2024 | 188,472 | $4.10 M | 1.74% | 0.15% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2024 | 183,191 | $3.95 M | 28.38% | 0.15% |
| FCA CORP /TX | 11/13/2024 | 171,613 | $3.70 M | -24.79% | 0.14% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2024 | 145,157 | $3.13 M | -25.23% | 0.12% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 142,362 | $3.07 M | 2.19% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 138,188 | $2.98 M | 1.07% | 0.11% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 136,789 | $2.95 M | 5.70% | 0.11% |
| MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 10/30/2024 | 134,027 | $422,462 | 0.20% | 0.11% |
| GENERAL AMERICAN INVESTORS CO INC | 10/31/2024 | 131,124 | $2.83 M | -22.79% | 0.11% |
| D.A. DAVIDSON & CO. | 11/13/2024 | 127,381 | $2.75 M | -7.20% | 0.10% |
| LPL FINANCIAL LLC | 11/08/2024 | 123,212 | $2.66 M | 5.02% | 0.10% |
| DELTA CAPITAL MANAGEMENT LLC | 10/11/2024 | 105,476 | $2.27 M | 0.00% | 0.09% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/07/2024 | 101,313 | $2.18 M | 2.07% | 0.08% |
| PROVIDENCE WEALTH ADVISORS, LLC | 11/14/2024 | 98,953 | $2.15 M | 0.00% | 0.08% |
| STOLPER CO | 10/09/2024 | 90,658 | $1.96 M | -2.67% | 0.07% |
| ROBERTS GLORE & CO INC /IL/ | 11/14/2024 | 87,917 | $1.90 M | 5.42% | 0.07% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 80,896 | $1.74 M | 5.39% | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 78,257 | $1.69 M | 1.32% | 0.06% |
| PATHSTONE HOLDINGS, LLC | 11/07/2024 | 78,006 | $1.68 M | -86.71% | 0.06% |
| THOMAS J. HERZFELD ADVISORS, INC. | 11/12/2024 | 77,883 | $1.68 M | -27.45% | 0.06% |
| ARQ WEALTH ADVISORS, LLC | 11/05/2024 | 72,344 | $1.55 M | 4.86% | 0.06% |
| GLOBAL ENDOWMENT MANAGEMENT, LP | 11/13/2024 | 69,383 | $1.50 M | 2.07% | 0.06% |
| ANCORA ADVISORS, LLC | 11/14/2024 | 66,233 | $1.43 M | -29.24% | 0.05% |
| DIVERSIFIED TRUST CO | 10/07/2024 | 64,058 | $1.38 M | -29.62% | 0.05% |
Adams Diversified Equity Fund, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of ADX shares?
During the previous two years, 226 institutional investors and hedge funds held shares of Adams Diversified Equity Fund, Inc.. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 6.42 M
LAZARD ASSET MANAGEMENT LLC: 2.85 M
MORGAN STANLEY: 1.84 M
Pensionmark Financial Group, LLC: 1.6 M
COHEN & STEERS, INC.: 1.09 M
Allspring Global Investments Holdings, LLC: 896,693
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What percentage of Adams Diversified Equity Fund, Inc. stock is owned by institutional investors?
21.87% of Adams Diversified Equity Fund, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at ADX ?
Institutional investors have bought a total of 32.24 M shares in the last 24 months. This purchase volume represents approximately $658.44 M in transactions.