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. | 05/15/2025 | 4.46 M | $84.75 M | -17.79% | 4.02% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2025 | 3.55 M | $67.44 M | 18.48% | 3.20% |
| MORGAN STANLEY | 05/15/2025 | 2.33 M | $44.33 M | -5.48% | 2.10% |
| COHEN & STEERS, INC. | 05/15/2025 | 1.22 M | $23.26 M | -0.57% | 1.10% |
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 1.20 M | $22.81 M | 16.44% | 1.08% |
| ROYAL BANK OF CANADA | 05/15/2025 | 1.05 M | $20.03 M | 39.64% | 0.95% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/05/2025 | 936.84 K | $17.79 M | 0.04% | 0.84% |
| BENSLER, LLC | 04/16/2025 | 787.51 K | $14.95 M | 12.95% | 0.71% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2025 | 653.14 K | $12.40 M | -12.55% | 0.59% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 04/24/2025 | 523.67 K | $9.94 M | -1.63% | 0.47% |
| POTRERO CAPITAL RESEARCH LLC | 05/15/2025 | 442.74 K | $8.41 M | 0.00% | 0.40% |
| JONES ROAD CAPITAL MANAGEMENT, L.P. | 05/14/2025 | 419.00 K | $7.96 M | 13.21% | 0.38% |
| WATERFRONT WEALTH INC. | 04/25/2025 | 414.00 K | $7.86 M | 4.95% | 0.37% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/16/2025 | 413.52 K | $7.85 M | -2.77% | 0.37% |
| STIFEL FINANCIAL CORP | 05/14/2025 | 362.56 K | $6.89 M | 39.62% | 0.33% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2025 | 344.97 K | $6.55 M | 29.54% | 0.31% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 258.65 K | $4.91 M | -4.58% | 0.23% |
| INTREPID FAMILY OFFICE LLC | 05/15/2025 | 257.41 K | $4.89 M | 2.25% | 0.23% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 04/10/2025 | 236.83 K | $4.50 M | 8.70% | 0.21% |
| PENSERRA CAPITAL MANAGEMENT LLC | 04/29/2025 | 235.38 K | $4.47 M | 100.00% | 0.21% |
| RB CAPITAL MANAGEMENT, LLC | 05/14/2025 | 208.24 K | $3.95 M | 2.00% | 0.19% |
| SHAKER FINANCIAL SERVICES, LLC | 05/09/2025 | 207.45 K | $3.94 M | 40.30% | 0.19% |
| KESTRA ADVISORY SERVICES, LLC | 05/14/2025 | 195.64 K | $3.72 M | -0.87% | 0.18% |
| UNCOMMON CENTS INVESTING LLC | 04/23/2025 | 186.03 K | $3.53 M | -1.69% | 0.17% |
| FCA CORP /TX | 05/13/2025 | 181.81 K | $3.45 M | 0.36% | 0.16% |
| PRIEBE WEALTH HOLDINGS LLC | 04/14/2025 | 181.27 K | $3.44 M | -17.32% | 0.16% |
| LPL FINANCIAL LLC | 05/07/2025 | 166.78 K | $3.17 M | 18.32% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 166.47 K | $3.16 M | 6.30% | 0.15% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 157.81 K | $3.00 M | -15.71% | 0.14% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/12/2025 | 152.89 K | $2.90 M | 205.23% | 0.14% |
| CETERA INVESTMENT ADVISERS | 05/06/2025 | 150.51 K | $2.86 M | 0.87% | 0.14% |
| CONSOLIDATED PORTFOLIO REVIEW CORP | 04/23/2025 | 149.45 K | $2.84 M | 35.67% | 0.13% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2025 | 142.58 K | $2.71 M | -0.12% | 0.13% |
| MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 04/22/2025 | 135.59 K | $416.12 K | 0.24% | 0.12% |
| ARQ WEALTH ADVISORS, LLC | 05/05/2025 | 134.57 K | $2.56 M | 63.33% | 0.12% |
| GENERAL AMERICAN INVESTORS CO INC | 05/02/2025 | 131.12 K | $2.49 M | 0.00% | 0.12% |
| D.A. DAVIDSON & CO. | 04/28/2025 | 129.27 K | $2.45 M | -0.49% | 0.12% |
| ROBERTS GLORE & CO INC /IL/ | 05/09/2025 | 116.38 K | $2.21 M | 19.73% | 0.10% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/14/2025 | 110.53 K | $2.10 M | -17.81% | 0.10% |
| DELTA CAPITAL MANAGEMENT LLC | 04/16/2025 | 105.47 K | $2.00 M | 0.00% | 0.09% |
| PROVIDENCE WEALTH ADVISORS, LLC | 05/07/2025 | 98.95 K | $1.88 M | 0.00% | 0.09% |
| STOLPER CO | 04/08/2025 | 96.09 K | $1.83 M | 2.05% | 0.09% |
| AMERIPRISE FINANCIAL INC | 05/14/2025 | 94.03 K | $1.79 M | 64.34% | 0.08% |
| GLOBAL ENDOWMENT MANAGEMENT, LP | 05/13/2025 | 77.65 K | $1.47 M | 2.25% | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 05/09/2025 | 75.32 K | $1.43 M | -3.00% | 0.07% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/14/2025 | 71.38 K | $1.36 M | -14.06% | 0.06% |
| QUANTEDGE CAPITAL PTE LTD | 05/15/2025 | 67.86 K | $1.29 M | 35.02% | 0.06% |
| WAVERLY ADVISORS, LLC | 05/15/2025 | 67.20 K | $1.28 M | 2.14% | 0.06% |
| CI PRIVATE WEALTH, LLC | 05/14/2025 | 65.23 K | $1.24 M | 17.88% | 0.06% |
| DIVERSIFIED TRUST CO | 04/24/2025 | 64.06 K | $1.22 M | 0.00% | 0.06% |
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Adams Diversified Equity Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 243 institutional investors and hedge funds held shares of Adams Diversified Equity Fund, Inc.. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 4.46 M
LAZARD ASSET MANAGEMENT LLC: 3.55 M
MORGAN STANLEY: 2.33 M
COHEN & STEERS, INC.: 1.22 M
RAYMOND JAMES FINANCIAL INC: 1.2 M
ROYAL BANK OF CANADA: 1.05 M
23.89% of Adams Diversified Equity Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 32.54 M shares in the last 24 months. This purchase volume represents approximately $673.59 M in transactions.