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. | 02/14/2025 | 5.43 M | $109.66 M | -15.47% | 4.38% |
| LAZARD ASSET MANAGEMENT LLC | 02/14/2025 | 3.00 M | $60.55 M | 5.04% | 2.42% |
| COHEN & STEERS, INC. | 02/13/2025 | 1.23 M | $24.88 M | 12.82% | 0.99% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 1.03 M | $20.84 M | 100.00% | 0.83% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/07/2025 | 936,489 | $18.92 M | 4.85% | 0.75% |
| ROYAL BANK OF CANADA | 02/14/2025 | 755,447 | $15.26 M | 9.82% | 0.61% |
| 1607 CAPITAL PARTNERS, LLC | 02/13/2025 | 746,861 | $15.09 M | 26.25% | 0.60% |
| BENSLER, LLC | 01/22/2025 | 697,217 | $14.08 M | 19.53% | 0.56% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/29/2025 | 532,367 | $10.75 M | -40.63% | 0.43% |
| POTRERO CAPITAL RESEARCH LLC | 02/14/2025 | 442,735 | $8.94 M | 0.00% | 0.36% |
| WATERFRONT WEALTH INC. | 02/03/2025 | 394,480 | $7.97 M | 3.45% | 0.32% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/10/2025 | 389,903 | $8.41 M | 0.00% | 0.31% |
| JONES ROAD CAPITAL MANAGEMENT, L.P. | 02/13/2025 | 370,120 | $7.48 M | -1.33% | 0.30% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/10/2025 | 266,295 | $5.38 M | 39.76% | 0.21% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 259,667 | $5.25 M | 12.23% | 0.21% |
| INTREPID FAMILY OFFICE LLC | 02/14/2025 | 251,746 | $5.09 M | 100.00% | 0.20% |
| HTLF BANK | 01/28/2025 | 246,496 | $4.98 M | 6.38% | 0.20% |
| PRIEBE WEALTH HOLDINGS LLC | 01/16/2025 | 219,251 | $4.43 M | -12.48% | 0.18% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/15/2025 | 217,882 | $4.40 M | 18.94% | 0.18% |
| RB CAPITAL MANAGEMENT, LLC | 02/18/2025 | 204,156 | $4.12 M | 8.32% | 0.16% |
| KESTRA ADVISORY SERVICES, LLC | 02/10/2025 | 197,353 | $3.99 M | 0.31% | 0.16% |
| UNCOMMON CENTS INVESTING LLC | 01/16/2025 | 189,236 | $3.82 M | -1.12% | 0.15% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 187,221 | $3.78 M | 36.87% | 0.15% |
| FCA CORP /TX | 02/11/2025 | 181,158 | $3.66 M | 5.56% | 0.15% |
| CETERA INVESTMENT ADVISERS | 02/14/2025 | 149,207 | $3.01 M | 4.81% | 0.12% |
| SHAKER FINANCIAL SERVICES, LLC | 02/13/2025 | 147,864 | $2.99 M | -28.29% | 0.12% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 02/03/2025 | 144,314 | $2.92 M | 353.36% | 0.12% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/14/2025 | 142,748 | $2.88 M | -1.66% | 0.12% |
| MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 01/17/2025 | 135,268 | $2.73 M | 0.93% | 0.11% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/12/2025 | 134,479 | $2.72 M | -67.44% | 0.11% |
| GENERAL AMERICAN INVESTORS CO INC | 02/14/2025 | 131,124 | $2.65 M | 0.00% | 0.11% |
| D.A. DAVIDSON & CO. | 01/31/2025 | 129,903 | $2.62 M | 1.98% | 0.10% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 02/12/2025 | 125,682 | $2.54 M | -57.33% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 119,962 | $2.58 M | -13.19% | 0.10% |
| CONSOLIDATED PORTFOLIO REVIEW CORP | 01/27/2025 | 110,161 | $2.23 M | 100.00% | 0.09% |
| DELTA CAPITAL MANAGEMENT LLC | 01/16/2025 | 105,466 | $2.13 M | -0.01% | 0.09% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/10/2025 | 101,313 | $2.28 M | 0.00% | 0.08% |
| PROVIDENCE WEALTH ADVISORS, LLC | 02/12/2025 | 98,953 | $2.05 M | 0.00% | 0.08% |
| ROBERTS GLORE & CO INC /IL/ | 02/07/2025 | 97,205 | $1.96 M | 10.56% | 0.08% |
| STOLPER CO | 01/14/2025 | 94,165 | $1.90 M | 3.87% | 0.08% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/12/2025 | 83,059 | $1.65 M | 6.65% | 0.07% |
| ARQ WEALTH ADVISORS, LLC | 02/19/2025 | 82,391 | $1.66 M | 13.89% | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 77,643 | $1.57 M | -0.78% | 0.06% |
| GLOBAL ENDOWMENT MANAGEMENT, LP | 02/13/2025 | 75,943 | $1.53 M | 9.45% | 0.06% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 02/25/2025 | 74,837 | $1.51 M | 100.00% | 0.06% |
| WAVERLY ADVISORS, LLC | 02/14/2025 | 65,791 | $1.33 M | 100.00% | 0.05% |
| ANCORA ADVISORS, LLC | 02/14/2025 | 65,540 | $1.32 M | -1.05% | 0.05% |
| DIVERSIFIED TRUST CO | 01/07/2025 | 64,058 | $1.29 M | 0.00% | 0.05% |
| UBS GROUP AG | 02/14/2025 | 63,511 | $1.28 M | 14.30% | 0.05% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 01/16/2025 | 60,101 | $1.21 M | 1.89% | 0.05% |
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Adams Diversified Equity Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 231 institutional investors and hedge funds held shares of Adams Diversified Equity Fund, Inc.. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 5.43 M
LAZARD ASSET MANAGEMENT LLC: 3 M
COHEN & STEERS, INC.: 1.23 M
RAYMOND JAMES FINANCIAL INC: 1.03 M
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 936,489
ROYAL BANK OF CANADA: 755,447
21.19% of Adams Diversified Equity Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 31.19 M shares in the last 24 months. This purchase volume represents approximately $641.54 M in transactions.