A detailed history of Advisors Asset Management, Inc. transactions in Adams Diversified Equity Fund, Inc. stock. As of the latest transaction made, Advisors Asset Management, Inc. holds 190,537 shares of ADX stock, worth $4.2 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
190,537
Previous 163,601 16.46%
Holding current value
$4.2 Million
Previous $3.52 Million 16.84%
% of portfolio
0.08%
Previous 0.07%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$19.94 - $22.45 $537,103 - $604,713
26,936 Added 16.46%
190,537 $4.11 Million
Q2 2024

Aug 14, 2024

BUY
$18.39 - $21.58 $51,749 - $60,726
2,814 Added 1.75%
163,601 $3.52 Million
Q1 2024

May 14, 2024

SELL
$17.19 - $19.52 $734,958 - $834,577
-42,755 Reduced 21.01%
160,787 $3.14 Million
Q4 2023

Feb 14, 2024

SELL
$15.85 - $17.76 $8,495 - $9,519
-536 Reduced 0.26%
203,542 $3.6 Million
Q2 2023

Aug 14, 2023

BUY
$15.35 - $16.81 $105,454 - $115,484
6,870 Added 3.48%
204,078 $3.43 Million
Q1 2023

May 12, 2023

BUY
$14.36 - $16.05 $156,107 - $174,479
10,871 Added 5.83%
197,208 $3.07 Million
Q4 2022

Feb 13, 2023

BUY
$14.34 - $16.08 $449,487 - $504,027
31,345 Added 20.22%
186,337 $2.71 Million
Q3 2022

Nov 08, 2022

BUY
$14.57 - $17.38 $4,443 - $5,300
305 Added 0.2%
154,992 $2.26 Million
Q2 2022

Aug 08, 2022

BUY
$14.8 - $18.58 $328,101 - $411,900
22,169 Added 16.73%
154,687 $2.37 Million
Q1 2022

May 17, 2022

SELL
$16.89 - $19.56 $208,371 - $241,311
-12,337 Reduced 8.52%
132,518 $2.44 Million
Q4 2021

Feb 15, 2022

SELL
$18.53 - $22.21 $680,217 - $815,306
-36,709 Reduced 20.22%
144,855 $2.81 Million
Q3 2021

Nov 12, 2021

SELL
$19.54 - $20.85 $776,988 - $829,079
-39,764 Reduced 17.97%
181,564 $3.6 Million
Q2 2021

Jul 30, 2021

SELL
$18.43 - $19.77 $642,543 - $689,261
-34,864 Reduced 13.61%
221,328 $4.38 Million
Q1 2021

May 07, 2021

SELL
$17.03 - $18.26 $210,371 - $225,565
-12,353 Reduced 4.6%
256,192 $4.68 Million
Q4 2020

Feb 12, 2021

SELL
$15.56 - $17.54 $66,861 - $75,369
-4,297 Reduced 1.57%
268,545 $4.64 Million
Q3 2020

Nov 16, 2020

BUY
$15.0 - $17.21 $285,120 - $327,127
19,008 Added 7.49%
272,842 $4.42 Million
Q2 2020

Aug 12, 2020

BUY
$11.9 - $15.58 $130,911 - $171,395
11,001 Added 4.53%
253,834 $3.79 Million
Q1 2020

May 15, 2020

BUY
$10.43 - $16.6 $587,480 - $935,011
56,326 Added 30.2%
242,833 $3.06 Million
Q4 2019

Feb 14, 2020

BUY
$15.3 - $16.69 $668,717 - $729,469
43,707 Added 30.61%
186,507 $2.94 Million
Q3 2019

Nov 14, 2019

BUY
$15.09 - $16.05 $892,015 - $948,763
59,113 Added 70.64%
142,800 $2.26 Million
Q2 2019

Aug 14, 2019

BUY
$14.4 - $15.52 $676,641 - $729,269
46,989 Added 128.04%
83,687 $1.29 Million
Q1 2019

May 15, 2019

BUY
$12.37 - $14.5 $288,060 - $337,661
23,287 Added 173.64%
36,698 $530,000
Q4 2018

Jan 31, 2019

BUY
$11.97 - $16.66 $160,529 - $223,427
13,411 New
13,411 $169,000

Others Institutions Holding ADX

About ADAMS DIVERSIFIED EQUITY FUND, INC.


  • Ticker ADX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 117,840,000
  • Market Cap $2.59B
  • Description
  • Adams Diversified Equity Fund, Inc. is a publicly owned investment manager. The firm provides its services to investment companies. The firm invests in the public equity markets of the United States. It invests in stocks of large-cap companies across diversified sectors to make its investments. The firm employs a fundamental, technical and quant...
More about ADX
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