Concurrent Investment Advisors, LLC Adams Diversified Equity Fund, Inc. Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Adams Diversified Equity Fund, Inc. stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 51,651 shares of ADX stock, worth $1.18 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
51,651
Previous 43,575
18.53%
Holding current value
$1.18 Million
Previous $946 Million
21.75%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding ADX
# of Institutions
216Shares Held
27.2MCall Options Held
0Put Options Held
0-
Lazard Asset Management LLC New York, NY3.55MShares$80.9 Million0.12% of portfolio
-
Saba Capital Management, L.P. New York, NY2.87MShares$65.4 Million1.59% of portfolio
-
Morgan Stanley New York, NY2.57MShares$58.6 Million0.0% of portfolio
-
Cohen & Steers, Inc. New York, NY1.24MShares$28.4 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.23MShares$28 Million0.01% of portfolio
About ADAMS DIVERSIFIED EQUITY FUND, INC.
- Ticker ADX
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 117,840,000
- Market Cap $2.68B
- 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...