Concurrent Investment Advisors, LLC Adams Diversified Equity Fund, Inc. Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
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 24,142 shares of ADX stock, worth $530,158. This represents 0.02% of its overall portfolio holdings.
Number of Shares
24,142
Previous 14,055
71.77%
Holding current value
$530,158
Previous $249 Million
89.32%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding ADX
# of Institutions
171Shares Held
33.6MCall Options Held
0Put Options Held
0-
Saba Capital Management, L.P. New York, NY7.99MShares$175 Million2.69% of portfolio
-
Lazard Asset Management LLC New York, NY4.4MShares$96.7 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.16MShares$47.5 Million0.0% of portfolio
-
1607 Capital Partners, LLC Richmond, VA1.89MShares$41.4 Million3.01% of portfolio
-
Allspring Global Investments Holdings, LLC1.63MShares$35.8 Million0.05% 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 $2.59B
- 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...