Creative Planning Adams Diversified Equity Fund, Inc. Transaction History
Creative Planning
- $106 Billion
- Q1 2025
A detailed history of Creative Planning transactions in Adams Diversified Equity Fund, Inc. stock. As of the latest transaction made, Creative Planning holds 12,774 shares of ADX stock, worth $276,301. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,774
Previous 12,761
0.1%
Holding current value
$276,301
Previous $257,000
5.84%
% of portfolio
0.0%
Previous 0.0%
Shares
31 transactions
Others Institutions Holding ADX
# of Institutions
209Shares Held
28.6MCall Options Held
0Put Options Held
0-
Saba Capital Management, L.P. New York, NY4.46MShares$96.5 Million2.36% of portfolio
-
Lazard Asset Management LLC New York, NY3.55MShares$76.8 Million0.12% of portfolio
-
Morgan Stanley New York, NY2.33MShares$50.5 Million0.0% of portfolio
-
Cohen & Steers, Inc. New York, NY1.22MShares$26.5 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.2MShares$26 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 $2.55B
- 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...