Heritage Wealth Management, Inc. Adams Diversified Equity Fund, Inc. Transaction History
Heritage Wealth Management, Inc.
- $309 Billion
- Q2 2025
A detailed history of Heritage Wealth Management, Inc. transactions in Adams Diversified Equity Fund, Inc. stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 9,659 shares of ADX stock, worth $217,424. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,659Holding current value
$217,424% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding ADX
# of Institutions
214Shares Held
27MCall Options Held
0Put Options Held
0-
Lazard Asset Management LLC New York, NY3.55MShares$79.9 Million0.12% of portfolio
-
Saba Capital Management, L.P. New York, NY2.87MShares$64.6 Million1.59% of portfolio
-
Morgan Stanley New York, NY2.57MShares$57.9 Million0.0% of portfolio
-
Cohen & Steers, Inc. New York, NY1.24MShares$28 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.23MShares$27.6 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 $2.65B
- 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...