Kestra Private Wealth Services, LLC Adams Diversified Equity Fund, Inc. Transaction History
Kestra Private Wealth Services, LLC
- $6.57 Billion
- Q2 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Adams Diversified Equity Fund, Inc. stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 25,190 shares of ADX stock, worth $546,371. This represents 0.01% of its overall portfolio holdings.
Number of Shares
25,190
Previous 24,584
2.47%
Holding current value
$546,371
Previous $466,000
17.17%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding ADX
# of Institutions
215Shares Held
28.4MCall Options Held
0Put Options Held
0-
Saba Capital Management, L.P. New York, NY4.46MShares$96.8 Million2.36% of portfolio
-
Lazard Asset Management LLC New York, NY3.55MShares$77 Million0.12% of portfolio
-
Morgan Stanley New York, NY2.33MShares$50.6 Million0.0% of portfolio
-
Cohen & Steers, Inc. New York, NY1.22MShares$26.6 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.2MShares$26.1 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 $2.56B
- 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...