Ota Financial Group L.P. Adams Diversified Equity Fund, Inc. Transaction History

Ota Financial Group L.P.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 28, 2022	SELL	$18.53 - $22.21 $289,512 - $347,009	-15,624 Closed	0 $0
Q3 2021 Oct 12, 2021	SELL	$19.54 - $20.85 $48,068 - $51,291	-2,460 Reduced 13.6%	15,624 $309,000
Q2 2021 Jul 28, 2021	BUY	$18.43 - $19.77 $333,288 - $357,520	18,084 New	18,084 $357,000
Q4 2017 Feb 22, 2018	SELL	$14.64 - $15.8 $642,242 - $693,130	-43,869 Closed	0 $0
Q3 2017 Oct 25, 2017	BUY	$14.49 - $15.21 $409,110 - $429,439	28,234 Added 180.58%	43,869 $667,000
Q3 2017 Oct 20, 2017	BUY	$14.49 - $15.21 $226,551 - $237,808	15,635	15,635 $214,000

185

28.2M

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...

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