A detailed history of Plante Moran Financial Advisors, LLC transactions in Adams Diversified Equity Fund, Inc. stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 2,082 shares of ADX stock, worth $45,845. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,082
Previous 2,082 -0.0%
Holding current value
$45,845
Previous $44,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023

BUY
$16.49 - $17.7 $22,574 - $24,231
1,369 Added 192.01%
2,082 $34,000
Q3 2022

Nov 02, 2022

SELL
$14.57 - $17.38 $2,141 - $2,554
-147 Reduced 17.09%
713 $10,000
Q2 2022

Aug 02, 2022

BUY
$14.8 - $18.58 $10,552 - $13,247
713 Added 485.03%
860 $13,000
Q1 2022

May 06, 2022

SELL
$16.89 - $19.56 $132,839 - $153,839
-7,865 Reduced 98.17%
147 $3,000
Q1 2021

May 13, 2021

BUY
$17.03 - $18.26 $133,940 - $143,614
7,865 Added 5350.34%
8,012 $146,000
Q4 2020

Feb 09, 2021

BUY
$15.56 - $17.54 $2,287 - $2,578
147 New
147 $3,000

Others Institutions Holding ADX

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...
More about ADX
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