9258 Wealth Management LLC Has $1.04 Million Stake in Adams Diversified Equity Fund, Inc. (NYSE:ADX)

9258 Wealth Management LLC increased its position in Adams Diversified Equity Fund, Inc. (NYSE:ADXFree Report) by 5.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 58,562 shares of the closed-end fund’s stock after purchasing an additional 2,799 shares during the quarter. 9258 Wealth Management LLC’s holdings in Adams Diversified Equity Fund were worth $1,037,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Creative Financial Designs Inc. ADV lifted its holdings in shares of Adams Diversified Equity Fund by 517.7% during the 4th quarter. Creative Financial Designs Inc. ADV now owns 3,107 shares of the closed-end fund’s stock worth $55,000 after acquiring an additional 2,604 shares during the period. McGlone Suttner Wealth Management Inc. acquired a new stake in Adams Diversified Equity Fund during the fourth quarter valued at approximately $84,000. Turtle Creek Wealth Advisors LLC bought a new stake in shares of Adams Diversified Equity Fund in the 4th quarter valued at approximately $112,000. Occidental Asset Management LLC acquired a new position in shares of Adams Diversified Equity Fund in the 4th quarter worth approximately $187,000. Finally, Oppenheimer & Co. Inc. lifted its position in shares of Adams Diversified Equity Fund by 19.9% during the 3rd quarter. Oppenheimer & Co. Inc. now owns 13,538 shares of the closed-end fund’s stock worth $225,000 after buying an additional 2,250 shares during the period. Institutional investors and hedge funds own 28.41% of the company’s stock.

Adams Diversified Equity Fund Stock Up 1.7 %

Shares of ADX stock opened at $20.44 on Monday. The stock’s fifty day simple moving average is $19.46 and its 200 day simple moving average is $18.55. Adams Diversified Equity Fund, Inc. has a one year low of $15.67 and a one year high of $20.99.

Adams Diversified Equity Fund Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, May 31st. Stockholders of record on Friday, May 17th were paid a $0.05 dividend. The ex-dividend date of this dividend was Thursday, May 16th. This represents a $0.20 annualized dividend and a dividend yield of 0.98%.

About Adams Diversified Equity Fund

(Free Report)

Adams Diversified Equity Fund, Inc is a publicly owned investment manager. It primarily provides its services to investment companies. The firm is a large advisory firm The firm is actively engaged in businesses, including commodity pool operator or commodity trading advisor. The firm launches equity.

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Institutional Ownership by Quarter for Adams Diversified Equity Fund (NYSE:ADX)

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