Adams Diversified Equity Fund, Inc. (NYSE:ADX) Shares Sold by Creative Planning

Creative Planning cut its position in shares of Adams Diversified Equity Fund, Inc. (NYSE:ADX) by 4.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 12,708 shares of the closed-end fund’s stock after selling 599 shares during the quarter. Creative Planning’s holdings in Adams Diversified Equity Fund were worth $274,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Lazard Asset Management LLC grew its stake in shares of Adams Diversified Equity Fund by 6.8% in the first quarter. Lazard Asset Management LLC now owns 4,401,972 shares of the closed-end fund’s stock valued at $85,926,000 after buying an additional 279,285 shares in the last quarter. Cetera Investment Advisers acquired a new stake in Adams Diversified Equity Fund during the 1st quarter valued at approximately $2,679,000. Prevail Innovative Wealth Advisors LLC grew its stake in Adams Diversified Equity Fund by 12.2% during the 2nd quarter. Prevail Innovative Wealth Advisors LLC now owns 219,849 shares of the closed-end fund’s stock valued at $4,725,000 after purchasing an additional 23,971 shares in the last quarter. Providence Wealth Advisors LLC acquired a new stake in Adams Diversified Equity Fund during the 2nd quarter valued at approximately $2,126,000. Finally, Bensler LLC grew its stake in Adams Diversified Equity Fund by 4.1% during the 2nd quarter. Bensler LLC now owns 534,696 shares of the closed-end fund’s stock valued at $11,491,000 after purchasing an additional 20,929 shares in the last quarter. 28.41% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, Director Frederic A. Escherich sold 9,500 shares of the firm’s stock in a transaction that occurred on Monday, October 28th. The stock was sold at an average price of $21.93, for a total value of $208,335.00. Following the sale, the director now owns 49,908 shares of the company’s stock, valued at approximately $1,094,482.44. This trade represents a 0.00 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. In related news, Director Frederic A. Escherich sold 4,833 shares of the firm’s stock in a transaction that occurred on Friday, October 25th. The stock was sold at an average price of $21.90, for a total value of $105,842.70. Following the sale, the director now directly owns 59,408 shares in the company, valued at $1,301,035.20. This trade represents a 0.00 % decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Frederic A. Escherich sold 9,500 shares of the firm’s stock in a transaction that occurred on Monday, October 28th. The shares were sold at an average price of $21.93, for a total value of $208,335.00. Following the completion of the sale, the director now owns 49,908 shares in the company, valued at approximately $1,094,482.44. This represents a 0.00 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.11% of the stock is currently owned by company insiders.

Adams Diversified Equity Fund Stock Performance

Shares of NYSE ADX opened at $22.44 on Friday. Adams Diversified Equity Fund, Inc. has a fifty-two week low of $16.47 and a fifty-two week high of $22.58. The business has a 50 day moving average price of $21.49 and a two-hundred day moving average price of $21.04.

Adams Diversified Equity Fund Profile

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.