Creative Planning cut its position in shares of Adams Diversified Equity Fund, Inc. (NYSE:ADX – Free Report) by 4.5% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm 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 as of its most recent filing with the SEC.
Several other hedge funds also recently modified their holdings of ADX. Rothschild Investment LLC acquired a new position in shares of Adams Diversified Equity Fund during the 2nd quarter valued at $45,000. Sunbelt Securities Inc. grew its holdings in shares of Adams Diversified Equity Fund by 23,200.0% in the 2nd quarter. Sunbelt Securities Inc. now owns 2,563 shares of the closed-end fund’s stock worth $55,000 after acquiring an additional 2,552 shares during the last quarter. Covestor Ltd acquired a new position in shares of Adams Diversified Equity Fund in the 1st quarter worth $203,000. Great Valley Advisor Group Inc. acquired a new position in shares of Adams Diversified Equity Fund in the 2nd quarter worth $206,000. Finally, Founders Capital Management LLC acquired a new position in shares of Adams Diversified Equity Fund in the 2nd quarter worth $225,000. 28.41% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling
In other Adams Diversified Equity Fund news, Director Jane Musser Nelson bought 1,155 shares of the firm’s stock in a transaction dated Thursday, October 31st. The stock was acquired at an average price of $21.69 per share, with a total value of $25,051.95. Following the completion of the transaction, the director now directly owns 4,982 shares in the company, valued at approximately $108,059.58. This represents a 0.00 % increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. In other Adams Diversified Equity Fund news, Director Jane Musser Nelson bought 1,155 shares of the firm’s stock in a transaction dated Thursday, October 31st. The stock was acquired at an average price of $21.69 per share, with a total value of $25,051.95. Following the completion of the transaction, the director now directly owns 4,982 shares in the company, valued at approximately $108,059.58. This represents a 0.00 % increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Frederic A. Escherich sold 9,500 shares of the firm’s stock in a transaction 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 completion of the sale, the director now directly 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 disclosure for this sale can be found here. Insiders own 0.11% of the company’s stock.
Adams Diversified Equity Fund Stock Performance
Adams Diversified Equity Fund Company 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.
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