Atria Wealth Solutions Inc. reduced its stake in shares of Adams Diversified Equity Fund, Inc. (NYSE:ADX – Free Report) by 40.5% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 24,707 shares of the closed-end fund’s stock after selling 16,842 shares during the quarter. Atria Wealth Solutions Inc.’s holdings in Adams Diversified Equity Fund were worth $538,000 at the end of the most recent quarter.
Other large investors also recently modified their holdings of the company. IFP Advisors Inc grew its stake in shares of Adams Diversified Equity Fund by 76.1% in the second quarter. IFP Advisors Inc now owns 1,620 shares of the closed-end fund’s stock worth $35,000 after purchasing an additional 700 shares during the last quarter. WPG Advisers LLC bought a new stake in shares of Adams Diversified Equity Fund in the first quarter worth about $43,000. CWM LLC grew its stake in shares of Adams Diversified Equity Fund by 52.5% in the first quarter. CWM LLC now owns 2,418 shares of the closed-end fund’s stock worth $46,000 after purchasing an additional 832 shares during the last quarter. Sound Income Strategies LLC grew its stake in shares of Adams Diversified Equity Fund by 325.2% in the second quarter. Sound Income Strategies LLC now owns 2,615 shares of the closed-end fund’s stock worth $57,000 after purchasing an additional 2,000 shares during the last quarter. Finally, Fortitude Family Office LLC bought a new stake in shares of Adams Diversified Equity Fund in the second quarter worth about $63,000. 28.41% of the stock is owned by institutional investors.
Adams Diversified Equity Fund Price Performance
NYSE ADX opened at $22.54 on Monday. Adams Diversified Equity Fund, Inc. has a 1 year low of $16.50 and a 1 year high of $22.80. The business’s 50-day moving average is $22.07 and its 200 day moving average is $20.93.
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.
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