Adams Diversified Equity Fund, Inc.
ADX- Exchange
- NYSE
- SEC CIK
- 0000002230
No open-market purchases or sales by Adams Diversified Equity Fund, Inc. insiders were filed in the last 90 days; 217 institutions reported holding it in 13F filings for Q2 2026, worth $527.8M in total; no superinvestor holds it.
Q1 2023 vs. Q4 2022
How the institutions holding Adams Diversified Equity Fund, Inc. changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 167 | 2 | 158 | −7 |
| Shares | 27.4M | 1.31K | 29.2M | +1.79M (+6.5%) |
| Value | $397.3M | $19.1K | $452.7M | +$55.4M (+14.0%) |
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Saba Capital Management, L.P. | 2,895,323 | $45.0M | 1.09% |
| Transform Wealth, LLC | 51,320 | $798.0K | 0.08% |
| Security Asset Management | 27,169 | $422.5K | 0.25% |
| Clear Harbor Asset Management, LLC | 27,169 | $422.5K | 0.04% |
| Walleye Capital LLC | 26,256 | $408.3K | 0.01% |
| Wealth Enhancement Advisory Services, LLC | 18,577 | $288.9K | 0.00% |
| Client First Capital LLC | 16,980 | $264.0K | 0.20% |
| Cypress Wealth Services, LLC | 15,493 | $240.9K | 0.07% |
| Sowell Financial Services LLC | 12,539 | $195.0K | 0.02% |
| Bluefin Capital Management, LLC | – | $180.1K | 0.03% |
| Pinnacle Wealth Planning Services, Inc. | 10,441 | $162.4K | 0.03% |
| Lido Advisors, LLC | 10,109 | $157.2K | 0.00% |
| Parallel Advisors, LLC | 5,500 | $85.5K | 0.00% |
| Steward Partners Investment Advisory, LLC | 5,420 | $84.3K | 0.00% |
| BDO Wealth Advisors, LLC | 3,963 | $61.6K | 0.01% |
| Allworth Financial LP | 3,709 | $57.7K | 0.00% |
| West Paces Advisors Inc. | 367 | $5.71K | 0.00% |
| Morton Brown Family Wealth, LLC | 194 | $3.02K | 0.00% |
| Arcadia Investment Management Corp | 62 | $963 | 0.00% |
| Sunbelt Securities, Inc. | 11 | $168 | 0.00% |
Sold out (27)
Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.
Not filed for Q1 2023 yet (2)
Institutions that held Adams Diversified Equity Fund, Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Sargent Bickham Lagudis LLC | 1,000 | $14.5K |
| CoreCap Advisors, LLC | 314 | $4.57K |