GoalVest Advisory LLC Makes New Investment in Adams Diversified Equity Fund, Inc. $ADX

GoalVest Advisory LLC acquired a new position in shares of Adams Diversified Equity Fund, Inc. (NYSE:ADXFree Report) in the second quarter, Holdings Channel.com reports. The institutional investor acquired 9,119 shares of the closed-end fund’s stock, valued at approximately $198,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. IFP Advisors Inc increased its holdings in Adams Diversified Equity Fund by 76.1% during the 2nd 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 in the last quarter. WPG Advisers LLC bought a new stake in Adams Diversified Equity Fund during the 1st quarter worth approximately $43,000. CWM LLC increased its holdings in Adams Diversified Equity Fund by 52.5% during the 1st quarter. CWM LLC now owns 2,418 shares of the closed-end fund’s stock worth $46,000 after purchasing an additional 832 shares in the last quarter. Sound Income Strategies LLC grew its holdings 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 valued at $57,000 after acquiring an additional 2,000 shares in the last quarter. Finally, Fortitude Family Office LLC bought a new position in shares of Adams Diversified Equity Fund in the second quarter valued at approximately $63,000. 28.41% of the stock is owned by institutional investors.

Adams Diversified Equity Fund Stock Up 0.7%

ADX stock opened at $23.00 on Monday. The business has a 50 day moving average of $22.16 and a 200-day moving average of $21.12. Adams Diversified Equity Fund, Inc. has a 12-month low of $16.50 and a 12-month high of $23.04.

Adams Diversified Equity Fund Company Profile

(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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