Institutional Ownership
Adams Diversified Equity Fd
CUSIP 006212104COMADXQ1 2026
13D / 13G Filings
11
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
7.6%
Max % of class reported
Institutional Holders
198
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
11 filings · latest Feb 13, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 13, 2025 | Edith H. Bergstrom | 13G/A | 1.3% | 1.63M | SEC |
| 2 | Nov 25, 2024 | Saba Capital Management, L.P. | 13D/A | 5.0% | 5.55M | SEC |
| 3 | Aug 7, 2024 | Saba Capital Management, L.P. | 13D/A | 6.0% | 6.64M | SEC |
| 4 | May 15, 2024 | Saba Capital Management, L.P. | 13D/A | 7.6% | 9.43M | SEC |
| 5 | Mar 14, 2024 | Bergstrom Edith H. | 13G/A | 0.9% | 1.07M | SEC |
| 6 | Feb 9, 2024 | Saba Capital Management, L.P. | 13D/A | 6.5% | 7.91M | SEC |
| 7 | Dec 11, 2023 | Saba Capital Management, L.P. | 13D/A | 6.2% | 7.51M | SEC |
| 8 | Sep 25, 2023 | Saba Capital Management, L.P. | 13D/A | 5.4% | 6.56M | SEC |
| 9 | Sep 1, 2023 | Saba Capital Management, L.P. | 13D | 5.0% | 6.06M | SEC |
| 10 | Feb 4, 2021 | Bergstrom Edith H. | 13G/A | 1.0% | 1.07M | SEC |
1 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Adams Diversified Equity Fd.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lazard Asset Management LLC | 3.57M | $78.09M |
| 2 | Raymond James Financial Inc | 1.29M | $28.30M |
| 3 | Morgan Stanley | 1.16M | $25.46M |
| 4 | Bensler, LLC | 1.05M | $23.09M |
| 5 | Royal Bank Of Canada | 980.3K | $21.46M |
| 6 | Blue Bell Private Wealth Management, LLC | 894.2K | $19.57M |
| 7 | Stifel Financial Corp | 417.5K | $9.14M |
| 8 | Advisors Asset Management, Inc. | 398.9K | $8.73M |
| 9 | Lpl Financial LLC | 387.1K | $8.47M |
| 10 | Allspring Global Investments Holdings, LLC | 382.3K | $8.37M |