CUSIP 006212104COMADXQ4 2025
11 filings · latest Feb 13, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lazard Asset Management LLC | 3.59M | $83.72M |
| 2 | Morgan Stanley | 1.86M | $43.35M |
| 3 | Raymond James Financial Inc | 1.35M | $31.38M |
| 4 | Bensler, LLC | 987.7K | $23.03M |
| 5 | Royal Bank Of Canada | 935.9K | $21.82M |
| 6 | Blue Bell Private Wealth Management, LLC | 924.3K | $21.55M |
| 7 | 1607 Capital Partners, LLC | 508.5K | $11.86M |
| 8 | Wealth Enhancement Advisory Services, LLC | 431.0K | $10.09M |
| 9 |
| 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 |
See the full Schedule 13D/13G history for Adams Diversified Equity Fd.
Unlock full history| Lpl Financial LLC |
| 432.6K |
| $10.09M |
| 10 | Stifel Financial Corp | 403.4K | $9.41M |