Pinnacle Wealth Planning Services, Inc. - ADAMS DIVERSIFIED EQUITY FD ownership

ADAMS DIVERSIFIED EQUITY FD's ticker is ADX and the CUSIP is 006212104. A total of 156 filers reported holding ADAMS DIVERSIFIED EQUITY FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Pinnacle Wealth Planning Services, Inc. ownership history of ADAMS DIVERSIFIED EQUITY FD
ValueSharesWeighting
Q2 2023$170,554
+5.0%
10,146
-2.8%
0.03%
+3.7%
Q1 2023$162,358
+30.9%
10,441
+45.3%
0.03%
-10.0%
Q4 2020$124,0007,1880.03%
Other shareholders
ADAMS DIVERSIFIED EQUITY FD shareholders Q1 2023
NameSharesValueWeighting ↓
INTREPID FAMILY OFFICE LLC 245,000$4,076,8006.53%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,196,879$19,916,0655.36%
Atlas Wealth LLC 1,373,433$22,853,9254.27%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 330,673$5,502,3902.86%
Saba Capital Management, L.P. 6,768,620$112,629,8372.70%
1607 Capital Partners, LLC 2,109,282$35,098,4522.63%
Waterfront Wealth Inc. 397,199$6,498,1752.13%
Bulldog Investors, LLP 275,858$4,590,2771.59%
FCA CORP /TX 219,997$3,660,7511.36%
Uncommon Cents Investing LLC 197,974$3,294,2901.21%
View complete list of ADAMS DIVERSIFIED EQUITY FD shareholders