1. Adams Diversified Equity Fund
  2. Adams Diversified Equity Fund Ownership

Historical shareholding details of Shaker Financial Services, LLC holdings in Adams Diversified Equity Fund (ADX)

Monthly changes of Shaker Financial Services, LLC shareholding in Adams Diversified Equity Fund over the previous months

Month Name Total no. shares held Percent Holding
Mar 31, 2025 Shaker Financial Services, Llc 207,446 0.18%
Feb 28, 2025 Shaker Financial Services, Llc 147,864 0.13%
Jan 31, 2025 Shaker Financial Services, Llc 147,864 0.13%
Dec 31, 2024 Shaker Financial Services, Llc 147,864 0.13%
Dec 31, 2024 Shaker Financial Services, Llc 147,864 0.13%
Nov 30, 2024 Shaker Financial Services, Llc 171,855 0.15%
Oct 31, 2024 Shaker Financial Services, Llc 171,855 0.15%
Sep 30, 2024 Shaker Financial Services, Llc 206,202 0.18%
Sep 30, 2024 Shaker Financial Services, Llc 171,855 0.15%
Aug 31, 2024 Shaker Financial Services, Llc 0 0.00%
Jul 31, 2024 Shaker Financial Services, Llc 0 0.00%
Jun 30, 2024 Shaker Financial Services, Llc 0 0.00%
Jun 30, 2024 Shaker Financial Services, Llc 123,415 0.10%
May 31, 2024 Shaker Financial Services, Llc 19,353 0.02%
Apr 30, 2024 Shaker Financial Services, Llc 19,353 0.02%
Mar 31, 2024 Shaker Financial Services, Llc 137,042 0.11%
Mar 31, 2024 Shaker Financial Services, Llc 19,353 0.02%
Feb 29, 2024 Shaker Financial Services, Llc 19,353 0.02%
Jan 31, 2024 Shaker Financial Services, Llc 19,353 0.02%
Dec 31, 2023 Shaker Financial Services, Llc 20,805 0.02%
Dec 31, 2023 Shaker Financial Services, Llc 26,845 0.02%
Nov 30, 2023 Shaker Financial Services, Llc 26,845 0.02%
Oct 31, 2023 Shaker Financial Services, Llc 26,845 0.02%
Sep 30, 2023 Shaker Financial Services, Llc 28,246 0.02%
Sep 30, 2023 Shaker Financial Services, Llc 147,128 0.12%
Aug 31, 2023 Shaker Financial Services, Llc 147,128 0.12%
Jul 31, 2023 Shaker Financial Services, Llc 147,128 0.12%
Jun 30, 2023 Shaker Financial Services, Llc 164,908 0.14%
Jun 30, 2023 Shaker Financial Services, Llc 230,500 0.20%
May 31, 2023 Shaker Financial Services, Llc 230,500 0.20%
Mar 31, 2023 Shaker Financial Services, Llc 260,839 0.22%

View all ownership details of Adams Diversified Equity Fund