Advisory Research Inc Purchases in Q2 2024

Advisory Research Inc

  • $499 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
GO
Grocery Outlet Holding Corp.

Consumer Defensive
541K
New
$19.77 - $28.67 $10.7M - $15.5M
541K $12M
PM
Philip Morris International Inc.

Consumer Defensive
95.5K
New
$88.6 - $104.24 $8.46M - $9.96M
95.5K $9.68M
GOOGL
Alphabet Inc.

Communication Services
41.3K
+ 316.63%
$150.53 - $185.41 $6.22M - $7.66M
54.4K $9.91M
AEP
American Electric Power CO Inc

Utilities
88.2K
New
$79.51 - $92.67 $7.02M - $8.18M
88.2K $7.74M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
26.6K
+ 39.81%
$127.7 - $179.69 $3.39M - $4.78M
93.3K $16.2M
EME
Emcor Group, Inc.

Industrials
14.4K
New
$328.63 - $398.69 $4.72M - $5.73M
14.4K $5.25M
HMC
Honda Motor CO LTD

Consumer Cyclical
132K
New
$31.37 - $37.04 $4.14M - $4.89M
132K $4.25M
MTG
Mgic Investment Corp

Financial Services
198K
+ 185.24%
$19.38 - $21.89 $3.84M - $4.34M
305K $6.58M
AVGO
Broadcom Inc.

Technology
593
+ 6.29%
$1204.71 - $1828.87 $714K - $1.08M
10K $16.1M
UL
Unilever PLC

Consumer Defensive
55.5K
New
$46.47 - $56.38 $2.58M - $3.13M
55.5K $3.05M
DSGR
Distribution Solutions Group, Inc.

Industrials
80.2K
New
$29.43 - $36.68 $2.36M - $2.94M
80.2K $2.41M
VGSH
Vanguard

ETFs
38.1K
+ 120.66%
$57.55 - $58.0 $2.19M - $2.21M
69.7K $4.04M
MLR
Miller Industries Inc

Consumer Cyclical
5.78K
+ 1.56%
$48.71 - $60.8 $282K - $351K
377K $20.8M
PZZA
Papa Johns International Inc

Consumer Cyclical
30.3K
New
$46.46 - $67.99 $1.41M - $2.06M
30.3K $1.42M
BELFB
Bel Fuse Inc.

Technology
300
+ 0.13%
$56.03 - $68.86 $16.8K - $20.7K
239K $15.6M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
9.42K
+ 3.42%
$30.22 - $34.82 $285K - $328K
285K $9.52M
LESL
Leslie'S, Inc.

Consumer Cyclical
229K
New
$3.93 - $5.94 $899K - $1.36M
229K $959K
LEGH
Legacy Housing Corp

Consumer Cyclical
16.4K
+ 4.84%
$19.59 - $24.24 $321K - $397K
355K $8.14M
UNH
Unitedhealth Group Inc

Healthcare
853
+ 3.82%
$439.2 - $524.63 $375K - $448K
23.2K $11.8M
FUL
Fuller H B CO

Basic Materials
9.78K
New
$73.68 - $82.09 $721K - $803K
9.78K $752K
SHV
Ishares Tr

ETFs
6.81K
+ 13.22%
$110.04 - $110.51 $749K - $752K
58.3K $6.44M
ALTG
Alta Equipment Group Inc.

Industrials
138K
+ 155.8%
$7.78 - $13.16 $1.07M - $1.81M
226K $1.82M
DAC
Danaos Corp

Industrials
2.3K
+ 10.69%
$71.96 - $97.07 $166K - $223K
23.8K $2.2M
NTAP
Net App, Inc.

Technology
1.68K
+ 13.44%
$97.91 - $129.03 $164K - $216K
14.1K $1.82M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
9.77K
+ 121.08%
$50.64 - $51.3 $494K - $501K
17.8K $913K
LRCX
Lam Research Corp

Technology
213
+ 13.22%
$868.07 - $1089.58 $185K - $232K
1.82K $1.94M
AAPL
Apple Inc.

Technology
725
+ 13.26%
$165.0 - $216.67 $120K - $157K
6.19K $1.3M
LAMR
Lamar Advertising CO

Real Estate
2.66K
+ 6.77%
$110.64 - $121.82 $295K - $325K
42K $5.02M
LMT
Lockheed Martin Corp

Industrials
568
+ 12.75%
$447.57 - $471.51 $254K - $268K
5.02K $2.35M
OSW
Onespaworld Holdings LTD

Consumer Cyclical
328
+ 0.23%
$12.15 - $16.25 $3.99K - $5.33K
142K $2.18M
VZ
Verizon Communications Inc

Communication Services
11.6K
+ 3.97%
$38.6 - $42.84 $448K - $497K
304K $12.5M
ORCL
Oracle Corp

Technology
994
+ 13.77%
$113.75 - $144.64 $113K - $144K
8.21K $1.16M
PI
Impinj Inc

Technology
445
+ 6.99%
$116.32 - $174.87 $51.8K - $77.8K
6.81K $1.07M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.87K
+ 41.37%
$81.05 - $81.66 $232K - $234K
9.79K $799K
HRB
H&R Block Inc

Consumer Cyclical
1.56K
+ 7.04%
$46.26 - $54.23 $72.2K - $84.6K
23.7K $1.29M
NVO
Novo Nordisk A S

Healthcare
1.03K
+ 44.43%
$122.71 - $146.91 $126K - $151K
3.34K $477K
PBI
Pitney Bowes Inc

Industrials
255
+ 0.11%
$3.92 - $5.72 $1K - $1.46K
233K $1.18M
STLD
Steel Dynamics Inc

Basic Materials
1.73K
+ 13.11%
N/A
14.9K $1.46M
HQY
Healthequity, Inc.

Healthcare
10
+ 0.03%
$75.85 - $86.94 $759 - $869
30.7K $2.65M
EHC
Encompass Health Corp

Healthcare
941
+ 6.78%
$78.62 - $87.09 $74K - $82K
14.8K $1.27M
ACWI
Ishares Msci Acwi ETF

ETFs
889
+ 34.28%
$104.54 - $112.83 $92.9K - $100K
3.48K $391K
ADUS
Addus Home Care Corp

Healthcare
328
+ 7.14%
$91.7 - $120.4 $30.1K - $39.5K
4.92K $571K
SPY
Spdr S&P 500 ETF Trust

ETFs
144
+ 33.49%
$495.16 - $548.49 $71.3K - $79K
574 $312K
MCD
Mcdonalds Corp

Consumer Cyclical
702
+ 20.35%
$249.37 - $280.22 $175K - $197K
4.15K $1.06M
WSR
Whitestone Reit

Real Estate
3.43K
+ 6.67%
$10.81 - $13.49 $37K - $46.2K
54.8K $729K
COP
Conocophillips

Energy
1.62K
+ 20.61%
$109.39 - $133.52 $177K - $216K
9.46K $1.08M
ABT
Abbott Laboratories

Healthcare
1.74K
+ 17.38%
$100.73 - $112.44 $175K - $195K
11.7K $1.22M
TRS
Trimas Corp

Consumer Cyclical
25.9K
+ 5.1%
$25.04 - $27.8 $647K - $719K
533K $13.6M
NVT
N Vent Electric PLC

Industrials
663
+ 6.94%
$71.07 - $85.43 $47.1K - $56.6K
10.2K $782K
Activity Summary
Buys All Purchases 105 New Holdings 11 Increased Positions 94 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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