Advisory Research Inc Reduced Holdings in Q2 2024

Advisory Research Inc

  • $499 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
RS
Reliance Steel & Aluminum CO

Basic Materials
-22.9K
- 73.22%
$277.09 - $340.04 $6.35M - $7.79M
8.38K $2.39M
WSO
Watsco Inc

Industrials
-17.7K
- 77.5%
$396.92 - $491.01 $7.04M - $8.7M
5.15K $2.38M
HUBB
Hubbell Inc

Industrials
-13K
- 36.96%
$365.48 - $424.4 $4.74M - $5.5M
22.1K $8.08M
KB
Kb Financial Group Inc.

Financial Services
-84.1K
- 44.06%
$45.69 - $59.7 $3.84M - $5.02M
107K $6.05M
FERG
Ferguson PLC

Industrials
-13.1K
- 30.8%
$190.98 - $223.85 $2.51M - $2.94M
29.5K $5.72M
ABG
Asbury Automotive Group Inc

Consumer Cyclical
-14.2K
- 31.99%
$208.45 - $243.88 $2.95M - $3.45M
30.1K $6.86M
ALKT
Alkami Technology, Inc.

Technology
-138K
- 68.09%
$23.17 - $28.87 $3.21M - $4M
64.9K $1.85M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
-27.8K
- 20.69%
$65.09 - $74.12 $1.81M - $2.06M
107K $7.27M
ARES
Ares Management Corp

Financial Services
-10.5K
- 46.91%
$129.3 - $149.82 $1.36M - $1.58M
11.9K $1.59M
GTES
Gates Industrial Corp PLC

Industrials
-33.2K
- 13.45%
$15.67 - $17.84 $521K - $593K
214K $3.38M
BC
Brunswick Corp

Consumer Cyclical
-252
- 0.89%
$70.99 - $95.87 $17.9K - $24.2K
27.9K $2.03M
SKY
Skyline Champion Corp

Consumer Cyclical
-142
- 0.37%
$66.33 - $84.2 $9.42K - $12K
38K $2.57M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-74
- 0.41%
$99.41 - $126.69 $7.36K - $9.38K
18.1K $1.8M
NRG
Nrg Energy, Inc.

Utilities
-7.93K
- 45.08%
$68.6 - $86.0 $544K - $682K
9.66K $752K
VEA
Vanguard Ftse Developed Market

ETFs
-7.99K
- 25.94%
$47.83 - $51.21 $382K - $409K
22.8K $1.13M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-5.22K
- 16.73%
$76.35 - $77.35 $398K - $404K
26K $2.01M
WBS
Webster Financial Corp

Financial Services
-101
- 0.18%
$39.64 - $49.54 $4K - $5K
54.6K $2.38M
RRX
Regal Rexnord Corp

Industrials
-124
- 1.73%
$135.22 - $176.01 $16.8K - $21.8K
7.04K $951K
PRFT
Perficient Inc

Technology
-8.79K
- 50.74%
$42.7 - $74.79 $375K - $657K
8.53K $638K
SSB
South State Corp

Financial Services
-899
- 3.12%
$71.3 - $83.21 $64.1K - $74.8K
27.9K $2.13M
AXP
American Express CO

Financial Services
-1.04K
- 13.1%
$217.5 - $243.08 $226K - $253K
6.91K $1.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-637
- 5.48%
$159.21 - $168.37 $101K - $107K
11K $1.81M
AZO
Autozone Inc

Consumer Cyclical
-10
- 1.49%
$2739.1 - $3170.04 $27.4K - $31.7K
660 $1.96M
UNP
Union Pacific Corp

Industrials
-93
- 1.51%
$221.38 - $247.4 $20.6K - $23K
6.05K $1.37M
VO
Vanguard Mid Cap ETF

ETFs
-410
- 7.45%
$234.99 - $248.98 $96.3K - $102K
5.1K $1.23M
NIC
Nicolet Bankshares Inc

Financial Services
-4
- 0.01%
$75.96 - $83.83 $304 - $335
43.9K $3.65M
VIG
Vanguard Dividend Appreciation

ETFs
-559
- 3.84%
$173.33 - $185.29 $96.9K - $104K
14K $2.55M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-60
- 1.3%
$396.73 - $420.24 $23.8K - $25.2K
4.57K $1.86M
HSY
Hershey CO

Consumer Defensive
-76
- 1.43%
$182.0 - $209.51 $13.8K - $15.9K
5.22K $960K
CPK
Chesapeake Utilities Corp

Utilities
-196
- 1.52%
$99.66 - $113.95 $19.5K - $22.3K
12.7K $1.35M
CVX
Chevron Corp

Energy
-115
- 1.26%
$152.57 - $166.33 $17.5K - $19.1K
9K $1.41M
JPM
Jpmorgan Chase & CO

Financial Services
-205
- 1.93%
$180.08 - $204.79 $36.9K - $42K
10.4K $2.1M
XOM
Exxon Mobil Corp

Energy
-40
- 0.53%
$108.36 - $122.2 $4.33K - $4.89K
7.51K $864K
RWAY
Runway Growth Finance Corp.

Financial Services
-424
- 3.06%
$11.57 - $13.25 $4.91K - $5.62K
13.4K $157K
BXSL
Blackstone Secured Lending Fund

Financial Services
-141
- 1.45%
$30.45 - $32.5 $4.29K - $4.58K
9.61K $294K
ARCC
Ares Capital Corp

Financial Services
-427
- 1.32%
$20.24 - $21.58 $8.64K - $9.21K
31.9K $665K
FDUS
Fidus Investment Corp

Financial Services
-166
- 1.58%
$19.26 - $20.47 $3.2K - $3.4K
10.3K $201K
MAIN
Main Street Capital Corp

Financial Services
-145
- 2.65%
$46.68 - $50.88 $6.77K - $7.38K
5.33K $269K
HTGC
Hercules Capital, Inc.

Financial Services
-217
- 1.53%
$17.96 - $20.45 $3.9K - $4.44K
14K $286K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-211
- 3.17%
$455.1 - $504.28 $96K - $106K
6.44K $3.22M
BAC
Bank Of America Corp

Financial Services
-797
- 1.63%
$34.68 - $40.02 $27.6K - $31.9K
48.2K $1.92M
TJX
Tjx Companies Inc

Consumer Cyclical
-248
- 1.88%
$92.66 - $111.05 $23K - $27.5K
12.9K $1.42M
ESI
Element Solutions Inc

Basic Materials
-1.57K
- 1.0%
$23.13 - $27.85 $36.2K - $43.6K
154K $4.19M
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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