Advisory Research Inc Purchases in Q2 2025

Advisory Research Inc

  • $618 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
12.1K
+ 16.66%
$146.29 - $275.65 $1.78M - $3.35M
85K $23.4M
BELFB
Bel Fuse Inc.

Technology
15.8K
+ 4.2%
$60.82 - $97.69 $959K - $1.54M
391K $38.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
12.7K
+ 15.18%
$141.37 - $228.57 $1.8M - $2.91M
96.6K $21.9M
EXP
Eagle Materials Inc

Basic Materials
37.9K
+ 343.37%
$193.68 - $241.95 $7.34M - $9.17M
48.9K $9.89M
TRS
Trimas Corp

Consumer Cyclical
54K
+ 5.44%
$19.9 - $28.61 $1.08M - $1.55M
1.05M $29.9M
PM
Philip Morris International Inc.

Consumer Defensive
16.4K
+ 12.6%
$149.23 - $184.95 $2.45M - $3.04M
147K $26.8M
VVI
Viad Corp

Industrials
145K
+ 30.05%
N/A
627K $25.7M
MSFT
Microsoft Corp

Technology
4.83K
+ 17.51%
$354.56 - $497.45 $1.71M - $2.4M
32.4K $16.1M
MTG
Mgic Investment Corp

Financial Services
118K
+ 22.33%
$22.43 - $28.1 $2.64M - $3.31M
645K $17.9M
KAR
Kar Auction Services, Inc.

Consumer Cyclical
27.7K
+ 3.42%
$17.57 - $24.45 $487K - $678K
839K $20.5M
GOOGL
Alphabet Inc.

Communication Services
21.2K
+ 51.31%
$144.7 - $178.6 $3.06M - $3.78M
62.4K $11M
SSB
South State Corp

Financial Services
43.7K
+ 42.35%
$80.59 - $94.67 $3.52M - $4.14M
147K $13.5M
CME
Cme Group Inc.

Financial Services
12.4K
+ 31.95%
$252.37 - $290.71 $3.13M - $3.61M
51.2K $14.1M
REVG
Rev Group, Inc.

Industrials
72.6K
New
$28.82 - $47.59 $2.09M - $3.45M
72.6K $3.45M
KB
Kb Financial Group Inc.

Financial Services
5.07K
+ 5.47%
$46.88 - $82.59 $238K - $418K
97.8K $8.07M
HUBB
Hubbell Inc

Industrials
3.2K
+ 19.17%
$315.94 - $408.41 $1.01M - $1.31M
19.9K $8.14M
DJCO
Daily Journal Corp

Technology
3.07K
+ 8.83%
$365.66 - $435.19 $1.12M - $1.34M
37.8K $16M
JEF
Jefferies Financial Group Inc.

Financial Services
35.7K
New
$41.06 - $56.09 $1.46M - $2M
35.7K $1.95M
META
Meta Platforms, Inc.

Communication Services
1.03K
+ 14.38%
$484.66 - $738.09 $499K - $759K
8.19K $6.04M
ALKT
Alkami Technology, Inc.

Technology
62K
New
$22.54 - $31.19 $1.4M - $1.94M
62K $1.87M
MYE
Myers Industries Inc

Consumer Cyclical
122K
New
$9.13 - $14.87 $1.12M - $1.82M
122K $1.77M
MTN
Vail Resorts Inc

Consumer Cyclical
11.1K
New
$131.42 - $164.64 $1.46M - $1.82M
11.1K $1.74M
ORCL
Oracle Corp

Technology
3.97K
+ 49.1%
$122.82 - $218.63 $487K - $867K
12K $2.63M
LAMR
Lamar Advertising CO

Real Estate
9.16K
+ 21.6%
$102.35 - $121.67 $937K - $1.11M
51.6K $6.26M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
49.3K
+ 17.47%
$32.56 - $35.71 $1.6M - $1.76M
331K $11M
DAC
Danaos Corp

Industrials
12.3K
+ 50.42%
$66.47 - $89.19 $820K - $1.1M
36.8K $3.17M
BELFA
Bel Fuse Inc

Technology
9.01K
+ 46.81%
$59.36 - $89.85 $535K - $809K
28.3K $2.54M
AEP
American Electric Power CO Inc

Utilities
15.5K
+ 15.79%
$98.59 - $109.11 $1.53M - $1.69M
114K $11.8M
ARES
Ares Management Corp

Financial Services
4.35K
+ 37.05%
$118.04 - $175.83 $514K - $766K
16.1K $2.79M
EME
Emcor Group, Inc.

Industrials
1.19K
+ 48.89%
$342.02 - $534.89 $408K - $638K
3.63K $1.94M
NTAP
Net App, Inc.

Technology
6.88K
+ 48.6%
$76.1 - $106.55 $523K - $733K
21K $2.24M
HD
Home Depot, Inc.

Consumer Cyclical
2.05K
+ 27.13%
$335.24 - $380.78 $689K - $782K
9.63K $3.53M
NRG
Nrg Energy, Inc.

Utilities
688
+ 7.3%
$83.61 - $162.67 $57.5K - $112K
10.1K $1.62M
AX
Axos Financial, Inc.

Financial Services
6.08K
+ 29.82%
$56.36 - $76.85 $342K - $467K
26.4K $2.01M
STLD
Steel Dynamics Inc

Basic Materials
6.97K
+ 47.44%
N/A
21.7K $2.13M
ACN
Accenture PLC

Technology
2.43K
+ 46.3%
$279.23 - $323.21 $678K - $784K
7.67K $2.29M
LMT
Lockheed Martin Corp

Industrials
1.15K
+ 43.27%
$430.82 - $486.45 $494K - $558K
3.8K $1.76M
HMC
Honda Motor CO LTD

Consumer Cyclical
11.8K
+ 10.41%
$25.0 - $30.93 $294K - $364K
125K $3.6M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.24K
+ 7.12%
$100.35 - $100.71 $526K - $528K
78.8K $7.93M
AAPL
Apple Inc.

Technology
4.58K
+ 16.31%
$172.42 - $223.89 $789K - $1.02M
32.6K $6.7M
MTDR
Matador Resources CO

Energy
10.2K
+ 107.86%
$36.67 - $52.23 $376K - $535K
19.7K $942K
EHC
Encompass Health Corp

Healthcare
1.06K
+ 7.3%
$96.12 - $122.63 $102K - $130K
15.5K $1.91M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
167
+ 2.79%
$456.74 - $568.03 $76.3K - $94.9K
6.14K $3.49M
UL
Unilever PLC

Consumer Defensive
4.51K
+ 5.49%
$57.9 - $65.43 $261K - $295K
86.8K $5.31M
ABBV
Abb Vie Inc.

Healthcare
8.66K
+ 16.82%
$170.16 - $206.27 $1.47M - $1.79M
60.1K $11.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
458
New
$496.48 - $617.85 $227K - $283K
458 $282K
NVT
N Vent Electric PLC

Industrials
732
+ 7.35%
$45.2 - $73.35 $33.1K - $53.7K
10.7K $782K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
47.4K
+ 42.47%
$9.31 - $12.72 $442K - $603K
159K $1.53M
PRGS
Progress Software Corp

Technology
986
+ 7.22%
$54.68 - $64.66 $53.9K - $63.8K
14.6K $935K
Activity Summary
Buys All Purchases 87 New Holdings 7 Increased Positions 80 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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