Advisory Research Inc Purchases in Q3 2024

Advisory Research Inc

  • $512 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WAL
Western Alliance Bancorporation

Financial Services
85.8K
+ 624.49%
$61.15 - $88.41 $5.25M - $7.59M
99.6K $8.61M
CME
Cme Group Inc.

Financial Services
31.5K
New
$193.43 - $220.62 $6.1M - $6.96M
31.5K $6.96M
MTG
Mgic Investment Corp

Financial Services
176K
+ 57.56%
$21.29 - $25.74 $3.74M - $4.52M
481K $12.3M
BELFB
Bel Fuse Inc.

Technology
6.6K
+ 2.76%
$61.07 - $81.01 $403K - $534K
246K $19.3M
AEP
American Electric Power CO Inc

Utilities
18.8K
+ 21.35%
$87.11 - $104.95 $1.64M - $1.98M
107K $11M
VVI
Viad Corp

Industrials
65.9K
+ 17.83%
$30.45 - $39.69 $2.01M - $2.62M
436K $15.6M
UL
Unilever PLC

Consumer Defensive
33K
+ 59.46%
$54.7 - $65.59 $1.8M - $2.16M
88.5K $5.75M
DSGR
Distribution Solutions Group, Inc.

Industrials
38K
+ 47.39%
$28.38 - $39.04 $1.08M - $1.48M
118K $4.55M
EME
Emcor Group, Inc.

Industrials
2.14K
+ 14.87%
$340.22 - $435.6 $727K - $931K
16.5K $7.11M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
16.9K
+ 5.93%
$31.95 - $38.02 $540K - $643K
302K $11.3M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
24.2K
+ 72.08%
$50.85 - $53.88 $1.23M - $1.3M
57.8K $3.1M
VCIT
Vanguard Intermediate Term Cor

ETFs
15.2K
+ 54.91%
$79.29 - $84.02 $1.21M - $1.28M
42.9K $3.6M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
56.1K
New
$23.13 - $23.43 $1.3M - $1.31M
56.1K $1.31M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
50.7K
+ 91.41%
$18.88 - $22.7 $957K - $1.15M
106K $2.38M
SSB
South State Corp

Financial Services
7.03K
+ 25.21%
$75.47 - $101.63 $531K - $714K
34.9K $3.39M
CTLP
Cantaloupe, Inc.

Technology
169K
New
$6.24 - $7.83 $1.05M - $1.32M
169K $1.25M
FRME
First Merchants Corp

Financial Services
28.1K
+ 54.36%
$32.38 - $41.35 $908K - $1.16M
79.7K $2.96M
EXP
Eagle Materials Inc

Basic Materials
2.37K
+ 34.43%
$212.39 - $292.18 $502K - $691K
9.24K $2.66M
JBT
John Bean Technologies Corp

Industrials
8.35K
+ 9.45%
$84.93 - $104.4 $709K - $871K
96.6K $9.51M
LAMR
Lamar Advertising CO

Real Estate
2.61K
+ 6.22%
$110.9 - $135.58 $289K - $354K
44.6K $5.96M
META
Meta Platforms, Inc.

Communication Services
1.6K
New
$453.41 - $572.44 $724K - $914K
1.6K $914K
PBI
Pitney Bowes Inc

Industrials
55.4K
+ 23.81%
$5.65 - $7.49 $313K - $415K
288K $2.05M
AVGO
Broadcom Inc.

Technology
88.1K
+ 878.56%
$136.27 - $1745.86 $12M - $154M
98.1K $16.9M
AX
Axos Financial, Inc.

Financial Services
12.1K
New
$56.59 - $77.61 $682K - $936K
12.1K $758K
ALG
Alamo Group Inc

Industrials
3.77K
+ 41.53%
$164.5 - $194.96 $619K - $734K
12.8K $2.31M
NIC
Nicolet Bankshares Inc

Financial Services
633
+ 1.44%
$80.01 - $103.65 $50.6K - $65.6K
44.6K $4.26M
EEX
Emerald Holding, Inc.

Communication Services
209K
+ 22.56%
$4.4 - $6.48 $918K - $1.35M
1.13M $5.66M
HMC
Honda Motor CO LTD

Consumer Cyclical
14.3K
+ 10.85%
$29.02 - $33.61 $415K - $481K
146K $4.64M
AAPL
Apple Inc.

Technology
1K
+ 16.2%
$207.23 - $234.82 $208K - $236K
7.19K $1.68M
GOOGL
Alphabet Inc.

Communication Services
6.9K
+ 12.69%
$148.65 - $191.18 $1.03M - $1.32M
61.3K $10.2M
UNP
Union Pacific Corp

Industrials
494
+ 8.16%
$221.78 - $256.09 $110K - $127K
6.55K $1.61M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2
+ 0.02%
$162.83 - $179.16 $326 - $358
11K $1.97M
XOM
Exxon Mobil Corp

Energy
1.12K
+ 14.97%
$109.72 - $119.0 $123K - $134K
8.63K $1.01M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.54K
+ 15.74%
$81.31 - $83.29 $125K - $128K
11.3K $942K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
331
+ 1.97%
$25.77 - $35.16 $8.53K - $11.6K
17.1K $533K
MSTR
Microstrategy Inc

Technology
1.79K
+ 874.63%
$114.3 - $1800.09 $205K - $3.23M
2K $336K
WSR
Whitestone Reit

Real Estate
1.8K
+ 3.28%
$12.84 - $14.31 $23.1K - $25.7K
56.6K $765K
CVX
Chevron Corp

Energy
780
+ 8.67%
$137.88 - $161.97 $108K - $126K
9.78K $1.44M
ARCC
Ares Capital Corp

Financial Services
931
+ 2.91%
$19.8 - $21.28 $18.4K - $19.8K
32.9K $688K
TRS
Trimas Corp

Consumer Cyclical
1.52K
+ 0.28%
$22.97 - $27.59 $34.8K - $41.8K
534K $13.6M
BXSL
Blackstone Secured Lending Fund

Financial Services
773
+ 8.04%
$28.75 - $31.59 $22.2K - $24.4K
10.4K $304K
FDUS
Fidus Investment Corp

Financial Services
384
+ 3.72%
$18.76 - $20.34 $7.2K - $7.81K
10.7K $209K
Ferguson Enterprises Inc
25.6K
New
N/A
25.6K $0
Howard Hughes Holdings Inc
99K
New
N/A
99K $0
Phinia Inc
59.5K
+ 19.12%
N/A
370K $0
MRK
Merck & Co., Inc.

Healthcare
3.42K
+ 3.4%
$111.15 - $128.97 $380K - $440K
104K $11.8M
Activity Summary
Buys All Purchases 47 New Holdings 8 Increased Positions 39 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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