Advisory Research Inc Closed Holding Positions

Advisory Research Inc

  • $548 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SQ
Block, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
1,660
$158.3 - $265.08 $263K - $440K
MTW
Manitowoc CO Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
43,694
$16.9 - $23.01 $738K - $1.01M
Science Strategic Acquisition
Q4 2021 Filed on Feb 11, 2022
32,451
N/A
ROSS
Ross Acquisition Corp Ii

Financial Services
Q4 2021 Filed on Feb 11, 2022
136,668
$9.73 - $9.92 $1.33M - $1.36M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
8,510
$34.56 - $96.6 $294K - $822K
DDD
3 D Systems Corp

Technology
Q4 2021 Filed on Feb 11, 2022
44,998
$20.77 - $33.88 $935K - $1.52M
Horizon Acquisition Cw25.Old
Q4 2021 Filed on Feb 11, 2022
65,000
N/A
PRCH
Porch Group, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
17,266
$15.59 - $25.66 $269K - $443K
SCHW
Schwab Charles Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
4,696
$73.23 - $85.82 $344K - $403K
EC
Ecopetrol S.A.

Energy
Q3 2021 Filed on Nov 12, 2021
498,585
$12.71 - $15.22 $6.34M - $7.59M
DLB
Dolby Laboratories, Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
2,678
$88.0 - $101.89 $236K - $273K
Pontem Corporation Class A
Q3 2021 Filed on Nov 12, 2021
217,351
N/A
BCO
Brinks CO

Industrials
Q3 2021 Filed on Nov 12, 2021
107,112
$63.3 - $79.87 $6.78M - $8.56M
PVWS
Primavera Cap Acquisition Corp
Q3 2021 Filed on Nov 12, 2021
76,080
N/A
CMBM
Cambium Networks Corp

Technology
Q3 2021 Filed on Nov 12, 2021
113,934
$33.95 - $47.79 $3.87M - $5.44M
WOR
Worthington Industries Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
17,077
$52.44 - $64.7 $896K - $1.1M
PARA
Paramount Global

Communication Services
Q3 2021 Filed on Nov 12, 2021
88,155
$63.79 - $76.19 $5.62M - $6.72M
APAM
Artisan Partners Asset Management Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
134,118
$47.22 - $52.75 $6.33M - $7.07M
CCL
Carnival Corp

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
15,946
$19.72 - $26.38 $314K - $421K
CMI
Cummins Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
4,894
$219.54 - $243.28 $1.07M - $1.19M
SDGR
Schrodinger, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
12,101
$53.75 - $76.55 $650K - $926K
FMC
Fmc Corp

Basic Materials
Q3 2021 Filed on Nov 12, 2021
10,797
$87.77 - $108.77 $948K - $1.17M
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
555,413
$10.62 - $12.27 $5.9M - $6.81M
XPO
Xpo Logistics, Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
3,703
$79.58 - $90.39 $295K - $335K
FAST
Fastenal CO

Industrials
Q3 2021 Filed on Nov 12, 2021
10,609
$51.61 - $56.21 $548K - $596K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
Q3 2021 Filed on Nov 12, 2021
26,193
$53.48 - $61.25 $1.4M - $1.6M
SLRC
Slr Investment Corp.

Financial Services
Q3 2021 Filed on Nov 12, 2021
24,282
$18.42 - $19.75 $447K - $480K
OKTA
Okta, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
1,609
$228.93 - $271.75 $368K - $437K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
3,546
$33.64 - $63.32 $119K - $225K
VCEL
Vericel Corp

Healthcare
Q3 2021 Filed on Nov 12, 2021
19,911
$46.35 - $59.75 $923K - $1.19M
LPRO
Open Lending Corp

Financial Services
Q3 2021 Filed on Nov 12, 2021
26,816
$32.38 - $41.99 $868K - $1.13M
MGNI
Magnite, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
23,210
$24.3 - $34.68 $564K - $805K
PXD
Pioneer Natural Resources CO

Energy
Q3 2021 Filed on Nov 12, 2021
3,961
$136.66 - $170.3 $541K - $675K
LMND
Lemonade, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
8,304
$65.67 - $112.75 $545K - $936K
USFD
Us Foods Holding Corp.

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
24,815
$31.5 - $38.04 $782K - $944K
D
Dominion Energy, Inc

Utilities
Q3 2021 Filed on Nov 12, 2021
129,422
$73.02 - $80.05 $9.45M - $10.4M
GH
Guardant Health, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
4,273
$98.77 - $132.17 $422K - $565K
EOCWU
Elliott Opportunity Ii Corp Un
Q3 2021 Filed on Nov 12, 2021
252,300
N/A
Soaring Eagle Cl A Cw27
Q3 2021 Filed on Nov 12, 2021
53,841
N/A
KSS
Kohls Corp

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
215,215
$47.09 - $60.18 $10.1M - $13M
VMI
Valmont Industries Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
919
$220.88 - $250.55 $203K - $230K
EPM
Evolution Petroleum Corp

Energy
Q3 2021 Filed on Nov 12, 2021
184,500
$3.65 - $5.72 $673K - $1.06M
CRCT
Cricut, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
6,780
$26.59 - $41.19 $180K - $279K
Empower Ltd Class A.Old
Q3 2021 Filed on Nov 12, 2021
783,865
N/A
HERA
Ftac Hera Acquisition Corp.

Financial Services
Q3 2021 Filed on Nov 12, 2021
77,500
$9.67 - $9.89 $749K - $766K
Gores Guggenheim Inc Cl A
Q3 2021 Filed on Nov 12, 2021
324,475
N/A
Gores Holdings Vi, Inc. Class
Q3 2021 Filed on Nov 12, 2021
35,474
N/A
BEN
Franklin Resources Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
365,579
$28.58 - $33.42 $10.4M - $12.2M
Core Mark Holding Company Inco
Q3 2021 Filed on Nov 12, 2021
458,708
N/A
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