Advertisement
Screener

ADVISORY RESEARCH INC Historic Quarter Change: Foreign Other Stocks, New

ADVISORY RESEARCH INC historic quarter change: Foreign Other Stocks, New

In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), over 23 quarters from 2013-06-30 to 2026-06-30, ADVISORY RESEARCH INC opened 7 positions, added to 16, reduced 16 and sold out of 11.

  • Q4 2015: Stock TransCanada Corporation; Country of operation —; Class COM; Shares before 0.
  • Q1 2014: Stock SISTEMA JSFC GDR; Country of operation —; Class COM; Shares before 0.
  • Q1 2014: Stock SYMPHONY INTERNATIONAL HOLDING; Country of operation —; Class COM; Shares before 0.
  • Q1 2014: Stock SEAGATE TECHNOLOGY; Country of operation —; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 902584), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-16); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-16); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-17); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-06); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-14); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2015TransCanada Corporation
CUSIP 89353D107
COM013,865+13,865$0$452,000+$452,0002016-02-16
Q1 2014SISTEMA JSFC GDR
CUSIP 48122U204
COM06,171+6,171$0$139,000+$139,0002014-05-15
Q1 2014SYMPHONY INTERNATIONAL HOLDING
CUSIP G54812105
COM0151,060+151,060$0$111,000+$111,0002014-05-15
Q1 2014SEAGATE TECHNOLOGY
CUSIP G7945M107
COM01,327+1,327$0$75,000+$75,0002014-05-15
Q1 2014FMC TECHNOLOGIES
CUSIP 30249U101
COM01,371+1,371$0$72,000+$72,0002014-05-15
Q1 2014COCA COLA ENTERPRISES
CUSIP 19122T109
COM01,466+1,466$0$70,000+$70,0002014-05-15
Q3 2013ROYAL DUTCH SHELL PL
CUSIP 780259107
COM024,000+24,000$0$1,653,000+$1,653,0002013-11-14

Similar Firms

Firm NameCountry13F ValueHoldings
RTD Financial Advisors, Inc.United States$0.814B114
VICTORY FINANCIAL GROUP, LLCUnited States$0.814B348
Stanley-Laman Group, Ltd.United States$0.814B295
Kera Capital Partners, Inc.United States$0.815B570
TFC Financial Management, Inc.United States$0.812B998
United Advisor Group, LLCUnited States$0.811B508
Portfolio Strategies, Inc.United States$0.811B75
Capital Investment Counsel, IncUnited States$0.816B249
Rhenman & Partners Asset Management ABSweden$0.810B86
BAXTER BROS INCUnited States$0.810B166