Advertisement
Screener

Barry Investment Advisors, LLC Historic Quarter Change: USA Other Stocks, Reduced

Barry Investment Advisors, LLC historic quarter change: USA Other Stocks, Reduced

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 17 quarters from 2014-12-31 to 2026-06-30, Barry Investment Advisors, LLC opened 10 positions, added to 31, reduced 23 and sold out of 16.

  • Q4 2024: Stock EASTERLY GOVT PPTYS INC; Country of operation United States; Class COM; Shares before 18,471.
  • Q3 2024: Stock EASTERLY GOVT PPTYS INC; Country of operation United States; Class COM; Shares before 20,735.
  • Q2 2024: Stock EASTERLY GOVT PPTYS INC; Country of operation United States; Class COM; Shares before 32,354.
  • Q1 2024: Stock EASTERLY GOVT PPTYS INC; Country of operation United States; Class COM; Shares before 75,619.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1631639), 17 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-09); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-01); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-23); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-26); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-14); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-19); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-28); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-28); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-23); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-13). 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 2014-12-31. 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 2024EASTERLY GOVT PPTYS INC
CUSIP 27616P103
United StatesCOM18,47112,470-6,001$250,841$141,662-$109,1792025-01-23
Q3 2024EASTERLY GOVT PPTYS INC
CUSIP 27616P103
United StatesCOM20,73518,471-2,264$256,490$250,841-$5,6492024-10-25
Q2 2024EASTERLY GOVT PPTYS INC
CUSIP 27616P103
United StatesCOM32,35420,735-11,619$372,399$256,490-$115,9092024-08-14
Q1 2024EASTERLY GOVT PPTYS INC
CUSIP 27616P103
United StatesCOM75,61932,354-43,265$1,016,321$372,399-$643,9222024-04-18
Q1 2024LABORATORY CORP AMER HLDGS
CUSIP 50540R409
United StatesCOM NEW3,4703,326-144$788,786$726,609-$62,1772024-04-18
Q3 2016BED BATH & BEYOND INC
CUSIP 075896100
COM109,354107,328-2,026$4,726,000$4,627,000-$99,0002016-10-26
Q3 2016SYMANTEC CORP
CUSIP 871503108
COM12,26511,907-358$252,000$299,000+$47,0002016-10-26
Q2 2016BED BATH & BEYOND INC
CUSIP 075896100
COM112,665109,354-3,311$5,593,000$4,726,000-$867,0002016-07-14
Q2 2016SYMANTEC CORP
CUSIP 871503108
COM19,18812,265-6,923$353,000$252,000-$101,0002016-07-14
Q2 2016EXPRESS SCRIPTS HLDG CO
CUSIP 30219G108
COM7,1247,107-17$489,000$539,000+$50,0002016-07-14
Q4 2015WGL HLDGS INC
CUSIP 92924F106
COM42,08239,693-2,389$2,427,000$2,500,000+$73,0002016-01-28
Q4 2015ACE LTD
CUSIP H0023R105
SHS18,53516,784-1,751$1,917,000$1,961,000+$44,0002016-01-28
Q3 2015MARATHON OIL CORP
CUSIP 565849106
United StatesCOM12,66712,615-52$336,000$194,000-$142,0002015-10-28
Q3 2015WGL HLDGS INC
CUSIP 92924F106
COM43,48342,082-1,401$2,361,000$2,427,000+$66,0002015-10-28
Q3 2015ACE LTD
CUSIP H0023R105
SHS18,55918,535-24$1,887,000$1,917,000+$30,0002015-10-28
Q2 2015WGL HLDGS INC
CUSIP 92924F106
COM47,26943,483-3,786$2,666,000$2,361,000-$305,0002015-07-23
Q2 2015DIRECTV
CUSIP 25490A309
COM31,21529,104-2,111$2,656,000$2,701,000+$45,0002015-07-23
Q2 2015LABORATORY CORP AMER HLDGS
CUSIP 50540R409
United StatesCOM NEW8,1038,056-47$1,022,000$977,000-$45,0002015-07-23
Q1 2015WGL HLDGS INC
CUSIP 92924F106
COM73,19447,269-25,925$3,998,000$2,666,000-$1,332,0002015-05-13
Q1 2015DIRECTV
CUSIP 25490A309
COM34,31331,215-3,098$2,975,000$2,656,000-$319,0002015-05-13
Q1 2015ANNALY CAP MGMT INC
CUSIP 035710409
United StatesCOM77,34766,980-10,367$836,000$697,000-$139,0002015-05-13
Q1 2015MARATHON OIL CORP
CUSIP 565849106
United StatesCOM13,11912,624-495$371,000$330,000-$41,0002015-05-13
Q1 2015TEMPLETON RUS AND EAST EUR F
CUSIP 88022F105
COM27,39623,956-3,440$247,000$235,000-$12,0002015-05-13

Similar Firms

Firm NameCountry13F ValueHoldings
PEDDOCK CAPITAL ADVISORS, LLCUnited States$0.453B166
Vodafone Ventures LtdUnited Kingdom$0.453B1
Paradiem, LLCUnited States$0.454B70
Act Two Investors LLCUnited States$0.453B36
WALLER FINANCIAL PLANNING GROUP, INCUnited States$0.453B74
Bulltick Wealth Management, LLCUnited States$0.453B137
Compton Financial Group, LLCUnited States$0.453B71
Twelve Points Wealth Management LLCUnited States$0.455B200
Wolff Financial Management LLCUnited States$0.453B103
Addison Advisors LLCUnited States$0.452B1,273