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Financial Partners Group, LLC Historic Quarter Change: Foreign Stocks, Added

Financial Partners Group, LLC historic quarter change: Foreign Stocks, Added

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2023-12-31 to 2025-06-30, Financial Partners Group, LLC opened 0 positions, added to 8, reduced 4 and sold out of 0.

  • Q2 2025: Stock NVO; Country of operation —; Class ADR; Shares before 18,306.
  • Q1 2025: Stock NVO; Country of operation —; Class ADR; Shares before 14,384.
  • Q4 2024: Stock BP; Country of operation —; Class SPONSORED ADR; Shares before 88,776.
  • Q4 2024: Stock NVO; Country of operation —; Class ADR; Shares before 10,946.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1965246), 6 quarters: Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-18); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-23); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). 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 2022-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2025NVO
NOVO-NORDISK A S
ADR18,30626,308+8,002$1,271,169$1,815,779+$544,6102025-07-17
Q1 2025NVO
NOVO-NORDISK A S
ADR14,38418,306+3,922$1,237,312$1,271,169+$33,8572025-04-18
Q4 2024BP
BP PLC
SPONSORED ADR88,776102,470+13,694$2,786,675$3,029,004+$242,3292025-01-21
Q4 2024NVO
NOVO-NORDISK A S
ADR10,94614,384+3,438$1,303,341$1,237,312-$66,0292025-01-21
Q3 2024NVO
NOVO-NORDISK A S
ADR10,92110,946+25$1,558,864$1,303,341-$255,5232024-10-23
Q3 2024BP
BP PLC
SPONSORED ADR83,63788,776+5,139$3,019,282$2,786,675-$232,6072024-10-23
Q2 2024NVO
NOVO-NORDISK A S
ADR7,58710,921+3,334$974,171$1,558,864+$584,6932024-07-15
Q1 2024BP
BP PLC
SPONSORED ADR87,05888,163+1,105$3,081,867$3,321,996+$240,1292024-04-18

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