Investment Advice
Standard Industrial Classification: SIC 6282
Industry Insider Sentiment Analysis
The Investment Advice sector (SIC 6282) acts as a critical barometer for broader economic health. Our real-time monitoring reveals total transactions. Monitoring "cluster buying" is one of the most reliable leading indicators for future sector performance. By analyzing aggregate data across this specific Standard Industrial Classification, investors can filter out individual company volatility and identify high-conviction trends. When multiple directors and officers within the same industry move capital simultaneously, it often signals an upcoming sector-wide revaluation or a fundamental shift in supply chain dynamics that has yet to be recognized by the broader public market.
| Filing Date | Trade Date | Ticker | Company | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-03 20:56 | 2026-04-01 | VINP | Vinci Compass Investments Ltd. | Ribeiro Sergio Passos | Officer | SELL | $10.55 | 1,984 | $20,925 | 332,275 |
| 2026-04-03 20:55 | 2026-04-01 | VINP | Vinci Compass Investments Ltd. | Zaremba Bruno Augusto Sacchi | Officer | SELL | $10.61 | 7,113 | $75,482 | 1,278,667 |
| 2026-04-03 21:04 | 2026-04-01 | VINP | Vinci Compass Investments Ltd. | Lovisotto Fernando | Officer | SELL | $10.55 | 5,508 | $58,093 | 1,188,500 |
| 2026-04-02 22:32 | 2026-04-01 | HLI | HOULIHAN LOKEY, INC. | CRAIN CHRISTOPHER M | Officer | SELL | $143.40 | 500 | $71,700 | 0 |
| 2026-04-01 20:08 | 2026-03-31 | RPC | Ridgepost Capital, Inc. | Stewart Robert B Jr | Director | BUY | $7.27 | 7,000 | $50,890 | 156,525 |
| 2026-04-01 23:38 | 2026-03-31 | VINP | Vinci Compass Investments Ltd. | Zaremba Bruno Augusto Sacchi | Officer | SELL | $10.53 | 3,050 | $32,117 | 1,285,780 |
| 2026-04-01 23:41 | 2026-03-26 | VINP | Vinci Compass Investments Ltd. | Lovisotto Fernando | Officer | SELL | $10.19 | 19,760 | $201,299 | 1,194,008 |
| 2026-04-01 23:36 | 2026-03-26 | VINP | Vinci Compass Investments Ltd. | Ribeiro Sergio Passos | Officer | SELL | $10.18 | 6,934 | $70,585 | 334,259 |
| 2026-03-27 23:20 | 2026-03-16 | VINP | Vinci Compass Investments Ltd. | Lovisotto Fernando | Officer | SELL | $10.31 | 29,564 | $304,941 | 1,213,768 |
| 2026-03-27 23:25 | 2026-03-16 | VINP | Vinci Compass Investments Ltd. | Ribeiro Sergio Passos | Officer | SELL | $10.11 | 18,567 | $187,675 | 341,193 |
| 2026-03-27 23:32 | 2026-03-25 | VINP | Vinci Compass Investments Ltd. | Zaremba Bruno Augusto Sacchi | Officer | SELL | $10.59 | 1,057 | $11,194 | 1,288,830 |
| 2026-03-25 21:36 | 2026-03-23 | RPC | Ridgepost Capital, Inc. | McCoy David M. | Director | BUY | $7.37 | 70,000 | $515,900 | 270,068 |
| 2026-03-24 15:54 | 2026-03-20 | HKHC | Horizon Kinetics Holding Corp | STAHL MURRAY | Director, Officer, 10% owner | BUY | $34.60 | 53 | $1,834 | 135 |
| 2026-03-23 16:11 | 2026-03-20 | HKHC | Horizon Kinetics Holding Corp | Nagelberg Allison | Director | BUY | $33.96 | 150 | $5,094 | 400 |
| 2026-03-20 21:34 | 2026-03-19 | CG | Carlyle Group Inc. | Rubenstein David M. | Director | SELL | $46.68 | 500,000 | $23,340,000 | 27,399,644 |
| 2026-03-20 16:38 | 2026-03-19 | HKHC | Horizon Kinetics Holding Corp | STAHL MURRAY | Director, Officer, 10% owner | BUY | $34.06 | 89 | $3,031 | 117 |
| 2026-03-19 23:37 | 2026-03-18 | LAZ | Lazard, Inc. | Hogbin Christopher | Officer | OPT+S | $40.04 | 11,829 | $473,593 | 11,829 |
| 2026-03-19 18:13 | 2026-03-18 | HKHC | Horizon Kinetics Holding Corp | STAHL MURRAY | Director, Officer, 10% owner | BUY | $34.00 | 27 | $918 | 99 |
| 2026-03-19 16:31 | 2026-03-18 | HKHC | Horizon Kinetics Holding Corp | Herndon Mark | Officer | BUY | $33.03 | 80 | $2,642 | 200 |
| 2026-03-19 16:10 | 2026-03-18 | HKHC | Horizon Kinetics Holding Corp | Rosenthal Brent D | Director | BUY | $33.05 | 750 | $24,788 | 1,750 |
| 2026-03-18 21:58 | 2026-03-17 | LAZ | Lazard, Inc. | Orszag Peter Richard | Director, Officer | OPT+S | $40.76 | 69,170 | $2,819,272 | 210,942 |
| 2026-03-16 20:00 | 2026-02-19 | RPC | Ridgepost Capital, Inc. | Charles K. Huebner Trust | BUY | $8.15 | 32,500 | $264,976 | 188,554 | |
| 2026-03-16 20:56 | 2026-03-12 | VRTS | VIRTUS INVESTMENT PARTNERS, INC. | MORRIS W HOWARD | Director | BUY | $129.47 | 4,050 | $524,362 | 2,000 |
| 2026-03-16 20:33 | 2026-03-13 | FHI | FEDERATED HERMES, INC. | DONAHUE THOMAS R | Director, Officer | SELL | $57.10 | 30,000 | $1,713,087 | 591,492 |
| 2026-03-16 20:32 | 2026-03-12 | FHI | FEDERATED HERMES, INC. | Uhlman Paul A | Officer | SELL | $56.23 | 72,392 | $4,070,754 | 263,987 |
| 2026-03-13 22:19 | 2026-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | Forbes Murray III | Officer | SELL | $16.22 | 2,859 | $46,373 | 65,826 |
| 2026-03-13 21:27 | 2026-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | Lockridge Matthew | Officer | SELL | $16.22 | 5,379 | $87,247 | 77,900 |
| 2026-03-13 21:28 | 2026-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | Helfert Adrian | Officer | SELL | $16.22 | 10,772 | $174,722 | 162,751 |
| 2026-03-13 21:29 | 2026-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | Gomez Fabian | Officer | SELL | $16.22 | 6,223 | $100,937 | 122,573 |
| 2026-03-13 21:30 | 2026-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | Linton David O | Officer | SELL | $16.22 | 2,654 | $43,048 | 29,415 |
| 2026-03-13 21:31 | 2026-02-23 | WHG | WESTWOOD HOLDINGS GROUP INC | CASEY BRIAN O | Director, Officer | SELL | $16.22 | 18,943 | $307,255 | 530,610 |
| 2026-03-11 16:41 | 2026-03-10 | JHG | JANUS HENDERSON GROUP PLC | PODZOROV MEGAN | Officer | SELL | $51.24 | 1,650 | $84,546 | 12,204 |
| 2026-03-10 21:01 | 2026-03-06 | EVR | Evercore Inc. | Williamson Sarah K | Director | BUY | $290.43 | 2,000 | $580,860 | 13,345 |
| 2026-03-10 19:48 | 2023-12-08 | DHIL | DIAMOND HILL INVESTMENT GROUP INC | Thomas L'Quentus | Director | BUY | $151.56 | 81 | $12,206 | 2,615 |
| 2026-03-09 22:26 | 2026-03-06 | AMG | Affiliated Managers Group Inc. | Wojcik Thomas M | Officer | OPT+S | $286.30 | 8,000 | $2,290,400 | 159,465 |
| 2026-03-09 22:16 | 2026-03-09 | AMG | Affiliated Managers Group Inc. | Padiyar Kavita | Officer | OPT+S | $278.24 | 2,200 | $612,128 | 42,672 |
| 2026-03-07 00:00 | 2026-03-05 | FHI | FEDERATED HERMES, INC. | Van Meter Stephen | Officer | SELL | $56.50 | 448 | $25,314 | 31,441 |
| 2026-03-07 00:00 | 2026-03-05 | FHI | FEDERATED HERMES, INC. | Nusseibeh Saker Anwar | Officer | SELL | $56.50 | 6,161 | $348,101 | 149,617 |
| 2026-03-07 00:00 | 2026-03-05 | FHI | FEDERATED HERMES, INC. | Uhlman Paul A | Officer | SELL | $56.53 | 11,739 | $663,595 | 315,695 |
| 2026-03-07 00:00 | 2026-03-05 | FHI | FEDERATED HERMES, INC. | Novak Richard A | Officer | SELL | $56.49 | 867 | $48,980 | 42,633 |
| 2026-03-06 03:30 | 2026-03-04 | KKR | KKR & Co. Inc. | BARAKETT TIMOTHY R | Director | BUY | $94.47 | 50,000 | $4,723,500 | 285,000 |
| 2026-03-05 00:54 | 2026-03-04 | MORN | Morningstar, Inc. | Holt Michael | Officer | BUY | $186.59 | 1,000 | $186,590 | 9,480 |
| 2026-03-04 00:34 | 2026-03-02 | KKR | KKR & Co. Inc. | Dillon Mary N | Director | BUY | $90.96 | 22,225 | $2,021,586 | 49,610 |
| 2026-03-04 03:15 | 2026-02-27 | JHG | JANUS HENDERSON GROUP PLC | CASSIDY WILLIAM B | Officer | SELL | $52.27 | 16,947 | $885,820 | 118,939 |
| 2026-03-04 00:34 | 2026-02-27 | KKR | KKR & Co. Inc. | BAE JOSEPH Y | Director, Officer | BUY | $88.56 | 50,000 | $4,428,000 | 559,257 |
| 2026-03-04 00:34 | 2026-02-27 | KKR | KKR & Co. Inc. | NUTTALL SCOTT C | Director, Officer | BUY | $87.81 | 50,000 | $4,390,500 | 14,406,748 |
| 2026-03-03 01:07 | 2026-03-02 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $182.32 | 3,122 | $569,191 | 8,138,232 |
| 2026-02-28 00:12 | 2026-02-26 | GCMG | GCM Grosvenor Inc. | Blanton Angela | Director | SELL | $11.87 | 41,184 | $488,817 | 45,699 |
| 2026-02-28 01:52 | 2026-02-26 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $179.80 | 14,500 | $2,607,116 | 8,141,354 |
| 2026-02-27 00:47 | 2026-02-24 | RPC | Ridgepost Capital, Inc. | Stewart Robert B Jr | Director | BUY | $8.27 | 5,000 | $41,350 | 149,525 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Investment Advice sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (6282) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Investment Advice
Every transaction in the Investment Advice industry is reported via Form 4 disclosures. By filtering these filings by industry, investors can detect institutional-scale sentiment shifts before they are reflected in broader market indices, following the capital flow of those with intimate industry knowledge.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.