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Sector Analysis

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
2025-06-03 04:10 2025-06-02 KKR KKR & Co. Inc. KRAVIS HENRY R Director, Officer SELL $119.99 1,281,394 $153,755,876 0
2025-05-30 23:54 2025-05-28 STEP StepStone Group Inc. McCabe Michael I Director, Officer SELL $59.92 251,118 $15,046,011 196,423
2025-05-31 00:00 2025-05-29 PJT PJT Partners Inc. Cornwell Kievdi Don Director SELL $150.67 20,000 $3,013,394 8,847
2025-05-30 20:57 2025-05-29 HKHC Horizon Kinetics Holding Corp STAHL MURRAY Director, Officer, 10% owner BUY $41.50 10 $415 8,216,545
2025-05-29 18:04 2025-05-28 HKHC Horizon Kinetics Holding Corp STAHL MURRAY Director, Officer, 10% owner BUY $41.25 10 $413 8,216,543
2025-05-30 03:59 2025-05-27 ARES Ares Management Corporation KAPLAN DAVID B Director, Officer SELL $165.06 29,355 $4,845,342 33,145
2025-05-29 03:47 2025-05-23 STEP StepStone Group Inc. Hart Scott W Director, Officer SELL $60.06 29,100 $1,747,676 80,000
2025-05-29 03:46 2025-05-23 STEP StepStone Group Inc. Ment Jason P Officer SELL $60.70 56,508 $3,430,075 34,155
2025-05-28 18:34 2025-05-27 HKHC Horizon Kinetics Holding Corp STAHL MURRAY Director, Officer, 10% owner BUY $42.00 10 $420 8,216,541
2025-05-28 23:00 2025-05-27 FHI FEDERATED HERMES, INC. Uhlman Paul A Officer SELL $42.14 6,057 $255,248 316,930
2025-05-28 23:00 2025-05-27 FHI FEDERATED HERMES, INC. Germain Peter J Officer SELL $41.94 407 $17,068 211,324
2025-05-28 23:00 2025-05-28 FHI FEDERATED HERMES, INC. Van Meter Stephen Officer SELL $42.26 5,921 $250,218 30,026
2025-05-27 23:44 2025-05-22 TPG TPG Inc. Holloway Samantha SELL $46.57 21,000,000 $977,970,000 0
2025-05-27 23:54 2025-05-22 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $306.36 9,792 $2,999,842 9,427,836
2025-05-27 19:26 2025-05-23 HKHC Horizon Kinetics Holding Corp STAHL MURRAY Director, Officer, 10% owner BUY $41.79 10 $418 8,216,539
2025-05-28 03:01 2025-05-22 KKR KKR & Co. Inc. BARAKETT TIMOTHY R Director BUY $117.92 35,000 $4,127,319 185,000
2025-05-23 19:33 2025-05-22 HKHC Horizon Kinetics Holding Corp STAHL MURRAY Director, Officer, 10% owner BUY $38.50 10 $385 8,216,537
2025-05-23 00:28 2025-05-21 HKHC Horizon Kinetics Holding Corp STAHL MURRAY Director, Officer, 10% owner BUY $36.75 9 $331 8,216,535
2025-05-23 01:41 2025-05-20 ARES Ares Management Corporation Arougheti Michael J Director, Officer SELL $164.27 257,500 $42,299,757 0
2025-05-21 16:00 2025-05-19 PX Ridgepost Capital, Inc. Jon I. Madorsky Revocable Trust dated December 1, 2008 SELL $12.00 10,000 $120,000 495,574
2025-05-22 00:16 2025-05-19 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $309.95 12,353 $3,828,862 9,437,628
2025-05-21 02:35 2025-05-16 PX Ridgepost Capital, Inc. Williams Mel 10% owner SELL $12.25 9,644 $118,149 4,085,213
2025-05-21 00:27 2025-05-16 PX Ridgepost Capital, Inc. Abell Alexander I. SELL $12.21 31,602 $385,734 325,000
2025-05-21 00:17 2025-05-12 PX Ridgepost Capital, Inc. Abell Alexander I. OPT+S $12.22 24,495 $299,402 325,000
2025-05-21 00:22 2025-05-19 HLI HOULIHAN LOKEY, INC. BEISER SCOTT L Director, Officer, 10% owner SELL $178.71 8,008 $1,431,110 0
2025-05-20 23:00 2025-05-19 FHI FEDERATED HERMES, INC. Nusseibeh Saker Anwar Officer SELL $43.09 7,365 $317,364 178,039
2025-05-20 04:04 2025-05-16 MORN Morningstar, Inc. TSAY CAROLINE J Director SELL $309.84 200 $61,968 4,345
2025-05-20 03:18 2025-05-15 ARES Ares Management Corporation Rosenthal Bennett Director, Officer SELL $169.37 40,000 $6,774,880 85,000
2025-05-20 03:17 2025-05-15 ARES Ares Management Corporation Arougheti Michael J Director, Officer SELL $169.64 332,500 $56,406,364 257,500
2025-05-20 03:18 2025-05-15 ARES Ares Management Corporation KAPLAN DAVID B Director, Officer SELL $169.36 62,500 $10,584,825 62,500
2025-05-17 04:00 2025-05-14 OWL BLUE OWL CAPITAL INC. Rees Michael Douglass Director, Officer SELL $0.00 20,000,000 $0 0
2025-05-17 03:39 2025-05-14 STEP StepStone Group Inc. Ment Jason P Officer SELL $60.02 800 $48,016 90,663
2025-05-17 03:39 2025-05-14 STEP StepStone Group Inc. Hart Scott W Director, Officer SELL $60.01 900 $54,009 109,100
2025-05-16 23:50 2025-05-15 APAM Artisan Partners Asset Management Inc. Sellers Samuel Bentson Officer SELL $44.24 6,801 $300,869 40,529
2025-05-17 00:27 2025-05-15 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $307.78 14,500 $4,462,840 9,449,981
2025-05-15 13:11 2025-05-12 PX Ridgepost Capital, Inc. Abell Alexander I. SELL $12.22 24,495 $299,402 325,000
2025-05-16 00:52 2025-05-13 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $309.12 9,474 $2,928,579 9,464,481
2025-05-15 01:22 2025-05-12 PX Ridgepost Capital, Inc. Williams Mel 10% owner SELL $12.09 200,000 $2,417,600 4,094,857
2025-05-15 00:54 2025-05-13 HNNA HENNESSY ADVISORS INC Fahy Kathryn Officer SELL $10.71 10,000 $107,118 64,211
2025-05-14 00:57 2025-05-12 AB AllianceBernstein Holding L.P. Kaye Daniel G Director SELL $40.80 4,825 $196,860 39,877
2025-05-14 00:16 2025-05-13 HLI HOULIHAN LOKEY, INC. Zucker Gillian Beth Director SELL $178.46 200 $35,692 5,201
2025-05-14 00:11 2025-05-09 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $307.09 14,500 $4,452,793 9,473,955
2025-05-14 00:09 2025-05-12 MORN Morningstar, Inc. Holt Michael Officer SELL $309.01 353 $109,081 4,575
2025-05-13 23:38 2025-05-12 APO Apollo Global Management Inc. RICHARDS PAULINE Director BUY $141.95 550 $78,071 86,404
2025-05-13 18:16 2025-05-12 TROW PRICE T ROWE GROUP INC Hiebler Jessica M Officer SELL $96.98 968 $93,879 13,611
2025-05-12 23:15 2025-05-09 CNS COHEN & STEERS, INC. Cheigh Jon Officer SELL $80.01 25,500 $2,040,255 142,431
2025-05-09 23:54 2025-05-08 BX Blackstone Inc. Finley John G Officer SELL $138.47 25,000 $3,461,640 475,336
2025-05-09 23:28 2025-05-07 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $300.89 14,500 $4,362,872 9,488,455
2025-05-09 02:01 2025-05-06 KKR KKR & Co. Inc. SCULLY ROBERT W Director BUY $113.49 13,250 $1,503,733 13,250
2025-05-07 23:22 2025-05-05 AB AllianceBernstein Holding L.P. Hogbin Christopher Officer SELL $40.87 6,026 $246,283 10,000
SHOW ENTRIES

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.