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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-03-05 20:49 | 2025-03-04 | BEN | FRANKLIN RESOURCES INC | JOHNSON CHARLES B | 10% owner | BUY | $19.57 | 100,000 | $1,957,000 | 89,375,067 |
| 2025-03-05 01:05 | 2025-02-28 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $312.48 | 16,176 | $5,054,688 | 10,056,394 |
| 2025-03-04 01:45 | 2025-02-27 | ILLR | Triller Group Inc. | Diamond Robert E. Jr. | Director | SELL | $1.04 | 169,275 | $175,250 | 150,000 |
| 2025-03-03 17:58 | 2025-02-28 | DHIL | DIAMOND HILL INVESTMENT GROUP INC | Cooley Richard Scott | Director | BUY | $144.00 | 272 | $39,168 | 9,659 |
| 2025-03-01 00:34 | 2025-02-26 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $323.09 | 4,448 | $1,437,125 | 10,072,570 |
| 2025-02-28 01:25 | 2025-02-27 | HNNA | HENNESSY ADVISORS INC | Fahy Kathryn | Officer | SELL | $11.07 | 8,000 | $88,566 | 74,211 |
| 2025-02-27 03:21 | 2025-02-24 | ILLR | Triller Group Inc. | Diamond Robert E. Jr. | Director | SELL | $1.04 | 100,354 | $104,659 | 319,275 |
| 2025-02-27 01:23 | 2025-02-24 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $322.71 | 17,670 | $5,702,358 | 10,077,018 |
| 2025-02-25 00:38 | 2025-02-20 | PX | Ridgepost Capital, Inc. | Poston Edwin A. | Director | SELL | $13.00 | 152,152 | $1,977,672 | 2,021,450 |
| 2025-02-25 01:06 | 2025-02-20 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $327.70 | 9,803 | $3,212,467 | 10,094,688 |
| 2025-02-22 02:55 | 2025-02-20 | STEP | StepStone Group Inc. | Hart Scott W | Director, Officer | SELL | $61.43 | 10,000 | $614,270 | 110,000 |
| 2025-02-22 02:53 | 2025-02-19 | STEP | StepStone Group Inc. | Keathley Anthony | Officer | SELL | $63.00 | 538 | $33,894 | 1,386 |
| 2025-02-22 03:24 | 2025-02-19 | MC | Moelis & Co | Pilcher Ciafone Katherine | Officer | OPT+S | $74.00 | 3,515 | $260,110 | 3,934 |
| 2025-02-22 03:22 | 2025-02-19 | MC | Moelis & Co | Cantor Eric | Director, Officer | OPT+S | $74.00 | 16,530 | $1,223,220 | 218,805 |
| 2025-02-22 03:20 | 2025-02-19 | MC | Moelis & Co | SIMON JOSEPH | Officer | OPT+S | $74.00 | 5,758 | $426,092 | 22,832 |
| 2025-02-22 03:19 | 2025-02-19 | MC | Moelis & Co | MOELIS KENNETH | Director, Officer | OPT+S | $74.00 | 9,712 | $718,688 | 209,235 |
| 2025-02-22 03:18 | 2025-02-19 | MC | Moelis & Co | Callesano Christopher | Officer | OPT+S | $74.00 | 1,282 | $94,868 | 1,227 |
| 2025-02-22 03:16 | 2025-02-19 | MC | Moelis & Co | RAICH JEFFREY | Officer | OPT+S | $74.00 | 8,722 | $645,428 | 54,794 |
| 2025-02-22 03:15 | 2025-02-19 | MC | Moelis & Co | WATANABE OSAMU R. | Officer | OPT+S | $74.00 | 5,661 | $418,914 | 6,471 |
| 2025-02-22 03:13 | 2025-02-19 | MC | Moelis & Co | MAHMOODZADEGAN NAVID | Officer | OPT+S | $74.00 | 9,406 | $696,044 | 197,602 |
| 2025-02-22 03:10 | 2025-02-21 | MC | Moelis & Co | Shropshire Kenneth | Director | SELL | $72.30 | 2,551 | $184,437 | 6,940 |
| 2025-02-22 00:43 | 2025-02-19 | AMP | Ameriprise Financial, Inc. | Sweeney Joseph Edward | Officer | SELL | $539.07 | 4,636 | $2,499,148 | 7,237 |
| 2025-02-21 02:01 | 2025-02-18 | CG | Carlyle Group Inc. | Ferguson Jeffrey W. | Officer | SELL | $53.06 | 250,000 | $13,264,550 | 1,095,123 |
| 2025-02-21 00:52 | 2025-02-18 | BX | Blackstone Inc. | Porat Ruth | Director | BUY | $164.84 | 376 | $61,926 | 8,575 |
| 2025-02-21 00:05 | 2025-02-18 | AMP | Ameriprise Financial, Inc. | Sharpe Robert Francis JR | Director | SELL | $551.44 | 1,000 | $551,444 | 9,000 |
| 2025-02-21 00:04 | 2025-02-18 | AMP | Ameriprise Financial, Inc. | Berman Walter Stanley | Officer | SELL | $548.94 | 8,000 | $4,391,517 | 6,167 |
| 2025-02-21 01:36 | 2025-02-18 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $327.40 | 14,188 | $4,645,216 | 10,104,491 |
| 2025-02-19 01:44 | 2025-02-14 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $328.90 | 3,207 | $1,054,767 | 10,118,679 |
| 2025-02-18 21:34 | 2025-02-14 | TROW | PRICE T ROWE GROUP INC | Hiebler Jessica M | Officer | OPT+S | $107.87 | 1,177 | $126,965 | 14,356 |
| 2025-02-15 00:28 | 2025-02-13 | APO | Apollo Global Management Inc. | Kelly Martin | Officer | SELL | $158.28 | 5,000 | $791,378 | 377,164 |
| 2025-02-15 00:51 | 2025-02-12 | HLNE | Hamilton Lane INC | Rogers Hartley R. | Director, Officer, 10% owner | SELL | $159.00 | 10,255 | $1,630,545 | 0 |
| 2025-02-15 03:10 | 2025-02-12 | AMP | Ameriprise Financial, Inc. | Sharpe Robert Francis JR | Director | SELL | $523.13 | 1,000 | $523,125 | 10,000 |
| 2025-02-15 00:47 | 2025-02-12 | LAZ | Lazard, Inc. | Russo Evan L | Officer | SELL | $53.92 | 125,000 | $6,740,425 | 19,336 |
| 2025-02-15 04:11 | 2025-02-13 | HLI | HOULIHAN LOKEY, INC. | Zucker Gillian Beth | Director | SELL | $178.97 | 200 | $35,794 | 5,801 |
| 2025-02-15 00:38 | 2025-02-12 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $325.36 | 9,772 | $3,179,431 | 10,121,886 |
| 2025-02-13 01:18 | 2025-02-10 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $325.53 | 1,695 | $551,777 | 10,131,658 |
| 2025-02-12 17:49 | 2025-02-11 | TROW | PRICE T ROWE GROUP INC | Husain Arif | OPT+S | $109.27 | 4,112 | $449,318 | 36,800 | |
| 2025-02-11 01:26 | 2025-02-06 | ILLR | Triller Group Inc. | Diamond Robert E. Jr. | Director | SELL | $1.93 | 141,035 | $272,268 | 419,629 |
| 2025-02-11 01:11 | 2025-02-07 | EVR | Evercore Inc. | Pensa Paul | Officer | SELL | $281.23 | 1,863 | $523,922 | 5,531 |
| 2025-02-11 01:11 | 2025-02-06 | EVR | Evercore Inc. | HYMAN EDWARD S | Officer | SELL | $278.04 | 55,825 | $15,521,360 | 1,643,035 |
| 2025-02-11 00:54 | 2025-02-06 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $326.61 | 9,341 | $3,050,875 | 10,133,353 |
| 2025-02-11 02:45 | 2025-02-06 | AMP | Ameriprise Financial, Inc. | TRUSCOTT WILLIAM F | Officer | SELL | $540.29 | 6,000 | $3,241,744 | 14,023 |
| 2025-02-11 04:01 | 2025-02-06 | ARES | Ares Management Corporation | deVeer R. Kipp | Director, Officer | SELL | $190.02 | 78,933 | $14,998,896 | 1,150,000 |
| 2025-02-11 01:59 | 2025-02-07 | FHI | FEDERATED HERMES, INC. | Nusseibeh Saker Anwar | Officer | SELL | $38.81 | 5,546 | $215,221 | 179,096 |
| 2025-02-07 00:58 | 2025-02-04 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $326.45 | 8,426 | $2,750,633 | 10,142,694 |
| 2025-02-05 01:47 | 2025-02-03 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $327.89 | 1,716 | $562,662 | 10,151,120 |
| 2025-02-01 01:28 | 2025-01-29 | ILLR | Triller Group Inc. | Diamond Robert E. Jr. | Director | SELL | $1.95 | 156,659 | $305,422 | 560,664 |
| 2025-01-29 03:16 | 2025-01-24 | ILLR | Triller Group Inc. | Diamond Robert E. Jr. | Director | SELL | $1.90 | 110,355 | $209,675 | 717,323 |
| 2025-01-18 01:40 | 2025-01-15 | ILLR | Triller Group Inc. | Diamond Robert E. Jr. | Director | SELL | $2.46 | 129,071 | $317,941 | 827,678 |
| 2025-01-16 01:36 | 2025-01-14 | TPG | TPG Inc. | MESSEMER DEBORAH M. | Director | SELL | $61.91 | 1,695 | $104,931 | 15,841 |
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.