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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2024-11-20 05:14 | 2024-11-15 | ARES | Ares Management Corporation | Arougheti Michael J | Director, Officer | SELL | $168.10 | 56,446 | $9,488,460 | 193,554 |
| 2024-11-20 05:13 | 2024-11-15 | ARES | Ares Management Corporation | Rosenthal Bennett | Director, Officer | SELL | $168.10 | 56,429 | $9,485,895 | 193,571 |
| 2024-11-20 05:11 | 2024-11-15 | ARES | Ares Management Corporation | KAPLAN DAVID B | Director, Officer | SELL | $168.09 | 55,591 | $9,344,358 | 194,409 |
| 2024-11-18 18:12 | 2024-11-14 | HKHC | Horizon Kinetics Holding Corp | Nagelberg Allison | Director | BUY | $38.99 | 50 | $1,950 | 250 |
| 2024-11-18 18:15 | 2024-11-14 | DHIL | DIAMOND HILL INVESTMENT GROUP INC | Meyer Paula R | Director | SELL | $169.00 | 300 | $50,700 | 3,187 |
| 2024-11-19 01:35 | 2024-11-14 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $346.06 | 3,002 | $1,038,876 | 10,788,378 |
| 2024-11-18 22:54 | 2024-11-15 | HKHC | Horizon Kinetics Holding Corp | STAHL MURRAY | Director, Officer, 10% owner | BUY | $38.50 | 17 | $655 | 8,216,443 |
| 2024-11-15 18:56 | 2024-11-14 | HKHC | Horizon Kinetics Holding Corp | Rosenthal Brent D | Director | BUY | $38.06 | 300 | $11,418 | 300 |
| 2024-11-15 01:25 | 2024-11-12 | CG | Carlyle Group Inc. | D'Aniello Daniel A. | Director | SELL | $51.53 | 495,542 | $25,536,915 | 0 |
| 2024-11-15 02:37 | 2024-11-12 | EVR | Evercore Inc. | HYMAN EDWARD S | Officer | SELL | $304.33 | 33,490 | $10,192,109 | 1,776,766 |
| 2024-11-15 00:57 | 2024-11-12 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $350.69 | 9,981 | $3,500,189 | 10,791,380 |
| 2024-11-15 02:43 | 2024-11-12 | PX | Ridgepost Capital, Inc. | 210 Capital, LLC | 10% owner | SELL | $12.03 | 327,641 | $3,942,406 | 1,630,000 |
| 2024-11-14 03:14 | 2024-11-12 | STEP | StepStone Group Inc. | Keathley Anthony | Officer | SELL | $68.85 | 729 | $50,192 | 2,158 |
| 2024-11-14 03:07 | 2024-11-12 | STEP | StepStone Group Inc. | Park David Y | Officer | SELL | $68.21 | 3,000 | $204,630 | 20,251 |
| 2024-11-14 00:29 | 2024-11-11 | BSIG | Acadian Asset Management Inc. | Hart Richard Jonathan | Officer | OPT+S | $28.52 | 70,000 | $1,996,400 | 155,778 |
| 2024-11-14 00:31 | 2024-11-11 | HLNE | Hamilton Lane INC | Delgado-Moreira Juan | Director, Officer, 10% owner | BUY | $201.81 | 525 | $105,950 | 21,975 |
| 2024-11-14 02:07 | 2024-11-11 | AMP | Ameriprise Financial, Inc. | Berman Walter Stanley | Officer | OPT+S | $564.16 | 8,655 | $4,882,780 | 6,409 |
| 2024-11-14 01:15 | 2024-11-08 | AMP | Ameriprise Financial, Inc. | Sweeney Joseph Edward | Officer | OPT+S | $549.68 | 10,735 | $5,900,823 | 5,811 |
| 2024-11-14 01:00 | 2024-11-13 | HLI | HOULIHAN LOKEY, INC. | Zucker Gillian Beth | Director | SELL | $187.46 | 200 | $37,492 | 6,401 |
| 2024-11-14 01:40 | 2024-11-11 | AMP | Ameriprise Financial, Inc. | CRACCHIOLO JAMES M | Director, Officer | OPT+S | $563.44 | 8,638 | $4,866,966 | 159,012 |
| 2024-11-12 17:15 | 2024-11-08 | DHIL | DIAMOND HILL INVESTMENT GROUP INC | St. Pierre Nicole Renee | Director | SELL | $167.00 | 300 | $50,100 | 4,187 |
| 2024-11-13 01:00 | 2024-11-12 | PJT | PJT Partners Inc. | Whitney Kenneth C | Director | SELL | $159.75 | 1,725 | $275,569 | 9,100 |
| 2024-11-13 01:42 | 2024-11-07 | MC | Moelis & Co | Callesano Christopher | Officer | SELL | $80.00 | 885 | $70,800 | 0 |
| 2024-11-13 01:28 | 2024-11-08 | HLI | HOULIHAN LOKEY, INC. | CRAIN CHRISTOPHER M | Officer | SELL | $185.94 | 2,500 | $464,850 | 0 |
| 2024-11-13 01:56 | 2024-11-08 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $348.99 | 16,284 | $5,682,979 | 10,801,361 |
| 2024-11-13 04:00 | 2024-11-11 | PX | Ridgepost Capital, Inc. | 210 Capital, LLC | 10% owner | SELL | $12.01 | 357,813 | $4,298,515 | 1,750,000 |
| 2024-11-12 18:42 | 2024-11-11 | DHIL | DIAMOND HILL INVESTMENT GROUP INC | LAIRD JAMES F JR | Director | SELL | $171.07 | 1,000 | $171,070 | 19,000 |
| 2024-11-13 02:52 | 2024-11-11 | ARES | Ares Management Corporation | Berry Ryan | Officer | SELL | $175.00 | 1,671 | $292,425 | 253,214 |
| 2024-11-13 00:00 | 2024-11-08 | FHI | FEDERATED HERMES, INC. | Germain Peter J | Officer | SELL | $41.12 | 14,491 | $595,896 | 198,153 |
| 2024-11-09 00:31 | 2024-11-06 | AMP | Ameriprise Financial, Inc. | Brockman Dawn M. | Officer | SELL | $560.12 | 350 | $196,042 | 945 |
| 2024-11-09 00:50 | 2024-11-06 | OWL | BLUE OWL CAPITAL INC. | Ward Sean Jason | Director, Officer | SELL | $0.00 | 30,166,206 | $0 | 0 |
| 2024-11-09 00:37 | 2024-11-06 | OWL | BLUE OWL CAPITAL INC. | Rees Michael Douglass | Director, Officer | SELL | $0.00 | 30,166,206 | $0 | 0 |
| 2024-11-09 01:45 | 2024-11-07 | PJT | PJT Partners Inc. | Costos James | Director | SELL | $161.41 | 1,500 | $242,115 | 9,360 |
| 2024-11-09 01:45 | 2024-11-08 | PJT | PJT Partners Inc. | Travin David Adam | Officer | SELL | $159.18 | 1,541 | $245,296 | 0 |
| 2024-11-09 01:43 | 2024-11-07 | BX | Blackstone Inc. | Finley John G | Officer | SELL | $175.94 | 42,249 | $7,433,289 | 387,137 |
| 2024-11-09 01:17 | 2024-11-06 | EVR | Evercore Inc. | HYMAN EDWARD S | Officer | SELL | $312.50 | 96,263 | $30,081,716 | 1,810,256 |
| 2024-11-09 01:02 | 2024-11-07 | HLI | HOULIHAN LOKEY, INC. | ALLEY J LINDSEY | Officer | SELL | $185.49 | 12,500 | $2,318,625 | 0 |
| 2024-11-09 01:08 | 2024-11-06 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $340.13 | 10,349 | $3,520,042 | 10,817,645 |
| 2024-11-09 05:43 | 2024-11-06 | PX | Ridgepost Capital, Inc. | 210 Capital, LLC | 10% owner | SELL | $11.68 | 392,187 | $4,581,293 | 2,107,813 |
| 2024-11-09 05:19 | 2024-11-06 | ARES | Ares Management Corporation | Berry Ryan | Officer | SELL | $175.18 | 18,329 | $3,210,874 | 254,885 |
| 2024-11-07 22:46 | 2024-11-06 | DHIL | DIAMOND HILL INVESTMENT GROUP INC | LAIRD JAMES F JR | Director | SELL | $168.53 | 5,000 | $842,650 | 20,000 |
| 2024-11-07 00:30 | 2024-11-04 | BX | Blackstone Inc. | Porat Ruth | Director | BUY | $169.38 | 217 | $36,799 | 8,500 |
| 2024-11-07 00:30 | 2024-09-20 | AB | AllianceBernstein Holding L.P. | Equitable Holdings, Inc. | BUY | $35.12 | 700,000 | $24,581,900 | 3,766,838 | |
| 2024-11-07 01:27 | 2024-11-04 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $331.60 | 17,724 | $5,877,218 | 10,827,994 |
| 2024-11-07 00:41 | 2024-11-04 | JHG | JANUS HENDERSON GROUP PLC | ROSENBERG MICHELLE | Officer | SELL | $41.63 | 6,314 | $262,852 | 82,799 |
| 2024-11-05 00:18 | 2024-10-31 | AMP | Ameriprise Financial, Inc. | Alvero Gumer | Officer | SELL | $516.05 | 2,325 | $1,199,812 | 4,669 |
| 2024-11-05 02:02 | 2024-11-01 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $328.22 | 9,062 | $2,974,311 | 10,845,718 |
| 2024-11-05 00:47 | 2024-11-04 | FHI | FEDERATED HERMES, INC. | Nusseibeh Saker Anwar | Officer | SELL | $39.86 | 12,152 | $484,359 | 179,096 |
| 2024-10-30 23:44 | 2024-10-30 | MORN | Morningstar, Inc. | Lyons William M | Director | SELL | $331.88 | 750 | $248,910 | 12,840 |
| 2024-10-30 23:49 | 2024-10-30 | FHI | FEDERATED HERMES, INC. | Dudiak Dolores D | Officer | SELL | $39.89 | 5,000 | $199,450 | 77,288 |
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.