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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2024-03-20 04:51 | 2024-03-15 | ARES | Ares Management Corporation | Rosenthal Bennett | Director, Officer | SELL | $131.84 | 77,467 | $10,212,916 | 172,533 |
| 2024-03-20 04:49 | 2024-03-18 | ARES | Ares Management Corporation | Arougheti Michael J | Director, Officer | SELL | $131.21 | 39,664 | $5,204,476 | 96,144 |
| 2024-03-20 04:53 | 2024-03-15 | ARES | Ares Management Corporation | RESSLER ANTONY P | Director, Officer, 10% owner | SELL | $131.84 | 78,242 | $10,315,144 | 56,758 |
| 2024-03-20 04:50 | 2024-03-15 | ARES | Ares Management Corporation | KAPLAN DAVID B | Director, Officer | SELL | $131.84 | 78,537 | $10,354,114 | 171,463 |
| 2024-03-19 04:47 | 2024-03-14 | ARES | Ares Management Corporation | Arougheti Michael J | Director, Officer | SELL | $132.80 | 113,777 | $15,109,108 | 135,808 |
| 2024-03-14 17:18 | 2024-03-12 | PX | Ridgepost Capital, Inc. | Abell Alexander I. | SELL | $8.27 | 30,533 | $252,596 | 399,960 | |
| 2024-03-14 23:30 | 2024-03-13 | SAMG | Silvercrest Asset Management Group Inc. | Gray John Allen | Officer | BUY | $15.84 | 3,135 | $49,658 | 21,110 |
| 2024-03-15 00:04 | 2024-03-12 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $307.73 | 8,614 | $2,650,790 | 10,766,912 |
| 2024-03-15 00:21 | 2024-03-12 | CNS | COHEN & STEERS, INC. | Villani Edmond D | Director | SELL | $72.99 | 4,000 | $291,960 | 33,781 |
| 2024-03-14 00:27 | 2024-03-13 | LAZ | Lazard, Inc. | Russo Evan L | Officer | OPT+S | $39.35 | 75,000 | $2,951,250 | 227,448 |
| 2024-03-13 04:57 | 2024-03-05 | PX | Ridgepost Capital, Inc. | Blatherwick Nell M. | BUY | $7.98 | 12,500 | $99,750 | 24,169 | |
| 2024-03-13 00:18 | 2024-03-08 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $310.34 | 5,972 | $1,853,324 | 10,775,526 |
| 2024-03-13 00:16 | 2024-03-11 | MORN | Morningstar, Inc. | Kaplan Steven N | Director | SELL | $306.81 | 1,250 | $383,517 | 44,427 |
| 2024-03-12 02:34 | 2024-03-07 | PX | Ridgepost Capital, Inc. | Feinglass Michael | SELL | $8.10 | 110,000 | $891,055 | 327,739 | |
| 2024-03-12 00:29 | 2024-03-07 | HLNE | Hamilton Lane INC | Oakville Number 2 Trust | 10% owner | SELL | $108.00 | 55,000 | $5,940,000 | 480,015 |
| 2024-03-11 21:53 | 2024-03-08 | TROW | PRICE T ROWE GROUP INC | HRABOWSKI FREEMAN A III | Director | OPT+S | $118.32 | 8,740 | $1,034,147 | 21,073 |
| 2024-03-09 00:48 | 2024-03-06 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $310.33 | 18,515 | $5,745,836 | 10,781,498 |
| 2024-03-09 00:36 | 2024-03-06 | WHG | WESTWOOD HOLDINGS GROUP INC | Lockridge Matthew | Officer | SELL | $12.01 | 14,000 | $168,087 | 56,283 |
| 2024-03-09 00:18 | 2024-03-07 | ARES | Ares Management Corporation | RESSLER ANTONY P | Director, Officer, 10% owner | SELL | $130.30 | 3,000,000 | $390,900,000 | 0 |
| 2024-03-08 01:31 | 2024-03-06 | JHG | JANUS HENDERSON GROUP PLC | Hughes Brennan A. | Officer | SELL | $32.27 | 1,812 | $58,464 | 3,535 |
| 2024-03-08 00:49 | 2024-03-06 | VRTS | VIRTUS INVESTMENT PARTNERS, INC. | ZARRILLI STEPHEN T | Director | SELL | $248.40 | 2,150 | $534,055 | 3,549 |
| 2024-03-08 00:48 | 2024-03-05 | FHI | FEDERATED HERMES, INC. | Germain Peter J | Officer | SELL | $36.14 | 5,305 | $191,730 | 213,036 |
| 2024-03-08 00:46 | 2024-03-05 | FHI | FEDERATED HERMES, INC. | Van Meter Stephen | Officer | SELL | $36.08 | 435 | $15,695 | 31,254 |
| 2024-03-08 00:10 | 2024-03-05 | FHI | FEDERATED HERMES, INC. | Uhlman Paul A | Officer | SELL | $36.20 | 13,820 | $500,327 | 276,084 |
| 2024-03-08 00:08 | 2024-03-05 | FHI | FEDERATED HERMES, INC. | Nusseibeh Saker Anwar | Officer | SELL | $36.15 | 8,302 | $300,105 | 178,176 |
| 2024-03-08 00:05 | 2024-03-05 | FHI | FEDERATED HERMES, INC. | Novak Richard A | Officer | SELL | $36.07 | 908 | $32,754 | 49,068 |
| 2024-03-07 02:08 | 2024-03-04 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $303.51 | 21,578 | $6,549,055 | 10,800,013 |
| 2024-03-06 01:11 | 2024-03-01 | APO | Apollo Global Management Inc. | KLEINMAN SCOTT | Director, Officer | SELL | $110.55 | 207,580 | $22,948,592 | 110,752 |
| 2024-03-05 01:17 | 2024-02-29 | PJT | PJT Partners Inc. | Meates Helen T | Officer | OPT+S | $105.18 | 17,926 | $1,885,523 | 43,821 |
| 2024-03-05 01:17 | 2024-03-01 | PJT | PJT Partners Inc. | Lee Ji-Yeun | Officer | OPT+S | $104.58 | 10,000 | $1,045,750 | 73,421 |
| 2024-03-05 01:20 | 2024-02-29 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $298.49 | 10,423 | $3,111,146 | 10,821,591 |
| 2024-03-05 01:17 | 2024-03-01 | JHG | JANUS HENDERSON GROUP PLC | THOMPSON ROGER MJ | Officer | SELL | $31.07 | 2,806 | $87,191 | 145,304 |
| 2024-03-05 01:17 | 2024-03-01 | JHG | JANUS HENDERSON GROUP PLC | FOGO GEORGINA | Officer | SELL | $31.07 | 3,029 | $94,120 | 124,230 |
| 2024-03-02 01:14 | 2024-02-28 | TPG | TPG Inc. | MESSEMER DEBORAH M. | Director | SELL | $43.97 | 6,390 | $280,980 | 18,033 |
| 2024-03-02 01:59 | 2024-02-29 | MC | Moelis & Co | MOELIS KENNETH | Director, Officer | SELL | $54.11 | 79,000 | $4,274,572 | 82,441 |
| 2024-03-02 01:58 | 2024-02-29 | MC | Moelis & Co | MAHMOODZADEGAN NAVID | Officer | SELL | $54.05 | 70,255 | $3,797,016 | 44,980 |
| 2024-03-02 01:56 | 2024-02-29 | MC | Moelis & Co | SIMON JOSEPH | Officer | SELL | $54.13 | 8,573 | $464,056 | 0 |
| 2024-03-02 01:54 | 2024-02-29 | MC | Moelis & Co | RAICH JEFFREY | Officer | SELL | $54.23 | 44,710 | $2,424,623 | 0 |
| 2024-03-02 03:09 | 2024-03-01 | HLI | HOULIHAN LOKEY, INC. | CRAIN CHRISTOPHER M | Officer | SELL | $128.94 | 1,000 | $128,940 | 0 |
| 2024-03-02 00:47 | 2024-02-28 | AMP | Ameriprise Financial, Inc. | TRUSCOTT WILLIAM F | Officer | SELL | $412.05 | 8,000 | $3,296,360 | 13,134 |
| 2024-03-02 01:11 | 2024-02-28 | JHG | JANUS HENDERSON GROUP PLC | FOGO GEORGINA | Officer | SELL | $30.93 | 22,076 | $682,868 | 101,623 |
| 2024-03-02 01:09 | 2024-02-28 | JHG | JANUS HENDERSON GROUP PLC | THOMPSON ROGER MJ | Officer | SELL | $30.93 | 30,656 | $948,270 | 126,439 |
| 2024-03-02 01:08 | 2024-02-28 | JHG | JANUS HENDERSON GROUP PLC | LOWRY JAMES R | Officer | SELL | $30.93 | 9,754 | $301,717 | 35,265 |
| 2024-03-01 02:57 | 2024-02-29 | TPG | TPG Inc. | Weingart Jack | Director, Officer | OPT+S | $41.64 | 308,468 | $12,844,608 | 775,982 |
| 2024-03-01 02:41 | 2024-02-29 | TPG | TPG Inc. | Sarvananthan Ganendran | Director | OPT+S | $41.64 | 172,705 | $7,191,436 | 42,388 |
| 2024-03-01 02:33 | 2024-02-29 | TPG | TPG Inc. | Harris Joann | Officer | OPT+S | $41.64 | 25,484 | $1,061,154 | 22,860 |
| 2024-03-01 02:20 | 2024-02-29 | TPG | TPG Inc. | Chorengel Maya | Director | OPT+S | $41.64 | 74,773 | $3,113,548 | 57,146 |
| 2024-03-01 02:18 | 2024-02-29 | TPG | TPG Inc. | BONDERMAN DAVID | Director, 10% owner | OPT+S | $41.64 | 1,601,695 | $66,694,580 | 0 |
| 2024-03-01 02:15 | 2024-02-29 | TPG | TPG Inc. | Berenson Bradford | Officer | OPT+S | $41.64 | 90,895 | $3,784,868 | 196,252 |
| 2024-03-01 03:23 | 2024-02-29 | TPG | TPG Inc. | Vazquez-Ubarri Anilu | Director, Officer | OPT+S | $41.64 | 101,937 | $4,244,657 | 333,711 |
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.