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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2024-03-01 02:36 | 2024-02-29 | TPG | TPG Inc. | Raj Nehal | Director | OPT+S | $41.64 | 250,858 | $10,445,727 | 549,712 |
| 2024-03-01 02:26 | 2024-02-29 | TPG | TPG Inc. | Davidson Martin | Officer | OPT+S | $41.64 | 39,317 | $1,637,160 | 30,991 |
| 2024-03-01 02:38 | 2024-02-29 | TPG | TPG Inc. | Rhodes Jeffrey K. | Director | OPT+S | $41.64 | 408,675 | $17,017,227 | 176,492 |
| 2024-03-01 02:29 | 2024-02-29 | TPG | TPG Inc. | Davis Kelvin L. | Director | OPT+S | $41.64 | 822,017 | $34,228,788 | 844,584 |
| 2024-03-01 02:43 | 2024-02-29 | TPG | TPG Inc. | Sisitsky Todd Benjamin | Director, Officer | OPT+S | $41.64 | 712,958 | $29,687,571 | 396,982 |
| 2024-03-01 03:01 | 2024-02-29 | TPG | TPG Inc. | WINKELRIED JON | Director, Officer | OPT+S | $41.64 | 1,050,848 | $43,757,311 | 0 |
| 2024-03-01 01:01 | 2024-02-27 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $295.85 | 20,959 | $6,200,714 | 10,832,014 |
| 2024-03-01 02:45 | 2024-02-29 | TPG | TPG Inc. | Trujillo David | Director | OPT+S | $41.64 | 397,510 | $16,552,316 | 182,519 |
| 2024-03-01 02:22 | 2024-02-29 | TPG | TPG Inc. | COSLET JONATHAN J | Director | OPT+S | $41.64 | 1,000,000 | $41,640,000 | 0 |
| 2024-03-01 02:24 | 2024-02-29 | TPG | TPG Inc. | COULTER JAMES G | Director, Officer, 10% owner | OPT+S | $41.64 | 1,351,695 | $56,284,580 | 0 |
| 2024-02-29 00:38 | 2024-02-26 | AMP | Ameriprise Financial, Inc. | Smyth Gerard P. | Officer | OPT+S | $407.92 | 4,440 | $1,811,169 | 3,787 |
| 2024-02-28 03:21 | 2024-02-23 | STEP | StepStone Group Inc. | Keck Thomas | Director | SELL | $35.47 | 57,097 | $2,025,231 | 200,750 |
| 2024-02-28 01:20 | 2024-02-23 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $298.34 | 18,848 | $5,623,131 | 10,852,973 |
| 2024-02-27 02:51 | 2024-02-22 | AMP | Ameriprise Financial, Inc. | Alvero Gumer | Officer | SELL | $400.98 | 385 | $154,378 | 6,994 |
| 2024-02-27 03:10 | 2024-02-23 | CNS | COHEN & STEERS, INC. | Simon Richard P | Director | SELL | $71.78 | 10,000 | $717,753 | 21,915 |
| 2024-02-27 02:50 | 2024-02-22 | AMP | Ameriprise Financial, Inc. | CRACCHIOLO JAMES M | Director, Officer | SELL | $404.40 | 22,000 | $8,896,760 | 159,012 |
| 2024-02-27 03:20 | 2024-02-22 | APO | Apollo Global Management Inc. | BLACK LEON D | SELL | $111.51 | 1,550,000 | $172,838,330 | 43,054,773 | |
| 2024-02-24 04:06 | 2024-02-21 | MC | Moelis & Co | MAHMOODZADEGAN NAVID | Officer | OPT+S | $52.85 | 96,302 | $5,089,618 | 115,235 |
| 2024-02-24 04:04 | 2024-02-21 | MC | Moelis & Co | SIMON JOSEPH | Officer | OPT+S | $52.60 | 8,149 | $428,637 | 8,573 |
| 2024-02-24 04:03 | 2024-02-21 | MC | Moelis & Co | RAICH JEFFREY | Officer | OPT+S | $53.67 | 84,874 | $4,555,459 | 44,710 |
| 2024-02-24 03:59 | 2024-02-21 | MC | Moelis & Co | Callesano Christopher | Officer | OPT+S | $52.60 | 1,144 | $60,174 | 885 |
| 2024-02-24 03:52 | 2024-02-21 | MC | Moelis & Co | MOELIS KENNETH | Director, Officer | OPT+S | $52.61 | 128,677 | $6,769,375 | 161,441 |
| 2024-02-24 03:50 | 2024-02-21 | MC | Moelis & Co | Cantor Eric | Director, Officer | OPT+S | $52.60 | 17,857 | $939,278 | 195,863 |
| 2024-02-24 03:35 | 2024-02-21 | MC | Moelis & Co | WATANABE OSAMU R. | Officer | OPT+S | $53.37 | 13,554 | $723,388 | 131 |
| 2024-02-24 03:34 | 2024-02-21 | MC | Moelis & Co | Pilcher Ciafone Katherine | Officer | OPT+S | $52.60 | 4,798 | $252,375 | 3,666 |
| 2024-02-24 00:41 | 2024-02-21 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $275.33 | 15,490 | $4,264,845 | 10,871,821 |
| 2024-02-23 03:11 | 2024-02-22 | STEP | StepStone Group Inc. | Keathley Anthony | Officer | SELL | $35.70 | 469 | $16,743 | 3,183 |
| 2024-02-23 03:05 | 2024-02-21 | STEP | StepStone Group Inc. | Keck Thomas | Director | SELL | $35.49 | 72,903 | $2,587,116 | 257,847 |
| 2024-02-23 02:58 | 2024-02-14 | LAZ | Lazard, Inc. | Gathy Michael | Officer | OPT+S | $37.95 | 385 | $14,610 | 0 |
| 2024-02-22 00:57 | 2024-02-20 | APO | Apollo Global Management Inc. | Chatterjee Whitney | Officer | SELL | $111.10 | 12,000 | $1,333,212 | 123,901 |
| 2024-02-22 02:24 | 2024-02-16 | MC | Moelis & Co | MAHMOODZADEGAN NAVID | Officer | SELL | $55.26 | 65,954 | $3,644,809 | 33,906 |
| 2024-02-22 01:05 | 2024-02-21 | BX | Blackstone Inc. | Brown Reginald J | Director | BUY | $125.63 | 2,400 | $301,500 | 16,949 |
| 2024-02-22 00:18 | 2024-02-20 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $273.07 | 4,176 | $1,140,340 | 10,887,311 |
| 2024-02-22 04:23 | 2024-02-16 | AMP | Ameriprise Financial, Inc. | CRACCHIOLO JAMES M | Director, Officer | SELL | $398.97 | 15,586 | $6,218,410 | 181,012 |
| 2024-02-21 02:03 | 2024-02-15 | STEP | StepStone Group Inc. | Lim James | 10% owner | SELL | $35.16 | 119,101 | $4,187,901 | 6,208,351 |
| 2024-02-21 01:06 | 2024-02-15 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $277.75 | 8,230 | $2,285,883 | 10,891,487 |
| 2024-02-17 04:44 | 2024-02-14 | ARES | Ares Management Corporation | deVeer R. Kipp | Director, Officer | SELL | $135.76 | 211,849 | $28,760,430 | 1,116,676 |
| 2024-02-16 03:07 | 2024-02-13 | STEP | StepStone Group Inc. | Keathley Anthony | Officer | SELL | $34.95 | 699 | $24,430 | 3,277 |
| 2024-02-16 00:35 | 2024-02-14 | BSIG | Acadian Asset Management Inc. | Rana Suren | Director, Officer | OPT+S | $20.74 | 109,960 | $2,280,361 | 130,967 |
| 2024-02-16 03:09 | 2024-02-13 | STEP | StepStone Group Inc. | Lim James | 10% owner | SELL | $35.15 | 70,302 | $2,470,918 | 6,327,452 |
| 2024-02-16 03:47 | 2024-02-14 | LAZ | Lazard, Inc. | Gathy Michael | Officer | OPT+S | $37.22 | 385 | $14,330 | 0 |
| 2024-02-16 01:53 | 2024-02-14 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $275.94 | 8,993 | $2,481,502 | 10,899,717 |
| 2024-02-15 00:53 | 2024-02-12 | BX | Blackstone Inc. | Porat Ruth | Director | BUY | $127.01 | 293 | $37,237 | 8,348 |
| 2024-02-15 00:13 | 2024-02-13 | EVR | Evercore Inc. | LaLonde Timothy Gilbert | Officer | SELL | $178.74 | 3,337 | $596,460 | 27,291 |
| 2024-02-14 02:08 | 2024-02-09 | MC | Moelis & Co | SIMON JOSEPH | Officer | SELL | $54.70 | 10,720 | $586,428 | 0 |
| 2024-02-14 01:20 | 2024-02-12 | APO | Apollo Global Management Inc. | Kelly Martin | Officer | SELL | $109.09 | 14,000 | $1,527,326 | 366,572 |
| 2024-02-14 01:22 | 2024-02-12 | APO | Apollo Global Management Inc. | Zelter James C | Director, Officer | SELL | $109.16 | 150,000 | $16,374,570 | 1,454,588 |
| 2024-02-14 04:42 | 2024-02-12 | AMP | Ameriprise Financial, Inc. | Sweeney Joseph Edward | Officer | SELL | $401.82 | 7,200 | $2,893,092 | 7,000 |
| 2024-02-14 01:02 | 2024-02-09 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $280.37 | 15,149 | $4,247,292 | 10,908,710 |
| 2024-02-14 04:44 | 2024-02-12 | AMP | Ameriprise Financial, Inc. | CRACCHIOLO JAMES M | Director, Officer | OPT+S | $401.11 | 2,493 | $999,979 | 196,598 |
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.