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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2024-02-12 14:21 | 2024-02-08 | PJT | PJT Partners Inc. | Travin David Adam | Officer | SELL | $93.21 | 5,000 | $466,050 | 1,541 |
| 2024-02-13 02:40 | 2024-02-08 | MC | Moelis & Co | Callesano Christopher | Officer | SELL | $53.59 | 1,040 | $55,734 | 0 |
| 2024-02-13 00:54 | 2024-02-08 | EVR | Evercore Inc. | Klurfeld Jason | Officer | SELL | $173.21 | 5,877 | $1,017,956 | 22,099 |
| 2024-02-12 19:32 | 2024-02-09 | TROW | PRICE T ROWE GROUP INC | Hiebler Jessica M | Officer | OPT+S | $107.13 | 1,138 | $121,913 | 14,113 |
| 2024-02-10 00:20 | 2024-02-08 | APAM | Artisan Partners Asset Management Inc. | Ramirez Gregory K | Officer, 10% owner | OPT+S | $42.29 | 2,500 | $105,713 | 83,335 |
| 2024-02-10 00:37 | 2024-02-08 | BX | Blackstone Inc. | Finley John G | Officer | SELL | $127.93 | 49,000 | $6,268,673 | 393,143 |
| 2024-02-10 00:25 | 2024-02-09 | BX | Blackstone Inc. | Baratta Joseph | Director | SELL | $128.05 | 28,852 | $3,694,438 | 982,221 |
| 2024-02-10 04:21 | 2024-02-07 | AMP | Ameriprise Financial, Inc. | Berman Walter Stanley | Officer | SELL | $387.81 | 13,346 | $5,175,664 | 6,409 |
| 2024-02-10 00:29 | 2024-02-07 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $277.36 | 10,762 | $2,984,989 | 10,923,859 |
| 2024-02-09 00:52 | 2024-02-07 | EVR | Evercore Inc. | Pensa Paul | Officer | SELL | $170.38 | 1,540 | $262,380 | 4,447 |
| 2024-02-09 01:46 | 2024-02-06 | AMP | Ameriprise Financial, Inc. | Sharpe Robert Francis JR | Director | SELL | $386.60 | 4,000 | $1,546,386 | 12,500 |
| 2024-02-09 00:42 | 2024-02-07 | FHI | FEDERATED HERMES, INC. | Uhlman Paul A | Officer | SELL | $35.26 | 90,745 | $3,200,014 | 289,904 |
| 2024-02-07 21:35 | 2024-02-05 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $276.43 | 145 | $40,082 | 10,934,621 |
| 2024-02-06 02:43 | 2024-02-05 | VRTS | VIRTUS INVESTMENT PARTNERS, INC. | Angerthal Michael A | Officer | SELL | $232.51 | 8,049 | $1,871,471 | 69,897 |
| 2024-02-06 00:09 | 2024-02-01 | EVR | Evercore Inc. | LaLonde Timothy Gilbert | Officer | SELL | $173.51 | 2,500 | $433,770 | 37,172 |
| 2024-02-06 01:16 | 2024-02-01 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $279.38 | 7,146 | $1,996,462 | 10,934,766 |
| 2024-02-01 00:01 | 2024-01-29 | OWL | BLUE OWL CAPITAL INC. | Glide Path Solutions 2020, L.P. | 10% owner | SELL | $15.82 | 6,500,000 | $102,797,500 | 0 |
| 2024-01-31 04:51 | 2024-01-29 | AMP | Ameriprise Financial, Inc. | Sweeney Joseph Edward | Officer | OPT+S | $389.47 | 5,146 | $2,004,192 | 9,421 |
| 2024-01-31 04:57 | 2024-01-26 | AMP | Ameriprise Financial, Inc. | TRUSCOTT WILLIAM F | Officer | OPT+S | $390.22 | 9,689 | $3,780,832 | 12,126 |
| 2024-01-31 03:50 | 2024-01-30 | FHI | FEDERATED HERMES, INC. | Van Meter Stephen | Officer | SELL | $36.15 | 1,660 | $60,010 | 31,689 |
| 2023-12-30 02:23 | 2023-12-27 | PX | Ridgepost Capital, Inc. | Feinglass Michael | 10% owner | SELL | $10.10 | 30,000 | $303,144 | 397,496 |
| 2023-12-28 00:16 | 2023-06-29 | AMP | Ameriprise Financial, Inc. | Alvero Gumer | Officer | SELL | $329.94 | 460 | $151,771 | 7,465 |
| 2023-12-28 02:05 | 2023-12-27 | HLI | HOULIHAN LOKEY, INC. | GOLD IRWIN | Director, Officer, 10% owner | SELL | $122.18 | 10,000 | $1,221,800 | 0 |
| 2023-12-27 00:12 | 2023-12-18 | HNNA | HENNESSY ADVISORS INC | HENNESSY NEIL J | Director, Officer, 10% owner | BUY | $6.50 | 599 | $3,894 | 2,049,194 |
| 2023-12-23 02:00 | 2023-12-21 | BX | Blackstone Inc. | Payne David | Officer | SELL | $128.21 | 5,500 | $705,155 | 47,781 |
| 2023-12-22 01:51 | 2023-12-20 | GCMG | GCM Grosvenor Inc. | Bentley Pamela L | Officer | SELL | $8.78 | 50,000 | $439,220 | 28,014 |
| 2023-12-21 03:08 | 2023-12-19 | PX | Ridgepost Capital, Inc. | Nelson Andrew Rowan | SELL | $10.29 | 8,403 | $86,471 | 29,307 | |
| 2023-12-20 22:35 | 2023-12-18 | DHIL | DIAMOND HILL INVESTMENT GROUP INC | LAIRD JAMES F JR | Director | SELL | $170.10 | 3,000 | $510,290 | 30,500 |
| 2023-12-21 00:04 | 2023-12-19 | HNNA | HENNESSY ADVISORS INC | HENNESSY NEIL J | Director, Officer, 10% owner | BUY | $6.50 | 100 | $650 | 2,048,595 |
| 2023-12-20 01:47 | 2023-12-15 | GCMG | GCM Grosvenor Inc. | Bentley Pamela L | Officer | SELL | $8.90 | 75,000 | $667,830 | 78,014 |
| 2023-12-20 01:01 | 2023-12-15 | CG | Carlyle Group Inc. | SCHWARTZ HARVEY M | Director, Officer | SELL | $41.74 | 295,358 | $12,328,036 | 6,768,046 |
| 2023-12-20 01:00 | 2023-12-15 | RILY | BRC Group Holdings, Inc. | KELLEHER THOMAS J /ADV | Officer | BUY | $20.22 | 20,000 | $404,392 | 896,544 |
| 2023-12-20 02:51 | 2023-12-19 | HLI | HOULIHAN LOKEY, INC. | CRAIN CHRISTOPHER M | Officer | SELL | $120.12 | 1,500 | $180,180 | 0 |
| 2023-12-19 18:44 | 2023-12-18 | TROW | PRICE T ROWE GROUP INC | Thomson Andrew Justin Mackenzie | Officer | OPT+S | $105.91 | 11,969 | $1,267,618 | 123,624 |
| 2023-12-19 01:22 | 2023-12-14 | PX | Ridgepost Capital, Inc. | Abell Alexander I. | SELL | $10.03 | 17,496 | $175,511 | 400,000 | |
| 2023-12-19 00:37 | 2023-12-14 | STEP | StepStone Group Inc. | Lim James | 10% owner | SELL | $28.97 | 246,932 | $7,152,410 | 6,397,754 |
| 2023-12-19 00:27 | 2023-12-14 | AMP | Ameriprise Financial, Inc. | Sweeney Joseph Edward | Officer | SELL | $378.23 | 3,000 | $1,134,692 | 8,166 |
| 2023-12-19 01:23 | 2023-12-15 | HNNA | HENNESSY ADVISORS INC | HENNESSY NEIL J | Director, Officer, 10% owner | BUY | $6.50 | 1,551 | $10,082 | 2,068,495 |
| 2023-12-16 00:54 | 2023-12-13 | AMP | Ameriprise Financial, Inc. | Berman Walter Stanley | Officer | OPT+S | $370.81 | 6,409 | $2,376,552 | 8,048 |
| 2023-12-15 03:22 | 2023-12-14 | BEN | FRANKLIN RESOURCES INC | Sethi Alok | Officer | SELL | $29.27 | 22,000 | $643,845 | 70,481 |
| 2023-12-14 00:55 | 2023-12-11 | AMP | Ameriprise Financial, Inc. | CRACCHIOLO JAMES M | Director, Officer | OPT+S | $365.86 | 9,948 | $3,639,586 | 157,103 |
| 2023-12-14 02:06 | 2023-12-12 | HNNA | HENNESSY ADVISORS INC | HENNESSY NEIL J | Director, Officer, 10% owner | BUY | $6.50 | 7,190 | $46,729 | 2,066,944 |
| 2023-12-13 16:44 | 2023-12-12 | TROW | PRICE T ROWE GROUP INC | Higginbotham Robert C.T. | Officer | SELL | $99.41 | 5,977 | $594,147 | 32,185 |
| 2023-12-12 19:20 | 2023-12-08 | PX | Ridgepost Capital, Inc. | Abell Alexander I. | SELL | $9.93 | 20,000 | $198,600 | 417,496 | |
| 2023-12-13 02:52 | 2021-08-10 | HNNA | HENNESSY ADVISORS INC | HENNESSY BRIAN A | Director | BUY | $10.06 | 3,900 | $39,247 | 18,963 |
| 2023-12-13 02:49 | 2017-03-07 | HNNA | HENNESSY ADVISORS INC | Pomilia Susan Weber | Director | BUY | $18.29 | 2,275 | $41,619 | 67,619 |
| 2023-12-11 23:14 | 2023-12-08 | TROW | PRICE T ROWE GROUP INC | Higginbotham Robert C.T. | Officer | SELL | $98.71 | 5,374 | $530,448 | 38,162 |
| 2023-12-11 23:13 | 2023-12-08 | TROW | PRICE T ROWE GROUP INC | Thomson Andrew Justin Mackenzie | Officer | SELL | $98.71 | 5,812 | $573,682 | 123,624 |
| 2023-12-08 00:22 | 2023-12-07 | CNS | COHEN & STEERS, INC. | Dulik Elena | Officer | SELL | $62.28 | 725 | $45,153 | 19,862 |
| 2023-12-08 00:48 | 2023-12-05 | EVR | Evercore Inc. | BEATTIE RICHARD I | Director | SELL | $151.31 | 6,522 | $986,844 | 17,000 |
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.