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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2021-12-07 16:30 | 2021-12-03 | AMG | Affiliated Managers Group Inc. | Jamal Rizwan M | Officer | BUY | $171.47 | 3,000 | $514,410 | 30,104 |
| 2021-12-06 16:35 | 2021-12-03 | AMG | Affiliated Managers Group Inc. | Erickson John R | Officer | BUY | $169.95 | 3,000 | $509,850 | 23,717 |
| 2021-12-04 00:05 | 2021-12-01 | OWL | BLUE OWL CAPITAL INC. | Blue Pool Capital Ltd | 10% owner | SELL | $15.07 | 119,628 | $1,802,794 | 62,819,771 |
| 2021-12-04 00:01 | 2021-12-01 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $316.21 | 26,371 | $8,338,697 | 13,306,454 |
| 2021-12-03 00:05 | 2021-11-30 | OWL | BLUE OWL CAPITAL INC. | Blue Pool Capital Ltd | 10% owner | SELL | $15.18 | 212,939 | $3,232,414 | 62,939,399 |
| 2021-12-02 21:35 | 2021-12-01 | SLGD | Horizon Kinetics Holding Corp | GOLDSTEIN MARK E | 10% owner | SELL | $1.07 | 63,114 | $67,728 | 2,711,538 |
| 2021-12-02 03:14 | 2021-11-29 | VCTR | Victory Capital Holdings, Inc. | Crestview Partners II GP, L.P. | Director, 10% owner | SELL | $34.00 | 470,435 | $15,994,790 | 31,145,378 |
| 2021-12-02 00:05 | 2021-11-29 | OWL | BLUE OWL CAPITAL INC. | Blue Pool Capital Ltd | 10% owner | SELL | $15.53 | 86,559 | $1,344,261 | 63,152,338 |
| 2021-12-02 00:59 | 2021-11-29 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $318.39 | 10,825 | $3,446,520 | 13,332,825 |
| 2021-12-02 02:16 | 2021-11-29 | WHG | WESTWOOD HOLDINGS GROUP INC | FRANK RICHARD M | Director | BUY | $16.65 | 984 | $16,384 | 60,866 |
| 2021-12-02 00:05 | 2021-11-30 | SLGD | Horizon Kinetics Holding Corp | GOLDSTEIN MARK E | 10% owner | SELL | $1.24 | 62,000 | $76,917 | 2,774,652 |
| 2021-12-01 02:46 | 2021-11-29 | VCTR | Victory Capital Holdings, Inc. | Berlinski Milton R. | Director, 10% owner | SELL | $34.00 | 129,565 | $4,405,210 | 2,986,632 |
| 2021-12-01 00:05 | 2021-11-26 | OWL | BLUE OWL CAPITAL INC. | Blue Pool Capital Ltd | 10% owner | SELL | $15.38 | 28,774 | $442,544 | 63,238,897 |
| 2021-11-30 00:30 | 2021-11-24 | OWL | BLUE OWL CAPITAL INC. | Blue Pool Capital Ltd | 10% owner | SELL | $15.59 | 138,785 | $2,163,658 | 63,267,671 |
| 2021-11-30 05:57 | 2021-11-24 | VCTR | Victory Capital Holdings, Inc. | DEMARTINI RICHARD M | Director | BUY | $35.30 | 13,500 | $476,550 | 27,841 |
| 2021-11-27 00:05 | 2021-11-23 | OWL | BLUE OWL CAPITAL INC. | Blue Pool Capital Ltd | 10% owner | SELL | $15.49 | 116,433 | $1,803,547 | 63,406,456 |
| 2021-11-26 20:05 | 2021-11-23 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $317.65 | 13,837 | $4,395,376 | 13,343,650 |
| 2021-11-25 00:11 | 2021-11-22 | VCTR | Victory Capital Holdings, Inc. | Berlinski Milton R. | Director, 10% owner | SELL | $34.00 | 863,769 | $29,368,146 | 0 |
| 2021-11-25 00:30 | 2021-11-22 | CG | Carlyle Group Inc. | D'Aniello Daniel A. | Director | SELL | $58.05 | 1,500,000 | $87,076,500 | 32,487,102 |
| 2021-11-25 00:05 | 2021-11-22 | OWL | BLUE OWL CAPITAL INC. | Blue Pool Capital Ltd | 10% owner | SELL | $15.62 | 138,524 | $2,163,745 | 63,522,889 |
| 2021-11-25 01:10 | 2021-11-22 | EVR | Evercore Inc. | SCHLOSSTEIN RALPH | Director, Officer | SELL | $150.45 | 119,626 | $17,998,198 | 226,248 |
| 2021-11-24 00:13 | 2021-11-22 | OWL | BLUE OWL CAPITAL INC. | Holz Claudia A | Director | BUY | $15.60 | 20,000 | $312,000 | 20,000 |
| 2021-11-24 00:28 | 2021-11-22 | VCTR | Victory Capital Holdings, Inc. | Crestview Partners II GP, L.P. | Director, 10% owner | SELL | $34.00 | 3,136,231 | $106,631,854 | 510,020 |
| 2021-11-24 02:08 | 2021-11-23 | LAZ | Lazard, Inc. | Hoffman Scott D | Officer | SELL | $46.20 | 25,000 | $1,155,000 | 68,096 |
| 2021-11-23 21:45 | 2021-11-22 | MORN | Morningstar, Inc. | DUBINSKY JASON | Officer | SELL | $318.96 | 3,007 | $959,116 | 17,548 |
| 2021-11-23 21:45 | 2021-11-19 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $324.75 | 9,554 | $3,102,660 | 13,357,487 |
| 2021-11-24 05:15 | 2021-11-23 | VCTR | Victory Capital Holdings, Inc. | DEMARTINI RICHARD M | Director | BUY | $34.90 | 14,341 | $500,501 | 14,341 |
| 2021-11-24 01:40 | 2021-11-22 | WHG | WESTWOOD HOLDINGS GROUP INC | CASEY BRIAN O | Director, Officer | BUY | $16.75 | 3,000 | $50,250 | 369,217 |
| 2021-11-24 01:11 | 2021-11-18 | WHG | WESTWOOD HOLDINGS GROUP INC | FRANK RICHARD M | Director | BUY | $17.30 | 6,516 | $112,741 | 59,882 |
| 2021-11-23 03:20 | 2021-11-18 | PX | Ridgepost Capital, Inc. | Poston Edwin A. | Director | SELL | $12.00 | 695,569 | $8,346,828 | 0 |
| 2021-11-23 03:18 | 2021-11-18 | PX | Ridgepost Capital, Inc. | Souder William F. | Director, Officer | SELL | $12.00 | 168,795 | $2,025,540 | 0 |
| 2021-11-23 03:16 | 2021-11-18 | PX | Ridgepost Capital, Inc. | Blatherwick Nell M. | SELL | $12.00 | 806,784 | $9,681,408 | 0 | |
| 2021-11-23 01:46 | 2021-11-18 | STEP | StepStone Group Inc. | McCabe Michael I | Director, Officer | SELL | $51.83 | 665,168 | $34,475,657 | 0 |
| 2021-11-23 01:42 | 2021-11-18 | STEP | StepStone Group Inc. | Randel Johnny D | Officer | SELL | $51.83 | 133,033 | $6,895,100 | 31,300 |
| 2021-11-23 01:40 | 2021-11-18 | STEP | StepStone Group Inc. | Hart Scott W | Director, Officer | SELL | $51.83 | 66,517 | $3,447,576 | 0 |
| 2021-11-23 01:38 | 2021-11-18 | STEP | StepStone Group Inc. | Brem Monte M | Director, Officer | SELL | $51.83 | 863,616 | $44,761,217 | 0 |
| 2021-11-23 03:14 | 2021-11-18 | PX | Ridgepost Capital, Inc. | Gehl Jeff Patrick | Officer | SELL | $12.00 | 168,795 | $2,025,540 | 0 |
| 2021-11-23 04:45 | 2021-11-22 | VCTR | Victory Capital Holdings, Inc. | Policarpo Michael Dennis | Officer | BUY | $34.62 | 7,500 | $259,650 | 7,500 |
| 2021-11-23 03:46 | 2021-11-22 | VCTR | Victory Capital Holdings, Inc. | Brown David Craig | Officer | BUY | $34.62 | 29,400 | $1,017,828 | 45,900 |
| 2021-11-23 01:49 | 2021-11-18 | STEP | StepStone Group Inc. | Lim James | 10% owner | SELL | $51.83 | 399,101 | $20,685,405 | 7,413,886 |
| 2021-11-23 00:05 | 2021-11-19 | OWL | BLUE OWL CAPITAL INC. | Blue Pool Capital Ltd | 10% owner | SELL | $15.93 | 11,775 | $187,576 | 63,661,413 |
| 2021-11-23 03:08 | 2021-11-18 | PX | Ridgepost Capital, Inc. | 210 Capital, LLC | 10% owner | SELL | $12.00 | 521,498 | $6,257,976 | 0 |
| 2021-11-20 00:25 | 2021-11-17 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $321.86 | 14,210 | $4,573,574 | 13,367,041 |
| 2021-11-20 01:43 | 2021-11-18 | STEP | StepStone Group Inc. | ARG Private Equity, LLC | 10% owner | SELL | $51.83 | 1,330,336 | $68,951,315 | 52,500 |
| 2021-11-19 02:19 | 2021-11-16 | DBRG | DigitalBridge Group, Inc. | Kim Sonia | Officer | SELL | $8.17 | 11,000 | $89,870 | 224,626 |
| 2021-11-18 17:00 | 2021-11-17 | RILY | BRC Group Holdings, Inc. | RILEY BRYANT R | Director, Officer, 10% owner | BUY | $77.35 | 20,000 | $1,547,000 | 5,218,633 |
| 2021-11-19 01:10 | 2021-11-16 | EVR | Evercore Inc. | SCHLOSSTEIN RALPH | Director, Officer | SELL | $154.33 | 83,044 | $12,815,840 | 345,874 |
| 2021-11-19 00:16 | 2021-11-17 | FHI | FEDERATED HERMES, INC. | Van Meter Stephen | Officer | SELL | $34.90 | 404 | $14,099 | 28,476 |
| 2021-11-19 00:14 | 2021-11-17 | FHI | FEDERATED HERMES, INC. | Novak Richard A | Officer | SELL | $34.88 | 1,180 | $41,159 | 55,402 |
| 2021-11-19 00:13 | 2021-11-17 | FHI | FEDERATED HERMES, INC. | Uhlman Paul A | Officer | SELL | $34.91 | 9,040 | $315,602 | 301,428 |
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.