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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2021-05-03 23:46 | 2021-04-29 | WHG | WESTWOOD HOLDINGS GROUP INC | JCP Investment Management, LLC | 10% owner | BUY | $17.89 | 25,000 | $447,318 | 17,277 |
| 2021-05-01 02:57 | 2021-04-28 | MC | Moelis & Co | MOELIS KENNETH | Director, Officer, 10% owner | OPT+S | $57.04 | 10,466 | $596,981 | 303,676 |
| 2021-05-01 02:56 | 2021-04-29 | BX | Blackstone Inc. | Finley John G | Officer | SELL | $89.88 | 33,404 | $3,002,352 | 363,489 |
| 2021-04-28 01:51 | 2021-04-23 | MC | Moelis & Co | MOELIS KENNETH | Director, Officer, 10% owner | SELL | $57.08 | 48,144 | $2,747,963 | 314,142 |
| 2021-04-27 21:55 | 2021-04-23 | MORN | Morningstar, Inc. | Desmond Bevin | Officer | SELL | $245.01 | 3,000 | $735,042 | 23,626 |
| 2021-04-12 23:07 | 2021-04-08 | WHG | WESTWOOD HOLDINGS GROUP INC | Gomez Fabian | Officer | SELL | $17.29 | 3,229 | $55,820 | 31,627 |
| 2021-04-10 01:50 | 2021-04-07 | MC | Moelis & Co | MOELIS KENNETH | Director, Officer, 10% owner | SELL | $57.12 | 800 | $45,696 | 362,286 |
| 2021-04-07 01:47 | 2021-04-05 | AGBA | Triller Group Inc. | MIZUHO SECURITIES USA LLC | 10% owner | SELL | $10.53 | 35,000 | $368,550 | 527,250 |
| 2021-04-07 02:11 | 2021-04-01 | MC | Moelis & Co | MOELIS KENNETH | Director, Officer, 10% owner | SELL | $56.76 | 110,575 | $6,276,182 | 363,086 |
| 2021-04-06 23:10 | 2021-04-05 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $236.53 | 12,026 | $2,844,535 | 18,756,880 |
| 2021-04-02 19:18 | 2021-03-31 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $229.66 | 20,186 | $4,635,828 | 18,768,906 |
| 2021-04-01 21:06 | 2021-03-31 | DHIL | DIAMOND HILL INVESTMENT GROUP INC | BRILLIANT HEATHER E | Director, Officer | BUY | $132.61 | 56 | $7,426 | 30,667 |
| 2021-04-01 00:55 | 2021-03-29 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $226.34 | 16,873 | $3,819,060 | 18,789,092 |
| 2021-03-31 03:50 | 2021-03-26 | MC | Moelis & Co | MOELIS KENNETH | Director, Officer, 10% owner | SELL | $56.02 | 16,044 | $898,862 | 473,661 |
| 2021-03-30 21:39 | 2021-03-29 | TROW | PRICE T ROWE GROUP INC | Robert W. Sharps | Officer | SELL | $176.75 | 6,000 | $1,060,501 | 472,138 |
| 2021-03-29 21:05 | 2021-03-25 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $225.42 | 11,752 | $2,649,104 | 18,805,965 |
| 2021-03-26 01:53 | 2021-03-23 | STEP | StepStone Group Inc. | Maruszewski Mark | Director | SELL | $28.32 | 299,629 | $8,485,493 | 41,667 |
| 2021-03-26 01:52 | 2021-03-23 | STEP | StepStone Group Inc. | Brem Monte M | Director, Officer | SELL | $28.32 | 3,644,110 | $103,201,195 | 0 |
| 2021-03-26 01:51 | 2021-03-23 | STEP | StepStone Group Inc. | Keck Thomas | Director, 10% owner | SELL | $28.32 | 200,000 | $5,664,000 | 0 |
| 2021-03-26 01:50 | 2021-03-23 | STEP | StepStone Group Inc. | Randel Johnny D | Officer | SELL | $28.32 | 200,000 | $5,664,000 | 31,300 |
| 2021-03-26 01:50 | 2021-03-23 | STEP | StepStone Group Inc. | Fernandez Jose A | Director, Officer, 10% owner | SELL | $28.32 | 1,750,000 | $49,560,000 | 0 |
| 2021-03-26 01:49 | 2021-03-23 | STEP | StepStone Group Inc. | Bradley Thomas Alcott | SELL | $28.32 | 300,000 | $8,496,000 | 13,380 | |
| 2021-03-26 01:48 | 2021-03-23 | STEP | StepStone Group Inc. | Jeffrey David | SELL | $28.32 | 425,000 | $12,036,000 | 40,000 | |
| 2021-03-25 22:12 | 2021-03-24 | BEN | FRANKLIN RESOURCES INC | Plafker Jed A. | Officer | SELL | $28.67 | 20,782 | $595,785 | 147,219 |
| 2021-03-26 01:54 | 2021-03-23 | STEP | StepStone Group Inc. | FRIEDMAN DARREN M. | SELL | $28.32 | 200,000 | $5,664,000 | 117,600 | |
| 2021-03-26 01:10 | 2021-03-23 | MORN | Morningstar, Inc. | Desmond Bevin | Officer | SELL | $231.25 | 3,000 | $693,764 | 26,626 |
| 2021-03-25 23:10 | 2021-03-23 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $232.10 | 11,963 | $2,776,621 | 18,817,717 |
| 2021-03-26 01:58 | 2021-03-23 | STEP | StepStone Group Inc. | ARG Private Equity, LLC | 10% owner | SELL | $28.32 | 1,439,814 | $40,775,532 | 125,000 |
| 2021-03-25 03:13 | 2021-03-22 | MC | Moelis & Co | MOELIS KENNETH | Director, Officer, 10% owner | SELL | $56.06 | 10,295 | $577,092 | 489,705 |
| 2021-03-23 22:00 | 2021-03-19 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $237.74 | 16,265 | $3,866,887 | 18,829,680 |
| 2021-03-19 19:09 | 2021-03-18 | BEN | FRANKLIN RESOURCES INC | Shaneyfelt Gwen L | Officer | SELL | $30.32 | 5,000 | $151,600 | 68,749 |
| 2021-03-20 03:31 | 2021-03-18 | MC | Moelis & Co | MOELIS KENNETH | Director, Officer, 10% owner | SELL | $57.39 | 120,000 | $6,886,200 | 500,000 |
| 2021-03-20 03:30 | 2021-03-18 | MC | Moelis & Co | CRAIN ELIZABETH | Director, Officer | SELL | $58.00 | 6,691 | $388,078 | 0 |
| 2021-03-19 18:20 | 2021-03-17 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $241.23 | 12,433 | $2,999,195 | 18,845,945 |
| 2021-03-18 02:42 | 2021-03-15 | MC | Moelis & Co | MOELIS KENNETH | Director, Officer, 10% owner | SELL | $56.44 | 180,000 | $10,158,606 | 620,000 |
| 2021-03-18 02:40 | 2021-03-15 | MC | Moelis & Co | CRAIN ELIZABETH | Director, Officer | SELL | $56.25 | 13,384 | $752,850 | 6,691 |
| 2021-03-17 19:17 | 2021-03-15 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $248.00 | 14,776 | $3,664,520 | 18,858,378 |
| 2021-03-15 23:22 | 2021-03-12 | IVZ | Invesco Ltd. | McGreevey Gregory | Officer | SELL | $25.46 | 200,000 | $5,092,000 | 381,941 |
| 2021-03-15 18:55 | 2021-03-11 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $243.78 | 18,113 | $4,415,663 | 18,873,154 |
| 2021-03-13 04:09 | 2021-03-11 | CG | Carlyle Group Inc. | Rubenstein David M. | Director, 10% owner | SELL | $35.80 | 3,000,000 | $107,400,000 | 39,249,644 |
| 2021-03-12 18:23 | 2021-03-11 | TROW | PRICE T ROWE GROUP INC | Stromberg William J | Director, Officer | SELL | $173.78 | 9,000 | $1,563,986 | 612,574 |
| 2021-03-11 22:21 | 2021-03-09 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $242.74 | 25,543 | $6,200,351 | 18,891,267 |
| 2021-03-12 02:42 | 2021-03-11 | APO | Apollo Global Management Inc. | TIGER GLOBAL MANAGEMENT LLC | 10% owner | BUY | $47.22 | 1,000,000 | $47,223,400 | 34,913,500 |
| 2021-03-12 00:26 | 2021-03-09 | WHG | WESTWOOD HOLDINGS GROUP INC | CASEY BRIAN O | Director, Officer | SELL | $17.71 | 2,975 | $52,687 | 363,195 |
| 2021-03-12 00:37 | 2021-03-11 | FHI | FEDERATED HERMES, INC. | Ceresino Gordon J | Officer | SELL | $30.99 | 43,000 | $1,332,359 | 36,375 |
| 2021-03-10 01:58 | 2021-03-08 | AB | AllianceBernstein Holding L.P. | Cranch Laurence E | Officer | SELL | $37.71 | 9,154 | $345,197 | 0 |
| 2021-03-09 23:43 | 2021-03-05 | MORN | Morningstar, Inc. | Mansueto Joseph D | Director, Officer, 10% owner | SELL | $234.65 | 23,581 | $5,533,223 | 18,916,810 |
| 2021-03-10 01:15 | 2021-03-08 | FHI | FEDERATED HERMES, INC. | Uhlman Paul A | Officer | SELL | $30.05 | 10,297 | $309,448 | 317,429 |
| 2021-03-10 01:13 | 2021-03-08 | FHI | FEDERATED HERMES, INC. | Nusseibeh Saker Anwar | Officer | SELL | $30.11 | 5,093 | $153,362 | 73,400 |
| 2021-03-10 01:11 | 2021-03-08 | FHI | FEDERATED HERMES, INC. | Novak Richard A | Officer | SELL | $30.19 | 793 | $23,941 | 56,582 |
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.