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Sector Analysis

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
2020-12-29 19:33 2020-12-28 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $222.86 4,973 $1,108,262 19,240,930
2020-12-28 20:39 2020-12-23 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $222.70 18,923 $4,214,199 19,245,903
2020-12-29 01:17 2020-12-23 HNNA HENNESSY ADVISORS INC OFFENBACH RODGER Director SELL $8.92 2,815 $25,118 118,623
2020-12-23 22:00 2020-12-21 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $220.53 11,874 $2,618,616 19,264,826
2020-12-24 00:46 2020-12-22 TROW PRICE T ROWE GROUP INC Higginbotham Robert C.T. Officer OPT+S $146.78 6,581 $965,934 76,847
2020-12-23 02:15 2020-12-21 BSIG Acadian Asset Management Inc. Hart Richard Jonathan Officer SELL $18.68 39 $729 17,821
2020-12-23 02:13 2020-12-21 BSIG Acadian Asset Management Inc. Wiater Christina Officer SELL $18.68 39 $729 2,359
2020-12-21 23:58 2020-12-17 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $218.87 24,910 $5,452,039 19,276,700
2020-12-19 00:01 2020-12-16 APO Apollo Global Management Inc. Kelly Martin Officer SELL $49.10 20,000 $982,050 289,498
2020-12-18 22:33 2020-12-17 TROW PRICE T ROWE GROUP INC Robert W. Sharps Officer SELL $151.07 7,064 $1,067,150 478,932
2020-12-17 22:20 2020-12-15 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $209.91 22,097 $4,638,450 19,301,610
2020-12-18 00:20 2020-12-16 CNS COHEN & STEERS, INC. Nolty Michele Officer SELL $75.67 3,200 $242,144 12,861
2020-12-17 02:33 2020-12-15 BEN FRANKLIN RESOURCES INC Byerwalter Mariann H Director SELL $23.97 1,826 $43,769 5,535
2020-12-17 04:06 2020-12-14 ARES Ares Management Corporation Arougheti Michael J Director, Officer SELL $48.79 130,236 $6,353,615 499,999
2020-12-16 22:14 2020-12-15 TROW PRICE T ROWE GROUP INC Alderson Christopher D Officer OPT+S $149.64 8,100 $1,212,082 332,256
2020-12-15 21:32 2020-12-11 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $206.79 30,815 $6,372,354 19,323,707
2020-12-15 00:26 2020-12-11 HLI HOULIHAN LOKEY, INC. GOLD IRWIN Director, Officer, 10% owner SELL $70.24 10,000 $702,400 0
2020-12-14 16:56 2020-12-10 TROW PRICE T ROWE GROUP INC Alderson Christopher D Officer SELL $149.07 2,043 $304,553 332,256
2020-12-14 16:56 2020-12-10 TROW PRICE T ROWE GROUP INC Higginbotham Robert C.T. Officer SELL $149.07 7,107 $1,059,451 76,847
2020-12-12 02:02 2020-12-10 CG Carlyle Group Inc. Rubenstein David M. Director, Officer, 10% owner SELL $29.05 750,000 $21,787,500 42,249,644
2020-12-11 21:34 2020-12-09 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $202.69 28,756 $5,828,591 19,354,522
2020-12-12 02:54 2020-12-10 ARES Ares Management Corporation Arougheti Michael J Director, Officer SELL $48.41 122,577 $5,934,185 630,235
2020-12-11 00:02 2020-12-09 FHI FEDERATED HERMES, INC. Ceresino Gordon J Officer SELL $29.60 25,000 $740,093 79,375
2020-12-10 03:20 2020-12-07 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $201.16 30,306 $6,096,452 19,383,278
2020-12-10 03:49 2020-12-09 ARES Ares Management Corporation Arougheti Michael J Director, Officer SELL $48.29 87,387 $4,219,918 752,812
2020-12-10 03:57 2020-12-07 ARES Ares Management Corporation KAPLAN DAVID B Director, Officer SELL $47.05 9,899 $465,748 0
2020-12-08 00:32 2020-12-03 AMP Ameriprise Financial, Inc. Hutt John R. Officer SELL $196.12 302 $59,229 1,978
2020-12-08 00:31 2020-12-03 AMP Ameriprise Financial, Inc. Sweeney Joseph Edward Officer OPT+S $195.30 6,974 $1,362,017 18,008
2020-12-07 22:59 2020-12-03 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $201.87 10,680 $2,155,925 19,475,084
2020-12-04 19:55 2020-12-02 MORN Morningstar, Inc. Lyons William M Director OPT+S $202.33 1,158 $234,298 17,036
2020-12-05 02:47 2020-12-03 ARES Ares Management Corporation KAPLAN DAVID B Director, Officer SELL $46.63 160,971 $7,505,724 9,899
2020-12-04 01:04 2020-12-01 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $202.34 18,726 $3,788,957 19,485,764
2020-12-03 00:47 2020-11-30 AMP Ameriprise Financial, Inc. Berman Walter Stanley Officer OPT+S $186.69 6,633 $1,238,316 17,760
2020-12-03 00:46 2020-11-30 AMP Ameriprise Financial, Inc. TRUSCOTT WILLIAM F Officer SELL $188.00 21,005 $3,948,940 27,652
2020-12-03 05:29 2020-12-01 ARES Ares Management Corporation KAPLAN DAVID B Director, Officer SELL $45.58 200,099 $9,120,733 170,870
2020-12-01 23:16 2020-11-25 AMP Ameriprise Financial, Inc. THISSEN KAREN WILSON Officer SELL $189.66 1,132 $214,689 13,032
2020-12-01 22:18 2020-11-27 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $199.17 22,324 $4,446,278 19,504,490
2020-11-30 21:56 2020-11-27 BEN FRANKLIN RESOURCES INC Byerwalter Mariann H Director SELL $22.16 1,827 $40,486 7,361
2020-12-01 05:07 2020-11-25 ARES Ares Management Corporation KAPLAN DAVID B Director, Officer SELL $45.14 42,027 $1,897,174 370,969
2020-11-27 22:06 2020-11-24 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $198.43 20,707 $4,108,942 19,526,814
2020-11-25 01:29 2020-11-24 CG Carlyle Group Inc. Rubenstein David M. Director, Officer, 10% owner SELL $27.30 2,000,000 $54,600,000 42,999,644
2020-11-25 03:42 2020-11-20 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $201.65 15,234 $3,071,996 19,547,521
2020-11-25 02:03 2020-11-23 ARES Ares Management Corporation KAPLAN DAVID B Director, Officer SELL $45.10 7,106 $320,451 412,996
2020-11-20 21:30 2020-11-18 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $199.68 9,453 $1,887,557 19,562,755
2020-11-20 14:02 2020-11-19 RILY BRC Group Holdings, Inc. RILEY BRYANT R Director, Officer, 10% owner BUY $32.53 15,000 $487,985 4,749,165
2020-11-21 05:11 2020-11-19 ARES Ares Management Corporation Rosenthal Bennett Director, Officer SELL $44.88 19,583 $878,885 400,000
2020-11-21 05:10 2020-11-19 ARES Ares Management Corporation KAPLAN DAVID B Director, Officer SELL $45.03 15,934 $717,471 420,102
2020-11-20 00:42 2020-11-18 FHI FEDERATED HERMES, INC. FISHER JOHN B Director, Officer SELL $28.33 8,136 $230,477 532,394
2020-11-20 00:39 2020-11-18 FHI FEDERATED HERMES, INC. Van Meter Stephen Officer SELL $28.37 331 $9,390 32,608
2020-11-20 00:38 2020-11-18 FHI FEDERATED HERMES, INC. Uhlman Paul A Officer SELL $28.39 4,198 $119,192 298,324
SHOW ENTRIES

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.