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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
2020-08-04 23:26 2020-07-31 APO Apollo Global Management Inc. Kelly Martin Officer SELL $48.96 10,000 $489,592 329,577
2020-08-04 23:05 2020-08-04 VALU VALUE LINE INC BRECHER HOWARD A Director, Officer BUY $25.26 200 $5,052 1,600
2020-08-04 23:07 2020-08-04 FHI FEDERATED HERMES, INC. Van Meter Stephen Officer SELL $26.05 423 $11,018 28,939
2020-08-03 21:00 2020-07-31 TROW PRICE T ROWE GROUP INC Alderson Christopher D Officer SELL $134.33 100,000 $13,432,720 326,124
2020-07-31 21:51 2020-07-30 ERESU Abacus Global Management, Inc. Sobol Allen F. Director BUY $10.05 5,000 $50,250 5,000
2020-07-31 18:22 2020-07-31 ERESU Abacus Global Management, Inc. Wingard Benjamin M. Officer BUY $10.02 2,000 $20,040 4,000
2020-08-01 01:08 2020-07-30 ARES Ares Management Corporation deVeer R. Kipp Director, Officer SELL $40.06 10,366 $415,236 889,288
2020-07-31 01:16 2020-07-30 ERESU Abacus Global Management, Inc. Hagerman Gary L. Jr. Director, Officer BUY $10.08 1,000 $10,080 1,000
2020-07-31 01:05 2020-07-29 ERESU Abacus Global Management, Inc. Sieminski John P. Officer BUY $10.10 2,500 $25,250 2,500
2020-07-29 22:43 2020-07-29 VALU VALUE LINE INC ANASTASIO STEPHEN Director, Officer BUY $24.51 200 $4,902 1,200
2020-07-30 03:55 2020-07-27 ARES Ares Management Corporation deVeer R. Kipp Director, Officer SELL $40.21 40,012 $1,608,967 899,654
2020-07-29 00:13 2020-07-24 ERESU Abacus Global Management, Inc. Wingard Benjamin M. Officer BUY $10.03 2,000 $20,060 2,000
2020-07-25 02:04 2020-07-23 ARES Ares Management Corporation deVeer R. Kipp Director, Officer SELL $39.06 102,384 $3,998,607 939,666
2020-07-23 02:59 2020-07-20 ARES Ares Management Corporation deVeer R. Kipp Director, Officer SELL $41.10 60,888 $2,502,503 1,042,050
2020-07-18 02:32 2020-07-16 ARES Ares Management Corporation deVeer R. Kipp Director, Officer SELL $40.23 368 $14,805 1,102,938
2020-07-16 03:04 2020-07-13 ARES Ares Management Corporation deVeer R. Kipp Director, Officer SELL $40.28 35,854 $1,444,167 1,103,306
2020-07-07 00:01 2020-07-01 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $145.14 5,218 $757,350 20,102,430
2020-07-07 04:14 2020-07-02 ARES Ares Management Corporation deVeer R. Kipp Director, Officer SELL $40.02 100 $4,002 1,139,160
2020-07-01 22:54 2020-06-29 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $141.17 21,481 $3,032,391 20,107,648
2020-07-02 04:36 2020-06-30 HLI HOULIHAN LOKEY, INC. GOLD IRWIN Director, Officer, 10% owner SELL $55.06 10,000 $550,600 0
2020-06-30 03:06 2020-06-25 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $143.56 31,472 $4,518,237 20,129,129
2020-06-30 02:08 2020-06-25 ARES Ares Management Corporation RESSLER ANTONY P Director, Officer, 10% owner SELL $38.46 78,682 $3,026,110 0
2020-06-27 00:46 2020-06-24 BSIG Acadian Asset Management Inc. Paulson John Director, 10% owner SELL $9.79 647,263 $6,336,705 20,000,552
2020-06-27 00:46 2020-06-24 BSIG Acadian Asset Management Inc. Paulson John Director, 10% owner BUY $9.79 647,263 $6,336,705 20,647,815
2020-06-27 01:01 2020-06-24 BSIG Acadian Asset Management Inc. PAULSON & CO. INC. 10% owner SELL $9.79 647,263 $6,336,705 20,000,552
2020-06-27 01:01 2020-06-24 BSIG Acadian Asset Management Inc. PAULSON & CO. INC. 10% owner BUY $9.79 647,263 $6,336,705 20,647,815
2020-06-24 23:59 2020-06-22 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $150.17 5,945 $892,786 20,160,601
2020-06-25 03:27 2020-06-22 ARES Ares Management Corporation deVeer R. Kipp Director, Officer SELL $40.06 84,643 $3,390,468 1,139,260
2020-06-25 03:30 2020-06-22 ARES Ares Management Corporation RESSLER ANTONY P Director, Officer, 10% owner SELL $39.28 649,931 $25,531,629 78,682
2020-06-23 01:15 2020-06-18 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $150.58 20,407 $3,072,898 20,166,546
2020-06-22 23:27 2020-06-19 CNS COHEN & STEERS, INC. POLI FRANCIS C Officer SELL $71.90 1,728 $124,243 63,791
2020-06-20 01:48 2020-06-18 ARES Ares Management Corporation RESSLER ANTONY P Director, Officer, 10% owner SELL $39.05 215,765 $8,426,033 728,613
2020-06-19 01:46 2020-06-17 HLI HOULIHAN LOKEY, INC. BEISER SCOTT L Director, Officer, 10% owner SELL $60.19 10,000 $601,900 0
2020-06-19 00:24 2020-06-16 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $150.28 22,354 $3,359,290 20,186,953
2020-06-17 23:23 2020-06-16 CNS COHEN & STEERS, INC. Stadler Matthew S. Officer SELL $72.03 18,219 $1,312,315 127,315
2020-06-18 03:08 2020-06-15 ARES Ares Management Corporation RESSLER ANTONY P Director, Officer, 10% owner SELL $38.58 395,121 $15,242,701 944,378
2020-06-16 22:24 2020-06-12 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $145.15 20,710 $3,006,052 20,209,307
2020-06-15 23:27 2020-06-11 VCTR Victory Capital Holdings, Inc. HAWKES JAMES B Director BUY $15.76 17,404 $274,287 277,467
2020-06-13 00:41 2020-06-12 ARES Ares Management Corporation RESSLER ANTONY P Director, Officer, 10% owner SELL $38.23 48,561 $1,856,487 1,339,499
2020-06-12 00:12 2020-06-10 DHIL DIAMOND HILL INVESTMENT GROUP INC Fortener Randolph J. Director SELL $120.73 1,000 $120,730 8,600
2020-06-12 04:25 2020-06-09 ARES Ares Management Corporation deVeer R. Kipp Director, Officer SELL $40.00 600 $24,000 873,714
2020-06-12 04:24 2020-06-09 ARES Ares Management Corporation RESSLER ANTONY P Director, Officer, 10% owner SELL $39.02 357,490 $13,947,901 1,388,060
2020-06-11 15:29 2020-06-10 AMG Affiliated Managers Group Inc. Churchill Dwight D. Director BUY $77.94 1,000 $77,940 10,069
2020-06-10 21:25 2020-06-08 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $152.44 22,683 $3,457,792 20,230,153
2020-06-10 18:49 2020-06-09 RILY BRC Group Holdings, Inc. RILEY BRYANT R Director, Officer, 10% owner BUY $22.85 20,000 $457,040 4,610,659
2020-06-09 23:49 2020-06-05 HLNE Hamilton Lane INC Oakville Number 2 Trust 10% owner SELL $70.09 65,000 $4,555,850 785,015
2020-06-09 23:24 2020-06-05 AB AllianceBernstein Holding L.P. Gingrich James A Officer SELL $27.37 2,344 $64,155 67,090
2020-06-08 20:57 2020-06-04 MORN Morningstar, Inc. Mansueto Joseph D Director, Officer, 10% owner SELL $150.32 11,376 $1,710,018 20,252,836
2020-06-09 03:43 2020-06-05 ARES Ares Management Corporation deVeer R. Kipp Director, Officer SELL $40.14 78,435 $3,148,428 874,314
2020-06-09 03:43 2020-06-04 ARES Ares Management Corporation RESSLER ANTONY P Director, Officer, 10% owner SELL $39.59 426,078 $16,869,323 1,745,550
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.