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8/10/26 17:30
8/10/26
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceRafferty Emily KNYDS-184167.360-1-1010D
8/10/26 16:23
8/6/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceMcGraw Deirdre DaveyMNOEVP MktgM.d661220.46032984D
8/10/26 16:23
8/6/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceMcGraw Deirdre DaveyMNOEVP MktgS.d-1,340558.280-2-374D
8/10/26 16:06
8/7/26
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNHHSee "ExpP.m17817.780103296D
8/7/26 19:12
8/6/26
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-1,898199.330-10014,435D
8/7/26 18:39
8/5/26
VCTRVictory Capital Holdings, Inc.DEFinancInvAdvInvestment AdviceDhillon Mannik S.TXOP InvestM.d00.000166308D
8/7/26 18:34
8/5/26
VCTRVictory Capital Holdings, Inc.DEFinancInvAdvInvestment AdviceSipp Thomas MichaelTXOEVPM.d00.0004151121D
8/7/26 18:29
8/5/26
VCTRVictory Capital Holdings, Inc.DEFinancInvAdvInvestment AdviceGupta NinaTXOGCM.d00.000198245D
8/7/26 18:20
8/5/26
VCTRVictory Capital Holdings, Inc.DEFinancInvAdvInvestment AdvicePolicarpo Michael DennisTXOP,CFO,CAM.d00.0007461,235D
8/7/26 18:16
8/5/26
VCTRVictory Capital Holdings, Inc.DEFinancInvAdvInvestment AdviceBrown David CraigTXOCB,CEOM.d00.00014872,353D
8/6/26 17:34
8/4/26
ABAlliancebernstein Holding L.P.DEFinancInvAdvInvestment AdviceStonehill Charles G.T.TNDS-18637.170-5-1725D
8/6/26 17:00
8/4/26
MCMoelis & CoDEFinancInvAdvInvestment AdviceWatanabe Osamu R.NYOGC,SecreS-33669.300-5-970D
8/6/26 16:30
8/4/26
BAERBridger Aerospace Group Holdings, Inc.DEFinancInvAdvInvestment AdviceBlackstone Holdings II L.P.NYTS-3,2301.700-1,900-9758I
8/6/26 16:09
8/5/26
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNHHSee "ExpP.m13017.72073286D
8/5/26 17:35
8/3/26
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-4,349199.980-22014,444D
8/5/26 17:22
8/3/26
ABXAbacus Global Management, Inc.DEFinancInvAdvInvestment AdviceMcNealy SeanFLTS-39510.310-38012,697D
8/5/26 17:22
8/3/26
ABXAbacus Global Management, Inc.DEFinancInvAdvInvestment AdviceKirby Kevin ScottFLTS-39510.310-38012,697D
8/5/26 17:21
8/3/26
ABXAbacus Global Management, Inc.DEFinancInvAdvInvestment AdviceGanovsky MatthewFLTS-39510.310-3808,755D
8/5/26 17:15
8/3/26
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceAlley J LindseyCAOCFOP501124.5204New4D
8/5/26 16:15
8/4/26
BXBlackstone Inc.DEFinancInvAdvInvestment AdviceSawhney VikrantNYOChief AdS-4,066135.550-30-3887D
8/5/26 16:07
8/3/26
AAMIAcadian Asset Management Inc.DEFinancInvAdvInvestment AdviceWiater ChristinaMAOPAOS.m-2,23587.260-26-1000D
8/5/26 16:05
8/4/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceNusseibeh Saker AnwarPAOCEO,FedeS-45264.240-7-5144D
8/4/26 17:11
8/3/26
VRTSVirtus Investment Partners, Inc.DEFinancInvAdvInvestment AdviceAngerthal Michael ACTOEVP,CFO,S-2,506167.340-15-1963D
8/4/26 16:35
7/31/26
JMKEJersey Mike'S Subs Inc.DEFinancInvAdvInvestment AdviceBlackstone Holdings II L.P.NYTS.d-648,85021.850-29,696-11242,981I
8/3/26 18:15
8/3/26
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceLyons William MILDS-199199.000-1-713D
8/3/26 16:11
7/31/26
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNHHSee "ExpP8617.18052279D
7/31/26 17:00
7/31/26
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceSkaugen Grace RekstenNYDS-215167.670-1-721D
7/30/26 17:25
7/28/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceCracchiolo James MMNDOCB,CEOM.d8,755165.4105394109D
7/30/26 17:25
7/28/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceCracchiolo James MMNDOCB,CEOS.d-9,829545.430-18-14109D
7/30/26 17:17
7/28/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceBerman Walter StanleyMNOEVP,CFOM.d6,396187.490346D
7/30/26 17:17
7/28/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceBerman Walter StanleyMNOEVP,CFOS.d-6,045548.950-11-656D
7/29/26 16:41
7/27/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceWilliams William JerrylMNOP,WealthM.dm2,272155.810157D
7/29/26 16:41
7/27/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceWilliams William JerrylMNOP,WealthS.dm-8,668538.240-16-707D
7/29/26 16:17
7/28/26
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNHHSee "ExpP.m11916.99073274D
7/27/26 16:14
7/24/26
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNHHSee "ExpP.m15916.93094267D
7/23/26 16:15
7/22/26
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNHHSee "ExpP.m14417.16083257D
7/21/26 16:03
7/20/26
CNSCohen & Steers, Inc.DEFinancInvAdvInvestment AdviceDulik ElenaNYOChief AcS-9183.160-1-522D
7/20/26 16:20
7/17/26
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNHHSee "ExpP.m15317.02094249D
7/17/26 17:57
7/15/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceLovisotto FernandoOHead of S.m-810.010-10993I
7/17/26 16:01
7/15/26
GMCGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceCantor Fitzgerald, L. P.NYTS.m-7,59613.630-557-95,894I
7/16/26 16:02
7/15/26
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNHHSee "ExpP7616.99052240D
7/14/26 15:57
7/13/26
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNHHSee "ExpP7717.04052236D
7/13/26 19:47
7/9/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceBrockman Dawn M.MNOSVP,CONTM.d00.000021D
7/13/26 19:46
7/9/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceHunter Petruzillo Kelli A.MNOEVP of HM.d00.000054D
7/13/26 19:45
7/9/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceWilliams William JerrylMNOP,WealthM.d00.0000017D
7/13/26 19:44
7/9/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceTruscott William FMNOCEO,GlobM.d00.0000217D
7/13/26 17:18
7/10/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceLovisotto FernandoOHead of S-1010.050-10994I
7/8/26 16:39
7/6/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceLovisotto FernandoOHead of S.m-1210.010-10995I
7/7/26 19:32
4/7/26
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceByrne Susan MTXHDirectorS.m-16519.480-8-4230D
7/7/26 10:35
7/2/26
IVZInvesco Ltd.D0FinancInvAdvInvestment AdviceLo Andrew Tak ShingGAOSenior MM.d00.00011714956D
7/1/26 19:26
6/26/26
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceByrne Susan MTXHDirectorS.am-24819.740-13-5239D
7/1/26 19:07
6/17/26
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceByrne Susan MTXHDirectorS.am-5418.300-3-1256D
6/30/26 18:24
6/26/26
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceByrne Susan MTXHDirectorS.m-24719.730-12-5239D
6/30/26 06:53
6/29/26
NOAHNoah Holdings LtdFinancInvAdvInvestment AdviceWang Jingbo (Norah)DTM.d00.0001068,737I
6/30/26 06:46
6/29/26
NOAHNoah Holdings LtdFinancInvAdvInvestment AdvicePan QingOCFOM.d00.00010929D
6/30/26 06:23
6/29/26
NOAHNoah Holdings LtdFinancInvAdvInvestment AdviceYin ZheDOCEOM.d00.0001017,205I
6/29/26 16:12
6/26/26
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNHHSee "ExpP.m517.03000231D
6/26/26 18:48
6/26/26
KYMRKymera Therapeutics, Inc.DEFinancInvAdvInvestment AdviceBvf Partners L P/IlCADHSee RemaS.d-173,665106.500-1,631-84319M
6/26/26 17:30
6/24/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFOS.m-919.590-10-1651I
6/25/26 16:49
6/23/26
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceByrne Susan MTXHDirectorS.m-7918.380-4-2252D
6/25/26 16:49
6/25/26
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNHHSee "ExpP1816.97010231D
6/24/26 16:17
6/22/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFOS.m-689.750-7-1660I
6/24/26 16:05
6/23/26
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNHHSee "ExpP.m3616.79021230D
6/23/26 18:21
6/18/26
PLBYPlayboy, Inc.DEFinancInvAdvInvestment AdviceFig Buyer Gp, LLCNYTS-2,0001.050-1,905-91177I
6/23/26 16:44
6/23/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceVan Meter StephenPAOVP,ChiefS-10059.640-2-531D
6/23/26 08:50
6/22/26
MLCIMount Logan Capital Inc.DEFinancInvAdvInvestment AdviceGoldthorpe Edward J.NYDOCEOP222.77083297D
6/22/26 19:20
6/17/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceLovisotto FernandoOHead of S-12210.330-12-1996I
6/22/26 19:19
6/17/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFOS.m-1419.880-14-2667I
6/22/26 19:18
6/17/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceZaremba Bruno Augusto SacchiOP FinancS-3710.540-301,069I
6/22/26 17:14
6/17/26
AAMIAcadian Asset Management Inc.DEFinancInvAdvInvestment AdvicePaulson & Co. Inc.NJTS-146,77577.250-1,900-255,843I
6/22/26 16:54
6/17/26
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceByrne Susan MTXHDirectorS.m-5318.300-3-1256D
6/18/26 20:35
6/16/26
BMBLBumble Inc.DEFinancInvAdvInvestment AdviceBx Buzz Ml-1 Gp LLCNYTS-28,2283.780-7,478-10019I
6/18/26 16:13
6/16/26
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceKeaney Timothy FNYDM.d00.0004730208D
6/18/26 16:13
6/16/26
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceBouzarif AliNYDM.d00.000314833D
6/18/26 16:13
6/16/26
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceCorio NormaNYDM.d00.000317671D
6/18/26 16:13
6/16/26
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceCetin NazimNYDM.d00.0003113554D
6/18/26 16:13
6/16/26
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceWimmer AndreasNYDM.d00.0003113554D
6/18/26 16:13
6/16/26
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceBrophy Warson TraceyNYDM.d00.000315785D
6/18/26 16:13
6/16/26
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceFurlong Mark FNYDM.d00.000314796D
6/17/26 17:30
6/16/26
VRTSVirtus Investment Partners, Inc.DEFinancInvAdvInvestment AdviceMandinach Barry M.CTOEVP,HeadS-724144.760-5-3211D
6/17/26 16:27
6/15/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFOS.m-14710.000-15-2681I
6/17/26 16:25
6/16/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceLovisotto FernandoOHead of S-4410.040-401,008I
6/17/26 16:05
6/16/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceUhlman Paul APAOVPS-36158.670-6-2297D
6/16/26 20:11
6/16/26
RILYBrc Group Holdings, Inc.DEFinancInvAdvInvestment AdviceRiley Bryant RCADOTCB,Co-CES-1,7599.000-195-36,773D
6/16/26 17:31
6/16/26
CNSCohen & Steers, Inc.DEFinancInvAdvInvestment AdviceNoonan DanielNYOEVPS-33777.330-4-1329M
6/16/26 17:03
6/12/26
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceByrne Susan MTXHDirectorS.m-16017.970-9-3259D
6/15/26 17:04
6/12/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFOS-469.710-5-1696I
6/15/26 17:03
6/12/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdvicePalandjian Tracy P.FLDM.d24382.07032018D
6/15/26 16:15
6/11/26
EVREvercore Inc.DEFinancInvAdvInvestment AdviceLalonde Timothy GilbertNYOCFOS-2,679343.060-8-1835D
6/15/26 16:15
6/11/26
HLNEHamilton Lane IncDEFinancInvAdvInvestment AdviceRogers Hartley R.PADOTExec Co-P.d3,00578.4903816,660D
6/15/26 16:14
6/11/26
HLNEHamilton Lane IncDEFinancInvAdvInvestment AdviceKramer Andrea AnigatiPAOTCOOP.d9977.46011223D
6/15/26 16:13
6/11/26
HLNEHamilton Lane IncDEFinancInvAdvInvestment AdviceBerkman David JPADP1,14476.270154350I
6/12/26 18:36
6/10/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFOS.m-689.620-7-1701I
6/12/26 18:11
6/10/26
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceByrne Susan MTXHDirectorS.m-8917.470-5-2268D
6/11/26 18:31
6/11/26
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceMcCabe Michael INYDOHead of P5,02241.85012043,399D
6/10/26 17:02
6/8/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFOS.m-999.680-10-1708I
6/9/26 18:42
6/5/26
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceByrne Susan MTXHDirectorS.m-5417.370-3-1273D
6/9/26 16:05
6/8/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceNusseibeh Saker AnwarPAOCEO,FedeS-51357.340-9-6151D
6/8/26 19:23
6/8/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceHorgen Jay C.FLDOP,CEOM.d5,58774.4907515589D
6/8/26 19:23
6/8/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceHorgen Jay C.FLDOP,CEOS.d-5,920338.270-18-3589D
6/8/26 18:42
6/5/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFOS-309.600-30718I
6/5/26 20:49
6/3/26
PAXPatria Investments LtdE9FinancInvAdvInvestment AdviceNeto Olimpio MatarazzoDP.m1,12911.29010018661I
6/5/26 18:30
6/3/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFOS.m-959.750-10-1721I
6/5/26 17:15
6/5/26
BTSGBrightspring Health Services, Inc.E9FinancInvAdvInvestment AdviceKkr Group Partnership L.P.NYTS-857,49258.450-14,670-3526,830I
6/4/26 10:21
6/2/26
GROWU S Global Investors IncTXFinancInvAdvInvestment AdvicePilecki Derek StevenFLHControl P.m542.5902121,122I
6/4/26 10:18
6/2/26
GROWU S Global Investors IncTXFinancInvAdvInvestment AdviceGator Capital Management, LLCFLTP.m542.5902121,122I
6/3/26 19:56
6/1/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFOS.m-2610.100-30731I
6/3/26 19:52
6/1/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceLovisotto FernandoOHead of S.m-7210.100-7-11,012I
6/3/26 19:09
6/1/26
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceFernandez Jose ANYDOCo-COOS.m-9,61247.510-202-44,639I
6/3/26 17:17
6/1/26
PAXPatria Investments LtdE9FinancInvAdvInvestment AdviceNeto Olimpio MatarazzoDP.m35011.670306561I
6/3/26 17:00
6/1/26
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceCostos JamesNYDM.d00.00021713D
6/3/26 17:00
6/1/26
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceWhitney Kenneth CNYDM.d00.00011212D
6/3/26 17:00
6/1/26
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceSkaugen Grace RekstenNYDM.d00.00012572D
6/3/26 17:00
6/1/26
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceRyan Thomas MNYDM.d00.0003742D
6/3/26 17:00
6/1/26
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceRafferty Emily KNYDM.d00.00021711D
6/3/26 16:59
6/1/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceFranqui AnnetteFLDP229304.8801622D
6/2/26 17:57
5/31/26
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceSullivan Kathleen PatriciaILOPrincipaM.d00.000346685D
6/2/26 17:56
5/31/26
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdvicePollock FrederickILOChief InM.d00.000253776D
6/2/26 17:56
5/31/26
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceLevin Jonathan ReisinILDOPM.d00.0009918641D
6/2/26 17:56
5/31/26
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceBentley Pamela LILOCFOM.d00.0004523064D
6/2/26 16:49
5/29/26
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceByrne Susan MTXHDirectorS.m-4616.220-3-1276D
6/2/26 16:38
5/1/26
GROWU S Global Investors IncTXFinancInvAdvInvestment AdviceGator Capital Management, LLCFLTP.m982.5703841,101I
6/2/26 16:37
5/1/26
GROWU S Global Investors IncTXFinancInvAdvInvestment AdvicePilecki Derek StevenFLHControl P.m982.5703841,101I
6/1/26 18:28
5/28/26
PAXPatria Investments LtdE9FinancInvAdvInvestment AdviceNeto Olimpio MatarazzoDP.m34411.480306531I
6/1/26 16:22
5/29/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceLovisotto FernandoOHead of S-4210.080-401,019I
6/1/26 16:21
5/29/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFOS-1510.080-20734I
6/1/26 16:15
5/28/26
MDLNMedline Inc.DEFinancInvAdvInvestment AdviceBcp 8 Holdings Mozart Manager L.L.C.NYTS-1,217,35036.540-33,318-941,990I
5/29/26 17:15
5/27/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFOS.m-2110.070-20735I
5/29/26 17:13
5/27/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceLovisotto FernandoOHead of S.m-5810.070-6-11,023I
5/29/26 08:24
5/29/26
NOAHNoah Holdings LtdFinancInvAdvInvestment AdviceYin ZheDOCEOM.d00.0001017,205I
5/29/26 08:23
5/29/26
NOAHNoah Holdings LtdFinancInvAdvInvestment AdviceWang Jingbo (Norah)DTM.d00.0001068,736I
5/29/26 08:20
5/29/26
NOAHNoah Holdings LtdFinancInvAdvInvestment AdvicePan QingOCFOM.d00.00010927D
5/28/26 20:01
5/26/26
PAXPatria Investments LtdE9FinancInvAdvInvestment AdviceNeto Olimpio MatarazzoDP.m34211.400306501I
5/28/26 16:54
5/26/26
HLNEHamilton Lane IncDEFinancInvAdvInvestment AdviceRogers Hartley R.PADOTExec Co-P.dm9,99290.08011126,622M
5/28/26 16:49
5/27/26
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceZito John P.NYOCo-P (seS-6,356130.660-49-23,064D
5/28/26 16:32
5/26/26
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceByrne Susan MTXHDirectorS.m-7716.270-5-2279D
5/27/26 19:16
5/26/26
MLCIMount Logan Capital Inc.DEFinancInvAdvInvestment AdviceMangum JordanNYOCOOP73.43022710D
5/27/26 18:41
5/22/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceLovisotto FernandoOHead of S-5810.060-6-11,029I
5/27/26 18:39
5/22/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFOS.m-7610.000-8-1737I
5/27/26 16:40
5/27/26
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceLyons William MILDS-125179.000-1-514D
5/27/26 16:05
5/26/26
CNSCohen & Steers, Inc.DEFinancInvAdvInvestment AdviceCheigh JonNYOP,CIOS-75371.750-11-6161I
5/26/26 16:52
5/21/26
OAK.PBrookfield Oaktree Holdings, LLCDEFinancInvAdvInvestment AdviceGilbert Steven JCADP2820.7701721D
5/26/26 16:05
5/26/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceUhlman Paul APAOVPS-5655.310-10303D
5/26/26 16:05
5/26/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceGermain Peter JPAOEVP,CLO,S-2355.31000212D
5/22/26 21:05
5/15/26
PAXPatria Investments LtdE9FinancInvAdvInvestment AdviceNeto Olimpio MatarazzoDP.m50311.1804511471I
5/22/26 18:15
5/20/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFOS.m-3010.280-30745I
5/22/26 18:14
5/20/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceLovisotto FernandoOHead of S.m-8310.280-8-11,035I
5/22/26 17:18
5/21/26
VALUValue Line IncNYFinancInvAdvInvestment AdviceBrecher Howard ANYDOCB,CEOP733.8900132D
5/22/26 16:52
5/21/26
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-1,652173.530-10014,471D
5/22/26 16:43
5/20/26
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceByrne Susan MTXHDirectorS.m-1816.020-10283D
5/21/26 17:43
5/21/26
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceBeiser Scott LCADOTCO-CBS.d-941150.260-6-1000D
5/21/26 11:04
5/20/26
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceHerndon MarkNYOCFOP327.8500500D
5/21/26 09:57
5/20/26
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceRosenthal Brent DNYDP1927.8501402D
5/20/26 18:36
5/18/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFOS.m-3310.340-30748I
5/20/26 18:35
5/18/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceLovisotto FernandoOHead of S.m-9010.110-9-11,043I
5/20/26 17:06
5/18/26
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-3,719175.170-21014,481D
5/19/26 19:40
5/15/26
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceKapoor KunalILDOCEOM.d00.00021304D
5/19/26 19:39
5/15/26
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceHolt MichaelILOCFOM.d00.0000125D
5/19/26 19:39
5/15/26
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceHolt MichaelILOCFOS.d-45166.0500-125D
5/19/26 16:30
5/15/26
BXDCBlackstone Digital Infrastructure Trust Inc.DEFinancInvAdvInvestment AdviceBlackstone Treasury Holdings III L.L.C.NYTP189,73620.0009,4879,112I
5/18/26 19:17
5/15/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceLovisotto FernandoOHead of S-7610.310-7-11,052I
5/18/26 19:16
5/15/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFOS-2710.310-30751I
5/18/26 16:51
5/14/26
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceByrne Susan MTXHDirectorS.m-1816.050-10285D
5/18/26 16:49
5/15/26
AFLAflac IncDEFinancInvAdvInvestment AdviceKenny Thomas JGADS-203116.570-2-1213D
5/18/26 16:17
5/14/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceSmyth Gerard P.MNOEVP,Hd. M.d367165.4102576D
5/18/26 16:17
5/14/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceSmyth Gerard P.MNOEVP,Hd. S.d-2,956472.520-6-516D
5/18/26 16:09
5/14/26
AAMIAcadian Asset Management Inc.DEFinancInvAdvInvestment AdvicePaulson JohnMADTM.d00.00062430D
5/18/26 16:06
5/14/26
AAMIAcadian Asset Management Inc.DEFinancInvAdvInvestment AdviceChersi Robert JMADM.d00.0003941D
5/18/26 16:04
5/14/26
AAMIAcadian Asset Management Inc.DEFinancInvAdvInvestment AdviceTrebbi BarbaraMADM.d00.0003939D
5/15/26 18:45
5/13/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceLovisotto FernandoOHead of S.m-21610.530-21-21,059I
5/15/26 18:44
5/13/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceZaremba Bruno Augusto SacchiOP FinancS.m-24710.620-23-21,072I
5/15/26 18:43
5/13/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFOS.m-7910.530-7-1753I
5/15/26 17:41
5/14/26
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-2,446168.660-15014,502D
5/15/26 16:24
5/15/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceGermain Peter JPAOEVP,CLO,S-27154.300-5-2212D
5/15/26 16:10
5/13/26
RILYBrc Group Holdings, Inc.DEFinancInvAdvInvestment AdviceForman Alan NCAOEVP,GC,SS.m-8578.570-100-7338D
5/15/26 16:10
5/14/26
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceKelly MartinNYOCFOS-943134.650-7-2426D
5/14/26 19:36
5/12/26
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceFrank Joshua D.FLDTS-320,61351.600-6,213-1925,654I
5/14/26 19:35
5/12/26
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceBaldwin Brian MNYDTS-320,61351.600-6,213-1925,654I
5/14/26 13:31
5/13/26
TROWPrice T Rowe Group IncMDFinancInvAdvInvestment AdviceJackson Stephon A.MDOVPS-308102.560-3-384D
5/13/26 21:41
5/8/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceZaremba Bruno Augusto SacchiOP FinancM.d00.000711,095M
5/13/26 21:41
5/11/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceZaremba Bruno Augusto SacchiOP FinancS.dm-14710.670-14-11,095M
5/13/26 21:35
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VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceLovisotto FernandoOHead of M.d00.000711,080M
5/13/26 21:35
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VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceLovisotto FernandoOHead of S.dm-10410.620-10-11,080M
5/13/26 21:32
5/8/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFOM.d00.00041761M
5/13/26 21:32
5/11/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFOS.dm-3710.620-40761M
5/13/26 16:53
5/11/26
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceByrne Susan MTXHDirectorS.m-3516.310-2-1286D
5/13/26 16:38
5/11/26
BXBlackstone Inc.DEFinancInvAdvInvestment AdvicePorat RuthNYDP54122.9900151M
5/12/26 20:28
2/12/26
APCArko Petroleum Corp.DEFinancInvAdvInvestment AdviceBlackstone Holdings I L.P.NYTP1,76617.660100400125I
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3/3/26
APCArko Petroleum Corp.DEFinancInvAdvInvestment AdviceBlackstone Holdings I L.P.NYTS-47519.000-25-17125I
5/12/26 17:20
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MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-3,269176.700-19014,516D
5/12/26 16:52
5/8/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceSharpe Robert Francis JrMNDS-559465.830-1-912I
5/12/26 16:50
5/11/26
HNNAHennessy Advisors IncFinancInvAdvInvestment AdviceFahy KathrynCAOSVP,CFOS-10010.000-10-1461D
5/11/26 18:38
5/8/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceZaremba Bruno Augusto SacchiOP FinancS-3610.870-301,103I
5/11/26 18:36
5/8/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFOS-810.860-10760I
5/11/26 18:32
5/8/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceLovisotto FernandoOHead of S-2310.860-201,083I
5/8/26 19:39
5/6/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceZaremba Bruno Augusto SacchiOP FinancS.m-11610.910-11-11,106I
5/8/26 19:34
5/6/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFOS.m-2810.900-30761I
5/8/26 19:31
5/6/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceLovisotto FernandoOHead of S.m-7810.900-7-11,085I
5/8/26 17:17
5/8/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceMatos Rodriguez Felix V.FLDS-300300.180-1-194D
5/8/26 17:15
5/6/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceRyan David ChristopherFLDS-1,038305.060-3-761D

DDerivative transaction in filing (usually option exercise)
MMultiple transactions in filing; earliest reported transaction date and weighted average transaction price
AAmended filing
EError detected in filing
S - SaleSale of securities on an exchange or to another person
S - Sale+OESale of securities on an exchange or to another person (after option exercise)
F - TaxPayment of exercise price or tax liability using portion of securities received from the company
P - PurchasePurchase of securities on an exchange or from another person
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