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5/21/24 17:02
5/17/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-2,854299.780-10015,591D
5/21/24 16:40
5/17/24
VRTSVirtus Investment Partners, Inc.DEFinancInvAdvInvestment AdviceMandinach Barry M.CTOEVP,HeadS.m-1,863234.000-8-3912D
5/20/24 20:22
5/16/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceTiedemann MichaelNYDOCEOP.m4614.61010023532D
5/20/24 20:05
5/16/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMoran Kevin P.NYOSee RemaS-474.700-10-6165D
5/20/24 16:16
5/16/24
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceSharpe Robert Francis JrMNDS-657438.070-2-817I
5/20/24 16:16
5/16/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMaliagros SpirosNYDOP,Asset S-634.620-14-3499D
5/17/24 20:24
5/15/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-3,269300.830-11015,600D
5/17/24 20:22
5/17/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceDubinsky JasonILOCFOM.d00.0001350D
5/17/24 20:22
5/17/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceKapoor KunalILDOCEOM.d00.00062265D
5/17/24 20:19
5/17/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceDunn Daniel JosephILOChief ReM.d00.0001229D
5/17/24 19:29
5/15/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceArougheti Michael JCADOCo-FoundS.dm-37,007148.030-250-151,375I
5/17/24 11:21
5/15/24
DHILDiamond Hill Investment Group IncOHFinancInvAdvInvestment AdviceLaird James F JrOHDS-396158.400-3-828D
5/16/24 21:34
5/14/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceKeaney Timothy FNYDOP,Asset P.m3844.5608464297D
5/16/24 17:03
5/14/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMoran Kevin P.NYOSee RemaS-34.700-10175D
5/15/24 17:30
5/13/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-1,852296.850-6015,611D
5/15/24 17:25
5/13/24
APPApplovin CorpE9FinancInvAdvInvestment AdviceKkr Group Partnership L.P.NYTS.d-1,458,80083.360-17,500-99137I
5/15/24 16:12
5/13/24
DHILDiamond Hill Investment Group IncOHFinancInvAdvInvestment AdviceLine Thomas EdwardOHOCFOS.m-550157.010-4-2014D
5/14/24 19:06
5/13/24
MCMoelis & CoDEFinancInvAdvInvestment AdviceMahmoodzadegan NavidNYOCo-P,MDS-2,47054.920-45-1000D
5/13/24 17:13
5/9/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-3,433298.160-12015,617D
5/13/24 17:12
5/10/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceKaplan Steven NILDS-373298.130-1-343D
5/13/24 17:04
5/9/24
ELDNEledon Pharmaceuticals, Inc.DEFinancInvAdvInvestment AdviceBvf Partners L P/ilCATP.d00.0001,928220D
5/10/24 19:04
5/9/24
MCMoelis & CoDEFinancInvAdvInvestment AdviceMoelis KennethNYDOCB,CEOS.m-4,16754.040-77-945D
5/10/24 16:19
5/8/24
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceKelly MartinNYOCFOS-3,339111.290-30-8356D
5/9/24 17:24
5/7/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-2,331300.430-8015,629D
5/9/24 16:30
5/8/24
OWLBlue Owl Capital Inc.FinancInvAdvInvestment AdvicePolland Andrew RobertNYOCOOS00.000-124-30289I
5/8/24 17:23
5/6/24
BXBlackstone Inc.DEFinancInvAdvInvestment AdvicePorat RuthNYDP33119.5800143M
5/8/24 16:30
5/6/24
OWLBlue Owl Capital Inc.FinancInvAdvInvestment AdviceLaurino Andrew CharlesNYOSenior MS.d00.000-19,600-921,623I
5/8/24 16:30
5/6/24
OWLBlue Owl Capital Inc.FinancInvAdvInvestment AdviceWard Sean JasonNYOSenior MS.d00.000-19,600-902,078I
5/8/24 16:30
5/6/24
OWLBlue Owl Capital Inc.FinancInvAdvInvestment AdviceRees Michael DouglassNYOCo-PS.d00.000-19,600-882,619I
5/7/24 17:24
2/15/24
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceDolan Kevin BX0DS-10330.990-3-1617D
5/7/24 17:00
5/6/24
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceCornwell Kievdi DonNYDM.d00.0001619D
5/7/24 16:34
5/3/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-4,869296.140-16015,636D
5/3/24 17:01
4/30/24
SAMGSilvercrest Asset Management Group Inc.DEFinancInvAdvInvestment AdviceLong Path Smaller Companies Fund, LPCTTP.a7715.05051941D
5/3/24 16:49
5/1/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-4,801288.420-17015,653D
5/2/24 19:27
4/30/24
SAMGSilvercrest Asset Management Group Inc.DEFinancInvAdvInvestment AdviceLong Path Smaller Companies Fund, LPCTTP7715.05051941D
5/2/24 17:55
4/30/24
SAMGSilvercrest Asset Management Group Inc.DEFinancInvAdvInvestment AdviceHough Richard R IIINYDOCB,CEOM.d88314.5406111609D
4/30/24 16:27
4/30/24
APAMArtisan Partners Asset Management Inc.DEFinancInvAdvInvestment AdviceRamirez Gregory KWIOTEVPS.d00.000-2-370D
4/29/24 18:01
4/25/24
MCMoelis & CoDEFinancInvAdvInvestment AdviceCantor EricNYDOVice CB,M.d00.00010196D
4/26/24 16:58
4/24/24
CBLCbl & Associates Properties IncDEFinancInvAdvInvestment AdviceOaktree Capital Group Holdings Gp, LLCCATS-15521.750-704,005I
4/19/24 18:27
4/17/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRessler Antony PCADOTCo-FoundS-18,881131.510-144-25,985I
4/17/24 20:57
4/15/24
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceSullivan Kathleen PatriciaILOPrincipaM.d00.000113245D
4/17/24 20:57
4/15/24
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceHurse SandraILOCHROM.d00.00095925D
4/17/24 20:56
4/15/24
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceBentley Pamela LILOCFOM.d00.000112553D
4/16/24 21:38
4/15/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRosenthal BennettCADOCo-FoundS-6,486129.720-50-41,105I
4/16/24 21:37
4/15/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRessler Antony PCADOTCo-FoundS.m-33,101130.030-255-46,128I
4/12/24 20:54
4/10/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRessler Antony PCADOTCo-FoundS.m-57,377133.620-429-66,383I
4/9/24 20:06
4/8/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRessler Antony PCADOTCo-FoundS.m-51,833133.970-387-56,812I
4/5/24 20:16
4/3/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceKaplan David BCADOCo-FoundS-5,311132.040-40-31,180I
4/5/24 20:16
4/3/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRessler Antony PCADOTCo-FoundS.m-53,129132.950-400-57,199I
4/5/24 20:15
4/3/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRosenthal BennettCADOCo-FoundS-1,729132.040-13-11,155I
4/4/24 20:04
3/11/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceTiedemann MichaelNYDOCEOM.d00.00015053432D
4/4/24 19:54
3/11/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceConnell BrookeNYOP,US WeaM.d00.0005036191D
4/4/24 19:54
4/2/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceConnell BrookeNYOP,US WeaS.d-765.070-15-7191D
4/4/24 19:50
3/11/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMoran Kevin P.NYOCOOM.d00.000150582176D
4/4/24 19:50
4/3/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMoran Kevin P.NYOCOOS.d-994.930-20-10176D
4/4/24 19:50
4/2/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceFurlong Mark FNYDP1365.43025New25D
4/4/24 19:49
3/11/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceSmith Craig LindsayNYDOSee remaM.d00.0007536D
4/4/24 19:43
3/11/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMaliagros SpirosNYDOP,Asset M.d00.000400354513D
4/4/24 19:43
4/2/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMaliagros SpirosNYDOP,Asset S.dm-525.080-10-2513D
4/4/24 16:15
4/2/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceIlwaddi Cayman HoldingsNYTP.m2035.07040017,933I
4/3/24 18:21
4/1/24
CRGYCrescent Energy CoE9FinancInvAdvInvestment AdviceKkr Group Partnership L.P.NYTS.d-64,44010.740-6,000-1729,707I
4/3/24 17:11
3/22/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceWeingart JackTXDOCFOM.d00.000127111,237D
4/3/24 17:08
3/22/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceVazquez-Ubarri AniluTXDOCOOM.d00.0008526408D
4/3/24 17:03
3/22/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceSisitsky Todd BenjaminTXDOPM.d00.000169191,058D
4/3/24 16:32
3/22/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceBerenson BradfordTXOGCM.d00.0008546270D
4/2/24 20:54
4/1/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRessler Antony PCADOTCo-FoundS.m-11,054130.580-85-17,599I
4/2/24 20:52
4/1/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceKaplan David BCADOCo-FoundS.m-11,070130.570-85-61,220I
4/2/24 20:51
4/1/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRosenthal BennettCADOCo-FoundS.m-11,350130.610-87-71,168I
4/1/24 17:29
3/31/24
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceCornelli FrancescaILDM.d00.00054515D
4/1/24 17:28
3/31/24
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceMasters BlytheILDM.d00.00091958D
3/29/24 16:04
3/27/24
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceAlvero GumerMNOP-INSURAM.d522123.37041118D
3/29/24 16:04
3/27/24
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceAlvero GumerMNOP-INSURAS.d-722437.000-2-178D
3/28/24 20:14
3/27/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRessler Antony PCADOTCo-FoundS.m-11,834132.860-89-17,683I
3/28/24 19:03
3/28/24
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceChurchill Dwight D.FLDM.d78786.65095924D
3/28/24 18:23
3/27/24
PXP10, Inc.DEFinancInvAdvInvestment AdviceJensen Richard J.TXOEVP,HeadP4598.35055New55D
3/28/24 16:50
3/26/24
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceBrockman Dawn M.MNOSVP,CONTM.d59128.7600481D
3/28/24 16:50
3/26/24
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceBrockman Dawn M.MNOSVP,CONTS.d-97434.1300-141D
3/27/24 16:17
3/25/24
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceCornelli FrancescaILDM.d00.00010New10D
3/27/24 15:49
3/25/24
PXP10, Inc.DEFinancInvAdvInvestment AdviceFeinglass MichaelTXHSee RemaS-4038.070-50-20204D
3/27/24 15:46
3/25/24
PXP10, Inc.DEFinancInvAdvInvestment AdviceMcCoy David M.TXHSee RemaP818.120101480D
3/26/24 20:14
3/25/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRessler Antony PCADOTCo-FoundS.m-5,717133.950-43-17,772I
3/26/24 20:09
3/25/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceArougheti Michael JCADOCo-FoundS-601134.010-401,375I
3/22/24 21:23
3/20/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRessler Antony PCADOTCo-FoundS.m-12,396135.740-91-17,815I
3/22/24 21:22
3/20/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRosenthal BennettCADOCo-FoundS.m-3,013133.710-23-21,255I
3/22/24 21:21
3/20/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceKaplan David BCADOCo-FoundS.m-6,281135.170-46-31,305I
3/22/24 21:20
3/20/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceArougheti Michael JCADOCo-FoundS.m-12,435135.670-92-61,379I
3/22/24 09:18
3/20/24
AFLAflac IncDEFinancInvAdvInvestment AdviceKenny Thomas JGADS-42384.620-5-2218D
3/21/24 17:52
3/19/24
PXP10, Inc.DEFinancInvAdvInvestment AdviceFeinglass MichaelTXHSee RemaS.m-6028.170-74-22254D
3/21/24 17:11
3/19/24
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceBlack Leon DNYHSee remaS-49,818110.710-450-142,605D
3/19/24 21:53
3/15/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRessler Antony PCADOTCo-FoundS.m-10,315131.840-78-17,906I
3/19/24 21:51
3/15/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRosenthal BennettCADOCo-FoundS.dm-10,213131.840-77-61,278I
3/19/24 21:50
3/15/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceKaplan David BCADOCo-FoundS.dm-10,354131.840-79-51,352I
3/19/24 21:49
3/18/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceArougheti Michael JCADOCo-FoundS.m-5,204131.210-40-31,471I
3/18/24 21:47
3/14/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceArougheti Michael JCADOCo-FoundS.dm-15,109132.800-114-71,511M
3/15/24 11:57
3/9/24
PXP10, Inc.DEFinancInvAdvInvestment AdviceMcCoy David M.TXHSee RemaM.d00.0004316470D
3/14/24 17:21
3/12/24
CNSCohen & Steers, Inc.DEFinancInvAdvInvestment AdviceVillani Edmond DNYDS-29272.990-4-938M
3/14/24 17:04
3/12/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS-2,651307.730-9015,670D
3/14/24 16:30
3/13/24
SAMGSilvercrest Asset Management Group Inc.DEFinancInvAdvInvestment AdviceGray John AllenNYOMDP5015.84031721D
3/14/24 10:18
3/12/24
PXP10, Inc.DEFinancInvAdvInvestment AdviceAbell Alexander I.TXHSee RemaS-2538.270-31-7400D
3/13/24 17:32
3/11/24
LAZLazard, Inc.DEFinancInvAdvInvestment AdviceOrszag Peter RichardNYDOCEOM.d00.00078328102D
3/13/24 17:30
3/11/24
LAZLazard, Inc.DEFinancInvAdvInvestment AdviceJacobs Kenneth MNYDM.d00.000321182,144D
3/13/24 17:27
3/11/24
LAZLazard, Inc.DEFinancInvAdvInvestment AdviceRusso Evan LNYOCEO of AM.d00.000169286227D
3/13/24 17:27
3/13/24
LAZLazard, Inc.DEFinancInvAdvInvestment AdviceRusso Evan LNYOCEO of AS.d-2,95139.350-75-25227D
3/12/24 21:57
3/9/24
PXP10, Inc.DEFinancInvAdvInvestment AdviceBlatherwick Nell M.TXHSee RemaM.d00.00014249430D
3/12/24 21:57
3/5/24
PXP10, Inc.DEFinancInvAdvInvestment AdviceBlatherwick Nell M.TXHSee RemaP.d1007.980133430D
3/12/24 21:55
3/9/24
PXP10, Inc.DEFinancInvAdvInvestment AdviceCoussens Amanda N.TXOSee remaM.d00.0001235816D
3/12/24 21:42
3/9/24
PXP10, Inc.DEFinancInvAdvInvestment AdviceHood Mark CTXOSee remaM.d00.00091379D
3/12/24 21:42
3/9/24
PXP10, Inc.DEFinancInvAdvInvestment AdvicePoston Edwin A.TXDHSee RemaM.d00.0008654D
3/12/24 17:18
3/8/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-1,853310.340-6015,678D
3/12/24 17:16
3/11/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceKaplan Steven NILDS-384306.810-1-344D
3/11/24 19:34
3/7/24
PXP10, Inc.DEFinancInvAdvInvestment AdviceFeinglass MichaelTXHSee RemaS.m-8918.100-110-25328D
3/11/24 17:32
3/11/24
CRGYCrescent Energy CoE9FinancInvAdvInvestment AdviceKkr Group Partnership L.P.NYTS.d-136,2069.870-13,800-2835,707I
3/11/24 17:29
3/7/24
HLNEHamilton Lane IncDEFinancInvAdvInvestment AdviceOakville Number 2 TrustPATS.d-5,940108.000-55-10480D
3/8/24 16:48
3/6/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-5,746310.330-19015,684D
3/8/24 16:36
3/6/24
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceLockridge MatthewTXOHead,U.SS-16812.010-14-2056D
3/8/24 16:30
3/6/24
APPApplovin CorpE9FinancInvAdvInvestment AdviceKkr Group Partnership L.P.NYTS.d-1,081,92454.460-19,866-99167I
3/8/24 16:18
3/7/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRessler Antony PCADOTCo-FoundS-390,900130.300-3,000-277,985I
3/7/24 17:46
3/5/24
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceHorgen Jay C.FLDOP,CEOM.d00.000134339D
3/7/24 17:44
3/5/24
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceJamal Rizwan MFLOHead of M.d00.0007982D
3/7/24 17:41
3/5/24
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceWojcik Thomas MFLOCFOM.d00.00061157D
3/7/24 17:39
3/5/24
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceRyan David ChristopherFLDM.d00.0000441D
3/7/24 17:37
3/5/24
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdvicePalandjian Tracy P.FLDM.d00.0001512D
3/7/24 17:36
3/5/24
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceMatos Rodriguez Felix V.FLDM.d00.0001452D
3/7/24 17:34
3/5/24
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceJeffery Reuben IIIFLDM.d00.0001233D
3/7/24 17:33
3/5/24
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceChurchill Dwight D.FLDM.d00.0001420D
3/7/24 17:31
3/5/24
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceAlvingham Karen L.FLDM.d00.0001144D
3/7/24 17:31
3/6/24
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceHughes Brennan A.X0OCHIEF ACS-5832.270-2-265D
3/7/24 17:29
3/5/24
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceAtkinson Tracy AFLDM.d00.0001164D
3/7/24 16:49
3/6/24
VRTSVirtus Investment Partners, Inc.DEFinancInvAdvInvestment AdviceZarrilli Stephen TCTDS-534248.400-2-384D
3/7/24 16:48
3/5/24
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceGermain Peter JPAOEVP,CLO,S-19236.140-5-2213D
3/7/24 16:46
3/5/24
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceVan Meter StephenPAOVP,ChiefS-1636.0800-133D
3/7/24 16:10
3/5/24
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceUhlman Paul APAOVPS-50036.200-14-4301D
3/7/24 16:08
3/5/24
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceNusseibeh Saker AnwarPAOCEO,HermS-30036.150-8-4191D
3/7/24 16:05
3/5/24
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceNovak Richard APAOPrincipaS-3336.070-1-252D
3/6/24 18:08
3/4/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-6,549303.510-22015,703D
3/5/24 18:34
3/3/24
BMBLBumble Inc.DEFinancInvAdvInvestment AdviceBx Buzz Ml-1 Gp LLCNYTS.d-27,84511.100-2,509-9913I
3/5/24 17:11
3/1/24
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceKleinman ScottNYDOCo-P (SeS-22,949110.550-208-28,224M
3/5/24 17:10
3/4/24
AMKAssetmark Financial Holdings, Inc.DEFinancInvAdvInvestment AdviceKim MichaelCADOCEO,PS-41635.180-12-3408D
3/5/24 17:05
3/1/24
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceSullivan Kathleen PatriciaILOPrincipaM.d00.000256862D
3/5/24 17:04
3/1/24
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceHurse SandraILOCHROM.d00.00076999%76D
3/5/24 17:03
3/1/24
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceBentley Pamela LILOCFOM.d00.00085302113D
3/5/24 17:02
3/1/24
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceLevin Jonathan ReisinILDOPM.d00.00092422D
3/5/24 17:01
3/1/24
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdvicePollock FrederickILOChief InM.d00.00092542D
3/5/24 16:06
3/1/24
LAZLazard, Inc.DEFinancInvAdvInvestment AdviceSoto AlexandraNYOCOOM.d00.00076117141D
3/4/24 17:20
2/29/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-3,111298.490-10015,724D
3/4/24 17:17
3/1/24
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceFogo GeorginaX0OCHIEF RIS-9431.070-3-2124D
3/4/24 17:17
3/1/24
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceLee Ji-YeunNYOManagingS.d-1,046104.580-10-1181D
3/4/24 17:17
3/1/24
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceLee Ji-YeunNYOManagingM.d00.00081181D
3/4/24 17:17
2/29/24
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceMeates Helen TNYOCFOS.dm-1,886105.180-18-2651D
3/4/24 17:17
3/1/24
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceMeates Helen TNYOCFOM.d00.00071551D
3/4/24 17:17
3/1/24
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceThompson Roger MjX0OCFOS-8731.070-3-2145D
3/1/24 19:09
3/1/24
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceCrain Christopher MCAOGCS.d-129128.940-1-1000D
3/1/24 17:59
2/29/24
MCMoelis & CoDEFinancInvAdvInvestment AdviceMoelis KennethNYDOCB,CEOS.m-4,27554.110-79-4982D
3/1/24 17:58
2/29/24
MCMoelis & CoDEFinancInvAdvInvestment AdviceMahmoodzadegan NavidNYOCo-P,MDS.m-3,79754.050-70-6145D
3/1/24 17:56
2/29/24
MCMoelis & CoDEFinancInvAdvInvestment AdviceSimon JosephNYOCFOS-46454.130-9-1000D
3/1/24 17:54
2/29/24
MCMoelis & CoDEFinancInvAdvInvestment AdviceRaich JeffreyNYOCo-P,MDS-2,42554.230-45-1000D
3/1/24 17:15
3/1/24
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceCornwell Kievdi DonNYDM.d00.00054018D
3/1/24 17:14
2/28/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceMessemer Deborah M.TXDS-28143.970-6-2618D
3/1/24 17:11
2/28/24
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceFogo GeorginaX0OCHIEF RIS-68330.930-22-15127D
3/1/24 17:09
2/28/24
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceThompson Roger MjX0OCFOS-94830.930-31-17148D
3/1/24 17:08
2/28/24
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceLowry James RX0OGLOBAL CS-30230.930-10-1747D
3/1/24 16:47
2/28/24
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceTruscott William FMNOCEO,GlobS-3,296412.050-8-2623I
3/1/24 08:27
2/28/24
IVZInvesco Ltd.D0FinancInvAdvInvestment AdviceLo Andrew Tak ShingGAOSenior MM.d00.00012125610D
2/29/24 19:23
2/27/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceVazquez-Ubarri AniluTXDOCOOM.d00.00010244334D
2/29/24 19:23
2/29/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceVazquez-Ubarri AniluTXDOCOOS.d-4,24541.640-102-23334D
2/29/24 19:01
2/27/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceWinkelried JonTXDOCEOM.d00.0001,000433,326M
2/29/24 19:01
2/29/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceWinkelried JonTXDOCEOS.d-43,75741.640-1,051-243,326M
2/29/24 18:57
2/27/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceWeingart JackTXDOCFOM.d00.000308381,126I
2/29/24 18:57
2/29/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceWeingart JackTXDOCFOS.d-12,84541.640-308-221,126I
2/29/24 18:45
2/27/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceTrujillo DavidTXDM.d00.000398183D
2/29/24 18:45
2/29/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceTrujillo DavidTXDS.d-16,55241.640-398-69183D
2/29/24 18:43
2/27/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceSisitsky Todd BenjaminTXDOPM.d00.000660264910M
2/29/24 18:43
2/29/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceSisitsky Todd BenjaminTXDOPS.d-29,68841.640-713-44910M
2/29/24 18:41
2/27/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceSarvananthan GanendranTXDM.d00.000163131,409D
2/29/24 18:41
2/29/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceSarvananthan GanendranTXDS.d-7,19141.640-173-111,409D
2/29/24 18:38
2/27/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceRhodes Jeffrey K.TXDM.d00.000409241I
2/29/24 18:38
2/29/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceRhodes Jeffrey K.TXDS.d-17,01741.640-409-63241I
2/29/24 18:36
2/27/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceRaj NehalTXDM.d00.000251102,747I
2/29/24 18:36
2/29/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceRaj NehalTXDS.d-10,44641.640-251-82,747I
2/29/24 18:33
2/27/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceHarris JoannTXOChief CoM.d00.0002423M
2/29/24 18:33
2/29/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceHarris JoannTXOChief CoS.d-1,06141.640-25-5323M
2/29/24 18:29
2/27/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceDavis Kelvin L.TXDM.d00.000822951908I
2/29/24 18:29
2/29/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceDavis Kelvin L.TXDS.d-34,22941.640-822-48908I
2/29/24 18:26
2/27/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceDavidson MartinTXOChief AcM.d00.0003931D
2/29/24 18:26
2/29/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceDavidson MartinTXOChief AcS.d-1,63741.640-39-5631D
2/29/24 18:24
2/27/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceCoulter James GTXDOTExec CBM.d00.0001,250703,047M
2/29/24 18:24
2/29/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceCoulter James GTXDOTExec CBS.d-56,28541.640-1,352-313,047M
2/29/24 18:22
2/27/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceCoslet Jonathan JTXDM.d00.0001,000554I
2/29/24 18:22
2/29/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceCoslet Jonathan JTXDS.d-41,64041.640-1,000-64554I
2/29/24 18:20
2/27/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceChorengel MayaTXDM.d00.0006957D
2/29/24 18:20
2/29/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceChorengel MayaTXDS.d-3,11441.640-75-5757D
2/29/24 18:18
2/27/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceBonderman DavidTXDTM.d00.0001,50038M
2/29/24 18:18
2/29/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceBonderman DavidTXDTS.d-66,69541.640-1,602-9838M
2/29/24 18:15
2/27/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceBerenson BradfordTXOGCM.d00.0009186196D
2/29/24 18:15
2/29/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceBerenson BradfordTXOGCS.d-3,78541.640-91-32196D
2/29/24 17:01
2/27/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-6,201295.850-21015,735D
2/28/24 16:38
2/26/24
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceSmyth Gerard P.MNOEVP TechM.d1,011152.43074D
2/28/24 16:38
2/26/24
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceSmyth Gerard P.MNOEVP TechS.d-1,811407.920-4-544D
2/27/24 19:21
2/23/24
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceKeck ThomasNYDHSee RemaS.m-2,02535.470-57-14,456I
2/27/24 17:20
2/23/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-5,623298.340-19015,756D

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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