200 results

TC

Stat

Stk

Ins

Fil

+d

+w

+m

+q

+h

+y

avg

Filing Date

T Date

Ticker

Issuer

Inc

Sector

Ind

Industry

Owner

oSt

Rel

Title

T

TVal

Price

L

Qty

oc

Own

H

r2y

r1y

r6m

r3m

r6w

r3w

r7d

r3d

f1d

f1w

f1m

f3m

f6m

f1y

8/30/24 21:25
8/28/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceArougheti Michael JCADOCo-FoundS.m-8,099145.350-56-41,375I
8/30/24 21:24
8/28/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceKaplan David BCADOCo-FoundS.m-8,104145.340-56-51,180I
8/30/24 21:24
8/29/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRosenthal BennettCADOCo-FoundS.m-7,050145.590-48-41,207I
8/30/24 17:00
8/29/24
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceCornwell Kievdi DonNYDS.m-1,924123.420-16-872D
8/30/24 16:10
8/29/24
SELFGlobal Self Storage, Inc.DEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP.m145.2203740D
8/30/24 16:02
8/28/24
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceTruscott William FMNOCEO,GlobM.d4,990126.8903923M
8/30/24 16:02
8/28/24
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceTruscott William FMNOCEO,GlobS.d-6,881441.560-16-4023M
8/30/24 13:28
8/29/24
BENFranklin Resources IncDEFinancInvAdvInvestment AdviceJohnson Charles BCATP1,98419.840100093,292D
8/30/24 08:10
8/28/24
BENFranklin Resources IncDEFinancInvAdvInvestment AdviceJohnson Jennifer MCADOP,CEOP25019.6601305,877I
8/29/24 16:40
8/27/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-3,547311.300-11015,448D
8/29/24 09:41
8/27/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMaliagros SpirosNYOP,StrateS-254.250-6-1422D
8/28/24 16:05
8/27/24
CNSCohen & Steers, Inc.DEFinancInvAdvInvestment AdviceVillani Edmond DNYDS-26086.660-3-836I
8/28/24 15:53
8/28/24
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP3213.22022155D
8/27/24 21:30
8/23/24
SNCRSynchronoss Technologies IncDEFinancInvAdvInvestment AdviceB. Riley Financial, Inc.CATS.m-71912.830-56-51,034I
8/27/24 19:41
8/23/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceKaplan David BCADOCo-FoundS.m-11,858146.680-81-61,236I
8/27/24 19:40
8/23/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceArougheti Michael JCADOCo-FoundS.m-11,917146.670-81-51,431I
8/27/24 18:00
8/23/24
LAZLazard, Inc.DEFinancInvAdvInvestment AdviceJacobs Kenneth MNYDOExec CBS.m-7,15250.020-143-71,917M
8/27/24 17:00
8/26/24
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceSkaugen Grace RekstenNYDS-252124.860-2-801D
8/27/24 16:29
8/23/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-4,064313.280-13015,460D
8/27/24 16:17
8/26/24
SELFGlobal Self Storage, Inc.DEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP.m255.18051438D
8/27/24 15:46
8/26/24
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP.m18413.2001410152D
8/26/24 16:35
8/23/24
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceZelter James CNYDOCo-P (SeS-11,014110.140-100-17,601M
8/26/24 14:31
8/23/24
BENFranklin Resources IncDEFinancInvAdvInvestment AdviceJohnson Jennifer MCADOP,CEOP39620.9501905,865I
8/23/24 16:59
8/22/24
ABAlliancebernstein Holding L.P.DEFinancInvAdvInvestment AdviceStonehill Charles G.T.TNDS-13934.870-4-1326D
8/23/24 16:58
8/22/24
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP1713.15011138D
8/23/24 16:51
8/21/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-3,346312.050-11015,473D
8/23/24 16:40
8/21/24
GTESGates Industrial Corp PlcDEFinancInvAdvInvestment AdviceBlackstone Inc.NYTS-506,34016.580-30,539-99451I
8/23/24 16:32
8/22/24
SELFGlobal Self Storage, Inc.DEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP.m455.20093633D
8/23/24 11:23
8/20/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceIlwaddi HoldingsNYTP153.9504018,099I
8/22/24 21:30
8/20/24
SNCRSynchronoss Technologies IncDEFinancInvAdvInvestment AdviceB. Riley Financial, Inc.CATS.m-15612.820-12-11,090I
8/22/24 19:52
8/20/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceArougheti Michael JCADOCo-FoundS.m-7,870144.210-55-31,512I
8/22/24 19:51
8/20/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceKaplan David BCADOCo-FoundS.m-7,892144.210-55-41,317I
8/22/24 19:49
8/20/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRosenthal BennettCADOCo-FoundS.m-5,986144.210-42-31,255I
8/22/24 16:49
8/21/24
EVREvercore Inc.DEFinancInvAdvInvestment AdviceLalonde Timothy GilbertNYOCFOS-895238.720-4-841D
8/22/24 10:41
8/20/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMoran Kevin P.NYOP,COOS-5504.000-138-8328D
8/22/24 10:41
8/20/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMaliagros SpirosNYOP,StrateS-234.040-6-1428D
8/21/24 17:03
8/19/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-1,280315.850-4015,484D
8/21/24 16:19
8/20/24
SELFGlobal Self Storage, Inc.DEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP.m375.10074424D
8/20/24 18:24
8/19/24
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceRosenberg MichelleX0OCAO,GCS-27936.510-8-889D
8/20/24 18:18
8/19/24
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceHorgen Jay C.FLDOP,CEOM.d14,89874.490200106388D
8/20/24 18:18
8/19/24
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceHorgen Jay C.FLDOP,CEOS.dm-3,128170.940-18-5388D
8/20/24 18:15
8/16/24
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceWojcik Thomas MFLOCOOM.d9,49774.49012884D
8/20/24 18:15
8/16/24
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceWojcik Thomas MFLOCOOS.d-827172.710-5-584D
8/20/24 18:13
8/16/24
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceJamal Rizwan MFLOHead of M.d31,94274.490429199D
8/20/24 18:13
8/16/24
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceJamal Rizwan MFLOHead of S.d-1,491172.890-9-4199D
8/20/24 17:12
8/20/24
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceZucker Gillian BethCADS-30152.4900-37D
8/20/24 16:00
8/19/24
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP.m3813.14032137D
8/20/24 14:23
8/16/24
ABIOArca Biopharma, Inc.Y9FinancInvAdvInvestment AdviceJanus Henderson Group PlcX0TP172.930602,117I
8/19/24 21:38
8/15/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRosenthal BennettCADOCo-FoundS.dm-8,493145.190-58-41,297I
8/19/24 21:36
8/15/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceArougheti Michael JCADOCo-FoundS.dm-8,487145.190-58-41,567I
8/19/24 21:35
8/15/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceKaplan David BCADOCo-FoundS.dm-8,518145.190-59-41,371I
8/19/24 21:30
8/15/24
SNCRSynchronoss Technologies IncDEFinancInvAdvInvestment AdviceB. Riley Financial, Inc.CATS.m-1,42811.950-119-101,102I
8/19/24 16:59
8/15/24
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdvicePollock FrederickILOChief InM.d00.00010320616D
8/19/24 16:58
8/15/24
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceLevin Jonathan ReisinILDOPM.d00.00015543518D
8/19/24 16:40
8/15/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-4,656313.960-15015,488D
8/19/24 16:24
8/16/24
SELFGlobal Self Storage, Inc.DEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP.m385.05078117D
8/19/24 12:08
8/16/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMaliagros SpirosNYOP,StrateS-104.070-2-1428D
8/19/24 09:25
8/15/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMaliagros SpirosNYOP,StrateS-254.050-6-1431D
8/16/24 17:47
8/16/24
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceBeiser Scott LCADOTCO-CBS.d-1,263151.890-8-1000D
8/16/24 17:09
8/15/24
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdvicePalandjian Tracy P.FLDM.d00.0001814D
8/16/24 17:07
8/15/24
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceJeffery Reuben IIIFLDM.d00.0001334D
8/16/24 17:06
8/15/24
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceMatos Rodriguez Felix V.FLDM.d00.0001332D
8/16/24 17:04
8/15/24
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceChurchill Dwight D.FLDM.d00.0001526D
8/16/24 17:03
8/15/24
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceRyan David ChristopherFLDM.d00.0001532D
8/16/24 17:01
8/15/24
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceAlvingham Karen L.FLDM.d00.00011010D
8/15/24 17:46
8/13/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceIlwaddi HoldingsNYTP.m4333.920110118,095I
8/15/24 17:30
8/13/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-3,331309.660-11015,502D
8/15/24 16:13
8/14/24
SELFGlobal Self Storage, Inc.DEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP.m214.9704839D
8/14/24 17:25
8/12/24
SNCRSynchronoss Technologies IncDEFinancInvAdvInvestment AdviceB. Riley Financial, Inc.CATS.m-1,67311.590-144-111,222I
8/14/24 15:55
8/13/24
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP2612.88021134D
8/14/24 15:30
8/13/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMaliagros SpirosNYOP,StrateS-24.00000437D
8/13/24 17:07
8/9/24
FIPFtai Infrastructure Inc.DEFinancInvAdvInvestment AdviceFig Buyer Gp, LLCNYTS.d-30,7319.040-3,400-279,176I
8/13/24 16:55
8/9/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-3,092305.450-10015,513D
8/13/24 16:30
8/9/24
QDELQuidelortho CorpDEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCTS-3,07941.530-74-18,260I
8/12/24 17:01
8/9/24
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP4012.87032132D
8/12/24 10:51
8/8/24
DHILDiamond Hill Investment Group IncOHFinancInvAdvInvestment AdviceLaird James F JrOHDS-451150.200-3-1125D
8/12/24 10:00
8/9/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMaliagros SpirosNYOP,StrateS-14.00000437D
8/9/24 21:00
8/7/24
SNCRSynchronoss Technologies IncDEFinancInvAdvInvestment AdviceB. Riley Financial, Inc.CATS.m-1,12011.360-99-71,366I
8/9/24 18:24
8/7/24
BXBlackstone Inc.DEFinancInvAdvInvestment AdviceFinley John GNYOGCS-4,611131.740-35-7477D
8/9/24 17:24
8/7/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-3,357304.430-11015,523D
8/9/24 16:15
8/7/24
QDELQuidelortho CorpDEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCTS.m-7,50540.590-185-28,334I
8/8/24 17:27
8/7/24
AFLAflac IncDEFinancInvAdvInvestment AdviceKenny Thomas JGADS-19898.950-2-1018D
8/8/24 16:25
8/7/24
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP8012.63065129D
8/8/24 13:49
8/6/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMaliagros SpirosNYOP,StrateS.m-114.020-3-1438D
8/7/24 17:08
8/6/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS-2,743302.640-9015,534D
8/7/24 16:48
7/18/24
CSLRComplete Solaria, Inc.DEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCTS.d-491.400-35-14,901I
8/7/24 16:30
8/5/24
QDELQuidelortho CorpDEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCTS.m-8,27040.310-205-28,519I
8/7/24 16:28
8/6/24
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceRichards PaulineNYDP247104.9202386D
8/7/24 16:17
8/5/24
BXBlackstone Inc.DEFinancInvAdvInvestment AdvicePorat RuthNYDP35129.8500145M
8/6/24 16:06
8/5/24
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP.m22612.2901818123D
8/5/24 17:16
8/5/24
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceFisher John BPADOVPS-2,61132.710-80-13513D
8/5/24 17:13
8/2/24
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceVan Meter StephenPAOVP,ChiefS-233.7500032D
8/5/24 16:58
8/1/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS-363317.030-1015,543D
8/5/24 16:30
8/1/24
QDELQuidelortho CorpDEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCTS.m-16,88841.760-404-48,724I
8/5/24 16:00
7/31/24
BXBlackstone Inc.DEFinancInvAdvInvestment AdvicePayne DavidNYOChief AcS-1,277141.930-9-1550D
8/2/24 18:45
7/31/24
MCMoelis & CoDEFinancInvAdvInvestment AdviceShropshire KennethNYDS-3469.2900-59D
8/2/24 18:44
7/30/24
MCMoelis & CoDEFinancInvAdvInvestment AdvicePilcher Ciafone KatherineNYOCOOS-25368.880-4-1000D
8/2/24 18:42
7/30/24
MCMoelis & CoDEFinancInvAdvInvestment AdviceMoelis KennethNYDOCB,CEOS.m-7,25468.890-105-1000M
8/2/24 17:00
8/1/24
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceRafferty Emily KNYDS-222130.790-2-197D
8/2/24 17:00
8/1/24
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceCornwell Kievdi DonNYDM.d00.0001720D
8/2/24 11:30
8/1/24
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP.m33513.1302632104D
8/1/24 17:01
7/30/24
QDELQuidelortho CorpDEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCTS.m-12,43339.410-315-39,129I
8/1/24 10:11
7/30/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMaliagros SpirosNYOP,StrateS.m-314.810-6-1440D
7/31/24 18:52
7/31/24
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceAlvingham Karen L.FLDM.d1,00496.160109D
7/31/24 18:46
7/31/24
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdvicePalandjian Tracy P.FLDM.d11386.78011113D
7/31/24 17:45
7/30/24
BXBlackstone Inc.DEFinancInvAdvInvestment AdviceBaratta JosephNYDS-703140.900-5-1916D
7/31/24 17:20
7/30/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceLyons William MILDS-244324.830-1-515D
7/31/24 17:11
7/31/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceDunn Daniel JosephILOChief ReS-513320.890-2-1113D
7/31/24 16:41
7/29/24
EVREvercore Inc.DEFinancInvAdvInvestment AdviceCarlton Pamela GNYDS-132247.070-1-153D
7/31/24 16:20
7/29/24
ABAlliancebernstein Holding L.P.DEFinancInvAdvInvestment AdviceHogbin ChristopherTNOGlobal HS-44634.870-13-5610D
7/31/24 15:39
7/30/24
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP.m8413.3006979D
7/30/24 17:00
7/29/24
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceSkaugen Grace RekstenNYDM.d00.00024033D
7/30/24 16:30
7/26/24
QDELQuidelortho CorpDEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCTS.m-10,20138.930-262-39,444I
7/29/24 19:27
7/25/24
MCMoelis & CoDEFinancInvAdvInvestment AdviceCantor EricNYDOVice CB,M.d00.00010197D
7/29/24 19:24
7/25/24
MCMoelis & CoDEFinancInvAdvInvestment AdviceMoelis KennethNYDOCB,CEOM.d00.000100999%105M
7/29/24 19:20
7/25/24
MCMoelis & CoDEFinancInvAdvInvestment AdviceSimon JosephNYOCFOM.d00.00070D
7/29/24 19:20
7/25/24
MCMoelis & CoDEFinancInvAdvInvestment AdviceSimon JosephNYOCFOS.d-43064.000-7-1000D
7/29/24 18:33
7/25/24
OSOnestream, Inc.E9FinancInvAdvInvestment AdviceKkr Group Partnership L.P.NYTS.d-48,15518.850-2,555-1000I
7/29/24 16:02
7/26/24
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP.m15313.160121973D
7/29/24 15:09
7/26/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMaliagros SpirosNYOP,StrateS-105.040-20447D
7/26/24 16:30
7/24/24
QDELQuidelortho CorpDEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCTS.m-24,06438.720-622-69,706I
7/26/24 16:06
7/26/24
CNSCohen & Steers, Inc.DEFinancInvAdvInvestment AdviceDulik ElenaNYOChief AcS-9586.450-1-520D
7/26/24 16:06
7/25/24
CNSCohen & Steers, Inc.DEFinancInvAdvInvestment AdviceCheigh JonNYOChief InS-1,05184.080-13-7155D
7/26/24 15:11
7/25/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMaliagros SpirosNYOP,StrateS-95.010-20449D
7/26/24 10:50
7/24/24
ABIOArca Biopharma, Inc.Y9FinancInvAdvInvestment AdviceJanus Henderson Group PlcX0TP.m6993.180220122,111I
7/25/24 16:16
7/24/24
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP17213.260132761D
7/25/24 16:05
7/23/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMaliagros SpirosNYOP,StrateS-284.860-6-1451D
7/24/24 19:51
7/22/24
BRDGBridge Investment Group Holdings Inc.DEFinancInvAdvInvestment AdviceElsnab KatherineUTOCFOS.dm-98.160-10414D
7/24/24 19:50
7/22/24
BRDGBridge Investment Group Holdings Inc.DEFinancInvAdvInvestment AdviceMorse Robert RandolphUTDOTExec CBS.dm-6248.160-76031,837D
7/24/24 19:49
7/22/24
BRDGBridge Investment Group Holdings Inc.DEFinancInvAdvInvestment AdviceSlager JonathanUTDOCEOS.dm-1548.160-1905,725D
7/24/24 19:47
7/22/24
BRDGBridge Investment Group Holdings Inc.DEFinancInvAdvInvestment AdviceAllara DeanUTDOSee RemaS.dm-1388.160-1706,967D
7/24/24 19:45
7/22/24
BRDGBridge Investment Group Holdings Inc.DEFinancInvAdvInvestment AdviceO'Farrell AdamUTDOCOOS.dm-918.160-1102,736D
7/24/24 16:30
7/22/24
QDELQuidelortho CorpDEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCTS.m-8,41135.820-235-210,328I
7/23/24 20:15
7/22/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceDeveer R. KippCADOHead of S-6,260150.210-42-41,075D
7/23/24 16:42
7/22/24
CNSCohen & Steers, Inc.DEFinancInvAdvInvestment AdviceSimon Richard PNYDS-56480.610-7-3116D
7/22/24 16:30
7/18/24
QDELQuidelortho CorpDEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCTS.m-5,71634.130-168-210,563I
7/19/24 15:32
7/19/24
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP1013.1001248D
7/18/24 17:39
7/16/24
LAZLazard, Inc.DEFinancInvAdvInvestment AdviceJacobs Kenneth MNYDOExec CBS-15,10645.230-334-142,060M
7/18/24 16:30
7/16/24
QDELQuidelortho CorpDEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCTS.m-5,56933.850-164-210,730I
7/18/24 15:37
7/17/24
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP.m28313.340218247D
7/18/24 09:48
7/16/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMaliagros SpirosNYOP,StrateS-795.060-16-3456D
7/17/24 17:37
7/17/24
TPGTpg Inc.DEFinancInvAdvInvestment AdviceMessemer Deborah M.TXDS-19046.550-4-1918D
7/17/24 09:29
7/15/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMaliagros SpirosNYDOP,StrateS-95.000-20472D
7/16/24 20:17
7/12/24
QDELQuidelortho CorpDEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCTS.m-4,80631.950-150-110,895I
7/16/24 16:15
7/16/24
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP1313.1201426D
7/15/24 18:51
7/11/24
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceSweeney Joseph EdwardMNOP-AWM PrM.d00.000047D
7/15/24 18:50
7/11/24
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceTruscott William FMNOCEO,GlobM.d00.0001223D
7/15/24 18:49
7/11/24
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceBrockman Dawn M.MNOSVP,CONTM.d00.000011D
7/15/24 18:48
7/11/24
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceSmyth Gerard P.MNOEVP,CIOM.d00.000034D
7/12/24 19:38
7/3/24
ABIOArca Biopharma, Inc.Y9FinancInvAdvInvestment AdviceJanus Henderson Group PlcX0TP.m1,4273.490409281,891I
7/12/24 16:30
7/10/24
QDELQuidelortho CorpDEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCTS.m-3,76431.120-121-111,045I
7/12/24 15:51
7/12/24
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP5612.90042125D
7/11/24 16:54
7/9/24
LAZLazard, Inc.DEFinancInvAdvInvestment AdviceJacobs Kenneth MNYDOExec CBS-2,99040.190-74-32,394M
7/11/24 15:23
7/10/24
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP112.5300021D
7/11/24 11:10
7/9/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMaliagros SpirosNYDOP,StrateS-264.490-6-1474D
7/10/24 16:30
7/8/24
QDELQuidelortho CorpDEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCTS.m-2,53830.300-84-111,166I
7/9/24 16:10
7/8/24
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP.m10912.53097420D
7/9/24 11:37
7/3/24
ABLAbacus Life, Inc.DEFinancInvAdvInvestment AdviceMcCauley William Hugh JrFLOCFOM.d00.00050New50D
7/8/24 16:30
7/3/24
QDELQuidelortho CorpDEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCTS.m-3,20831.010-103-111,250I
7/5/24 17:59
7/3/24
BXBlackstone Inc.DEFinancInvAdvInvestment AdviceBaratta JosephNYDS-14,323123.000-116-11921D
7/5/24 16:33
6/28/24
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceGold IrwinCADOTCO-CBS.d-1,339135.250-10-1000D
7/5/24 16:32
7/5/24
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP4812.51044812D
7/3/24 17:17
7/2/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMaliagros SpirosNYDOP,StrateS-274.740-6-1479D
7/3/24 13:15
7/1/24
QDELQuidelortho CorpDEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCTS.m-5,32431.770-168-111,353I
7/3/24 12:35
7/3/24
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP1312.5401158D
7/2/24 20:32
7/2/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceDubinsky JasonILOCFOS-1,020300.110-3-1420D
7/2/24 16:49
6/30/24
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceMasters BlytheILDM.d00.00091668D
7/2/24 16:49
6/30/24
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceCornelli FrancescaILDM.d00.00053219D
7/2/24 15:56
7/1/24
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP8712.5207New7D
7/1/24 16:51
6/28/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceLyons William MILDS-221294.210-1-516D
7/1/24 16:30
6/27/24
QDELQuidelortho CorpDEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCTS.m-3,20533.270-96-111,521I
7/1/24 10:22
6/27/24
DHILDiamond Hill Investment Group IncOHFinancInvAdvInvestment AdviceQuinif Jo AnnOHOP of DHCP56139.2400222D
7/1/24 10:19
6/27/24
DHILDiamond Hill Investment Group IncOHFinancInvAdvInvestment AdviceBrilliant Heather EOHDOCEOP.m77139.7201147D
6/27/24 16:30
6/25/24
QDELQuidelortho CorpDEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCTS.m-4,93233.110-149-111,617I
6/26/24 09:05
6/25/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceCorio NormaNYDM.d00.00018New18D
6/26/24 08:03
6/25/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceBouzarif AliNYDM.d00.000182780D
6/26/24 08:02
6/25/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceBrophy Warson TraceyNYDM.d00.0001814031D
6/26/24 08:02
6/25/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceFurlong Mark FNYDM.d00.000187343D
6/26/24 08:01
6/25/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceKeaney Timothy FNYDM.d00.0002829126D
6/26/24 08:01
6/25/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceLee JudyNYDM.d00.0001814031D
6/26/24 08:00
6/25/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceYu PeterNYDTM.d00.0001806,549D
6/25/24 20:44
6/24/24
PXP10, Inc.DEFinancInvAdvInvestment AdviceAbell Alexander I.TXHSee RemaM.d301.170267400D
6/25/24 20:44
6/24/24
PXP10, Inc.DEFinancInvAdvInvestment AdviceAbell Alexander I.TXHSee RemaS.d-1308.300-16-4400D
6/25/24 20:41
6/21/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceKaplan David BCADOCo-FoundS-16,493131.940-125-101,180I
6/25/24 20:39
6/21/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRosenthal BennettCADOCo-FoundS-19,791131.940-150-121,105I
6/25/24 19:21
6/21/24
PXP10, Inc.DEFinancInvAdvInvestment AdviceMcCoy David M.TXHSee RemaP1648.2102025100D
6/25/24 16:56
6/21/24
QDELQuidelortho CorpDEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCTS.m-4,93634.690-142-111,766I
6/25/24 16:40
6/24/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceTsay Caroline JILDS-86296.9800-74D
6/24/24 12:48
6/21/24
BENFranklin Resources IncDEFinancInvAdvInvestment AdviceJohnson Charles BCATP4,55922.800200092,787D
6/21/24 16:30
6/18/24
QDELQuidelortho CorpDEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCTS.m-4,09035.340-116-111,908I
6/20/24 16:30
6/20/24
TGANTransphorm, Inc.E9FinancInvAdvInvestment AdviceKkr Phorm Investors L.P.NYTS-124,5015.100-24,412-1000I
6/20/24 10:36
6/14/24
PXP10, Inc.DEFinancInvAdvInvestment Advice210 Capital, LLCTXDOTSee RemaM.d00.000704,173D
6/20/24 07:43
6/18/24
BENFranklin Resources IncDEFinancInvAdvInvestment AdviceJohnson Charles BCATP2,22922.290100092,587D
6/18/24 17:46
6/14/24
QDELQuidelortho CorpDEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCTS.m-8,21836.100-228-212,024I
6/17/24 18:17
6/13/24
PXP10, Inc.DEFinancInvAdvInvestment AdviceCharles K. Huebner TrustTXHSee RemaP997.950133252D
6/17/24 16:19
6/17/24
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceVan Meter StephenPAOVP,ChiefS-3431.470-1-332D
6/17/24 16:07
6/17/24
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceUhlman Paul APAOVPS-3131.430-10299D
6/14/24 17:02
6/12/24
QDELQuidelortho CorpDEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCTS.m-8,01838.460-208-212,252I
6/12/24 19:54
6/11/24
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceMitchell Steven RNYDTS-1,21944.340-28-1000D
6/12/24 19:53
9/27/21
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceMitchell Steven RNYDTS.am-1,52743.630-35-5628D

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
Return to top

Contact