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5/31/24 19:46
5/29/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMaliagros SpirosNYDOP,Strate3S.dm-1864.900-38513D
5/31/24 16:38
5/29/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CB16S.m-50,833299.920-16915,724D
5/28/24 18:08
5/23/24
BVBrightview Holdings, Inc.E9FinancInvAdvInvestment AdviceKkr Group Partnership L.P.NYT5S.d-2,959,77039.640-74,66669,007I
5/28/24 16:28
3/5/24
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceUhlman Paul APAOVP2S-53335.990-15301D
5/28/24 16:27
3/5/24
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceGermain Peter JPAOEVP,CLO,2S-20535.930-6213D
5/24/24 16:34
5/22/24
CNSCohen & Steers, Inc.DEFinancInvAdvInvestment AdviceCheigh JonNYOChief In1S-52072.570-7168D
5/23/24 17:56
5/21/24
GTESGates Industrial Corp PlcDEFinancInvAdvInvestment AdviceBlackstone Inc.NYT1S-328,64116.330-20,1251,098I
5/21/24 16:40
5/17/24
VRTSVirtus Investment Partners, Inc.DEFinancInvAdvInvestment AdviceMandinach Barry M.CTOEVP,Head1S.m-1,863234.000-812D
5/20/24 20:05
5/16/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMoran Kevin P.NYOSee Rema3S.d-1494.850-31176D
5/20/24 16:16
5/16/24
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceSharpe Robert Francis JrMND1S-657438.070-217I
5/17/24 19:29
5/15/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceArougheti Michael JCADOCo-Found5S.dm-70,356140.830-5001,511I
5/17/24 11:21
5/15/24
DHILDiamond Hill Investment Group IncOHFinancInvAdvInvestment AdviceLaird James F JrOHD1S-396158.400-328D
5/15/24 16:12
5/13/24
DHILDiamond Hill Investment Group IncOHFinancInvAdvInvestment AdviceLine Thomas EdwardOHOCFO1S.m-550157.010-414D
5/14/24 19:06
5/13/24
MCMoelis & CoDEFinancInvAdvInvestment AdviceMahmoodzadegan NavidNYOCo-P,MD1S-2,47054.920-45-1000D
5/13/24 17:12
5/10/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceKaplan Steven NILD2S-756302.470-344D
5/10/24 19:04
5/9/24
MCMoelis & CoDEFinancInvAdvInvestment AdviceMoelis KennethNYDOCB,CEO1S.m-4,16754.040-775D
5/10/24 16:19
5/8/24
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceKelly MartinNYOCFO1S-3,339111.290-30356D
5/9/24 16:30
5/8/24
OWLBlue Owl Capital Inc.FinancInvAdvInvestment AdvicePolland Andrew RobertNYOCOO1S00.000-124289I
5/8/24 16:30
5/6/24
OWLBlue Owl Capital Inc.FinancInvAdvInvestment AdviceLaurino Andrew CharlesNYOSenior M1S.d00.000-19,6001,623I
5/8/24 16:30
5/6/24
OWLBlue Owl Capital Inc.FinancInvAdvInvestment AdviceWard Sean JasonNYOSenior M1S.d00.000-19,6002,078I
5/8/24 16:30
5/6/24
OWLBlue Owl Capital Inc.FinancInvAdvInvestment AdviceRees Michael DouglassNYOCo-P1S.d00.000-19,6002,619I
5/7/24 17:24
2/15/24
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceDolan Kevin BX0D1S-10330.990-317D
4/30/24 16:27
4/30/24
APAMArtisan Partners Asset Management Inc.DEFinancInvAdvInvestment AdviceRamirez Gregory KWIOTEVP1S.d00.000-270D
4/26/24 16:58
4/24/24
CBLCbl & Associates Properties IncDEFinancInvAdvInvestment AdviceOaktree Capital Group Holdings Gp, LLCCAT1S-15521.750-704,005I
4/19/24 18:27
4/17/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRessler Antony PCADOTCo-Found11S.m-656,537131.310-5,0007,985I
4/16/24 21:38
4/15/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRosenthal BennettCADOCo-Found5S.dm-32,791131.160-2501,278I
4/5/24 20:16
4/3/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceKaplan David BCADOCo-Found4S.dm-33,015132.060-2501,352I
4/4/24 19:54
4/2/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceConnell BrookeNYOP,US Wea1S.d-765.070-15191D
3/29/24 16:04
3/27/24
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceAlvero GumerMNOP-INSURA1S.d-722437.000-28D
3/28/24 16:50
3/26/24
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceBrockman Dawn M.MNOSVP,CONT1S.d-97434.13001D
3/27/24 15:49
3/25/24
PXP10, Inc.DEFinancInvAdvInvestment AdviceFeinglass MichaelTXHSee Rema3S.m-1,8978.110-234328D
3/22/24 09:18
3/20/24
AFLAflac IncDEFinancInvAdvInvestment AdviceKenny Thomas JGAD1S-42384.620-518D
3/21/24 17:11
3/19/24
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceBlack Leon DNYHSee rema1S-49,818110.710-45042,605D
3/14/24 17:21
3/12/24
CNSCohen & Steers, Inc.DEFinancInvAdvInvestment AdviceVillani Edmond DNYD1S-29272.990-438M
3/14/24 10:18
3/12/24
PXP10, Inc.DEFinancInvAdvInvestment AdviceAbell Alexander I.TXHSee Rema1S-2538.270-31400D
3/13/24 17:27
3/13/24
LAZLazard, Inc.DEFinancInvAdvInvestment AdviceRusso Evan LNYOCEO of A1S.d-2,95139.350-75227D
3/11/24 17:29
3/7/24
HLNEHamilton Lane IncDEFinancInvAdvInvestment AdviceOakville Number 2 TrustPAT1S.d-5,940108.000-55480D
3/8/24 16:36
3/6/24
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceLockridge MatthewTXOHead,U.S1S-16812.010-1456D
3/7/24 17:31
3/6/24
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceHughes Brennan A.X0OCHIEF AC1S-5832.260-25D
3/7/24 16:49
3/6/24
VRTSVirtus Investment Partners, Inc.DEFinancInvAdvInvestment AdviceZarrilli Stephen TCTD1S-534248.400-24D
3/7/24 16:46
3/5/24
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceVan Meter StephenPAOVP,Chief1S-1636.080033D
3/7/24 16:08
3/5/24
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceNusseibeh Saker AnwarPAOCEO,Herm1S-30036.150-8191D
3/7/24 16:05
3/5/24
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceNovak Richard APAOPrincipa1S-3336.070-152D
3/5/24 18:34
3/3/24
BMBLBumble Inc.DEFinancInvAdvInvestment AdviceBx Buzz Ml-1 Gp LLCNYT1S.d-27,84511.100-2,50913I
3/5/24 17:11
3/1/24
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceKleinman ScottNYDOCo-P (Se1S-22,949110.550-2088,224M
3/5/24 17:10
3/4/24
AMKAssetmark Financial Holdings, Inc.DEFinancInvAdvInvestment AdviceKim MichaelCADOCEO,P1S-41635.180-12408D
3/4/24 17:17
3/1/24
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceFogo GeorginaX0OCHIEF RI1S-9431.070-3124D
3/4/24 17:17
2/29/24
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceMeates Helen TNYOCFO1S.dm-1,886105.180-1851D
3/4/24 17:17
3/1/24
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceLee Ji-YeunNYOManaging1S.d-1,046104.580-1081D
3/4/24 17:17
3/1/24
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceThompson Roger MjX0OCFO1S-8731.070-3145D

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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