TC |
Stat |
Stk |
Ins |
Fil |
+d |
+w |
+m |
+q |
+h |
+y |
avg |
|---|
Filing Date |
T Date |
Ticker |
Issuer | Inc | Sector |
Ind | Industry | #o | #f |
T |
TVal |
Price |
L |
Qty |
oc |
Own |
H |
r2y |
r1y |
r6m |
r3m |
r6w |
r3w |
r7d |
r3d |
f1d |
f1w |
f1m |
f3m |
f6m |
f1y |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
3/14/25 09:30 | 3/12/25 | DHIL | Diamond Hill Investment Group Inc | OH | Financ | InvAdv | Investment Advice | 1 | 4 | P | 336 | 148.07 | 0 | 2 | 27 | 11 | D | ||||||||||||||
3/13/25 20:14 | 3/11/25 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | 1 | 1 | P | 1,413 | 141.33 | 0 | 10 | 77 | 23 | D | ||||||||||||||
3/5/25 12:49 | 3/4/25 | BEN | Franklin Resources Inc | DE | Financ | InvAdv | Investment Advice | 1 | 1 | P | 1,957 | 19.57 | 0 | 100 | 0 | 93,459 | D | ||||||||||||||
2/20/25 16:52 | 2/18/25 | BX | Blackstone Inc. | DE | Financ | InvAdv | Investment Advice | 1 | 1 | P | 62 | 164.70 | 0 | 0 | 1 | 45 | M | ||||||||||||||
12/18/24 16:11 | 12/17/24 | GAIIX | Gladstone Alternative Income Fund | DE | Financ | InvAdv | Investment Advice | 1 | 1 | P | 5,000 | 10.00 | 0 | 500 | 98 | 1,010 | I | ||||||||||||||
12/16/24 13:42 | 12/13/24 | ABL | Abacus Life, Inc. | DE | Financ | InvAdv | Investment Advice | 1 | 1 | P.m | 78 | 7.76 | 0 | 10 | 20 | 59 | D |
| D | Derivative transaction in filing (usually option exercise) |
| M | Multiple transactions in filing; earliest reported transaction date and weighted average transaction price |
| A | Amended filing |
| E | Error detected in filing |
| S - Sale | Sale of securities on an exchange or to another person |
| S - Sale+OE | Sale of securities on an exchange or to another person (after option exercise) |
| F - Tax | Payment of exercise price or tax liability using portion of securities received from the company |
| P - Purchase | Purchase of securities on an exchange or from another person |