25 results

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

3/2/26 17:07
12/29/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment Advice210S.m-16,905168.040-10114,674D
3/2/26 16:30
2/26/26
SAROStandardaero, Inc.DEFinancInvAdvInvestment Advice12S-2,119,81931.130-68,087104,427I
2/27/26 16:12
2/26/26
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment Advice22S.m-1,41811.700-12149D
2/23/26 18:56
2/19/26
MCMoelis & CoDEFinancInvAdvInvestment Advice11S.d-17262.230-35D
2/19/26 16:06
2/18/26
ABAlliancebernstein Holding L.P.DEFinancInvAdvInvestment Advice11S-1,10341.080-27241D
2/19/26 14:29
2/18/26
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment Advice33S-8,16749.050-166669D
2/18/26 19:58
2/18/26
ABXAbacus Global Management, Inc.DEFinancInvAdvInvestment Advice33S-608.380-7033,712D
2/18/26 16:23
2/17/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment Advice33S-1,34654.270-25283D
2/13/26 17:00
2/11/26
BWBabcock & Wilcox Enterprises, Inc.DEFinancInvAdvInvestment Advice11S-10,3989.000-1,15527,664D
2/12/26 18:14
2/11/26
AAMIAcadian Asset Management Inc.DEFinancInvAdvInvestment Advice22S-1,97151.280-3873I
2/12/26 16:59
2/11/26
CNSCohen & Steers, Inc.DEFinancInvAdvInvestment Advice11S.m-1,29465.680-2056D
2/12/26 16:29
2/9/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment Advice44S.d-35,600543.750-65138D
2/11/26 16:55
2/11/26
VRTSVirtus Investment Partners, Inc.DEFinancInvAdvInvestment Advice12S-971154.550-614D
2/10/26 08:43
1/2/26
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment Advice22S.d-941171.160-628D
2/6/26 18:00
2/4/26
ARESAres Management CorpDEFinancInvAdvInvestment Advice12S-828143.550-6327D
2/6/26 17:04
2/6/26
EVREvercore Inc.DEFinancInvAdvInvestment Advice33S-2,374357.400-758D
1/28/26 16:54
12/10/25
STEPStepstone Group Inc.FinancInvAdvInvestment Advice23S-14,09766.480-2126,394M
1/8/26 16:15
1/8/26
LGNLegence Corp.DEFinancInvAdvInvestment Advice12S.d-434,81345.000-9,66367,302I
12/31/25 16:15
12/30/25
HNNAHennessy Advisors IncFinancInvAdvInvestment Advice11S-59.350-116D
12/22/25 16:30
12/18/25
MDLNMedline Inc.DEFinancInvAdvInvestment Advice22S.d-936,86528.740-32,599430,606I
12/12/25 17:35
12/10/25
CGCarlyle Group Inc.DEFinancInvAdvInvestment Advice11S-35,34456.550-62528,000D
12/12/25 16:16
12/10/25
APOApollo Global Management, Inc.DEFinancInvAdvInvestment Advice22S-2,030139.980-15424D
12/11/25 17:54
12/9/25
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment Advice14S-21616.510-13504D
12/11/25 13:45
12/10/25
TROWPrice T Rowe Group IncMDFinancInvAdvInvestment Advice11S-434101.960-447D
12/8/25 19:00
12/4/25
FOAFinance of America Companies Inc.DEFinancInvAdvInvestment Advice11S.d-15,96110.000-1,5961,596I

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