8/7/26 19:12 | 8/6/26 | MORN | Morningstar, Inc. | IL | Financ | InvAdv | Investment Advice | Mansueto Joseph D | IL | DOT | Exec CB | 5 | S.m | -14,064 | 183.79 | 0 | -77 | | 14,502 | D | | | | | | | | | | | | | | |
8/6/26 17:34 | 8/4/26 | AB | Alliancebernstein Holding L.P. | DE | Financ | InvAdv | Investment Advice | Stonehill Charles G.T. | TN | D | | 1 | S | -186 | 37.17 | 0 | -5 | | 25 | D | | | | | | | | | | | | | | |
8/6/26 17:00 | 8/4/26 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Watanabe Osamu R. | NY | O | GC,Secre | 1 | S | -336 | 69.30 | 0 | -5 | | 0 | D | | | | | | | | | | | | | | |
8/6/26 16:30 | 8/4/26 | JMKE | Jersey Mike'S Subs Inc. | DE | Financ | InvAdv | Investment Advice | Blackstone Holdings II L.P. | NY | T | | 2 | S.d | -652,080 | 20.64 | 0 | -31,596 | | 243,039 | I | | | | | | | | | | | | | | |
8/5/26 17:22 | 8/3/26 | ABX | Abacus Global Management, Inc. | DE | Financ | InvAdv | Investment Advice | McNealy Sean | FL | T | | 1 | S | -395 | 10.31 | 0 | -38 | 0 | 12,697 | D | | | | | | | | | | | | | | |
8/5/26 17:22 | 8/3/26 | ABX | Abacus Global Management, Inc. | DE | Financ | InvAdv | Investment Advice | Kirby Kevin Scott | FL | T | | 1 | S | -395 | 10.31 | 0 | -38 | 0 | 12,697 | D | | | | | | | | | | | | | | |
8/5/26 17:21 | 8/3/26 | ABX | Abacus Global Management, Inc. | DE | Financ | InvAdv | Investment Advice | Ganovsky Matthew | FL | T | | 1 | S | -395 | 10.31 | 0 | -38 | 0 | 8,755 | D | | | | | | | | | | | | | | |
8/5/26 16:15 | 8/4/26 | BX | Blackstone Inc. | DE | Financ | InvAdv | Investment Advice | Sawhney Vikrant | NY | O | Chief Ad | 1 | S | -4,066 | 135.55 | 0 | -30 | | 887 | D | | | | | | | | | | | | | | |
8/5/26 16:07 | 8/3/26 | AAMI | Acadian Asset Management Inc. | DE | Financ | InvAdv | Investment Advice | Wiater Christina | MA | O | PAO | 1 | S.m | -2,235 | 87.26 | 0 | -26 | -100 | 0 | D | | | | | | | | | | | | | | |
8/5/26 16:05 | 8/4/26 | FHI | Federated Hermes, Inc. | PA | Financ | InvAdv | Investment Advice | Nusseibeh Saker Anwar | PA | O | CEO,Fede | 2 | S | -965 | 60.38 | 0 | -16 | | 151 | D | | | | | | | | | | | | | | |
8/4/26 17:11 | 8/3/26 | VRTS | Virtus Investment Partners, Inc. | DE | Financ | InvAdv | Investment Advice | Angerthal Michael A | CT | O | EVP,CFO, | 1 | S | -2,506 | 167.34 | 0 | -15 | | 63 | D | | | | | | | | | | | | | | |
8/3/26 18:15 | 8/3/26 | MORN | Morningstar, Inc. | IL | Financ | InvAdv | Investment Advice | Lyons William M | IL | D | | 2 | S | -324 | 190.76 | 0 | -2 | | 14 | D | | | | | | | | | | | | | | |
7/31/26 17:00 | 7/31/26 | PJT | Pjt Partners Inc. | DE | Financ | InvAdv | Investment Advice | Skaugen Grace Reksten | NY | D | | 1 | S | -215 | 167.67 | 0 | -1 | | 1 | D | | | | | | | | | | | | | | |
7/30/26 17:25 | 7/28/26 | AMP | Ameriprise Financial Inc | DE | Financ | InvAdv | Investment Advice | Cracchiolo James M | MN | DO | CB,CEO | 1 | S.d | -9,829 | 545.43 | 0 | -18 | | 109 | D | | | | | | | | | | | | | | |
7/30/26 17:17 | 7/28/26 | AMP | Ameriprise Financial Inc | DE | Financ | InvAdv | Investment Advice | Berman Walter Stanley | MN | O | EVP,CFO | 1 | S.d | -6,045 | 548.95 | 0 | -11 | | 6 | D | | | | | | | | | | | | | | |
7/29/26 16:41 | 7/27/26 | AMP | Ameriprise Financial Inc | DE | Financ | InvAdv | Investment Advice | Williams William Jerryl | MN | O | P,Wealth | 1 | S.dm | -8,668 | 538.24 | 0 | -16 | | 7 | D | | | | | | | | | | | | | | |
7/21/26 16:03 | 7/20/26 | CNS | Cohen & Steers, Inc. | DE | Financ | InvAdv | Investment Advice | Dulik Elena | NY | O | Chief Ac | 1 | S | -91 | 83.16 | 0 | -1 | | 22 | D | | | | | | | | | | | | | | |
7/17/26 17:57 | 7/15/26 | VINP | Vinci Compass Investments Ltd. | E9 | Financ | InvAdv | Investment Advice | Lovisotto Fernando | | O | Head of | 14 | S.dm | -997 | 10.29 | 0 | -97 | | 1,080 | I | | | | | | | | | | | | | | |
7/17/26 16:01 | 7/15/26 | GMCG | Gcm Grosvenor Inc. | DE | Financ | InvAdv | Investment Advice | Cantor Fitzgerald, L. P. | NY | T | | 1 | S.m | -7,596 | 13.63 | 0 | -557 | | 5,894 | I | | | | | | | | | | | | | | |
7/7/26 19:32 | 4/7/26 | WHG | Westwood Holdings Group Inc | DE | Financ | InvAdv | Investment Advice | Byrne Susan M | TX | H | Director | 14 | S.m | -1,344 | 18.45 | 0 | -73 | | 286 | D | | | | | | | | | | | | | | |
6/26/26 18:48 | 6/26/26 | KYMR | Kymera Therapeutics, Inc. | DE | Financ | InvAdv | Investment Advice | Bvf Partners L P/Il | CA | DH | See Rema | 1 | S.d | -173,665 | 106.50 | 0 | -1,631 | | 319 | M | | | | | | | | | | | | | | |
6/26/26 17:30 | 6/24/26 | VINP | Vinci Compass Investments Ltd. | E9 | Financ | InvAdv | Investment Advice | Ribeiro Sergio Passos | | O | CFO | 18 | S.dm | -1,129 | 9.92 | 0 | -114 | | 761 | I | | | | | | | | | | | | | | |
6/23/26 18:21 | 6/18/26 | PLBY | Playboy, Inc. | DE | Financ | InvAdv | Investment Advice | Fig Buyer Gp, LLC | NY | T | | 1 | S | -2,000 | 1.05 | 0 | -1,905 | | 177 | I | | | | | | | | | | | | | | |
6/23/26 16:44 | 6/23/26 | FHI | Federated Hermes, Inc. | PA | Financ | InvAdv | Investment Advice | Van Meter Stephen | PA | O | VP,Chief | 1 | S | -100 | 59.64 | 0 | -2 | | 31 | D | | | | | | | | | | | | | | |
6/22/26 19:18 | 6/17/26 | VINP | Vinci Compass Investments Ltd. | E9 | Financ | InvAdv | Investment Advice | Zaremba Bruno Augusto Sacchi | | O | P Financ | 3 | S.dm | -431 | 10.63 | 0 | -41 | | 1,095 | I | | | | | | | | | | | | | | |
6/22/26 17:14 | 6/17/26 | AAMI | Acadian Asset Management Inc. | DE | Financ | InvAdv | Investment Advice | Paulson & Co. Inc. | NJ | T | | 1 | S | -146,775 | 77.25 | 0 | -1,900 | | 5,843 | I | | | | | | | | | | | | | | |
6/18/26 20:35 | 6/16/26 | BMBL | Bumble Inc. | DE | Financ | InvAdv | Investment Advice | Bx Buzz Ml-1 Gp LLC | NY | T | | 1 | S | -28,228 | 3.78 | 0 | -7,478 | -100 | 19 | I | | | | | | | | | | | | | | |
6/17/26 17:30 | 6/16/26 | VRTS | Virtus Investment Partners, Inc. | DE | Financ | InvAdv | Investment Advice | Mandinach Barry M. | CT | O | EVP,Head | 1 | S | -724 | 144.76 | 0 | -5 | | 11 | D | | | | | | | | | | | | | | |
6/17/26 16:05 | 6/16/26 | FHI | Federated Hermes, Inc. | PA | Financ | InvAdv | Investment Advice | Uhlman Paul A | PA | O | VP | 2 | S | -417 | 58.19 | 0 | -7 | | 303 | D | | | | | | | | | | | | | | |
6/16/26 20:11 | 6/16/26 | RILY | Brc Group Holdings, Inc. | DE | Financ | InvAdv | Investment Advice | Riley Bryant R | CA | DOT | CB,Co-CE | 1 | S | -1,759 | 9.00 | 0 | -195 | | 6,773 | D | | | | | | | | | | | | | | |
6/16/26 17:31 | 6/16/26 | CNS | Cohen & Steers, Inc. | DE | Financ | InvAdv | Investment Advice | Noonan Daniel | NY | O | EVP | 1 | S | -337 | 77.33 | 0 | -4 | | 29 | M | | | | | | | | | | | | | | |
6/15/26 16:15 | 6/11/26 | EVR | Evercore Inc. | DE | Financ | InvAdv | Investment Advice | Lalonde Timothy Gilbert | NY | O | CFO | 1 | S | -2,679 | 343.06 | 0 | -8 | | 35 | D | | | | | | | | | | | | | | |
6/8/26 19:23 | 6/8/26 | AMG | Affiliated Managers Group, Inc. | DE | Financ | InvAdv | Investment Advice | Horgen Jay C. | FL | DO | P,CEO | 1 | S.d | -5,920 | 338.27 | 0 | -18 | | 589 | D | | | | | | | | | | | | | | |
6/5/26 17:15 | 6/5/26 | BTSG | Brightspring Health Services, Inc. | E9 | Financ | InvAdv | Investment Advice | Kkr Group Partnership L.P. | NY | T | | 1 | S | -857,492 | 58.45 | 0 | -14,670 | | 26,830 | I | | | | | | | | | | | | | | |
6/3/26 19:09 | 6/1/26 | STEP | Stepstone Group Inc. | | Financ | InvAdv | Investment Advice | Fernandez Jose A | NY | DO | Co-COO | 1 | S.m | -9,612 | 47.51 | 0 | -202 | | 4,639 | I | | | | | | | | | | | | | | |
6/1/26 16:15 | 5/28/26 | MDLN | Medline Inc. | DE | Financ | InvAdv | Investment Advice | Bcp 8 Holdings Mozart Manager L.L.C. | NY | T | | 1 | S | -1,217,350 | 36.54 | 0 | -33,318 | | 1,990 | I | | | | | | | | | | | | | | |
5/28/26 16:49 | 5/27/26 | APO | Apollo Global Management, Inc. | DE | Financ | InvAdv | Investment Advice | Zito John P. | NY | O | Co-P (se | 1 | S | -6,356 | 130.66 | 0 | -49 | | 3,064 | D | | | | | | | | | | | | | | |
5/27/26 16:05 | 5/26/26 | CNS | Cohen & Steers, Inc. | DE | Financ | InvAdv | Investment Advice | Cheigh Jon | NY | O | P,CIO | 1 | S | -753 | 71.75 | 0 | -11 | | 161 | I | | | | | | | | | | | | | | |
5/26/26 16:05 | 5/26/26 | FHI | Federated Hermes, Inc. | PA | Financ | InvAdv | Investment Advice | Germain Peter J | PA | O | EVP,CLO, | 2 | S | -294 | 54.37 | 0 | -5 | | 212 | D | | | | | | | | | | | | | | |
5/21/26 17:43 | 5/21/26 | HLI | Houlihan Lokey, Inc. | | Financ | InvAdv | Investment Advice | Beiser Scott L | CA | DOT | CO-CB | 1 | S.d | -941 | 150.26 | 0 | -6 | -100 | 0 | D | | | | | | | | | | | | | | |
5/19/26 19:39 | 5/15/26 | MORN | Morningstar, Inc. | IL | Financ | InvAdv | Investment Advice | Holt Michael | IL | O | CFO | 1 | S.d | -45 | 166.05 | 0 | 0 | | 25 | D | | | | | | | | | | | | | | |
5/18/26 16:49 | 5/15/26 | AFL | Aflac Inc | DE | Financ | InvAdv | Investment Advice | Kenny Thomas J | GA | D | | 1 | S | -203 | 116.57 | 0 | -2 | | 13 | D | | | | | | | | | | | | | | |
5/18/26 16:17 | 5/14/26 | AMP | Ameriprise Financial Inc | DE | Financ | InvAdv | Investment Advice | Smyth Gerard P. | MN | O | EVP,Hd. | 1 | S.d | -2,956 | 472.52 | 0 | -6 | | 6 | D | | | | | | | | | | | | | | |
5/15/26 16:10 | 5/13/26 | RILY | Brc Group Holdings, Inc. | DE | Financ | InvAdv | Investment Advice | Forman Alan N | CA | O | EVP,GC,S | 1 | S.m | -857 | 8.57 | 0 | -100 | | 38 | D | | | | | | | | | | | | | | |
5/15/26 16:10 | 5/14/26 | APO | Apollo Global Management, Inc. | DE | Financ | InvAdv | Investment Advice | Kelly Martin | NY | O | CFO | 1 | S | -943 | 134.64 | 0 | -7 | | 426 | D | | | | | | | | | | | | | | |
5/14/26 19:36 | 5/12/26 | JHG | Janus Henderson Group Plc | Y9 | Financ | InvAdv | Investment Advice | Frank Joshua D. | FL | DT | | 1 | S | -320,613 | 51.60 | 0 | -6,213 | | 25,654 | I | | | | | | | | | | | | | | |
5/14/26 19:35 | 5/12/26 | JHG | Janus Henderson Group Plc | Y9 | Financ | InvAdv | Investment Advice | Baldwin Brian M | NY | DT | | 1 | S | -320,613 | 51.60 | 0 | -6,213 | | 25,654 | I | | | | | | | | | | | | | | |
5/14/26 13:31 | 5/13/26 | TROW | Price T Rowe Group Inc | MD | Financ | InvAdv | Investment Advice | Jackson Stephon A. | MD | O | VP | 1 | S | -308 | 102.56 | 0 | -3 | | 84 | D | | | | | | | | | | | | | | |