9/4/26 17:30 | 9/3/26 | KKR | Kkr & Co. Inc. | | Financ | InvAdv | Investment Advice | Holmes Dane E | NY | O | Chief Ad | 1 | S.d | -1,086 | 108.58 | 0 | -10 | | 9 | D | | | | | | | | | | | | | | |
8/31/26 17:00 | 8/27/26 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Shropshire Kenneth | NY | D | | 1 | S | -130 | 69.06 | 0 | -2 | | 8 | D | | | | | | | | | | | | | | |
8/26/26 20:51 | 8/25/26 | LAZ | Lazard, Inc. | DE | Financ | InvAdv | Investment Advice | Orszag Peter Richard | NY | DO | CEO,CB | 1 | S.d | -5,440 | 43.52 | 0 | -125 | | 261 | D | | | | | | | | | | | | | | |
8/26/26 16:30 | 8/25/26 | BAER | Bridger Aerospace Group Holdings, Inc. | DE | Financ | InvAdv | Investment Advice | Blackstone Holdings II L.P. | NY | T | | 4 | S.d | -711,181 | 19.25 | 0 | -36,946 | | 243,039 | I | | | | | | | | | | | | | | |
8/26/26 09:25 | 8/25/26 | TROW | Price T Rowe Group Inc | MD | Financ | InvAdv | Investment Advice | Nelson Joshua B | MD | O | VP | 1 | S | -1,118 | 111.82 | 0 | -10 | | 71 | D | | | | | | | | | | | | | | |
8/25/26 16:38 | 8/24/26 | PLBY | Playboy, Inc. | DE | Financ | InvAdv | Investment Advice | Fig Buyer Gp, LLC | NY | T | | 2 | S | -5,000 | 1.05 | 0 | -4,762 | | 177 | I | | | | | | | | | | | | | | |
8/24/26 17:15 | 8/24/26 | MORN | Morningstar, Inc. | IL | Financ | InvAdv | Investment Advice | Mansueto Joseph D | IL | DOT | Exec CB | 7 | S.m | -20,508 | 205.08 | 0 | -100 | | 14,444 | D | | | | | | | | | | | | | | |
8/24/26 12:25 | 4/14/26 | PAX | Patria Investments Ltd | E9 | Financ | InvAdv | Investment Advice | D'Ippolito Marco Nicola | | O | CEO of G | 1 | S.m | -166 | 11.43 | 0 | -15 | | 443 | D | | | | | | | | | | | | | | |
8/21/26 17:00 | 8/21/26 | PJT | Pjt Partners Inc. | DE | Financ | InvAdv | Investment Advice | Cornwell Kievdi Don | NY | D | | 1 | S | -1,361 | 173.48 | 0 | -8 | | 19 | D | | | | | | | | | | | | | | |
8/21/26 17:00 | 8/21/26 | PJT | Pjt Partners Inc. | DE | Financ | InvAdv | Investment Advice | Costos James | NY | D | | 1 | S | -302 | 175.00 | 0 | -2 | | 11 | D | | | | | | | | | | | | | | |
8/21/26 16:50 | 8/20/26 | FHI | Federated Hermes, Inc. | PA | Financ | InvAdv | Investment Advice | Germain Peter J | PA | O | EVP,CLO, | 1 | S | -316 | 63.17 | 0 | -5 | | 207 | D | | | | | | | | | | | | | | |
8/21/26 16:32 | 8/20/26 | ABX | Abacus Global Management, Inc. | DE | Financ | InvAdv | Investment Advice | McCauley William Hugh Jr | FL | O | COO,CFO | 1 | S | -1,138 | 9.10 | 0 | -125 | | 915 | D | | | | | | | | | | | | | | |
8/20/26 16:40 | 8/19/26 | APAM | Artisan Partners Asset Management Inc. | DE | Financ | InvAdv | Investment Advice | Ramirez Gregory K | WI | O | EVP | 1 | S | -298 | 42.59 | 0 | -7 | | 109 | D | | | | | | | | | | | | | | |
8/17/26 18:26 | 8/14/26 | APO | Apollo Global Management, Inc. | DE | Financ | InvAdv | Investment Advice | Kelly Martin | NY | O | CFO | 1 | S | -423 | 140.85 | 0 | -3 | | 422 | D | | | | | | | | | | | | | | |
8/17/26 16:31 | 8/13/26 | SVV | Savers Value Village, Inc. | DE | Financ | InvAdv | Investment Advice | Ares Management LLC | CA | T | | 1 | S | -235,750 | 10.25 | 0 | -23,000 | | 94,449 | I | | | | | | | | | | | | | | |
8/14/26 16:40 | 8/12/26 | ABX | Abacus Global Management, Inc. | DE | Financ | InvAdv | Investment Advice | Jackson Jay J | FL | DOT | CEO | 1 | S | -1,719 | 8.77 | 0 | -196 | | 10,397 | D | | | | | | | | | | | | | | |
8/12/26 18:04 | 8/11/26 | BX | Blackstone Inc. | DE | Financ | InvAdv | Investment Advice | Finley John G | NY | O | GC | 1 | S | -6,620 | 147.11 | 0 | -45 | | 614 | D | | | | | | | | | | | | | | |
8/12/26 18:03 | 8/11/26 | BX | Blackstone Inc. | DE | Financ | InvAdv | Investment Advice | Payne David | NY | O | Chief Ac | 1 | S | -1,380 | 145.23 | 0 | -10 | | 64 | D | | | | | | | | | | | | | | |
8/12/26 16:55 | 8/10/26 | AMP | Ameriprise Financial Inc | DE | Financ | InvAdv | Investment Advice | Brockman Dawn M. | MN | O | SVP,CONT | 1 | S | -264 | 558.93 | 0 | 0 | | 1 | D | | | | | | | | | | | | | | |
8/12/26 16:43 | 8/10/26 | CRBG | Corebridge Financial, Inc. | DE | Financ | InvAdv | Investment Advice | Argon Holdco LLC | NY | T | | 1 | S | -491,115 | 33.87 | 0 | -14,500 | | 47,462 | I | | | | | | | | | | | | | | |
8/10/26 17:30 | 8/10/26 | PJT | Pjt Partners Inc. | DE | Financ | InvAdv | Investment Advice | Rafferty Emily K | NY | D | | 1 | S | -184 | 167.35 | 0 | -1 | | 10 | D | | | | | | | | | | | | | | |
8/10/26 16:23 | 8/6/26 | AMP | Ameriprise Financial Inc | DE | Financ | InvAdv | Investment Advice | McGraw Deirdre Davey | MN | O | EVP Mktg | 1 | S.d | -1,340 | 558.28 | 0 | -2 | | 4 | 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 | | | | | | | | | | | | | | |
8/5/26 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 | 1 | S | -452 | 64.24 | 0 | -7 | | 144 | 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 | | 1 | S | -199 | 199.00 | 0 | -1 | | 13 | 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 | 5 | S.m | -196 | 10.22 | 0 | -19 | | 1,008 | 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 | 8 | S.m | -1,094 | 18.98 | 0 | -58 | | 268 | 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 | 7 | S.m | -660 | 9.78 | 0 | -67 | | 708 | 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 | 1 | S | -37 | 10.54 | 0 | -3 | 0 | 1,069 | 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 | 1 | S | -361 | 58.67 | 0 | -6 | | 297 | 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 | | | | | | | | | | | | | | |