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8/28/25 17:56
8/27/25
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceSiegert Paul EricCAOCO-CBS.d-7,998199.950-40-1000D
8/28/25 16:36
8/27/25
SELFGlobal Self Storage, Inc.DEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP.m685.390132271D
8/28/25 14:44
8/27/25
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceStahl MurrayNYDOTCEO,CIOP138.000009,303M
8/28/25 12:36
8/27/25
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceBrennan Alice CNYDP438.0000111D
8/27/25 18:08
8/25/25
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceHart Scott WNYDOHCEOS-61461.440-1003,163I
8/27/25 17:10
8/25/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-3,100260.960-12014,799D
8/27/25 12:05
8/26/25
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceStahl MurrayNYDOTCEO,CIOP138.000009,303M
8/27/25 09:13
8/22/25
MCMoelis & CoDEFinancInvAdvInvestment AdviceShropshire KennethNYDS-19072.520-3-277D
8/26/25 21:39
8/25/25
ARESAres Management CorpDEFinancInvAdvInvestment AdviceArougheti Michael JCADOCo-FoundS-7,976178.190-45-31,400I
8/26/25 21:38
8/25/25
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRessler Antony PCADOTCo-FoundS.m-55,115178.530-309-83,660I
8/26/25 17:42
8/22/25
PXP10, Inc.DEFinancInvAdvInvestment AdvicePoston Edwin A.TXDTHSee remaS.m-1,23412.720-97-33,159I
8/26/25 16:14
8/25/25
SELFGlobal Self Storage, Inc.DEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP.m825.240163658D
8/26/25 14:47
8/25/25
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceStahl MurrayNYDOTCEO,CIOP138.000009,303M
8/25/25 17:57
8/22/25
ABAlliancebernstein Holding L.P.DEFinancInvAdvInvestment AdviceBernstein Seth PTNDOP,CEOS-99940.050-25-9239D
8/25/25 13:01
8/22/25
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceStahl MurrayNYDOTCEO,CIOP137.630009,302M
8/22/25 21:28
8/20/25
ARESAres Management CorpDEFinancInvAdvInvestment AdviceArougheti Michael JCADOCo-FoundS.m-47,957179.640-267-161,445I
8/22/25 21:28
8/20/25
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRessler Antony PCADOTCo-FoundS.m-47,916179.630-267-63,969I
8/22/25 17:38
8/20/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-4,066262.100-16014,811D
8/22/25 17:15
8/14/25
PXP10, Inc.DEFinancInvAdvInvestment AdviceThomas P. Danis, Jr. Revocable Living Trust Dated March 10, 2003TXHSee RemaS.d-28612.620-23-5122D
8/22/25 16:12
8/21/25
SELFGlobal Self Storage, Inc.DEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP.m145.1403743D
8/22/25 11:51
8/21/25
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceStahl MurrayNYDOTCEO,CIOP138.000009,303M
8/21/25 16:20
8/19/25
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceTruscott William FMNOCEO,GlobM.d4,722165.4102916M
8/21/25 16:20
8/19/25
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceTruscott William FMNOCEO,GlobS.d-5,033506.890-10-3816M
8/21/25 14:11
8/20/25
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceStahl MurrayNYDOTCEO,CIOP138.150009,303M
8/20/25 18:01
8/19/25
ABAlliancebernstein Holding L.P.DEFinancInvAdvInvestment AdviceBernstein Seth PTNDOP,CEOS.m-27140.120-7-2263D
8/19/25 20:49
8/15/25
ARESAres Management CorpDEFinancInvAdvInvestment AdviceArougheti Michael JCADOCo-FoundS.dm-51,725185.880-278-141,712I
8/19/25 17:31
8/15/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-5,628258.770-22014,826D
8/18/25 20:18
8/15/25
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdvicePollock FrederickILOChief InM.d00.000538701D
8/18/25 20:16
8/15/25
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceLevin Jonathan ReisinILDOPM.d00.0007915587D
8/18/25 17:18
8/15/25
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceChurchill Dwight D.FLDM.d00.0001529D
8/18/25 17:15
8/15/25
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceRyan David ChristopherFLDM.d00.0001434D
8/18/25 17:13
8/15/25
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceStarr Loren MFLDM.d00.0001731D
8/18/25 17:11
8/15/25
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceAlvingham Karen L.FLDM.d00.00011012D
8/18/25 17:08
8/15/25
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceFranqui AnnetteFLDM.d00.0001New1D
8/18/25 17:07
8/15/25
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceMatos Rodriguez Felix V.FLDM.d00.0001325D
8/18/25 17:05
8/15/25
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdvicePalandjian Tracy P.FLDM.d00.0001718D
8/18/25 17:02
8/14/25
HNNAHennessy Advisors IncFinancInvAdvInvestment AdviceSeavey Thomas LCADS.m-5710.670-5-1050D
8/15/25 18:44
8/13/25
BMBLBumble Inc.DEFinancInvAdvInvestment AdviceBx Buzz Ml-1 Gp LLCNYTS.d-104,4796.260-16,690-765,405I
8/15/25 16:54
8/14/25
BXBlackstone Inc.DEFinancInvAdvInvestment AdviceSawhney VikrantNYOChief AdS-8,830173.640-51-6789D
8/14/25 18:31
8/12/25
HNNAHennessy Advisors IncFinancInvAdvInvestment AdviceSeavey Thomas LCADS.m-15810.780-15-2156D
8/14/25 18:14
8/12/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-4,756257.870-18014,848D
8/14/25 17:00
8/12/25
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceHorgen Jay C.FLDOCEOM.d5,58774.4907517518D
8/14/25 16:30
8/12/25
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceKelly MartinNYOCFOS-2,249145.110-16-4357D
8/13/25 19:50
8/12/25
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceSullivan Kathleen PatriciaILOPrincipaS-7813.020-6-960D
8/13/25 17:12
8/11/25
CGCarlyle Group Inc.DEFinancInvAdvInvestment AdviceFerguson Jeffrey W.DCOGCS.m-19,08863.630-300-28753D
8/13/25 16:43
8/11/25
BXBlackstone Inc.DEFinancInvAdvInvestment AdvicePorat RuthNYDP47170.1900147M
8/11/25 18:33
8/7/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-5,501260.960-21014,867D
8/11/25 16:47
8/7/25
TPGTpg Inc.DEFinancInvAdvInvestment AdviceChu Jennifer L.TXOGC,GCM.d00.0004629207D
8/8/25 17:04
8/7/25
BXBlackstone Inc.DEFinancInvAdvInvestment AdvicePayne DavidNYOChief AcS-1,598169.970-9-1554D
8/8/25 17:00
8/7/25
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceSkaugen Grace RekstenNYDS-266176.890-2-751D
8/7/25 19:49
8/6/25
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceChatterjee WhitneyNYOGCS-657146.030-5-583D
8/7/25 18:32
8/7/25
KKRKkr & Co. Inc.FinancInvAdvInvestment AdviceRoberts George RCADOCo-Exec S-116,829144.250-810-183,863I
8/7/25 16:41
8/5/25
EVREvercore Inc.DEFinancInvAdvInvestment AdviceLalonde Timothy GilbertNYOCFOS-2,484295.440-8-1837D
8/7/25 16:36
8/5/25
EPIXEssa Pharma Inc.DEFinancInvAdvInvestment AdviceBvf Partners L P/ilCATS.d01.88000561D
8/6/25 18:00
8/4/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-3,041268.470-11014,888D
8/6/25 16:54
8/4/25
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceFogo GeorginaX0OCHIEF RIS-2,97243.070-69-5458D
8/6/25 16:15
8/5/25
BXBlackstone Inc.DEFinancInvAdvInvestment AdviceBaratta JosephNYDS-16,736167.360-100-11809D
8/5/25 16:57
8/1/25
EVREvercore Inc.DEFinancInvAdvInvestment AdviceKlurfeld JasonNYOGCS-1,572285.850-6-860D
8/5/25 16:47
8/4/25
APAMArtisan Partners Asset Management Inc.DEFinancInvAdvInvestment AdviceRamirez Gregory KWIOEVPS-11646.500-3-2102D
8/4/25 16:04
8/4/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceVan Meter StephenPAOVP,ChiefS-2250.7100-130D
8/1/25 17:30
7/31/25
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceTravin David AdamNYOGCS-407178.060-2-1000D
7/30/25 16:37
6/13/25
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceBouzarif AliNYDM.ad00.000223802D
7/30/25 16:36
6/13/25
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceBrophy Warson TraceyNYDM.ad00.000227154D
7/30/25 16:36
6/13/25
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceFurlong Mark FNYDM.ad00.000225166D
7/30/25 16:35
6/13/25
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceKeaney Timothy FNYDM.ad00.0003427160D
7/30/25 16:34
6/13/25
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceCorio NormaNYDM.ad00.0002212241D
7/30/25 16:14
7/30/25
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP8613.80063228D
7/29/25 19:01
7/25/25
CARTMaplebear Inc.DEFinancInvAdvInvestment AdviceGcm Grosvenor Inc.ILHSee ExplS-232,26947.750-4,864-544,141I
7/29/25 17:00
7/25/25
MCMoelis & CoDEFinancInvAdvInvestment AdviceWatanabe Osamu R.NYOGC,SecreS-46172.640-6-980D
7/29/25 17:00
7/28/25
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceSkaugen Grace RekstenNYDM.d00.00023012D
7/28/25 16:14
7/25/25
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP.m16613.830126221D
7/25/25 17:57
7/25/25
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceHart Scott WNYDOHCEOS-61361.280-1003,173I
7/23/25 19:41
7/21/25
BRDGBridge Investment Group Holdings Inc.DEFinancInvAdvInvestment AdviceAllara DeanUTDOVice CBS.dm-20410.570-1907,066D
7/23/25 19:40
7/21/25
BRDGBridge Investment Group Holdings Inc.DEFinancInvAdvInvestment AdviceElsnab KatherineUTOCFOS.dm-1210.570-10413D
7/23/25 19:40
7/21/25
BRDGBridge Investment Group Holdings Inc.DEFinancInvAdvInvestment AdviceSlager JonathanUTDOCEOS.dm-28910.570-2705,864D
7/23/25 19:39
7/21/25
BRDGBridge Investment Group Holdings Inc.DEFinancInvAdvInvestment AdviceO'Farrell AdamUTDOCOOS.dm-11510.570-1102,815D
7/23/25 19:39
7/21/25
BRDGBridge Investment Group Holdings Inc.DEFinancInvAdvInvestment AdviceMorse Robert RandolphUTDOTExec CBS.dm-83810.570-79032,360D
7/22/25 20:34
6/3/25
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceKeenan Patrick T.NYOPrincipaS-163.470-5-417D
7/22/25 16:32
7/21/25
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP.m4913.56042209D
7/18/25 16:11
7/17/25
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP.m2313.56021206D
7/17/25 19:34
7/16/25
TPGTpg Inc.DEFinancInvAdvInvestment AdviceMessemer Deborah M.TXDS-10156.320-2-1017D
7/16/25 16:21
7/15/25
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP.m27113.5402011204D
7/14/25 19:33
7/10/25
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceSmyth Gerard P.MNOEVP,CIOM.d00.000029D
7/14/25 19:32
7/10/25
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceBrockman Dawn M.MNOSVP,CONTM.d00.000021D
7/14/25 19:30
7/10/25
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceSweeney Joseph EdwardMNOP-AWM PrM.d00.000048D
7/14/25 19:29
7/10/25
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceTruscott William FMNOCEO,GlobM.d00.0001316D
7/14/25 17:25
7/10/25
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceHart Scott WNYDOHCEOS-60360.290-1003,183I
7/14/25 16:33
7/11/25
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP.m17613.590138184D
7/14/25 16:12
7/14/25
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceZucker Gillian BethCADS-38191.6500-36D
7/8/25 17:06
7/7/25
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP4913.59042171D
7/3/25 14:10
7/1/25
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceHorgen Jay C.FLDOCEOM.d5,58774.4907518489M
7/3/25 13:12
7/2/25
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP13513.510106167D
7/1/25 18:41
6/30/25
KYMRKymera Therapeutics, Inc.DEFinancInvAdvInvestment AdviceBvf Partners L P/IlCADHSee RemaP.d13,95544.000317875353D
7/1/25 18:06
6/28/25
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceCornelli FrancescaILDM.d00.00031034D
7/1/25 17:07
6/30/25
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "ExpP.m3613.32032157D
6/30/25 18:16
6/30/25
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceGold IrwinCADOTCO-CBS.d-914182.810-5-1000D
6/26/25 16:31
6/24/25
BTSGBrightspring Health Services, Inc.E9FinancInvAdvInvestment AdviceKkr Group Partnership L.P.NYTS-44,41921.150-2,100-377,096I
6/20/25 09:49
6/18/25
TROWPrice T Rowe Group IncMDFinancInvAdvInvestment AdvicePage SebastienMDOVPM.d1,17769.020173664D
6/17/25 16:57
6/13/25
DHILDiamond Hill Investment Group IncOHFinancInvAdvInvestment AdviceQuinif Jo AnnOHOP of DHCS-396144.000-3-927D
6/17/25 16:57
6/13/25
DHILDiamond Hill Investment Group IncOHFinancInvAdvInvestment AdviceQuinif Jo AnnOHOP of DHCP396144.01031227D
6/17/25 16:03
6/16/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceNusseibeh Saker AnwarPAOCEO,FedeS-25642.700-6-3172D
6/17/25 16:02
6/16/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceUhlman Paul APAOVPS-4342.630-10316D
6/16/25 20:08
6/12/25
BTSGBrightspring Health Services, Inc.E9FinancInvAdvInvestment AdviceKkr Group Partnership L.P.NYTS-281,06921.150-13,288-1479,196I
6/16/25 16:47
6/12/25
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceMcCabe Michael INYDOHHead of S-3,82956.540-68-23,464D
6/16/25 09:34
6/13/25
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceWimmer AndreasNYDM.d00.00023New23D
6/16/25 09:34
6/13/25
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceBrophy Warson TraceyNYDM.d00.00022New22D
6/16/25 09:33
6/13/25
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceKeaney Timothy FNYDM.d00.00034New34D
6/16/25 09:32
6/13/25
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceCorio NormaNYDM.d00.00022New22D
6/16/25 09:32
6/13/25
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceCetin NazimNYDM.d00.00023New23D
6/16/25 09:31
6/13/25
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceFurlong Mark FNYDM.d00.00022New22D
6/16/25 09:30
6/13/25
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceBouzarif AliNYDM.d00.00022New22D
6/13/25 19:54
6/12/25
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRosenthal BennettCADOCo-FoundS-14,347168.790-85-71,076I
6/13/25 17:47
6/11/25
LAZLazard, Inc.DEFinancInvAdvInvestment AdviceSoto AlexandraNYOCOOS-3,76343.810-86-43114D
6/13/25 16:32
6/11/25
SVVSavers Value Village, Inc.DEFinancInvAdvInvestment AdviceAres Management LLCCATS-19,9288.860-2,250-2117,449I
6/13/25 16:27
6/13/25
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceZucker Gillian BethCADS-35174.3700-36D
6/12/25 09:20
6/11/25
TROWPrice T Rowe Group IncMDFinancInvAdvInvestment AdviceSawyer Dorothy CMDHVPS-19195.430-2-446D
6/11/25 16:30
6/9/25
LOARLoar Holdings Inc.DEFinancInvAdvInvestment AdviceBlackstone Holdings IV L.P.NYTS-247,83082.610-3,000-93209I
6/11/25 11:05
6/10/25
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceStahl MurrayNYDOTCEO,CIOP049.000009,303M
6/11/25 09:06
6/10/25
TURN180 Degree Capital Corp. /Ny/NYFinancInvAdvInvestment AdviceBigelow Robert E IIINJOVP,Head P83.98022133D
6/10/25 16:30
6/6/25
BVBrightview Holdings, Inc.E9FinancInvAdvInvestment AdviceKkr Group Partnership L.P.NYTS-167,04014.400-11,600-3521,533I
6/10/25 11:12
6/9/25
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceStahl MurrayNYDOTCEO,CIOP047.000009,303M
6/9/25 18:17
6/9/25
PXP10, Inc.DEFinancInvAdvInvestment AdviceSarsfield Luke A. IIITXDOSee RemaP499.87053188D
6/9/25 17:54
6/9/25
PXP10, Inc.DEFinancInvAdvInvestment AdviceHood Mark CTXOSee remaP499.8105688D
6/9/25 12:05
6/6/25
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceStahl MurrayNYDOTCEO,CIOP047.000009,303M
6/9/25 09:08
6/6/25
TURN180 Degree Capital Corp. /Ny/NYFinancInvAdvInvestment AdviceWolfe Daniel BNJDOPP43.94010252D
6/6/25 16:39
6/4/25
APAMArtisan Partners Asset Management Inc.DEFinancInvAdvInvestment AdviceDaley Charles J JrWIOTEVP,CFO,S-62540.450-15-1492D
6/6/25 16:18
6/4/25
BRDGBridge Investment Group Holdings Inc.DEFinancInvAdvInvestment AdviceElsnab KatherineUTOCFOS.m-8339.250-90-20358D
6/6/25 13:03
6/4/25
ABLAbacus Global Management, Inc.DEFinancInvAdvInvestment AdviceMcNealy SeanFLDOTCo-FoundP4985.77086112,456D
6/6/25 13:03
6/4/25
ABLAbacus Global Management, Inc.DEFinancInvAdvInvestment AdviceKirby Kevin ScottFLOTCo-FoundP4985.77086112,447D
6/6/25 13:02
6/4/25
ABLAbacus Global Management, Inc.DEFinancInvAdvInvestment AdviceMcCauley William Hugh JrFLOCFOP1925.820336187D
6/6/25 12:40
6/5/25
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceStahl MurrayNYDOTCEO,CIOP041.000009,303M
6/5/25 16:01
6/5/25
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceGomez FabianTXOPS-10915.500-7-797D
6/5/25 12:16
6/4/25
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceStahl MurrayNYDOTCEO,CIOP041.000009,303M
6/5/25 12:03
6/4/25
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceHerndon MarkNYOCFOP140.1800New0D
6/5/25 11:25
6/3/25
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMoran Kevin P.NYOP,COOS-993.470-29-3260D
6/5/25 11:24
6/3/25
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceConnell BrookeNYOP,US WeaS-743.470-21-9216D
6/5/25 11:24
6/3/25
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceTiedemann MichaelNYDOCEOS-1463.470-42-6678D
6/5/25 11:23
6/3/25
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceGraham Colleen ANYOChief LeS-803.470-23-3542D
6/4/25 17:00
6/2/25
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceCostos JamesNYDM.d00.00021811D
6/4/25 17:00
6/2/25
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceRyan Thomas MNYDM.d00.00031039D
6/4/25 17:00
6/2/25
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceWhitney Kenneth CNYDM.d00.00021911D
6/4/25 17:00
6/2/25
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceRafferty Emily KNYDM.d00.0002239D
6/4/25 11:20
6/3/25
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceStahl MurrayNYDOTCEO,CIOP041.000009,303M
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TURN180 Degree Capital Corp. /Ny/NYFinancInvAdvInvestment AdviceBigelow Robert E IIINJOVP,Head P84.01022131D
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ARESAres Management CorpDEFinancInvAdvInvestment AdviceKaplan David BCADOCo-FoundS-5,473165.120-33-31,025I
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GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdvicePollock FrederickILOChief InM.d00.000254669D
6/3/25 16:26
5/31/25
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceLevin Jonathan ReisinILDOPM.d00.0004910545D
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GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceSullivan Kathleen PatriciaILOPrincipaM.d00.000255966D
6/3/25 16:24
5/31/25
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceBuchanan Sandra MILOCHROM.d00.0002612447D
6/3/25 16:23
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GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceBentley Pamela LILOCFOM.d00.000336583D
6/3/25 16:22
6/2/25
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceBlanton AngelaILDS-17612.650-14-1000D
6/3/25 13:40
6/2/25
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceStahl MurrayNYDOTCEO,CIOP043.500009,303M
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6/2/25
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceCrain Christopher MCAOGCS.d-87173.020-1-1000D
6/2/25 21:15
6/2/25
KKRKkr & Co. Inc.FinancInvAdvInvestment AdviceRoberts George RCADOCo-Exec S-142,573119.800-1,190-184,673I
6/2/25 21:10
6/2/25
KKRKkr & Co. Inc.FinancInvAdvInvestment AdviceKravis Henry RNYDOCo-Exec S-153,756119.990-1,281-281,381M
6/2/25 16:30
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SAROStandardaero, Inc.DEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCTS-100,22627.300-3,671-2152,674I
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HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceStahl MurrayNYDOTCEO,CIOP041.750009,303M
5/30/25 17:00
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PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceCornwell Kievdi DonNYDS.m-3,013150.670-20-699D
5/30/25 16:54
5/28/25
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceMcCabe Michael INYDOHHead of S-15,04659.920-251-73,532M
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HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceStahl MurrayNYDOTCEO,CIOP041.500009,303M
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ARESAres Management CorpDEFinancInvAdvInvestment AdviceKaplan David BCADOCo-FoundS.m-4,845165.060-29-31,058I
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HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceStahl MurrayNYDOTCEO,CIOP041.250009,303M
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TURN180 Degree Capital Corp. /Ny/NYFinancInvAdvInvestment AdviceBigelow Robert E IIINJOVP,Head P64.09021129D
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STEPStepstone Group Inc.FinancInvAdvInvestment AdviceHart Scott WNYDOHCEOS.m-1,74860.060-29-13,193I
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STEPStepstone Group Inc.FinancInvAdvInvestment AdviceMent Jason PNYOHSee remaS.m-3,43060.700-57-51,162D
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SAROStandardaero, Inc.DEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCTS-668,17127.300-24,475-14156,345I
5/28/25 16:00
5/27/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceUhlman Paul APAOVPS-25542.140-6-2317D
5/28/25 16:00
5/27/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceGermain Peter JPAOEVP,CLO,S-1741.94000211D
5/28/25 16:00
5/28/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceVan Meter StephenPAOVP,ChiefS-25042.260-6-1630D
5/28/25 11:34
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HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceStahl MurrayNYDOTCEO,CIOP042.000009,303M
5/27/25 20:01
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KKRKkr & Co. Inc.FinancInvAdvInvestment AdviceBarakett Timothy RNYDP4,127117.9203523186I
5/27/25 16:54
5/22/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-3,000306.360-10014,914D
5/27/25 16:44
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TPGTpg Inc.DEFinancInvAdvInvestment AdviceHolloway SamanthaTXHFormer 1S-977,97046.570-21,000-99250I
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HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceStahl MurrayNYDOTCEO,CIOP041.790009,303M
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HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceStahl MurrayNYDOTCEO,CIOP038.500009,303M
5/22/25 18:41
5/20/25
ARESAres Management CorpDEFinancInvAdvInvestment AdviceArougheti Michael JCADOCo-FoundS.m-42,300164.270-258-161,400I
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HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceStahl MurrayNYDOTCEO,CIOP036.750009,303M
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5/19/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-3,829309.950-12014,924D
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PXP10, Inc.DEFinancInvAdvInvestment AdviceJon I. Madorsky Revocable Trust Dated December 1, 2008TXHSee RemaS-12012.000-10-2496D
5/20/25 19:35
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PXP10, Inc.DEFinancInvAdvInvestment AdviceWilliams MelTXTHSee RemaS-11812.250-1004,180I
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XOMAXoma Royalty CorpDEFinancInvAdvInvestment AdviceBvf Partners L P/ilCATS.d-10,64327.100-393-241,268D
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PXP10, Inc.DEFinancInvAdvInvestment AdviceAbell Alexander I.TXHSee RemaS-38612.210-32-9325D
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HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceBeiser Scott LCADOTCO-CBS.d-1,431178.710-8-1000D
5/20/25 17:17
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PXP10, Inc.DEFinancInvAdvInvestment AdviceAbell Alexander I.TXHSee RemaS.ad-29912.220-24-6357D
5/20/25 17:17
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PXP10, Inc.DEFinancInvAdvInvestment AdviceAbell Alexander I.TXHSee RemaM.ad2072.9607024357D
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LOARLoar Holdings Inc.DEFinancInvAdvInvestment AdviceBlackstone Holdings IV L.P.NYTS.m-145,03280.910-1,793-86291I
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SVVSavers Value Village, Inc.DEFinancInvAdvInvestment AdviceAres Management LLCCATS-132,4998.860-14,960-11119,699I
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FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceNusseibeh Saker AnwarPAOCEO,FedeS-31743.090-7-4178D
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MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceKapoor KunalILDOCEOM.d00.00072276D
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MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceWiersema ConanILOCAO,PAOM.d00.000023D
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MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceTsay Caroline JILDS-62309.8400-29D
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MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceDunn Daniel JosephILOChief ReM.d00.0001429D
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MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceHolt MichaelILOCFOM.d00.0001611D
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ARESAres Management CorpDEFinancInvAdvInvestment AdviceRosenthal BennettCADOCo-FoundS.d-6,775169.370-40-31,161I
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ARESAres Management CorpDEFinancInvAdvInvestment AdviceKaplan David BCADOCo-FoundS-10,585169.360-63-51,088I
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ARESAres Management CorpDEFinancInvAdvInvestment AdviceArougheti Michael JCADOCo-FoundS.dm-56,406169.640-333-171,658I
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OWLBlue Owl Capital Inc.NJFinancInvAdvInvestment AdviceRees Michael DouglassNYDOCo-PS.d00.000-20,000-2851,117I
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STEPStepstone Group Inc.FinancInvAdvInvestment AdviceMent Jason PNYOHSee remaS-4860.020-101,219D
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STEPStepstone Group Inc.FinancInvAdvInvestment AdviceHart Scott WNYDOHCEOS-5460.010-103,222I
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MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CBS.m-4,463307.780-15014,936D

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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