Industry - Investment Advice

Latest data: 8/4/2026 10:01:49 PM
1 Month
Buy/Sell Ratio 0.00
0%
100%
Buy Sell
-- ($3.01) M
0 Insiders 4 Insiders
0 Transactions 4 Transactions
7/4/2026 to 8/4/2026
3 Month
Buy/Sell Ratio 0.41
29%
71%
Buy Sell
$14.36 M ($34.95) M
13 Insiders 21 Insiders
15 Transactions 37 Transactions
5/4/2026 to 8/4/2026
6 Month
Buy/Sell Ratio 0.54
35%
65%
Buy Sell
$63.31 M ($116.57) M
33 Insiders 44 Insiders
45 Transactions 85 Transactions
2/4/2026 to 8/4/2026
12 Month
Buy/Sell Ratio 0.23
18%
82%
Buy Sell
$76.89 M ($338.49) M
41 Insiders 72 Insiders
97 Transactions 189 Transactions
8/4/2025 to 8/4/2026

Monthly Buy and Sell Value

Monthly Buy/Sell Ratio

Companies with activity

1 Month 6 Month 12 Month
Name Ratio Buy $ Sell $ Ratio Buy $ Sell $ Ratio Buy $ Sell $
Virtus Investment Partners, Inc. 0.00 $0 ($2,505,955) 0.07 $246,278 ($3,702,535) 0.06 $246,278 ($4,200,516)
Pjt Partners Inc. 0.00 $0 ($215,121) 0.00 $0 ($1,897,957) 0.00 $0 ($2,163,999)
Morningstar, Inc. 0.00 $0 ($199,000) 0.01 $186,590 ($32,842,142) 0.00 $186,590 ($79,990,653)
Cohen & Steers, Inc. 0.00 $0 ($91,476) 0.00 $0 ($1,385,143) 4.32 $5,982,412 ($1,385,143)
Acadian Asset Management Inc. -- $0 $0 0.00 $0 ($7,193,351) 0.00 $0 ($7,193,351)
Ares Management Corp -- $0 $0 -- $1,325,826 $0 0.17 $1,325,826 ($7,849,962)
Carlyle Group Inc. -- $0 $0 0.00 $0 ($23,340,000) 0.00 $0 ($77,772,092)
Blackstone Inc. -- $0 $0 0.03 $98,924 ($3,775,565) 0.08 $4,175,349 ($54,478,973)
Janus Henderson Group Plc -- $0 $0 0.00 $0 ($9,137,197) 0.00 $0 ($10,381,367)
Ameriprise Financial Inc -- $0 $0 0.00 $0 ($3,809,511) 0.00 $0 ($31,179,203)
Evercore Inc. -- $0 $0 0.12 $580,860 ($4,986,544) 0.08 $580,860 ($7,536,185)
Affiliated Managers Group, Inc. -- $0 $0 0.51 $687,405 ($1,337,994) 0.51 $687,405 ($1,337,994)
Apollo Global Management, Inc. -- $0 $0 0.00 $0 ($7,298,222) 0.00 $0 ($12,234,292)
Price T Rowe Group Inc -- $0 $0 0.00 $0 ($307,680) 0.00 $0 ($307,680)
BRC Group Holdings, Inc. -- $0 $0 0.00 $0 ($2,616,119) 0.00 $0 ($2,616,119)
Federated Hermes, Inc. -- $0 $0 0.00 $0 ($9,184,757) 0.00 $0 ($12,268,868)
Hennessy Advisors Inc -- $0 $0 0.00 $0 ($100,000) 0.00 $0 ($324,565)
Houlihan Lokey, Inc. -- $0 $0 0.00 $0 ($854,300) 0.00 $0 ($854,300)
Horizon Kinetics Holding Corp -- $0 $0 -- $57,403 $0 -- $93,542 $0
Kkr & Co. Inc. -- $0 $0 -- $21,738,016 $0 -- $21,738,016 $0
Hamilton Lane Inc -- $0 $0 -- $11,318,499 $0 -- $12,361,331 $0
Alliancebernstein Holding L.P. -- $0 $0 0.00 $0 ($2,249,218) 0.00 $0 ($3,519,040)
Stepstone Group Inc. -- $0 $0 -- $5,587,844 $0 0.71 $5,587,844 ($7,864,475)
Ridgepost Capital, Inc. -- $0 $0 -- $694,640 $0 1.31 $694,640 ($531,520)
Value Line Inc -- $0 $0 -- $6,778 $0 -- $6,778 $0
Abacus Global Management, Inc. -- $0 $0 0.00 $0 ($60,006) 0.00 $0 ($60,006)
Gcm Grosvenor Inc. -- $0 $0 0.00 $0 ($488,816) 0.00 $0 ($1,496,348)
Blackstone Infrastructure Strategies L.P. -- $0 $0 -- $199,999 $0 -- $649,965 $0
Mount Logan Capital Inc. -- $0 $0 -- $29,327 $0 -- $29,327 $0
Pimco Asset-Based Lending Co Llc -- $0 $0 -- $249,903 $0 -- $249,903 $0
Cvc-Pe Global Private Equity Fund, Lp -- $0 $0 -- $1,290,000 $0 -- $1,290,000 $0
Pershing Square Inc. -- $0 $0 -- $19,015,801 $0 -- $19,015,801 $0
Blue Owl Capital Inc. -- $0 $0 -- $0 $0 -- $1,690,542 $0
Moelis & Co -- $0 $0 -- $0 $0 0.00 $0 ($189,640)
Diamond Hill Investment Group Inc -- $0 $0 -- $0 $0 0.02 $1,716 ($84,905)
Invesco Ltd. -- $0 $0 -- $0 $0 0.00 $0 ($6,051,542)
Lazard, Inc. -- $0 $0 -- $0 $0 0.00 $0 ($4,274,423)
Westwood Holdings Group Inc -- $0 $0 -- $0 $0 0.00 $0 ($345,688)
Silvercrest Asset Management Group Inc. -- $0 $0 -- $0 $0 -- $298,762 $0