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| ID | Date | Client | Buy/Sell | Target | Sector | Value |
|---|---|---|---|---|---|---|
| 216476 | 2024-10-21 | Hightower | Buy | NEPC | Business Services | - |
| 214664 | 2024-09-04 | Investment Center | Sell | Investment Center | Financial Services | - |
| 209658 | 2024-04-29 | The Riverside Company | Buy | Townsend Group | Business Services | - |
| 212422 | 2023-02-06 | Lincoln | Sell | Lincoln | Real Estate | - |
| 172296 | 2021-09-14 | Portola Partners | Sell | Portola Partners | Financial Services | - |
| 121341 | 2018-04-19 | Cadaret, Grant & Co. Inc. | Sell | Cadaret, Grant & Co. Inc. | Insurance | - |
| 104298 | 2017-01-04 | Credit Value Partners LP | Sell | Credit Value Partners LP | Financial Services | - |
| 99895 | 2016-10-06 | Level Nine Media Group, Inc. | Buy | Kreat Interactive | Marketing | 6 USD |
| 99352 | 2016-07-21 | People's United Bank | Buy | Gerstein Fisher | Financial Services | - |
| 15230 | 2015-07-20 | BMO Financial Corp. | Sell | BMO Capital Markets GKST, Inc. | Business Services | - |
| 66920 | 2015-06-30 | Sun Life | Buy | Prime Advisors, Inc. | Business Services | - |
| 15283 | 2015-06-26 | BMO Financial Corp. | Sell | BMO Retirement Services | Insurance | - |
| 104155 | 2014-12-17 | Silvermine Capital Management LLC | Sell | Silvermine Capital Management LLC | Financial Services | - |
| 51030 | 2014-07-16 | Reliance Financial Corp. | Sell | Reliance Financial Corp. | Financial Services | 110 USD |
| 43435 | 2013-10-07 | MGPA | Sell | MGPA | Real Estate | - |
| 51065 | 2011-07-25 | Stone & Youngberg LLC | Sell | Stone & Youngberg LLC | Financial Services | - |
| 50212 | 2006-07-10 | Invesmart, Inc. | Sell | Invesmart, Inc. | Financial Services | 85 USD |
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