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ID | Date | Client | Buy/Sell | Target | Sector | Value |
---|---|---|---|---|---|---|
206144 | 2024-02-02 | Guardian Capital | Buy | Sterling Capital | Financial Services | 70 USD |
176365 | 2021-12-21 | R&T Deposit Solutions | Sell | R&T Deposit Solutions | Financial Services | - |
174540 | 2021-11-10 | Gofen | Sell | Gofen | Business Services | - |
174150 | 2021-11-02 | ACG Wealth | Sell | ACG Wealth | Financial Services | - |
174153 | 2021-11-02 | Bluestein | Sell | Bluestein | Financial Services | - |
163568 | 2021-03-11 | Barrett Asset | Sell | Barrett Asset | Financial Services | - |
161499 | 2021-01-25 | Segall Bryant & Hamill | Sell | Segall Bryant & Hamill | Financial Services | - |
154267 | 2020-07-30 | Private Vista LLC | Sell | Private Vista LLC | Business Services | - |
123946 | 2018-07-11 | WCM Investment Management | Sell | WCM Investment Management | Financial Services | - |
50817 | 2013-06-03 | Smith Breeden Associates LLC | Sell | Smith Breeden Associates LLC | Financial Services | - |
50824 | 2012-10-30 | Mariner Wealth Advisors | Buy | RiverPoint Capital Managements, Inc. | Financial Services | - |
50827 | 2009-04-21 | Mead, Adam, & Co., Inc. | Sell | Mead, Adam, & Co., Inc. | Financial Services | - |
50829 | 2008-10-01 | Northern Trust | Buy | Lakepoint Investment Partners LLC | Financial Services | - |
50832 | 2008-01-02 | Stratton Holding Company | Sell | Stratton Holding Company | Financial Services | - |
50833 | 2007-11-02 | Fairport Asset Management LLC | Sell | Fairport Asset Management LLC | Financial Services | - |
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