10 Hudson Yards, 40th Floor,
New York, New York 10001
United States
(212) 430-2300
www.ardeapartners.com
| ID | Date | Client | Buy/Sell | Target | Sector | Value |
|---|---|---|---|---|---|---|
| 186934 | 2022-08-17 | Wipfli Financial Advisors | Sell | Wipfli Financial Advisors | Financial Services | - |
| 186387 | 2022-08-03 | Gladstone | Sell | Gladstone | Financial Services | - |
| 186425 | 2022-08-02 | Cowen | Sell | Cowen | Financial Services | 1,300 USD |
| 184143 | 2022-06-14 | Audax Private Equity | Buy | Harbourfront Wealth Management | Financial Services | - |
| 183254 | 2022-05-31 | The Bank of New York Mellon | Sell | Alcentra | Financial Services | 350 USD |
| 180050 | 2022-03-16 | Pensionmark | Sell | Pensionmark | Financial Services | - |
| 173698 | 2021-10-22 | Seesaw | Sell | Seesaw | Software | - |
| 172582 | 2021-09-21 | Axio | Sell | Axio | Financial Services | - |
| 169523 | 2021-07-14 | Bain Capital Private Equity | Buy | Carson Group | Information Technology | - |
| 166892 | 2021-05-24 | Charlesbank Capital Partners | Buy | Lido | Business Services | - |
| 165920 | 2021-05-04 | SBSB Financial Advisors | Sell | SBSB Financial Advisors | Business Services | - |
| 164320 | 2021-03-29 | Allstate | Sell | Allstate Life Insurance Company of New York | Insurance | 220 USD |
| 191613 | 2021-01-05 | Aquiline Capital Partners | Buy | SageView Advisory Group | Business Services | - |
| 153362 | 2020-07-07 | Allstate | Buy | National General Holdings Corp. | Insurance | 4,000 USD |
| 157564 | 2020-03-09 | Beacon Pointe | Sell | Beacon Pointe | Financial Services | - |
| 147429 | 2020-02-18 | Franklin Templeton | Buy | Legg Mason, Inc. | Financial Services | 4,500 USD |
| 190103 | 2020-02-07 | General Atlantic | Buy | Creative Planning | Financial Services | - |
| 117142 | 2017-12-11 | Iron Mountain | Buy | IO Data Centers LLC | Internet Software and Services | 1,375 USD |
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