Recent Form 4 activity
No matching purchases, sales or awards were returned in this 90-day public filing window.
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90-day public availability window, up to 50 records.
Recent institutional filing receipts
These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.
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| Reflection Asset Management | 2026-03-31 | 2026-08-27 | 55,967 | $1,663,059 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 12,116 | $354,639 | None |
| WNY Asset Management, LLC | 2026-06-30 | 2026-08-18 | 9,462 | $276,953 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 7,178 | $210,100 | None |
| Forum Finance Group S.A. | 2026-06-30 | 2026-08-15 | 91,293 | $2,159,000 | None |
| Mutual Advisors, LLC | 2026-06-30 | 2026-08-15 | 20,419 | $597,664 | None |
| Advyzon Investment Management, LLC | 2026-06-30 | 2026-08-15 | 33,001 | $965,939 | None |
| Perennial Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 27,721 | $811,393 | None |
| O'ROURKE & COMPANY, Inc | 2026-06-30 | 2026-08-15 | 84,979 | $2,487,361 | None |
| Western Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 43,113 | $1,261,921 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 4,225 | $123,667 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 279 | $8,166 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 160,578 | $4,700,010 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 19,000 | $556,130 | Put |
| Fort Point Capital Partners LLC | 2026-06-30 | 2026-08-15 | 8,726 | $255,410 | None |
| Regal Investment Advisors LLC | 2026-06-30 | 2026-08-15 | 8,985 | $262,991 | None |
| Family Manage LLC | 2026-06-30 | 2026-08-15 | 357,213 | $10,455,625 | None |
| Waverly Advisors, LLC | 2026-06-30 | 2026-08-15 | 25,378 | $742,807 | None |
| National Philanthropic Trust | 2026-06-30 | 2026-08-15 | 364,309 | $10,663,324 | None |
| MAI Capital Management | 2026-06-30 | 2026-08-15 | 145,884 | $4,270,025 | None |
| MAI Capital Management | 2026-06-30 | 2026-08-15 | 9 | $253 | None |
| AQR CAPITAL MANAGEMENT LLC | 2026-06-30 | 2026-08-15 | 8,726 | $255,410 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 2,797 | $82,000 | None |
| IHT Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 8,100 | $237,087 | None |
| TWO SIGMA SECURITIES, LLC | 2026-06-30 | 2026-08-15 | 16,469 | $482,048 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 12,763 | $373,573 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 67,051 | $1,962,583 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 41,186 | $1,205,514 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 8,000 | $234,160 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 469,819 | $13,751,602 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 793,515 | $23,226,184 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 879,197 | $25,734,096 | None |
| Hobbs Group Advisors, LLC | 2026-06-30 | 2026-08-14 | 1,079 | $31,582 | None |
| Hobbs Group Advisors, LLC | 2026-06-30 | 2026-08-14 | 237,364 | $6,947,633 | None |
| ELEVATUS WELATH MANAGEMENT | 2026-06-30 | 2026-08-14 | 9,142 | $267,580 | None |
| Rockefeller Capital Management L.P. | 2026-06-30 | 2026-08-14 | 840,637 | $24,605,446 | None |
| Steward Partners Investment Advisory, LLC | 2026-06-30 | 2026-08-14 | 1,924 | $56,315 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 1,051 | $30,763 | None |
| Mariner, LLC | 2026-06-30 | 2026-08-14 | 221,997 | $6,497,851 | None |
| Mariner, LLC | 2026-06-30 | 2026-08-14 | 183,265 | $5,364,173 | None |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 2026-06-30 | 2026-08-14 | 194,734 | $5,699,864 | None |
| CAPTRUST FINANCIAL ADVISORS | 2026-06-30 | 2026-08-14 | 9,795 | $286,700 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 33,600 | $983,472 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 4,012 | $117,431 | None |
| BNB Wealth Management, LLC | 2026-06-30 | 2026-08-13 | 21,463 | $628,222 | None |
| Smartleaf Asset Management LLC | 2026-06-30 | 2026-08-13 | 590 | $17,295 | None |
| Integrated Wealth Concepts LLC | 2026-06-30 | 2026-08-13 | 41,004 | $1,200,195 | None |
| Strategic Wealth Partners, Ltd. | 2026-06-30 | 2026-08-13 | 641 | $18,762 | None |
| MCF Advisors LLC | 2026-06-30 | 2026-08-13 | 573 | $16,775 | None |
| Focus Partners Wealth | 2026-06-30 | 2026-08-13 | 25,248 | $739,009 | None |
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90-day public filing window, up to 50 source positions.
Recent Congressional disclosures
No matching Congressional transactions were returned in this source preview.
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How to read the disclosure dates
The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.
Company insiders
SEC Form 4 purchases, sales and awards report transactions and their public filing availability.
Institutional managers
13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.
Congressional filers
Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.
Read the transaction codes
Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.