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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| Principia Wealth Advisory, LLC | 2026-06-30 | 2026-08-27 | 307 | $12,882 | None |
| Principia Wealth Advisory, LLC | 2026-03-31 | 2026-08-27 | 308 | $12,417 | None |
| Forum Finance Group S.A. | 2026-06-30 | 2026-08-15 | 540 | $18,000 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 721,306 | $30,269,660 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 153,070 | $6,422,817 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 32,918 | $1,381,239 | None |
| &PARTNERS | 2026-06-30 | 2026-08-15 | 6,422 | $269,467 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 252 | $11,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 17,673 | $742,000 | None |
| CITADEL ADVISORS LLC | 2026-06-30 | 2026-08-15 | 28,101 | $1,179,118 | None |
| GOLDMAN SACHS GROUP INC | 2026-06-30 | 2026-08-15 | 12,750 | $534,990 | None |
| Sanctuary Advisors, LLC | 2026-06-30 | 2026-08-14 | 35,170 | $1,475,727 | None |
| Rockefeller Capital Management L.P. | 2026-06-30 | 2026-08-14 | 76,428 | $3,206,954 | None |
| Rockefeller Capital Management L.P. | 2026-06-30 | 2026-08-14 | 4,508 | $189,156 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 609 | $25,554 | None |
| CIBC WORLD MARKET INC. | 2026-06-30 | 2026-08-14 | 6,353 | $266,572 | None |
| HANTZ FINANCIAL SERVICES, INC. | 2026-06-30 | 2026-08-14 | 4,012,177 | $168,351,000 | None |
| HUNTINGTON NATIONAL BANK | 2026-06-30 | 2026-08-14 | 229 | $9,609 | None |
| EVOLVE PRIVATE WEALTH, LLC | 2026-06-30 | 2026-08-13 | 150,631 | $6,320,493 | None |
| Integrated Wealth Concepts LLC | 2026-06-30 | 2026-08-13 | 60,350 | $2,532,285 | None |
| Ironsides Asset Advisors, LLC | 2026-06-30 | 2026-08-13 | 67,480 | $2,831,461 | None |
| STIFEL FINANCIAL CORP | 2026-06-30 | 2026-08-13 | 237,501 | $9,965,548 | None |
| SMITH, MOORE & CO. | 2026-06-30 | 2026-08-13 | 9,852 | $413,404 | None |
| Horizon Family Wealth, Inc. | 2026-06-30 | 2026-08-12 | 106,501 | $4,468,766 | None |
| SCOTIA CAPITAL INC. | 2026-06-30 | 2026-08-12 | 304,125 | $12,759,580 | None |
| Allworth Financial LP | 2026-06-30 | 2026-08-12 | 857 | $35,970 | None |
| Nuveen, LLC | 2026-06-30 | 2026-08-12 | 178,319 | $7,482,266 | None |
| Madison Asset Management, LLC | 2026-06-30 | 2026-08-11 | 85,134 | $3,572,223 | None |
| NATIONAL BANK OF CANADA /FI/ | 2026-06-30 | 2026-08-11 | 545 | $22,868 | None |
| LPL Financial LLC | 2026-06-30 | 2026-08-08 | 132,071 | $5,541,710 | None |
| KELLEHER FINANCIAL ADVISORS | 2026-06-30 | 2026-08-07 | 191,105 | $8,018,782 | None |
| HighTower Advisors, LLC | 2026-06-30 | 2026-08-06 | 31,541 | $1,323,468 | None |
| ENVESTNET ASSET MANAGEMENT INC | 2026-06-30 | 2026-08-04 | 267,918 | $11,241,850 | None |
| Cambridge Investment Research Advisors, Inc. | 2026-06-30 | 2026-07-31 | 14,985 | $629,000 | None |
| COMMONWEALTH EQUITY SERVICES, LLC | 2026-06-30 | 2026-07-30 | 99,041 | $4,155,770 | None |
| Kestra Advisory Services, LLC | 2026-06-30 | 2026-07-29 | 11,616 | $487,392 | None |
| TRUIST FINANCIAL CORP | 2026-06-30 | 2026-07-29 | 369,953 | $15,523,228 | None |
| Cambridge Investment Research Advisors, Inc. | 2026-06-30 | 2026-07-28 | 14,985 | $629,000 | None |
| BENJAMIN EDWARDS INC | 2026-06-30 | 2026-07-25 | 433 | $18,166 | None |
| BENJAMIN EDWARDS INC | 2026-06-30 | 2026-07-25 | 1,308,349 | $54,896,816 | None |
| Balance Wealth Partners LLC | 2026-06-30 | 2026-07-23 | 193,680 | $8,126,808 | None |
| Blue Trust, Inc. | 2026-06-30 | 2026-07-22 | 103 | $4,336 | None |
| Farther Finance Advisors, LLC | 2026-06-30 | 2026-07-18 | 102,531 | $4,302,201 | None |
| MANCHESTER FINANCIAL INC | 2026-06-30 | 2026-07-18 | 5,251 | $220,339 | 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.