Recent Form 4 activity
No matching purchases, sales or awards were returned in this 90-day public filing window.
Show the table · 0 rows, 6 columns
Scroll sideways to compare all columns. Select a heading to sort.
No records are available for this view.
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.
Show the table · 50 rows, 6 columns
Scroll sideways to compare all columns. Select a heading to sort.
| TUCKER ASSET MANAGEMENT LLC | 2026-06-30 | 2026-08-28 | 9,730 | $201,508 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-03-31 | 2026-08-28 | 9,592 | $199,034 | None |
| Rehmann Capital Advisory Group | 2026-06-30 | 2026-08-21 | 488,337 | $10,125,171 | None |
| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 169,747 | $3,515,467 | None |
| Strive Financial Group ,LLC | 2026-06-30 | 2026-08-18 | 38 | $787 | None |
| Asset Allocation Strategies LLC | 2026-06-30 | 2026-08-18 | 30,088 | $623,126 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 27,540 | $570,342 | None |
| Sequent Planning LLC | 2026-06-30 | 2026-08-15 | 36,596 | $757,910 | None |
| AMERIFLEX GROUP, INC. | 2026-06-30 | 2026-08-15 | 154 | $3,189 | None |
| Synergy Investment Management, LLC | 2026-06-30 | 2026-08-15 | 7,937 | $164,376 | None |
| Mutual Advisors, LLC | 2026-06-30 | 2026-08-15 | 30,820 | $638,282 | None |
| KINTRA WEALTH, LLC | 2026-06-30 | 2026-08-15 | 36,374 | $745,841 | None |
| Foundations Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 16,110 | $333,640 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 13,681 | $283,324 | None |
| Per Stirling Capital Management, LLC. | 2026-06-30 | 2026-08-15 | 883,962 | $18,306,860 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 85,331 | $1,767,204 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 95 | $1,967 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 63,997 | $1,325,436 | None |
| Betterment LLC | 2026-06-30 | 2026-08-15 | 19,640 | $407,000 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 258,677 | $5,357,201 | None |
| Orion Porfolio Solutions, LLC | 2026-06-30 | 2026-08-15 | 139,146 | $2,881,708 | None |
| HRT FINANCIAL LP | 2026-06-30 | 2026-08-15 | 87,880 | $1,819,000 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 91,169 | $1,888,110 | None |
| &PARTNERS | 2026-06-30 | 2026-08-15 | 446,702 | $9,251,190 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 163 | $3,386 | None |
| Harvest Investment Services, LLC | 2026-06-30 | 2026-08-15 | 40,727 | $843,456 | None |
| Pinnacle Financial Partners, Inc. | 2026-06-30 | 2026-08-15 | 43,962 | $910,457 | None |
| Pinnacle Family Advisors, LLC | 2026-06-30 | 2026-08-15 | 33,893 | $701,924 | None |
| Vestmark Advisory Solutions, Inc. | 2026-06-30 | 2026-08-15 | 52,401 | $1,085,225 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 59,802 | $1,238,000 | None |
| CITADEL ADVISORS LLC | 2026-06-30 | 2026-08-15 | 124,844 | $2,585,519 | None |
| Coppell Advisory Solutions LLC | 2026-06-30 | 2026-08-15 | 48,727 | $650,756 | None |
| World Investment Advisors | 2026-06-30 | 2026-08-15 | 19,437 | $402,680 | None |
| GOLDMAN SACHS GROUP INC | 2026-06-30 | 2026-08-15 | 93,698 | $1,940,486 | None |
| Silver Grove Financial Group, Inc. | 2026-06-30 | 2026-08-14 | 557 | $11,535 | None |
| MPWM ADVISORY SOLUTIONS, LLC | 2026-06-30 | 2026-08-14 | 600 | $12,426 | None |
| TWIN PEAKS WEALTH ADVISORS, LLC | 2026-06-30 | 2026-08-14 | 117,029 | $2,423,676 | None |
| Sanctuary Advisors, LLC | 2026-06-30 | 2026-08-14 | 80,998 | $1,677,469 | None |
| Rockefeller Capital Management L.P. | 2026-06-30 | 2026-08-14 | 1 | $25 | None |
| Snowden Capital Advisors LLC | 2026-06-30 | 2026-08-14 | 49,370 | $1,022,453 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 2,702,157 | $55,961,673 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 1 | $33 | None |
| HUNTINGTON NATIONAL BANK | 2026-06-30 | 2026-08-14 | 295 | $6,109 | None |
| Regatta Research & Money Management | 2026-06-30 | 2026-08-13 | 603 | $12,489 | None |
| Smartleaf Asset Management LLC | 2026-06-30 | 2026-08-13 | 128 | $2,661 | None |
| ELEVATION POINT WEALTH PARTNERS, LLC | 2026-06-30 | 2026-08-13 | 52,401 | $1,085,225 | None |
| Cetera Investment Advisers | 2026-06-30 | 2026-08-13 | 1,319,500 | $27,326,839 | None |
| Aptus Capital Advisors, LLC | 2026-06-30 | 2026-08-13 | 1,500 | $31,065 | None |
| NewEdge Advisors, LLC | 2026-06-30 | 2026-08-13 | 433,525 | $8,978,306 | None |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 2026-06-30 | 2026-08-13 | 149,149 | $3,088,885 | None |
No matching rows. Clear the filter to see all records.
90-day public filing window, up to 50 source positions.
Recent Congressional disclosures
No matching Congressional transactions were returned in this source preview.
Show the table · 0 rows, 5 columns
Scroll sideways to compare all columns. Select a heading to sort.
No records are available for this view.
Bounded public source preview, up to 25 disclosed events.
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.