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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| Advisors Asset Management, Inc. | 2024-03-31 | 2026-08-27 | 4,035 | $175,079 | None |
| Advisors Asset Management, Inc. | 2025-03-31 | 2026-08-27 | 17,828 | $782,649 | None |
| Advisors Asset Management, Inc. | 2025-09-30 | 2026-08-27 | 15,892 | $704,810 | None |
| Advisors Asset Management, Inc. | 2023-12-31 | 2026-08-27 | 1,555 | $68,809 | None |
| Advisors Asset Management, Inc. | 2025-06-30 | 2026-08-25 | 18,670 | $820,547 | None |
| Advisors Asset Management, Inc. | 2024-09-30 | 2026-08-22 | 11,481 | $514,234 | None |
| Advisors Asset Management, Inc. | 2024-06-30 | 2026-08-22 | 7,441 | $320,484 | None |
| Advisors Asset Management, Inc. | 2024-12-31 | 2026-08-22 | 16,295 | $699,544 | None |
| Advisors Asset Management, Inc. | 2025-12-31 | 2026-08-22 | 11,587 | $516,085 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 4,538 | $200,704 | None |
| Advisors Asset Management, Inc. | 2026-06-30 | 2026-08-15 | 3,446 | $152,417 | None |
| Sunflower Bank, N.A. | 2026-06-30 | 2026-08-15 | 55,380 | $2,449,457 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 21,863 | $967,013 | None |
| Betterment LLC | 2026-06-30 | 2026-08-15 | 10,367 | $459,000 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 36,581 | $1,617,978 | None |
| Ancora Advisors LLC | 2026-06-30 | 2026-08-15 | 1,000 | $44,230 | None |
| CARDIFF PARK ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 12,434 | $549,940 | None |
| Davis Wealth Advisors, LLC | 2026-06-30 | 2026-08-15 | 4,997 | $221,017 | None |
| Financial Engines Advisors L.L.C. | 2026-06-30 | 2026-08-15 | 145,175 | $6,421,090 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 7,396 | $328,450 | None |
| AMERIPRISE FINANCIAL INC | 2026-06-30 | 2026-08-15 | 29,644 | $1,314,493 | None |
| Ausdal Financial Partners, Inc. | 2026-06-30 | 2026-08-15 | 4,880 | $215,825 | None |
| Curi Capital, LLC | 2026-06-30 | 2026-08-15 | 37,712 | $1,668,009 | None |
| Pinnacle Financial Partners, Inc. | 2026-06-30 | 2026-08-15 | 6,114 | $270,422 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 4,381 | $194,000 | None |
| CITADEL ADVISORS LLC | 2026-06-30 | 2026-08-15 | 16,137 | $713,740 | None |
| NBH Bank | 2026-06-30 | 2026-08-15 | 175 | $7,740 | None |
| GOLDMAN SACHS GROUP INC | 2026-06-30 | 2026-08-15 | 4,878 | $215,754 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 27,309 | $1,207,864 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 10,039 | $444,025 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 1,500 | $66,360 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 18,498 | $818,167 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 98,535 | $4,358,212 | None |
| TWIN PEAKS WEALTH ADVISORS, LLC | 2026-06-30 | 2026-08-14 | 4,667 | $206,421 | None |
| Sanctuary Advisors, LLC | 2026-06-30 | 2026-08-14 | 164,016 | $7,254,428 | None |
| Steward Partners Investment Advisory, LLC | 2026-06-30 | 2026-08-14 | 4,468 | $197,623 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 84,937 | $3,756,764 | None |
| Mariner, LLC | 2026-06-30 | 2026-08-14 | 11,055 | $488,963 | None |
| Portland Global Advisors LLC | 2026-06-30 | 2026-08-14 | 408,574 | $18,071,228 | None |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2026-06-30 | 2026-08-14 | 24 | $1,062 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 192,094 | $8,496,318 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 1 | $67 | None |
| FMR LLC | 2026-06-30 | 2026-08-14 | 847 | $37,462 | None |
| Smartleaf Asset Management LLC | 2026-06-30 | 2026-08-13 | 659 | $29,289 | None |
| Integrated Wealth Concepts LLC | 2026-06-30 | 2026-08-13 | 11,321 | $500,728 | None |
| Cetera Investment Advisers | 2026-06-30 | 2026-08-13 | 6,792 | $300,416 | None |
| Focus Partners Wealth | 2026-06-30 | 2026-08-13 | 826,504 | $36,556,321 | None |
| Aptus Capital Advisors, LLC | 2026-06-30 | 2026-08-13 | 52 | $2,300 | None |
| EP Wealth Advisors, LLC | 2026-06-30 | 2026-08-13 | 8,391 | $371,126 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 158,159 | $7,029,377 | 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.