Recent Form 4 activity
No matching purchases, sales or awards were returned in this 90-day public filing window.
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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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| Transamerica Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 3,215 | $157,053 | None |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2026-06-30 | 2026-08-18 | 713,247 | $34,834,979 | None |
| Lifetime Wealth Management P.C. | 2026-06-30 | 2026-08-18 | 34,928 | $1,707,040 | None |
| EFG International AG | 2026-06-30 | 2026-08-15 | 350 | $17,098 | None |
| Glen Eagle Advisors, LLC | 2026-06-30 | 2026-08-15 | 26 | $1,270 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 4,434 | $216,594 | None |
| Betterment LLC | 2026-06-30 | 2026-08-15 | 908,825 | $44,396,000 | None |
| FLOW TRADERS U.S. LLC | 2026-06-30 | 2026-08-15 | 27,712 | $1,354,000 | None |
| Medallion Wealth Advisors, LLC | 2026-06-30 | 2026-08-15 | 10 | $489 | None |
| Vestmark Advisory Solutions, Inc. | 2026-06-30 | 2026-08-15 | 471,582 | $23,036,781 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 2,620 | $128,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 56 | $3,000 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 1,403 | $68,541 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 286,229 | $13,982,310 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 194,153 | $9,484,379 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 16,695 | $815,551 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 14,139 | $690,690 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 12,007 | $586,542 | None |
| Silver Grove Financial Group, Inc. | 2026-06-30 | 2026-08-14 | 24 | $1,195 | None |
| Sanctuary Advisors, LLC | 2026-06-30 | 2026-08-14 | 5,767 | $281,727 | None |
| Rockefeller Capital Management L.P. | 2026-06-30 | 2026-08-14 | 162 | $7,914 | None |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2026-06-30 | 2026-08-14 | 57 | $2,784 | None |
| UMB Bank, n.a. | 2026-06-30 | 2026-08-14 | 302 | $14,753 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 179,379 | $8,762,690 | None |
| FMR LLC | 2026-06-30 | 2026-08-14 | 80 | $3,926 | None |
| FRANKLIN RESOURCES INC | 2026-06-30 | 2026-08-14 | 292 | $14,264 | None |
| ELEVATION POINT WEALTH PARTNERS, LLC | 2026-06-30 | 2026-08-13 | 471,983 | $23,056,370 | None |
| Integrated Wealth Concepts LLC | 2026-06-30 | 2026-08-13 | 10,581 | $516,911 | None |
| Cetera Investment Advisers | 2026-06-30 | 2026-08-13 | 173,223 | $8,461,932 | None |
| NewEdge Advisors, LLC | 2026-06-30 | 2026-08-13 | 17,522 | $855,980 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 4,286 | $210,078 | None |
| LifePlan Investment Advisors, Inc. | 2026-06-30 | 2026-08-12 | 11,200 | $547,120 | None |
| Keebeck Wealth Management | 2026-06-30 | 2026-08-12 | 42,120 | $2,057,562 | None |
| Allworth Financial LP | 2026-06-30 | 2026-08-12 | 379 | $18,531 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-12 | 1 | $49 | None |
| Johnson Financial Group, Inc. | 2026-06-30 | 2026-08-11 | 309 | $15,095 | None |
| LPL Financial LLC | 2026-06-30 | 2026-08-08 | 863,767 | $42,195,023 | None |
| Spectrum Wealth Advisory Group, LLC | 2026-06-30 | 2026-08-07 | 148 | $7,221 | None |
| Global Retirement Partners, LLC | 2026-06-30 | 2026-08-07 | 3,258 | $159,145 | None |
| Cordgrass Capital Advisors, LLC | 2026-06-30 | 2026-08-07 | 193 | $9,428 | None |
| Bank of New York Mellon Corp | 2026-06-30 | 2026-08-07 | 2 | $97 | None |
| Bank of New York Mellon Corp | 2026-06-30 | 2026-08-07 | 13,390 | $654,124 | None |
| Russell Investments Group, Ltd. | 2026-06-30 | 2026-08-07 | 87 | $4,237 | None |
| Beacon Financial Advisory LLC | 2026-06-30 | 2026-08-06 | 4,279 | $209,048 | None |
| FIFTH THIRD BANCORP | 2026-06-30 | 2026-08-06 | 14 | $684 | None |
| HFM Investment Advisors, LLC | 2026-06-30 | 2026-08-05 | 1 | $30 | None |
| Founders Financial Alliance, LLC | 2026-06-30 | 2026-08-05 | 7,905 | $386,160 | None |
| PRINCIPAL SECURITIES, INC. | 2026-06-30 | 2026-08-05 | 148,308 | $7,244,823 | None |
| AE Wealth Management LLC | 2026-06-30 | 2026-08-04 | 183 | $8,940 | None |
| ENVESTNET ASSET MANAGEMENT INC | 2026-06-30 | 2026-08-04 | 1,164,042 | $56,863,472 | 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.