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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| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 51,816 | $2,428,630 | None |
| Capasso Planning Partners LLC | 2026-06-30 | 2026-08-19 | 4,541 | $212,837 | None |
| Asset Allocation Strategies LLC | 2026-06-30 | 2026-08-18 | 233,199 | $10,930,027 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 13,599 | $637,384 | None |
| Sequent Planning LLC | 2026-06-30 | 2026-08-15 | 31,281 | $1,466,162 | None |
| AMERIFLEX GROUP, INC. | 2026-06-30 | 2026-08-15 | 562 | $26,342 | None |
| Daner Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 133,964 | $6,217,276 | None |
| Axim Planning & Wealth | 2026-06-30 | 2026-08-15 | 4,465 | $209,275 | None |
| NFSG Corp | 2026-06-30 | 2026-08-15 | 501 | $23,482 | None |
| Prestige Wealth Management Group LLC | 2026-06-30 | 2026-08-15 | 85 | $3,984 | None |
| Western Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 10,015 | $469,397 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 279,531 | $13,101,597 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 2,554 | $119,718 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 71,577 | $3,354,805 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 2,030,603 | $95,174,354 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 736,850 | $34,540,703 | None |
| Betterment LLC | 2026-06-30 | 2026-08-15 | 14,851 | $696,000 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 26,831 | $1,257,569 | None |
| Orion Porfolio Solutions, LLC | 2026-06-30 | 2026-08-15 | 37,696 | $1,766,812 | None |
| Regal Investment Advisors LLC | 2026-06-30 | 2026-08-15 | 181,605 | $8,511,841 | None |
| Ancora Advisors LLC | 2026-06-30 | 2026-08-15 | 8 | $375 | None |
| Medallion Wealth Advisors, LLC | 2026-06-30 | 2026-08-15 | 9,258 | $434,288 | None |
| Wealth Watch Advisors, INC | 2026-06-30 | 2026-08-15 | 6,480 | $303,718 | None |
| &PARTNERS | 2026-06-30 | 2026-08-15 | 82,024 | $3,838,672 | None |
| Financial Engines Advisors L.L.C. | 2026-06-30 | 2026-08-15 | 6,776 | $317,591 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 804,528 | $37,796,705 | None |
| Ausdal Financial Partners, Inc. | 2026-06-30 | 2026-08-15 | 5,080 | $238,109 | None |
| Ausdal Financial Partners, Inc. | 2026-06-30 | 2026-08-15 | 2,522 | $118,206 | None |
| Cerity Partners LLC | 2026-06-30 | 2026-08-15 | 48,526 | $2,274,414 | None |
| Vestmark Advisory Solutions, Inc. | 2026-06-30 | 2026-08-15 | 282,743 | $13,252,185 | None |
| AQR CAPITAL MANAGEMENT LLC | 2026-06-30 | 2026-08-15 | 99,776 | $4,676,501 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 2,063 | $97,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 12,287 | $576,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 117,596 | $5,512,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 3,761 | $176,000 | None |
| CITADEL ADVISORS LLC | 2026-06-30 | 2026-08-15 | 76,353 | $3,578,665 | None |
| IHT Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 170,759 | $8,003,455 | None |
| World Investment Advisors | 2026-06-30 | 2026-08-15 | 305,776 | $14,319,642 | None |
| NATIXIS ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 58,403 | $2,737,000 | None |
| Invesco Ltd. | 2026-06-30 | 2026-08-15 | 123,092 | $5,769,322 | None |
| Invesco Ltd. | 2026-06-30 | 2026-08-15 | 1,766,758 | $82,807,947 | None |
| GOLDMAN SACHS GROUP INC | 2026-06-30 | 2026-08-15 | 59,070 | $2,768,611 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 7,005 | $328,324 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 448,400 | $21,016,514 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 243,184 | $11,398,053 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 240,468 | $11,270,716 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 117,095 | $5,488,243 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 380,749 | $17,845,706 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 4,633,456 | $217,170,093 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 46,275 | $2,168,910 | None |
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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.