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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| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 11,831 | $517,725 | None |
| TOBIAS FINANCIAL ADVISORS, INC. | 2026-06-30 | 2026-08-26 | 89,497 | $3,916,409 | None |
| Archer Investment Corp | 2026-06-30 | 2026-08-20 | 140 | $6,126 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 70,110 | $3,067,997 | None |
| Copia Wealth Management | 2026-06-30 | 2026-08-19 | 696 | $30,457 | None |
| Caitlin John, LLC | 2026-06-30 | 2026-08-18 | 10 | $426 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-18 | 12,012 | $525,646 | None |
| Pure Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 77,030 | $3,370,825 | None |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2026-06-30 | 2026-08-18 | 12,923 | $564,087 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 111,608 | $4,883,965 | None |
| Sanchez Gaunt Capital Management, LLC | 2026-06-30 | 2026-08-15 | 7,617 | $333,325 | None |
| AMERIFLEX GROUP, INC. | 2026-06-30 | 2026-08-15 | 107 | $4,681 | None |
| Murphy & Mullick Capital Management Corp | 2026-06-30 | 2026-08-15 | 4 | $175 | None |
| Lifeworks Advisors, LLC | 2026-06-30 | 2026-08-15 | 8,295 | $362,989 | None |
| Ameritas Advisory Services, LLC | 2026-06-30 | 2026-08-15 | 897 | $39,268 | None |
| Qube Research & Technologies Ltd | 2026-06-30 | 2026-08-15 | 88 | $3,851 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 16,735 | $732,324 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 6,424 | $281,136 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 599,246 | $26,222,697 | None |
| Betterment LLC | 2026-06-30 | 2026-08-15 | 13,229 | $579,000 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 163,857 | $7,170,382 | None |
| Orion Porfolio Solutions, LLC | 2026-06-30 | 2026-08-15 | 32,475 | $1,421,096 | None |
| TOWNSQUARE CAPITAL LLC | 2026-06-30 | 2026-08-15 | 615 | $26,912 | None |
| TOWNSQUARE CAPITAL LLC | 2026-06-30 | 2026-08-15 | 11,324 | $495,538 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 11,357 | $496,982 | None |
| Ancora Advisors LLC | 2026-06-30 | 2026-08-15 | 886 | $38,771 | None |
| CARDIFF PARK ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 1,202 | $52,600 | None |
| Keel Point, LLC | 2026-06-30 | 2026-08-15 | 5,213 | $228,114 | None |
| National Philanthropic Trust | 2026-06-30 | 2026-08-15 | 15,732 | $688,432 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 42,954 | $1,859,467 | None |
| MAI Capital Management | 2026-06-30 | 2026-08-15 | 111,357 | $4,872,998 | None |
| MAI Capital Management | 2026-06-30 | 2026-08-15 | 8,088 | $353,940 | None |
| Cerity Partners LLC | 2026-06-30 | 2026-08-15 | 180,234 | $7,887,059 | None |
| Cerity Partners LLC | 2026-06-30 | 2026-08-15 | 158,601 | $6,940,363 | None |
| Cresset Asset Management, LLC | 2026-06-30 | 2026-08-15 | 27,176 | $1,189,234 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 12,206 | $534,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 624 | $27,000 | None |
| Larson Financial Group LLC | 2026-06-30 | 2026-08-15 | 10,866 | $475,512 | None |
| IHT Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 30,708 | $1,343,769 | None |
| World Investment Advisors | 2026-06-30 | 2026-08-15 | 6,504 | $282,081 | None |
| WELLINGTON MANAGEMENT GROUP LLP | 2026-06-30 | 2026-08-15 | 51,141 | $2,237,930 | None |
| GOLDMAN SACHS GROUP INC | 2026-06-30 | 2026-08-15 | 8,596 | $376,161 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 36,531 | $1,598,598 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 9,880 | $432,353 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 97,221 | $4,254,387 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 233,424 | $10,214,635 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 44,885 | $1,964,168 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 198,194 | $8,672,982 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 307,572 | $13,459,351 | None |
| Highland Investment Advisors LLC | 2026-06-30 | 2026-08-14 | 1,597 | $69,886 | 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.