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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| Balanced Rock Investment Advisors LLC | 2026-06-30 | 2026-08-18 | 80,019 | $3,738,123 | None |
| Modern Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 28,835 | $1,347,044 | None |
| Mutual Advisors, LLC | 2026-06-30 | 2026-08-15 | 10,749 | $502,146 | None |
| Milestone Investment Advisors LLC | 2026-06-30 | 2026-08-15 | 4,676 | $218,443 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 15 | $701 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 16,622 | $776,500 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 35,648 | $1,666,857 | None |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 2026-06-30 | 2026-08-15 | 6,313 | $294,910 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 283 | $13,221 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 94 | $4,391 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 234 | $10,931 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 222 | $10,371 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 49 | $2,289 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 114 | $5,326 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 15,538 | $725,236 | None |
| AMERIPRISE FINANCIAL INC | 2026-06-30 | 2026-08-15 | 5,621 | $262,572 | None |
| AMERIPRISE FINANCIAL INC | 2026-06-30 | 2026-08-15 | 181 | $8,456 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 1,847 | $86,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 106 | $5,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 5,936 | $277,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 18,360 | $858,000 | None |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2026-06-30 | 2026-08-15 | 5,016 | $234,320 | None |
| Larson Financial Group LLC | 2026-06-30 | 2026-08-15 | 4,004 | $187,056 | None |
| HSBC HOLDINGS PLC | 2026-06-30 | 2026-08-15 | 24,000 | $1,121,174 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 58,823 | $2,747,952 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 13,773 | $643,414 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 23,006 | $1,074,723 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 34,605 | $1,616,593 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 20,333 | $949,868 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 46,503 | $2,172,434 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 7,925 | $370,216 | None |
| FinArc Investments, Inc. | 2026-06-30 | 2026-08-14 | 6,295 | $294,075 | None |
| Olde Wealth Management, LLC | 2026-06-30 | 2026-08-14 | 24,011 | $1,121,000 | None |
| Front Row Advisors LLC | 2026-06-30 | 2026-08-14 | 425 | $19,714 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 82,741 | $3,865,329 | None |
| One Capital Management, LLC | 2026-06-30 | 2026-08-14 | 21,073 | $975,928 | None |
| American Money Management, LLC | 2026-06-30 | 2026-08-14 | 9,298 | $434,362 | None |
| Ameritas Investment Partners, Inc. | 2026-06-30 | 2026-08-14 | 15,232 | $711,584 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 1 | $89 | None |
| FMR LLC | 2026-06-30 | 2026-08-14 | 7,642 | $357,007 | None |
| HUNTINGTON NATIONAL BANK | 2026-06-30 | 2026-08-14 | 9,881 | $461,597 | None |
| HUNTINGTON NATIONAL BANK | 2026-06-30 | 2026-08-14 | 1 | $47 | None |
| Sunrise Financial Services, LLC | 2026-06-30 | 2026-08-13 | 2,888 | $134,915 | None |
| SEEDS INVESTOR LLC | 2026-06-30 | 2026-08-13 | 44,914 | $2,098,164 | None |
| Heartland Bank & Trust Co | 2026-06-30 | 2026-08-13 | 5,516 | $257,683 | None |
| Integrated Wealth Concepts LLC | 2026-06-30 | 2026-08-13 | 1,289 | $60,216 | None |
| Cetera Investment Advisers | 2026-06-30 | 2026-08-13 | 30,756 | $1,436,773 | None |
| EP Wealth Advisors, LLC | 2026-06-30 | 2026-08-13 | 4,435 | $207,184 | None |
| BANK OF MONTREAL /CAN/ | 2026-06-30 | 2026-08-13 | 91,280 | $4,264,200 | None |
| HARBOUR INVESTMENTS, INC. | 2026-06-30 | 2026-08-13 | 10,502 | $490,607 | 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.