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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| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 9,515 | $212,186 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 50,859 | $1,134,148 | None |
| Payne Capital Management, LLC | 2026-06-30 | 2026-08-18 | 77,709 | $1,732,916 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 40,069 | $893,536 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 16,139 | $359,900 | None |
| Gallagher Fiduciary Advisors, LLC | 2026-06-30 | 2026-08-15 | 62,316 | $1,389,647 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 45,047 | $1,004,548 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 9,280 | $208,251 | None |
| Cerity Partners LLC | 2026-06-30 | 2026-08-15 | 98,070 | $2,186,961 | None |
| CITADEL ADVISORS LLC | 2026-06-30 | 2026-08-15 | 20,113 | $448,520 | None |
| NATIXIS ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 15,452 | $344,000 | None |
| Invesco Ltd. | 2026-06-30 | 2026-08-15 | 16,900 | $376,870 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 13,028 | $290,531 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 5,289 | $117,945 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 14,623 | $326,093 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 117,148 | $2,612,400 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 67,959 | $1,515,486 | None |
| Ariadne Wealth Management, LP | 2026-06-30 | 2026-08-14 | 13,040 | $290,792 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 4,349 | $96,983 | None |
| Creative Planning | 2026-06-30 | 2026-08-14 | 18,534 | $413,311 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 46 | $1,026 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 127,927 | $2,852,772 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 1 | $28 | None |
| FMR LLC | 2026-06-30 | 2026-08-14 | 563 | $12,560 | None |
| BANK OF MONTREAL /CAN/ | 2026-06-30 | 2026-08-13 | 25 | $558 | None |
| HARBOUR INVESTMENTS, INC. | 2026-06-30 | 2026-08-13 | 284 | $6,333 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 55 | $1,234 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 117 | $2,625 | None |
| Financial Alternatives, Inc | 2026-06-30 | 2026-08-12 | 15,510 | $345,865 | None |
| BLAIR WILLIAM & CO/IL | 2026-06-30 | 2026-08-12 | 923 | $20,583 | None |
| WESTBOURNE INVESTMENTS, INC. | 2026-06-30 | 2026-08-12 | 12,197 | $271,993 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-12 | 9,515 | $212,186 | None |
| Arax Advisory Partners | 2026-06-30 | 2026-08-11 | 444 | $9,901 | None |
| Wealthfront Advisers LLC | 2026-06-30 | 2026-08-08 | 26,645 | $594,184 | None |
| Dunhill Financial, LLC | 2026-06-30 | 2026-08-08 | 24,349 | $543,000 | None |
| LPL Financial LLC | 2026-06-30 | 2026-08-08 | 17,011 | $379,348 | None |
| Lido Advisors, LLC | 2026-06-30 | 2026-08-08 | 46,220 | $1,030,714 | None |
| Bank of New York Mellon Corp | 2026-06-30 | 2026-08-07 | 1 | $32 | None |
| Bank of New York Mellon Corp | 2026-06-30 | 2026-08-07 | 13,610 | $303,503 | None |
| Stone House Investment Management, LLC | 2026-06-30 | 2026-08-06 | 2,204 | $49,154 | None |
| FIFTH THIRD BANCORP | 2026-06-30 | 2026-08-06 | 446 | $9,946 | None |
| Savvy Advisors, Inc. | 2026-06-30 | 2026-08-04 | 10,241 | $228,374 | None |
| AE Wealth Management LLC | 2026-06-30 | 2026-08-04 | 56 | $1,249 | None |
| AE Wealth Management LLC | 2026-06-30 | 2026-08-04 | 156 | $3,479 | None |
| AE Wealth Management LLC | 2026-06-30 | 2026-08-04 | 2 | $45 | None |
| AE Wealth Management LLC | 2026-06-30 | 2026-08-04 | 42,347 | $944,327 | None |
| AE Wealth Management LLC | 2026-06-30 | 2026-08-04 | 290 | $6,467 | None |
| CITIGROUP INC | 2026-06-30 | 2026-08-04 | 882 | $19,669 | None |
| AWM CAPITAL, LLC | 2026-06-30 | 2026-08-01 | 14,299 | $318,865 | None |
| Virginia Estate & Retirement Planning Advisors Inc. | 2026-06-30 | 2026-07-29 | 1,276 | $140,768 | 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.