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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| TUCKER ASSET MANAGEMENT LLC | 2026-06-30 | 2026-08-28 | 5,043 | $206,561 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-03-31 | 2026-08-28 | 5,104 | $198,852 | None |
| HORAN Wealth, LLC | 2026-06-30 | 2026-08-27 | 13,264 | $543,294 | None |
| Strategic Financial Services, Inc. | 2026-06-30 | 2026-08-25 | 8,625,214 | $353,288,780 | None |
| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 78,037 | $3,196,396 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 8,438 | $345,639 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 15,421 | $631,645 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 127,235 | $5,211,539 | None |
| 10Elms LLP | 2026-06-30 | 2026-08-15 | 2,503 | $102,529 | None |
| Modern Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 630,132 | $25,810,213 | None |
| Western Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 61,964 | $2,538,036 | None |
| MAGNOLIA CAPITAL ADVISORS LLC | 2026-06-30 | 2026-08-15 | 53,812 | $2,204,140 | None |
| Foundations Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 1,078 | $44,138 | None |
| Foundations Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 5,202 | $213,074 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 1,620 | $66,355 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 119,701 | $4,902,944 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 32,672 | $1,338,425 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 300,000 | $12,288,000 | None |
| Obsido Oy | 2026-06-30 | 2026-08-15 | 308,413 | $12,632,596 | None |
| OLD MISSION CAPITAL LLC | 2026-06-30 | 2026-08-15 | 65,203 | $2,670,714 | None |
| Ancora Advisors LLC | 2026-06-30 | 2026-08-15 | 563 | $23,060 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 714,191 | $29,017,594 | None |
| AMERIPRISE FINANCIAL INC | 2026-06-30 | 2026-08-15 | 3,484 | $142,705 | None |
| AMERIPRISE FINANCIAL INC | 2026-06-30 | 2026-08-15 | 2,352,362 | $95,380,921 | None |
| Cerity Partners LLC | 2026-06-30 | 2026-08-15 | 65,343 | $2,676,454 | None |
| Cerity Partners LLC | 2026-06-30 | 2026-08-15 | 38,883 | $1,592,655 | None |
| AQR CAPITAL MANAGEMENT LLC | 2026-06-30 | 2026-08-15 | 43,550 | $1,783,828 | None |
| AQR CAPITAL MANAGEMENT LLC | 2026-06-30 | 2026-08-15 | 4,000 | $163,840 | None |
| AQR CAPITAL MANAGEMENT LLC | 2026-06-30 | 2026-08-15 | 16,671 | $682,844 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 6,454 | $264,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 18,230 | $747,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 257 | $11,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 380 | $16,000 | None |
| Larson Financial Group LLC | 2026-06-30 | 2026-08-15 | 725 | $29,713 | None |
| NATIXIS ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 109,092 | $4,468,000 | None |
| Invesco Ltd. | 2026-06-30 | 2026-08-15 | 4,688,330 | $192,033,997 | None |
| GOLDMAN SACHS GROUP INC | 2026-06-30 | 2026-08-15 | 110,544 | $4,527,882 | None |
| GOLDMAN SACHS GROUP INC | 2026-06-30 | 2026-08-15 | 15,507 | $635,167 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 15,360 | $629,145 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 147,166 | $6,027,912 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 1,161,665 | $47,581,806 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 379,388 | $15,539,745 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 204,066 | $8,358,556 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 259,925 | $10,646,528 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 173,744 | $7,116,554 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 245,681 | $10,063,109 | None |
| Operose Advisors LLC | 2026-06-30 | 2026-08-14 | 800 | $32,768 | None |
| Tolleson Wealth Management, Inc. | 2026-06-30 | 2026-08-14 | 3,078,519 | $126,096,142 | None |
| Quantinno Capital Management LP | 2026-06-30 | 2026-08-14 | 106,097 | $4,345,760 | None |
| Rockefeller Capital Management L.P. | 2026-06-30 | 2026-08-14 | 61,167 | $2,505,409 | 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.