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 | 599,909 | $30,388,398 | None |
| TUCKER ASSET MANAGEMENT LLC | 2026-06-30 | 2026-08-28 | 210 | $10,638 | None |
| Legacy Edge Advisors, LLC | 2025-09-30 | 2026-08-27 | 30,361 | $1,532,320 | None |
| Advus Financial Partners, LLC | 2022-12-31 | 2026-08-26 | 18,365 | $912,557 | None |
| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 25,260 | $1,279,527 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 4,835 | $244,937 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 400,958 | $20,310,551 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-18 | 599,910 | $30,388,399 | None |
| Pure Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 13,500 | $683,843 | None |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2026-06-30 | 2026-08-18 | 168,454 | $8,524,824 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 748,040 | $37,891,982 | None |
| Wellington Grp LLC | 2026-06-30 | 2026-08-15 | 625 | $31,244 | None |
| Sequent Planning LLC | 2026-06-30 | 2026-08-15 | 18,331 | $928,557 | None |
| AMERIFLEX GROUP, INC. | 2026-06-30 | 2026-08-15 | 240 | $12,157 | None |
| Synergy Investment Management, LLC | 2026-06-30 | 2026-08-15 | 12,617 | $639,123 | None |
| Synergy Investment Management, LLC | 2026-06-30 | 2026-08-15 | 13,867 | $702,433 | None |
| Modern Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 261,910 | $13,267,052 | None |
| Mutual Advisors, LLC | 2026-06-30 | 2026-08-15 | 62,419 | $3,161,812 | None |
| Advyzon Investment Management, LLC | 2026-06-30 | 2026-08-15 | 15,201 | $770,007 | None |
| Advyzon Investment Management, LLC | 2026-06-30 | 2026-08-15 | 13,047 | $660,896 | None |
| Milestone Investment Advisors LLC | 2026-06-30 | 2026-08-15 | 10,898 | $552,039 | None |
| INSIGNEO ADVISORY SERVICES, LLC | 2026-06-30 | 2026-08-15 | 9,955 | $504,278 | None |
| Talisman Wealth Advisors LLC | 2026-06-30 | 2026-08-15 | 29,145 | $1,476,321 | None |
| ENTREWEALTH, LLC | 2026-06-30 | 2026-08-15 | 4,766 | $237,251 | None |
| NCM Capital Management, LLC | 2026-06-30 | 2026-08-15 | 13,400 | $678,777 | None |
| KINTRA WEALTH, LLC | 2026-06-30 | 2026-08-15 | 48,681 | $2,434,026 | None |
| Ameritas Advisory Services, LLC | 2026-06-30 | 2026-08-15 | 160,613 | $8,135,832 | None |
| WCG Wealth Advisors LLC | 2026-06-30 | 2026-08-15 | 17,617 | $892,369 | None |
| XTX Topco Ltd | 2026-06-30 | 2026-08-15 | 5,036 | $255,099 | None |
| Western Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 13,957 | $706,972 | None |
| Western Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 3,996 | $202,417 | None |
| Qube Research & Technologies Ltd | 2026-06-30 | 2026-08-15 | 8,559 | $433,556 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 3,822 | $193,604 | None |
| Per Stirling Capital Management, LLC. | 2026-06-30 | 2026-08-15 | 288,087 | $14,593,067 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 35 | $1,773 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 203,731 | $10,319,978 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 54,599 | $2,765,731 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 818,561 | $41,467,293 | None |
| QUADRANT CAPITAL GROUP LLC | 2026-06-30 | 2026-08-15 | 8,612 | $436,241 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 111,283 | $5,637,040 | None |
| Orion Porfolio Solutions, LLC | 2026-06-30 | 2026-08-15 | 873,906 | $44,267,709 | None |
| BTG Pactual Asset Management US LLC | 2026-06-30 | 2026-08-15 | 57,136 | $2,894,224 | None |
| Lavaca Capital LLC | 2026-06-30 | 2026-08-15 | 1,106 | $56,039 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 88 | $4,458 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 214 | $10,840 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 3,445 | $174,506 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 70 | $3,546 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 3 | $152 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 72 | $3,647 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 1,103 | $55,872 | 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.