Recent Form 4 activity
No matching purchases, sales or awards were returned in this 90-day public filing window.
Show the table · 0 rows, 6 columns
Scroll sideways to compare all columns. Select a heading to sort.
No records are available for this view.
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.
Show the table · 50 rows, 6 columns
Scroll sideways to compare all columns. Select a heading to sort.
| Bullock Wealth Management Group | 2026-06-30 | 2026-08-20 | 214,632 | $7,764,055 | None |
| AMERIFLEX GROUP, INC. | 2026-06-30 | 2026-08-15 | 2,797 | $102,566 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 884 | $32,432 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 1,563 | $57,315 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 38,199 | $1,400,769 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 46,626 | $1,709,775 | None |
| Empirical Finance, LLC | 2026-06-30 | 2026-08-15 | 152,824 | $5,604,056 | None |
| AMERIPRISE FINANCIAL INC | 2026-06-30 | 2026-08-15 | 23,372 | $857,069 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 32,625 | $1,196,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 3,356 | $123,000 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 406,762 | $14,915,951 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 46,516 | $1,705,742 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 254,723 | $9,340,692 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 28,347 | $1,039,484 | None |
| Henderson Brothers Financial Partners, LLC | 2026-06-30 | 2026-08-14 | 38,047 | $1,395,172 | None |
| Steward Partners Investment Advisory, LLC | 2026-06-30 | 2026-08-14 | 15,539 | $569,815 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 1 | $53 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 1,344 | $49,284 | None |
| Pacer Advisors, Inc. | 2026-06-30 | 2026-08-14 | 340,596 | $12,490,000 | None |
| Regatta Research & Money Management | 2026-06-30 | 2026-08-13 | 548 | $20,071 | None |
| Regatta Research & Money Management | 2026-06-30 | 2026-08-13 | 328 | $12,001 | None |
| Wealthspire Retirement, LLC | 2026-06-30 | 2026-08-13 | 15,725 | $576,636 | None |
| SYKON CAPITAL LLC | 2026-06-30 | 2026-08-13 | 6,122 | $224,484 | None |
| Cetera Investment Advisers | 2026-06-30 | 2026-08-13 | 398,969 | $14,630,204 | None |
| Aptus Capital Advisors, LLC | 2026-06-30 | 2026-08-13 | 722 | $26,476 | None |
| NewEdge Advisors, LLC | 2026-06-30 | 2026-08-13 | 18,729 | $686,785 | None |
| Summit Financial, LLC | 2026-06-30 | 2026-08-13 | 36,932 | $1,354,302 | None |
| HARBOUR INVESTMENTS, INC. | 2026-06-30 | 2026-08-13 | 2,375 | $87,091 | None |
| STIFEL FINANCIAL CORP | 2026-06-30 | 2026-08-13 | 49,849 | $1,827,965 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 1 | $56 | None |
| MONECO ADVISORS, LLC | 2026-06-30 | 2026-08-12 | 20,680 | $758,330 | None |
| LPL Financial LLC | 2026-06-30 | 2026-08-08 | 550,209 | $20,176,173 | None |
| MML INVESTORS SERVICES, LLC | 2026-06-30 | 2026-08-08 | 98,012 | $3,594,109 | None |
| Geneos Wealth Management Inc. | 2026-06-30 | 2026-08-07 | 450 | $16,502 | None |
| AlphaCore Capital LLC | 2026-06-30 | 2026-08-07 | 210,041 | $7,702,203 | None |
| ADE, LLC | 2026-06-30 | 2026-08-05 | 18,426 | $675,688 | None |
| One Degree Advisors Inc | 2026-06-30 | 2026-08-04 | 41,132 | $1,487,000 | None |
| ENVESTNET ASSET MANAGEMENT INC | 2026-06-30 | 2026-08-04 | 129,318 | $4,742,108 | None |
| Legacy Trust | 2026-06-30 | 2026-08-01 | 14,550 | $533,549 | None |
| Jacobi Capital Management LLC | 2026-06-30 | 2026-08-01 | 12,377 | $453,865 | None |
| MGO ONE SEVEN LLC | 2026-06-30 | 2026-08-01 | 6,239 | $228,784 | None |
| GeoWealth Management, LLC | 2026-06-30 | 2026-07-31 | 3 | $111 | None |
| GeoWealth Management, LLC | 2026-06-30 | 2026-07-31 | 11,931 | $437,504 | None |
| Cambridge Investment Research Advisors, Inc. | 2026-06-30 | 2026-07-31 | 69,928 | $2,564,000 | None |
| Kathmere Capital Management, LLC | 2026-06-30 | 2026-07-30 | 28,385 | $1,040,878 | None |
| COMMONWEALTH EQUITY SERVICES, LLC | 2026-06-30 | 2026-07-30 | 47,438 | $1,739,550 | None |
| Kestra Advisory Services, LLC | 2026-06-30 | 2026-07-29 | 20,436 | $749,404 | None |
| PRIVATE TRUST CO NA | 2026-06-30 | 2026-07-29 | 9,273 | $340,041 | None |
| Concurrent Investment Advisors, LLC | 2026-06-30 | 2026-07-28 | 7,009 | $257,020 | None |
| Concurrent Investment Advisors, LLC | 2026-06-30 | 2026-07-28 | 1,561 | $57,242 | None |
No matching rows. Clear the filter to see all records.
90-day public filing window, up to 50 source positions.
Recent Congressional disclosures
No matching Congressional transactions were returned in this source preview.
Show the table · 0 rows, 5 columns
Scroll sideways to compare all columns. Select a heading to sort.
No records are available for this view.
Bounded public source preview, up to 25 disclosed events.
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.