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.
| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 1,726 | $441,412 | None |
| Strive Financial Group ,LLC | 2026-06-30 | 2026-08-18 | 320 | $81,838 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 31,816 | $8,136,590 | None |
| Bawa N Mallick Trust | 2026-06-30 | 2026-08-15 | 1,750 | $447,550 | None |
| Modern Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 876 | $224,031 | None |
| Ameritas Advisory Services, LLC | 2026-06-30 | 2026-08-15 | 444 | $113,550 | None |
| DV EQUITIES, LLC | 2026-06-30 | 2026-08-15 | 1,332 | $340,649 | None |
| Qube Research & Technologies Ltd | 2026-06-30 | 2026-08-15 | 20 | $5,115 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 314 | $80,303 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 220 | $56,263 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 15,329 | $3,921,113 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 2,500 | $639,356 | Call |
| Heritage Wealth Advisors | 2026-06-30 | 2026-08-15 | 93 | $23,665 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 4,627 | $1,183,321 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 4,435 | $1,134,218 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 2,343 | $600,314 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 50 | $13,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 7,821 | $2,000,000 | None |
| CITADEL ADVISORS LLC | 2026-06-30 | 2026-08-15 | 4,275 | $1,093,300 | None |
| CITADEL ADVISORS LLC | 2026-06-30 | 2026-08-15 | 14,700 | $3,759,416 | Call |
| Larson Financial Group LLC | 2026-06-30 | 2026-08-15 | 11 | $2,888 | None |
| GOLDMAN SACHS GROUP INC | 2026-06-30 | 2026-08-15 | 5,780 | $1,478,192 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 2,215 | $566,470 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 1,140 | $291,547 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 0 | $11 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 1,942 | $496,653 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 42,176 | $10,786,111 | None |
| Steward Partners Investment Advisory, LLC | 2026-06-30 | 2026-08-14 | 165 | $42,198 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 945 | $241,677 | None |
| Creative Planning | 2026-06-30 | 2026-08-14 | 3,870 | $989,608 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 115 | $29,549 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 1 | $306 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 10,878 | $2,782,209 | None |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2026-06-30 | 2026-08-14 | 897 | $229,401 | None |
| FMR LLC | 2026-06-30 | 2026-08-14 | 1,404 | $359,104 | None |
| FMR LLC | 2026-06-30 | 2026-08-14 | 729 | $186,436 | None |
| HUNTINGTON NATIONAL BANK | 2026-06-30 | 2026-08-14 | 1 | $256 | None |
| Sunrise Financial Services, LLC | 2026-06-30 | 2026-08-13 | 158 | $40,407 | None |
| Integrated Wealth Concepts LLC | 2026-06-30 | 2026-08-13 | 8 | $2,046 | None |
| Cetera Investment Advisers | 2026-06-30 | 2026-08-13 | 27,537 | $7,042,362 | None |
| NewEdge Advisors, LLC | 2026-06-30 | 2026-08-13 | 17,650 | $4,513,934 | None |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2026-06-30 | 2026-08-13 | 7,426 | $1,899,191 | None |
| BANK OF MONTREAL /CAN/ | 2026-06-30 | 2026-08-13 | 25 | $6,394 | None |
| HARBOUR INVESTMENTS, INC. | 2026-06-30 | 2026-08-13 | 952 | $243,514 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 3,870 | $990,269 | None |
| Tower Research Capital LLC (TRC) | 2026-06-30 | 2026-08-12 | 472 | $120,711 | None |
| WBI INVESTMENTS, LLC | 2026-06-30 | 2026-08-12 | 1,611 | $412,093 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-12 | 37 | $9,470 | None |
| Arax Advisory Partners | 2026-06-30 | 2026-08-11 | 70 | $17,902 | None |
| RWA WEALTH PARTNERS, LLC | 2026-06-30 | 2026-08-08 | 1,300 | $332,465 | 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.