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 | 11,578 | $555,339 | None |
| Dakota Wealth Management | 2025-09-30 | 2026-08-27 | 53,200 | $2,565,304 | None |
| Dakota Wealth Management | 2025-12-31 | 2026-08-27 | 17,971 | $862,429 | None |
| Dakota Wealth Management | 2026-03-31 | 2026-08-27 | 17,830 | $852,809 | None |
| Forefront Wealth Partners, LLC | 2026-06-30 | 2026-08-21 | 21,195 | $1,016,618 | None |
| Rehmann Capital Advisory Group | 2026-06-30 | 2026-08-21 | 10,618 | $509,335 | None |
| STOCK YARDS BANK & TRUST CO | 2026-06-30 | 2026-08-20 | 5,366 | $257,369 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 1,415,493 | $67,894,111 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 146,608 | $7,032,052 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-18 | 11,578 | $555,339 | None |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2026-06-30 | 2026-08-18 | 1,357,212 | $65,059,735 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 40,653 | $1,949,914 | None |
| AMERIFLEX GROUP, INC. | 2026-06-30 | 2026-08-15 | 537 | $25,757 | None |
| Blueprint Financial Advisors LLC | 2026-06-30 | 2026-08-15 | 34,955 | $1,676,617 | None |
| SEI INVESTMENTS CO | 2026-06-30 | 2026-08-15 | 228,444 | $10,957,350 | None |
| Glen Eagle Advisors, LLC | 2026-06-30 | 2026-08-15 | 73 | $3,478 | None |
| MANNING & NAPIER ADVISORS LLC | 2026-06-30 | 2026-08-15 | 5,862 | $281,171 | None |
| Mutual Advisors, LLC | 2026-06-30 | 2026-08-15 | 18,740 | $898,886 | None |
| Strategies Wealth Advisors, LLC | 2026-06-30 | 2026-08-15 | 117,928 | $5,656,410 | None |
| Lifeworks Advisors, LLC | 2026-06-30 | 2026-08-15 | 9,384 | $450,104 | None |
| Ameritas Advisory Services, LLC | 2026-06-30 | 2026-08-15 | 378 | $18,114 | None |
| Delos Wealth Advisors, LLC | 2026-06-30 | 2026-08-15 | 59 | $2,830 | None |
| Invst, LLC | 2026-06-30 | 2026-08-15 | 9,683 | $464,445 | None |
| Sunflower Bank, N.A. | 2026-06-30 | 2026-08-15 | 14,851 | $712,328 | None |
| Strategic Family Wealth Counselors, L.L.C. | 2026-06-30 | 2026-08-15 | 29,693 | $1,424,225 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 11,421 | $547,789 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 1,059 | $50,795 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 44,710 | $2,144,501 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 65,402 | $3,137,938 | None |
| Betterment LLC | 2026-06-30 | 2026-08-15 | 291,079 | $13,963,000 | None |
| Orion Porfolio Solutions, LLC | 2026-06-30 | 2026-08-15 | 104,645 | $5,019,309 | None |
| Regal Investment Advisors LLC | 2026-06-30 | 2026-08-15 | 47,023 | $2,255,459 | None |
| HRT FINANCIAL LP | 2026-06-30 | 2026-08-15 | 6,070 | $291,000 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 294 | $14,102 | None |
| Waverly Advisors, LLC | 2026-06-30 | 2026-08-15 | 197,418 | $9,469,131 | None |
| &PARTNERS | 2026-06-30 | 2026-08-15 | 23,400 | $1,122,591 | None |
| Financial Engines Advisors L.L.C. | 2026-06-30 | 2026-08-15 | 677,616 | $32,501,842 | None |
| LAZARD ASSET MANAGEMENT LLC | 2026-06-30 | 2026-08-15 | 13,000 | $623,545 | None |
| HANCOCK WHITNEY CORP | 2026-06-30 | 2026-08-15 | 33,915 | $1,626,733 | None |
| Thrivent Financial for Lutherans | 2026-06-30 | 2026-08-15 | 6,579 | $316,000 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 25,405 | $1,218,924 | None |
| AMERIPRISE FINANCIAL INC | 2026-06-30 | 2026-08-15 | 4,542 | $217,857 | None |
| AMERIPRISE FINANCIAL INC | 2026-06-30 | 2026-08-15 | 264,185 | $12,700,732 | None |
| MAI Capital Management | 2026-06-30 | 2026-08-15 | 9,150 | $438,879 | None |
| Curi Capital, LLC | 2026-06-30 | 2026-08-15 | 8,372 | $401,577 | None |
| Curi Capital, LLC | 2026-06-30 | 2026-08-15 | 2,027 | $97,226 | None |
| Pinnacle Financial Partners, Inc. | 2026-06-30 | 2026-08-15 | 8,361 | $401,070 | None |
| Cerity Partners LLC | 2026-06-30 | 2026-08-15 | 3,703 | $177,595 | None |
| Cerity Partners LLC | 2026-06-30 | 2026-08-15 | 106,812 | $5,123,223 | None |
| Park Place Capital Corp | 2026-06-30 | 2026-08-15 | 146 | $7,003 | 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.