Recent Form 4 activity
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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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| TOBIAS FINANCIAL ADVISORS, INC. | 2026-06-30 | 2026-08-26 | 25,346 | $1,204,695 | None |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2026-06-30 | 2026-08-18 | 53,165 | $2,524,806 | None |
| CENTAURUS FINANCIAL, INC. | 2026-06-30 | 2026-08-18 | 49,704 | $2,362,000 | None |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2026-06-30 | 2026-08-15 | 9,073,468 | $431,261,934 | None |
| Sixth Street Partners Management Company, L.P. | 2026-06-30 | 2026-08-15 | 9,073,468 | $431,261,934 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 22,564 | $1,072,449 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 1,045 | $49,667 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 507 | $24,098 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 398,823 | $18,493,405 | None |
| Cerity Partners LLC | 2026-06-30 | 2026-08-15 | 37,687 | $1,791,243 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 89,425 | $4,250,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 4,615 | $219,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 1,300 | $62,000 | None |
| NBH Bank | 2026-06-30 | 2026-08-15 | 11,110 | $528,058 | None |
| Larson Financial Group LLC | 2026-06-30 | 2026-08-15 | 216 | $10,266 | None |
| NATIXIS ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 16,519 | $785,000 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 25,952 | $1,233,499 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 11,034 | $524,446 | None |
| COZAD ASSET MANAGEMENT INC | 2026-06-30 | 2026-08-15 | 28,822 | $1,369,929 | None |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2026-06-30 | 2026-08-15 | 651,985 | $30,989,000 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 3,522 | $167,393 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 154,552 | $7,345,857 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 8,052 | $382,712 | None |
| Asset One Wealth Management LLC | 2026-06-30 | 2026-08-14 | 13,933 | $665,301 | None |
| Henderson Brothers Financial Partners, LLC | 2026-06-30 | 2026-08-14 | 12,588 | $598,308 | None |
| Alpha Financial Advisors, LLC | 2026-06-30 | 2026-08-14 | 814,490 | $38,712,704 | None |
| Sanctuary Advisors, LLC | 2026-06-30 | 2026-08-14 | 209,698 | $9,966,965 | None |
| Arete Wealth Advisors, LLC | 2026-06-30 | 2026-08-14 | 24,966 | $1,186,633 | None |
| NBZ Investment Advisors LLC | 2026-06-30 | 2026-08-14 | 328,035 | $15,591,484 | None |
| National Pension Service | 2026-06-30 | 2026-08-14 | 9,513,375 | $452,170,714 | None |
| MENORA MIVTACHIM HOLDINGS LTD. | 2026-06-30 | 2026-08-14 | 210,215 | $9,991,519 | None |
| HANTZ FINANCIAL SERVICES, INC. | 2026-06-30 | 2026-08-14 | 946 | $45,000 | None |
| CAPTRUST FINANCIAL ADVISORS | 2026-06-30 | 2026-08-14 | 598,965 | $28,468,806 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 3,747,072 | $178,098,346 | None |
| FMR LLC | 2026-06-30 | 2026-08-14 | 2,867 | $136,269 | None |
| HUNTINGTON NATIONAL BANK | 2026-06-30 | 2026-08-14 | 2,944 | $139,929 | None |
| SK Wealth Management, LLC | 2026-06-30 | 2026-08-13 | 9,317 | $454,383 | None |
| MainStreet Investment Advisors LLC | 2026-06-30 | 2026-08-13 | 6,975 | $331,522 | None |
| Integrated Wealth Concepts LLC | 2026-06-30 | 2026-08-13 | 122,428 | $5,819,011 | None |
| Cetera Investment Advisers | 2026-06-30 | 2026-08-13 | 742,214 | $35,277,448 | None |
| Circle Wealth Management, LLC | 2026-06-30 | 2026-08-13 | 42,090 | $2,000,538 | None |
| Advisory Services Network, LLC | 2026-06-30 | 2026-08-13 | 10,259 | $487,610 | None |
| Aptus Capital Advisors, LLC | 2026-06-30 | 2026-08-13 | 6,090 | $289,458 | None |
| NewEdge Advisors, LLC | 2026-06-30 | 2026-08-13 | 5,294 | $251,646 | None |
| TOBIAS FINANCIAL ADVISORS, INC. | 2026-06-30 | 2026-08-13 | 25,346 | $1,204,695 | None |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2026-06-30 | 2026-08-13 | 802,773 | $38,155,821 | None |
| BROWN BROTHERS HARRIMAN & CO | 2026-06-30 | 2026-08-13 | 5,779 | $274,676 | None |
| StoneX Group Inc. | 2026-06-30 | 2026-08-13 | 4,823 | $229,237 | None |
| HARBOUR INVESTMENTS, INC. | 2026-06-30 | 2026-08-13 | 6,297 | $299,298 | None |
| STIFEL FINANCIAL CORP | 2026-06-30 | 2026-08-13 | 326,256 | $15,506,952 | None |
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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.