Recent Form 4 activity
No matching purchases, sales or awards were returned in this 90-day public filing window.
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.
Scroll sideways to compare all columns. Select a heading to sort.
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 5,177 | $223,642 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 875,442 | $37,818,282 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 600 | $25,920 | None |
| FLOW TRADERS U.S. LLC | 2026-06-30 | 2026-08-15 | 41,810 | $1,806,000 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 2,300 | $100,220 | None |
| Laird Norton Wetherby Trust Company, LLC | 2026-06-30 | 2026-08-15 | 4,953 | $213,965 | None |
| CITADEL ADVISORS LLC | 2026-06-30 | 2026-08-15 | 13,978 | $603,837 | None |
| GOLDMAN SACHS GROUP INC | 2026-06-30 | 2026-08-15 | 149,164 | $6,443,751 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 240,097 | $10,371,987 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 62,812 | $2,713,422 | None |
| Sanctuary Advisors, LLC | 2026-06-30 | 2026-08-14 | 18,573 | $802,337 | None |
| Steward Partners Investment Advisory, LLC | 2026-06-30 | 2026-08-14 | 680 | $29,375 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 48,672 | $2,102,582 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 468,029 | $20,218,449 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 31 | $1,344 | None |
| Integrated Wealth Concepts LLC | 2026-06-30 | 2026-08-13 | 987 | $42,638 | None |
| Aptus Capital Advisors, LLC | 2026-06-30 | 2026-08-13 | 87 | $3,758 | None |
| NewEdge Advisors, LLC | 2026-06-30 | 2026-08-13 | 36,720 | $1,586,282 | None |
| STIFEL FINANCIAL CORP | 2026-06-30 | 2026-08-13 | 44,366 | $1,916,573 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 446 | $19,376 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 57,496 | $2,497,922 | None |
| Tower Research Capital LLC (TRC) | 2026-06-30 | 2026-08-12 | 20,761 | $896,857 | None |
| NICOLET BANKSHARES INC | 2026-06-30 | 2026-08-12 | 20,068 | $866,920 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-12 | 5,177 | $223,642 | None |
| Empirical Asset Management, LLC | 2026-06-30 | 2026-08-11 | 15,792 | $682,189 | None |
| LPL Financial LLC | 2026-06-30 | 2026-08-08 | 192,642 | $8,321,973 | None |
| MML INVESTORS SERVICES, LLC | 2026-06-30 | 2026-08-08 | 38,614 | $1,668,082 | None |
| F/m Investments LLC | 2026-06-30 | 2026-08-06 | 11,980 | $517,525 | None |
| HighPoint Advisor Group LLC | 2026-06-30 | 2026-08-06 | 5,261 | $227,270 | None |
| Savvy Advisors, Inc. | 2026-06-30 | 2026-08-04 | 6,542 | $282,597 | None |
| Crew Capital Management, Ltd | 2026-06-30 | 2026-08-04 | 41,831 | $1,807,061 | None |
| Valtinson Bruner Financial Planning LLC | 2026-06-30 | 2026-08-04 | 5,305 | $229,165 | None |
| AE Wealth Management LLC | 2026-06-30 | 2026-08-04 | 106 | $4,579 | None |
| ENVESTNET ASSET MANAGEMENT INC | 2026-06-30 | 2026-08-04 | 41,281 | $1,783,321 | None |
| DAYMARK WEALTH PARTNERS, LLC | 2026-06-30 | 2026-08-01 | 10,524 | $454,627 | None |
| ALTFEST L J & CO INC | 2026-06-30 | 2026-07-31 | 831,674 | $35,927,564 | None |
| Cambridge Investment Research Advisors, Inc. | 2026-06-30 | 2026-07-31 | 5,800 | $251,000 | None |
| Kovack Advisors, Inc. | 2026-06-30 | 2026-07-30 | 8,550 | $369,353 | None |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 2026-06-30 | 2026-07-30 | 598,332 | $25,847,382 | None |
| COMMONWEALTH EQUITY SERVICES, LLC | 2026-06-30 | 2026-07-30 | 109,688 | $4,738,410 | None |
| TRUIST FINANCIAL CORP | 2026-06-30 | 2026-07-29 | 19,960 | $862,271 | None |
| Cambridge Investment Research Advisors, Inc. | 2026-06-30 | 2026-07-28 | 5,800 | $251,000 | None |
| DHJJ Financial Advisors, Ltd. | 2026-06-30 | 2026-07-25 | 2 | $93 | None |
| EverSource Wealth Advisors, LLC | 2026-06-30 | 2026-07-25 | 3,378 | $145,927 | None |
| Global View Capital Management LLC | 2026-06-30 | 2026-07-24 | 14,312 | $618,266 | None |
| Apollon Wealth Management, LLC | 2026-06-30 | 2026-07-24 | 62,260 | $2,689,576 | None |
| STAPP WEALTH MANAGEMENT, PLLC | 2026-06-30 | 2026-07-23 | 14,825 | $640,427 | None |
| Foguth Wealth Management, LLC. | 2026-06-30 | 2026-07-22 | 24,840 | $1,062,310 | None |
| J.W. COLE ADVISORS, INC. | 2026-06-30 | 2026-07-22 | 14,441 | $623,844 | None |
| SOA Wealth Advisors, LLC. | 2026-06-30 | 2026-07-22 | 216 | $9,331 | 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.
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.