Recent Form 4 activity
No matching purchases, sales or awards were returned in this 90-day public filing window.
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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.
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| NWM ADVISORS, LLC | 2026-06-30 | 2026-08-29 | 79,266 | $3,617,696 | None |
| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 26,169 | $1,194,353 | None |
| Sankala Group LLC | 2026-06-30 | 2026-08-19 | 20,879 | $935,268 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 13,059 | $595,988 | None |
| Mutual Advisors, LLC | 2026-06-30 | 2026-08-15 | 11,430 | $521,685 | None |
| Perennial Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 10,108 | $461,318 | None |
| Western Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 16,937 | $772,990 | None |
| Western Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 10,245 | $467,600 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 32,301 | $1,474,147 | None |
| &PARTNERS | 2026-06-30 | 2026-08-15 | 57,701 | $2,633,141 | None |
| National Philanthropic Trust | 2026-06-30 | 2026-08-15 | 10,693 | $488,029 | None |
| FRED ALGER MANAGEMENT, LLC | 2026-06-30 | 2026-08-15 | 28,104 | $1,282,667 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 50,636 | $2,311,000 | None |
| IHT Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 8,063 | $367,985 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 88,629 | $4,045,028 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 7,709 | $351,839 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 277,962 | $12,686,186 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 48,202 | $2,199,939 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 72,000 | $3,286,080 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 231 | $10,543 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 14,952 | $682,409 | None |
| MPWM ADVISORY SOLUTIONS, LLC | 2026-06-30 | 2026-08-14 | 200 | $9,128 | None |
| Sanctuary Advisors, LLC | 2026-06-30 | 2026-08-14 | 47,494 | $2,167,637 | None |
| Snowden Capital Advisors LLC | 2026-06-30 | 2026-08-14 | 5,085 | $232,079 | None |
| Trek Financial, LLC | 2026-06-30 | 2026-08-14 | 7,226 | $329,795 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 222 | $10,132 | None |
| FMR LLC | 2026-06-30 | 2026-08-14 | 408 | $18,619 | None |
| Sunrise Financial Services, LLC | 2026-06-30 | 2026-08-13 | 117,333 | $5,355,078 | None |
| Integrated Wealth Concepts LLC | 2026-06-30 | 2026-08-13 | 20,250 | $924,210 | None |
| Cetera Investment Advisers | 2026-06-30 | 2026-08-13 | 12,925 | $589,897 | None |
| NewEdge Advisors, LLC | 2026-06-30 | 2026-08-13 | 75,386 | $3,440,591 | None |
| HARBOUR INVESTMENTS, INC. | 2026-06-30 | 2026-08-13 | 253 | $11,547 | None |
| STIFEL FINANCIAL CORP | 2026-06-30 | 2026-08-13 | 135,742 | $6,195,260 | None |
| SMITH, MOORE & CO. | 2026-06-30 | 2026-08-13 | 58,777 | $2,682,586 | None |
| US BANCORP \DE\ | 2026-06-30 | 2026-08-13 | 138 | $6,298 | None |
| MONECO ADVISORS, LLC | 2026-06-30 | 2026-08-12 | 34,649 | $1,581,380 | None |
| Stratos Wealth Partners, LTD. | 2026-06-30 | 2026-08-12 | 78,737 | $3,593,579 | None |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 2026-06-30 | 2026-08-12 | 25,829 | $1,134,000 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-12 | 95 | $4,336 | None |
| Proactive Wealth Strategies LLC | 2026-06-30 | 2026-08-11 | 113,128 | $5,163,164 | None |
| Arkadios Wealth Advisors | 2026-06-30 | 2026-08-11 | 675,766 | $30,841,938 | None |
| Arkadios Wealth Advisors | 2026-06-30 | 2026-08-11 | 664,105 | $30,309,752 | None |
| GREAT VALLEY ADVISOR GROUP, INC. | 2026-06-30 | 2026-08-11 | 273,286 | $12,472,744 | 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.