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 | 1,097,195 | $113,066,085 | None |
| Schulz Wealth, LTD. | 2026-06-30 | 2026-08-27 | 103,193 | $10,634,020 | None |
| Kings Path Partners LLC | 2026-03-31 | 2026-08-22 | 59,372 | $5,928,892 | None |
| GILL CAPITAL PARTNERS, LLC | 2026-06-30 | 2026-08-21 | 194 | $19,992 | None |
| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 6,008 | $619,153 | None |
| Prosperitas Financial LLC | 2026-06-30 | 2026-08-20 | 7,772 | $800,905 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 7,987 | $823,075 | None |
| Sankala Group LLC | 2026-06-30 | 2026-08-19 | 8,924 | $980,678 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 48,648 | $5,013,205 | None |
| JDM Financial Group LLC | 2026-06-30 | 2026-08-19 | 431 | $44,415 | None |
| Capasso Planning Partners LLC | 2026-06-30 | 2026-08-19 | 31,059 | $3,200,611 | None |
| Orion Capital Management LLC | 2026-06-30 | 2026-08-19 | 29,243 | $3,013,443 | None |
| E-Wealth Partners, LLC | 2026-06-30 | 2026-08-18 | 34,703 | $3,576,187 | None |
| Sanchez Levi Garrett | 2026-06-30 | 2026-08-18 | 29,716 | $3,062,271 | None |
| Strive Financial Group ,LLC | 2026-06-30 | 2026-08-18 | 527 | $54,307 | None |
| McMill Wealth Management | 2026-06-30 | 2026-08-18 | 178,884 | $18,434,018 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-18 | 1,097,851 | $113,133,663 | None |
| Empowered Funds, LLC | 2026-06-30 | 2026-08-18 | 548,409 | $56,513,547 | None |
| Pure Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 1,646,823 | $169,705,107 | None |
| Camarda Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 7,673 | $790,703 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 14,945 | $1,540,101 | None |
| Lifetime Wealth Management P.C. | 2026-06-30 | 2026-08-18 | 15,912 | $1,639,747 | None |
| MCGUIRE CAPITAL ADVISORS INC | 2026-06-30 | 2026-08-15 | 162 | $16,694 | None |
| Financial Plan, Inc. | 2026-06-30 | 2026-08-15 | 18,949 | $1,952,703 | None |
| SVRN Asset Management, LLC | 2026-06-30 | 2026-08-15 | 9,049 | $932,463 | None |
| SELDON CAPITAL LP | 2026-06-30 | 2026-08-15 | 8,000 | $824,400 | None |
| Wills Financial Group LLC | 2026-06-30 | 2026-08-15 | 1,997 | $205,791 | None |
| AMERIFLEX GROUP, INC. | 2026-06-30 | 2026-08-15 | 75 | $7,729 | None |
| Synergy Investment Management, LLC | 2026-06-30 | 2026-08-15 | 2,908 | $299,668 | None |
| Federation des caisses Desjardins du Quebec | 2026-06-30 | 2026-08-15 | 554 | $57,007 | None |
| Federation des caisses Desjardins du Quebec | 2026-06-30 | 2026-08-15 | 43,598 | $4,492,774 | None |
| Modern Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 5,850 | $602,794 | None |
| Mutual Advisors, LLC | 2026-06-30 | 2026-08-15 | 3,211 | $330,938 | None |
| Nemes Rush Group LLC | 2026-06-30 | 2026-08-15 | 8,905 | $917,687 | None |
| Empire Financial Management Company, LLC | 2026-06-30 | 2026-08-15 | 62,834 | $6,475,067 | None |
| INSIGNEO ADVISORY SERVICES, LLC | 2026-06-30 | 2026-08-15 | 15,931 | $1,641,690 | None |
| INSIGNEO ADVISORY SERVICES, LLC | 2026-06-30 | 2026-08-15 | 17,263 | $1,778,952 | None |
| ENTREWEALTH, LLC | 2026-06-30 | 2026-08-15 | 7,571 | $819,053 | None |
| AIRE ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 36,741 | $3,786,192 | None |
| NCM Capital Management, LLC | 2026-06-30 | 2026-08-15 | 9,005 | $927,948 | None |
| ENDEAVOR PRIVATE WEALTH, INC. | 2026-06-30 | 2026-08-15 | 7,066 | $728,196 | None |
| EARNED WEALTH ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 31,821 | $3,279,198 | None |
| Ameritas Advisory Services, LLC | 2026-06-30 | 2026-08-15 | 7,417 | $764,344 | None |
| NFSG Corp | 2026-06-30 | 2026-08-15 | 18,137 | $1,869,016 | None |
| Caerus Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 3,020 | $311,211 | None |
| XTX Topco Ltd | 2026-06-30 | 2026-08-15 | 3,264 | $336,355 | None |
| Foundations Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 2,408 | $248,153 | None |
| Qube Research & Technologies Ltd | 2026-06-30 | 2026-08-15 | 83,687 | $8,623,945 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 358 | $36,892 | None |
| Per Stirling Capital Management, LLC. | 2026-06-30 | 2026-08-15 | 77,575 | $7,994,098 | 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.