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 | 40,717 | $4,035,088 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 16,013 | $1,586,865 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 14,699 | $1,456,670 | None |
| Orion Capital Management LLC | 2026-06-30 | 2026-08-19 | 1,293 | $128,136 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-18 | 40,718 | $4,035,088 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 10,776 | $1,067,902 | None |
| Financial Plan, Inc. | 2026-06-30 | 2026-08-15 | 14,323 | $1,419,389 | None |
| Modern Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 3,357 | $332,679 | None |
| Nemes Rush Group LLC | 2026-06-30 | 2026-08-15 | 9,626 | $953,937 | None |
| ENTREWEALTH, LLC | 2026-06-30 | 2026-08-15 | 38,882 | $3,924,749 | None |
| Ameritas Advisory Services, LLC | 2026-06-30 | 2026-08-15 | 3,404 | $337,337 | None |
| WCG Wealth Advisors LLC | 2026-06-30 | 2026-08-15 | 24,015 | $2,379,922 | None |
| MAGNOLIA CAPITAL ADVISORS LLC | 2026-06-30 | 2026-08-15 | 2,185 | $216,534 | None |
| Qube Research & Technologies Ltd | 2026-06-30 | 2026-08-15 | 38 | $3,766 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 102 | $10,108 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 3,085 | $306,578 | None |
| Betterment LLC | 2026-06-30 | 2026-08-15 | 29,116 | $2,885,000 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 4,575 | $453,382 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 178 | $17,624 | None |
| ELEVATE WEALTH ADVISORY, INC | 2026-06-30 | 2026-08-15 | 114 | $11,297 | None |
| Steffes Financial, Ltd. | 2026-06-30 | 2026-08-15 | 5,615 | $556,447 | None |
| Cresset Asset Management, LLC | 2026-06-30 | 2026-08-15 | 51,619 | $5,115,488 | None |
| AQR CAPITAL MANAGEMENT LLC | 2026-06-30 | 2026-08-15 | 108,276 | $10,730,161 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 396 | $39,000 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 556 | $55,050 | None |
| Burk Holdings LLC | 2026-06-30 | 2026-08-14 | 58 | $5,748 | None |
| Annandale Capital, LLC | 2026-06-30 | 2026-08-14 | 2,695 | $267,000 | None |
| CreativeOne Wealth, LLC | 2026-06-30 | 2026-08-14 | 35,784 | $3,546,201 | None |
| Index Fund Advisors, Inc. | 2026-06-30 | 2026-08-14 | 90,746 | $8,992,920 | None |
| Creative Planning | 2026-06-30 | 2026-08-14 | 9,505 | $941,904 | None |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2026-06-30 | 2026-08-14 | 164 | $16,252 | None |
| CIBC WORLD MARKET INC. | 2026-06-30 | 2026-08-14 | 5,217 | $517,005 | None |
| VANGUARD ADVISERS INC | 2026-06-30 | 2026-08-14 | 220 | $21,802 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 1 | $131 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 4 | $396 | None |
| OceanIQ Capital, LLC | 2026-06-30 | 2026-08-13 | 4,900 | $496,811 | None |
| Hill Investment Group Partners, LLC | 2026-06-30 | 2026-08-13 | 2,189 | $216,975 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-13 | 40,718 | $4,035,088 | None |
| Compass Ion Advisors, LLC | 2026-06-30 | 2026-08-13 | 118,846 | $11,777,593 | None |
| Advisory Services Network, LLC | 2026-06-30 | 2026-08-13 | 9,377 | $929,261 | None |
| Focus Partners Wealth | 2026-06-30 | 2026-08-13 | 2,297 | $227,633 | None |
| NewEdge Advisors, LLC | 2026-06-30 | 2026-08-13 | 358 | $35,524 | None |
| BANK OF MONTREAL /CAN/ | 2026-06-30 | 2026-08-13 | 30 | $2,988 | None |
| BANK OF MONTREAL /CAN/ | 2026-06-30 | 2026-08-13 | 25 | $2,478 | None |
| STIFEL FINANCIAL CORP | 2026-06-30 | 2026-08-13 | 5,178 | $513,378 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 883 | $87,179 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 2,319 | $228,955 | None |
| Greenspring Advisors, LLC | 2026-06-30 | 2026-08-12 | 165,420 | $16,393,160 | None |
| IEQ CAPITAL, LLC | 2026-06-30 | 2026-08-12 | 100,131 | $9,922,991 | None |
| Allworth Financial LP | 2026-06-30 | 2026-08-12 | 1,864 | $184,723 | 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.