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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| Kings Path Partners LLC | 2026-03-31 | 2026-08-22 | 762 | $32,156 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 5,023 | $210,715 | None |
| Copia Wealth Management | 2026-06-30 | 2026-08-19 | 5 | $210 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 111,661 | $4,684,179 | None |
| Blueprint Financial Advisors LLC | 2026-06-30 | 2026-08-15 | 11,442 | $479,992 | None |
| Glen Eagle Advisors, LLC | 2026-06-30 | 2026-08-15 | 699,904 | $29,360,976 | None |
| Foundations Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 8,231 | $345,290 | None |
| Foundations Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 834 | $34,987 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 143,614 | $6,024,588 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 39,242 | $1,646,202 | None |
| FLOW TRADERS U.S. LLC | 2026-06-30 | 2026-08-15 | 9,572 | $402,000 | None |
| Waverly Advisors, LLC | 2026-06-30 | 2026-08-15 | 5,440 | $228,208 | None |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 2026-06-30 | 2026-08-15 | 102,787 | $4,311,915 | None |
| Stadion Money Management, LLC | 2026-06-30 | 2026-08-15 | 798,129 | $33,356,924 | None |
| Merited Wealth, LLC | 2026-06-30 | 2026-08-15 | 82,171 | $3,447,073 | None |
| Strategic Financial Planning, Inc. | 2026-06-30 | 2026-08-15 | 8,579 | $359,883 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 38 | $1,601 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 397 | $17,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 490,938 | $20,595,000 | None |
| CITADEL ADVISORS LLC | 2026-06-30 | 2026-08-15 | 51,467 | $2,159,041 | None |
| NEW ENGLAND ASSET MANAGEMENT INC | 2026-06-30 | 2026-08-15 | 100 | $4,195 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 101,820 | $4,271,359 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 7,717 | $323,719 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 2,406 | $100,932 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 80,601 | $3,381,212 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 2,364,404 | $99,186,746 | None |
| Pathstone Holdings, LLC | 2026-06-30 | 2026-08-14 | 6,570 | $275,611 | None |
| Pathstone Holdings, LLC | 2026-06-30 | 2026-08-14 | 2,546 | $106,815 | None |
| Sanctuary Advisors, LLC | 2026-06-30 | 2026-08-14 | 20,749 | $870,416 | None |
| Rockefeller Capital Management L.P. | 2026-06-30 | 2026-08-14 | 117,261 | $4,919,099 | None |
| Steward Partners Investment Advisory, LLC | 2026-06-30 | 2026-08-14 | 152 | $6,376 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 3,247 | $136,212 | None |
| Mariner, LLC | 2026-06-30 | 2026-08-14 | 5,266 | $220,909 | None |
| CAPTRUST FINANCIAL ADVISORS | 2026-06-30 | 2026-08-14 | 7,260 | $304,567 | None |
| VANGUARD ADVISERS INC | 2026-06-30 | 2026-08-14 | 23 | $965 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 238,030 | $9,985,359 | None |
| FMR LLC | 2026-06-30 | 2026-08-14 | 6,453 | $270,692 | None |
| COMPASS FINANCIAL MANAGEMENT LLC | 2026-06-30 | 2026-08-13 | 2,663 | $111,713 | None |
| Second Line Capital, LLC | 2026-06-30 | 2026-08-13 | 106,590 | $4,471,445 | None |
| SevenBridge Financial Group, LLC | 2026-06-30 | 2026-08-13 | 171,841 | $7,109,938 | None |
| Stiles Financial Services Inc | 2026-06-30 | 2026-08-13 | 62,452 | $2,619,864 | None |
| Curran Financial Partners, LLC | 2026-06-30 | 2026-08-13 | 149,356 | $6,265,484 | None |
| Integrated Wealth Concepts LLC | 2026-06-30 | 2026-08-13 | 1,595,042 | $66,911,821 | None |
| Cetera Investment Advisers | 2026-06-30 | 2026-08-13 | 54,494 | $2,286,023 | None |
| Advisory Services Network, LLC | 2026-06-30 | 2026-08-13 | 70,821 | $2,970,931 | None |
| Aptus Capital Advisors, LLC | 2026-06-30 | 2026-08-13 | 650,123 | $27,272,672 | None |
| Aptus Capital Advisors, LLC | 2026-06-30 | 2026-08-13 | 487,841 | $20,464,930 | None |
| NewEdge Advisors, LLC | 2026-06-30 | 2026-08-13 | 65,159 | $2,733,428 | None |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2026-06-30 | 2026-08-13 | 1,878 | $78,782 | None |
| Independent Advisor Alliance | 2026-06-30 | 2026-08-13 | 8,007 | $335,899 | 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.