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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| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 62,731 | $3,429,504 | None |
| E-Wealth Partners, LLC | 2026-06-30 | 2026-08-18 | 174,700 | $9,550,839 | None |
| Nalls Sherbakoff Group, LLC | 2026-06-30 | 2026-08-18 | 9,446 | $516,413 | None |
| Nalls Sherbakoff Group, LLC | 2026-03-31 | 2026-08-18 | 9,446 | $511,356 | None |
| SEI INVESTMENTS CO | 2026-06-30 | 2026-08-15 | 12,408 | $678,340 | None |
| Vantage Point Financial LLC | 2026-06-30 | 2026-08-15 | 104,528 | $5,714,554 | None |
| Advyzon Investment Management, LLC | 2026-06-30 | 2026-08-15 | 102 | $5,576 | None |
| Advyzon Investment Management, LLC | 2026-06-30 | 2026-08-15 | 4,661 | $254,842 | None |
| Mission Hills Financial Advisory, LLC | 2026-06-30 | 2026-08-15 | 53,974 | $2,950,739 | None |
| Foundations Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 61,067 | $3,338,554 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 2,426 | $132,629 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 14,511 | $793,291 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 26,395 | $1,443,015 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 18,282 | $999,705 | None |
| Betterment LLC | 2026-06-30 | 2026-08-15 | 175,871 | $9,615,000 | None |
| Orion Porfolio Solutions, LLC | 2026-06-30 | 2026-08-15 | 83,013 | $4,538,333 | None |
| Xcelsior Advisor Partners LLC | 2026-06-30 | 2026-08-15 | 25,908 | $1,416,390 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 190 | $10,387 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 19 | $1,039 | None |
| ELEVATE WEALTH ADVISORY, INC | 2026-06-30 | 2026-08-15 | 1,116 | $61,012 | None |
| Cerity Partners LLC | 2026-06-30 | 2026-08-15 | 43,896 | $2,399,794 | None |
| Pinnacle Family Advisors, LLC | 2026-06-30 | 2026-08-15 | 4,046 | $221,195 | None |
| Vestmark Advisory Solutions, Inc. | 2026-06-30 | 2026-08-15 | 1,541,232 | $84,259,153 | None |
| IHT Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 11,242 | $614,595 | None |
| GOLDMAN SACHS GROUP INC | 2026-06-30 | 2026-08-15 | 306,515 | $16,757,175 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 89,337 | $4,884,054 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 400 | $21,868 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 990,203 | $54,134,398 | None |
| Silver Grove Financial Group, Inc. | 2026-06-30 | 2026-08-14 | 61 | $3,335 | None |
| Pathstone Holdings, LLC | 2026-06-30 | 2026-08-14 | 3,942 | $215,509 | None |
| CreativeOne Wealth, LLC | 2026-06-30 | 2026-08-14 | 23,248 | $1,270,965 | None |
| CreativeOne Wealth, LLC | 2026-06-30 | 2026-08-14 | 18 | $984 | None |
| Index Fund Advisors, Inc. | 2026-06-30 | 2026-08-14 | 80,308 | $4,390,452 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 150 | $8,201 | None |
| Topsail Wealth Management, LLC | 2026-06-30 | 2026-08-14 | 1,510 | $82,552 | None |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2026-06-30 | 2026-08-14 | 316,126 | $17,282,608 | None |
| Ponta Wealth Partners, LLC | 2026-06-30 | 2026-08-13 | 10,781 | $589,397 | None |
| Smartleaf Asset Management LLC | 2026-06-30 | 2026-08-13 | 34,290 | $1,879,696 | None |
| Integrated Wealth Concepts LLC | 2026-06-30 | 2026-08-13 | 328,375 | $17,952,284 | None |
| Strategic Wealth Partners, Ltd. | 2026-06-30 | 2026-08-13 | 235 | $12,823 | None |
| Baird Financial Group, Inc. | 2026-06-30 | 2026-08-13 | 188,195 | $10,288,621 | None |
| NewEdge Advisors, LLC | 2026-06-30 | 2026-08-13 | 199,814 | $10,923,814 | None |
| BESSEMER GROUP INC | 2026-06-30 | 2026-08-13 | 21,982 | $1,202,000 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 49,935 | $2,737,330 | None |
| BEACON HILL WEALTH MANAGEMENT LTD. | 2026-06-30 | 2026-08-12 | 126,290 | $6,904,274 | None |
| Rialto Wealth Management, LLC | 2026-06-30 | 2026-08-12 | 123 | $6,725 | None |
| Millstone Evans Group, LLC | 2026-06-30 | 2026-08-12 | 2,124 | $116,104 | None |
| Hershey Financial Advisers, LLC | 2026-06-30 | 2026-08-12 | 9,403 | $514,062 | None |
| DRAVO BAY LLC | 2026-06-30 | 2026-08-12 | 309,509 | $16,920,869 | None |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 2026-06-30 | 2026-08-12 | 66,714 | $3,647,254 | None |
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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.