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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| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 19,198 | $365,724 | None |
| Caitlin John, LLC | 2026-06-30 | 2026-08-18 | 13,859 | $264,012 | None |
| Proficio Capital Partners LLC | 2026-06-30 | 2026-08-18 | 211,100 | $4,021,455 | None |
| Sequent Planning LLC | 2026-06-30 | 2026-08-15 | 13,118 | $249,892 | None |
| AMERIFLEX GROUP, INC. | 2026-06-30 | 2026-08-15 | 367 | $6,992 | None |
| SEI INVESTMENTS CO | 2026-06-30 | 2026-08-15 | 64,083 | $1,220,760 | None |
| Advyzon Investment Management, LLC | 2026-06-30 | 2026-08-15 | 29,429 | $560,615 | None |
| NFSG Corp | 2026-06-30 | 2026-08-15 | 2,100 | $40,005 | None |
| Western Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 13,209 | $251,625 | None |
| Foundations Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 5,988 | $114,062 | None |
| Foundations Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 11,129 | $212,016 | None |
| Qube Research & Technologies Ltd | 2026-06-30 | 2026-08-15 | 4,828 | $91,973 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 5,260 | $100,203 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 62,623 | $1,193,281 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 11,750 | $223,838 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 137,411 | $2,654,782 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 213,689 | $4,071,000 | None |
| CITADEL ADVISORS LLC | 2026-06-30 | 2026-08-15 | 19,700 | $375,285 | Call |
| IHT Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 162,964 | $3,104,467 | None |
| TWO SIGMA INVESTMENTS, LP | 2026-06-30 | 2026-08-15 | 281,800 | $5,368,290 | None |
| GOLDMAN SACHS GROUP INC | 2026-06-30 | 2026-08-15 | 410,199 | $7,814,291 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 34,204 | $651,594 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 48,990 | $933,268 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 681,916 | $12,990,491 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 51,816 | $987,095 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 82,777 | $1,576,902 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 192,916 | $3,675,042 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 26,000 | $495,300 | None |
| CreativeOne Wealth, LLC | 2026-06-30 | 2026-08-14 | 34,954 | $665,869 | None |
| CreativeOne Wealth, LLC | 2026-06-30 | 2026-08-14 | 1 | $20 | None |
| Rockefeller Capital Management L.P. | 2026-06-30 | 2026-08-14 | 801 | $15,264 | None |
| Steward Partners Investment Advisory, LLC | 2026-06-30 | 2026-08-14 | 50,971 | $970,990 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 758 | $14,440 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 40,108 | $764,057 | None |
| Mariner, LLC | 2026-06-30 | 2026-08-14 | 10,200 | $194,310 | None |
| Creative Planning | 2026-06-30 | 2026-08-14 | 15,532 | $295,886 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 5 | $95 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 728,711 | $13,881,950 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 11 | $210 | None |
| FMR LLC | 2026-06-30 | 2026-08-14 | 4,797 | $91,377 | None |
| HUNTINGTON NATIONAL BANK | 2026-06-30 | 2026-08-14 | 4,500 | $85,725 | None |
| COMPASS FINANCIAL MANAGEMENT LLC | 2026-06-30 | 2026-08-13 | 3,223 | $62,989 | None |
| Regatta Research & Money Management | 2026-06-30 | 2026-08-13 | 1,932 | $36,805 | None |
| Integrated Wealth Concepts LLC | 2026-06-30 | 2026-08-13 | 8,800 | $167,640 | None |
| Cetera Investment Advisers | 2026-06-30 | 2026-08-13 | 127,747 | $2,433,579 | None |
| SIMPLEX TRADING, LLC | 2026-06-30 | 2026-08-13 | 69 | $1,314 | None |
| NewEdge Advisors, LLC | 2026-06-30 | 2026-08-13 | 5,106 | $97,278 | None |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2026-06-30 | 2026-08-13 | 50,659 | $965,064 | None |
| Mirae Asset Global Investments Co., Ltd. | 2026-03-31 | 2026-08-13 | 74,000 | $1,398,600 | None |
| HARBOUR INVESTMENTS, INC. | 2026-06-30 | 2026-08-13 | 261 | $4,972 | 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.