Recent Form 4 activity
No matching purchases, sales or awards were returned in this 90-day public filing window.
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90-day public availability window, up to 50 records.
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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| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 20,790 | $696,423 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 497 | $16,650 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 25,321 | $848,382 | None |
| GTS SECURITIES LLC | 2026-06-30 | 2026-08-15 | 14,846 | $497,311 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 31,897 | $1,083,852 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 120 | $4,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 25,686 | $860,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 1,185 | $40,000 | None |
| TWO SIGMA INVESTMENTS, LP | 2026-06-30 | 2026-08-15 | 10,100 | $338,329 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 43,910 | $1,470,902 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 16,440 | $550,705 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 250 | $8,374 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 1 | $31 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 23,295 | $780,336 | None |
| Burk Holdings LLC | 2026-06-30 | 2026-08-14 | 179 | $5,996 | None |
| Visionary Wealth Advisors | 2026-06-30 | 2026-08-14 | 25,359 | $849,489 | None |
| Rockefeller Capital Management L.P. | 2026-06-30 | 2026-08-14 | 3,441 | $115,267 | None |
| Steward Partners Investment Advisory, LLC | 2026-06-30 | 2026-08-14 | 3,474 | $116,372 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 33 | $1,105 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 25,581 | $856,912 | None |
| Mariner, LLC | 2026-06-30 | 2026-08-14 | 14,283 | $478,442 | None |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2026-06-30 | 2026-08-14 | 411 | $13,768 | None |
| Argos Wealth Advisors, LLC | 2026-06-30 | 2026-08-14 | 48,258 | $1,616,542 | None |
| CIBC Bancorp USA Inc. | 2026-06-30 | 2026-08-14 | 10,583 | $354,508 | None |
| HOLLENCREST CAPITAL MANAGEMENT | 2026-06-30 | 2026-08-14 | 546 | $18,288 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 2,802 | $93,861 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 5 | $182 | None |
| FMR LLC | 2026-06-30 | 2026-08-14 | 423 | $14,157 | None |
| Montgomery Financial Services LLC | 2026-06-30 | 2026-08-13 | 102 | $3,419 | None |
| Integrated Wealth Concepts LLC | 2026-06-30 | 2026-08-13 | 2,199 | $73,650 | None |
| Strategic Wealth Partners, Ltd. | 2026-06-30 | 2026-08-13 | 33 | $1,111 | None |
| Cetera Investment Advisers | 2026-06-30 | 2026-08-13 | 41,674 | $1,396,012 | None |
| SIMPLEX TRADING, LLC | 2026-06-30 | 2026-08-13 | 77 | $2,579 | None |
| Aptus Capital Advisors, LLC | 2026-06-30 | 2026-08-13 | 2,359 | $79,022 | None |
| EP Wealth Advisors, LLC | 2026-06-30 | 2026-08-13 | 20,485 | $686,193 | None |
| Summit Financial, LLC | 2026-06-30 | 2026-08-13 | 18,173 | $608,757 | None |
| COMMERCE BANK | 2026-06-30 | 2026-08-13 | 6,679 | $223,732 | None |
| StoneX Group Inc. | 2026-06-30 | 2026-08-13 | 34,609 | $1,164,972 | None |
| HARBOUR INVESTMENTS, INC. | 2026-06-30 | 2026-08-13 | 9,578 | $320,856 | None |
| STIFEL FINANCIAL CORP | 2026-06-30 | 2026-08-13 | 360 | $12,059 | None |
| STIFEL FINANCIAL CORP | 2026-06-30 | 2026-08-13 | 94,655 | $3,170,577 | None |
| US BANCORP \DE\ | 2026-06-30 | 2026-08-13 | 39,040 | $1,307,762 | None |
| Keating Financial Advisory Services, Inc. | 2026-06-30 | 2026-08-12 | 163 | $5,460 | None |
| Allworth Financial LP | 2026-06-30 | 2026-08-12 | 438 | $14,674 | None |
| BLAIR WILLIAM & CO/IL | 2026-06-30 | 2026-08-12 | 80 | $2,680 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-12 | 2,287 | $76,615 | None |
| UPTICK PARTNERS, LLC | 2026-06-30 | 2026-08-11 | 14,002 | $469,024 | None |
| Richard W. Paul & Associates, LLC | 2026-06-30 | 2026-08-11 | 378 | $12,662 | None |
| GABLES CAPITAL MANAGEMENT INC. | 2026-06-30 | 2026-08-11 | 7,580 | $253,914 | None |
| First Command Advisory Services, Inc. | 2026-06-30 | 2026-08-11 | 103 | $3,450 | 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.