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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| Dakota Wealth Management | 2025-12-31 | 2026-08-27 | 206,747 | $9,998,306 | None |
| Dakota Wealth Management | 2026-03-31 | 2026-08-27 | 219,460 | $11,073,973 | None |
| Leo H. Evart, Inc. | 2026-06-30 | 2026-08-19 | 202 | $10,794 | None |
| Leo H. Evart, Inc. | 2026-06-30 | 2026-08-19 | 13,916 | $743,098 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 16,478 | $879,925 | None |
| Milestone Investment Advisors LLC | 2026-06-30 | 2026-08-15 | 2,666 | $142,365 | None |
| CSM Advisors, LLC | 2026-06-30 | 2026-08-15 | 10,200 | $545,000 | None |
| WCG Wealth Advisors LLC | 2026-06-30 | 2026-08-15 | 25,765 | $1,375,850 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 8,338 | $445,249 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 695 | $37,113 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 135,503 | $7,236,572 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 77,134 | $4,118,956 | None |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 2026-06-30 | 2026-08-15 | 4,560 | $243,504 | None |
| &PARTNERS | 2026-06-30 | 2026-08-15 | 381,290 | $20,360,875 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 313,873 | $16,729,431 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 1,384,808 | $73,949,000 | None |
| NATIXIS ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 23,734 | $1,267,000 | None |
| GOLDMAN SACHS GROUP INC | 2026-06-30 | 2026-08-15 | 20,078 | $1,072,165 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 709,140 | $37,868,076 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 726,000 | $38,768,400 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 551,594 | $29,455,120 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 762,760 | $40,731,384 | None |
| Visionary Wealth Advisors | 2026-06-30 | 2026-08-14 | 93,165 | $4,975,011 | None |
| Sanctuary Advisors, LLC | 2026-06-30 | 2026-08-14 | 171,676 | $9,167,523 | None |
| Quantinno Capital Management LP | 2026-06-30 | 2026-08-14 | 5,390 | $287,826 | None |
| NKCFO LLC | 2026-06-30 | 2026-08-14 | 439,350 | $23,461,000 | None |
| Rockefeller Capital Management L.P. | 2026-06-30 | 2026-08-14 | 22,965 | $1,226,331 | None |
| Rockefeller Capital Management L.P. | 2026-06-30 | 2026-08-14 | 800 | $42,720 | None |
| Rockefeller Capital Management L.P. | 2026-06-30 | 2026-08-14 | 764 | $40,798 | None |
| Steward Partners Investment Advisory, LLC | 2026-06-30 | 2026-08-14 | 89 | $4,753 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 728,080 | $38,879,472 | None |
| Mariner, LLC | 2026-06-30 | 2026-08-14 | 95,779 | $5,114,599 | None |
| Elequin Capital, LP | 2026-06-30 | 2026-08-14 | 53,821 | $2,874,041 | None |
| ZACKS INVESTMENT MANAGEMENT | 2026-06-30 | 2026-08-14 | 10,633 | $567,802 | None |
| Snowden Capital Advisors LLC | 2026-06-30 | 2026-08-14 | 20,805 | $1,110,987 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 843,708 | $45,054,057 | None |
| Sunrise Financial Services, LLC | 2026-06-30 | 2026-08-13 | 11,885 | $634,659 | None |
| Legacy Capital Wealth Partners, LLC | 2026-06-30 | 2026-08-13 | 7,469 | $398,845 | None |
| ELEVATION POINT WEALTH PARTNERS, LLC | 2026-06-30 | 2026-08-13 | 58,613 | $3,129,913 | None |
| Integrated Wealth Concepts LLC | 2026-06-30 | 2026-08-13 | 22,378 | $1,194,986 | None |
| Cetera Investment Advisers | 2026-06-30 | 2026-08-13 | 447,259 | $23,883,590 | None |
| Compass Ion Advisors, LLC | 2026-06-30 | 2026-08-13 | 19,313 | $1,031,323 | None |
| Circle Wealth Management, LLC | 2026-06-30 | 2026-08-13 | 233,594 | $12,473,920 | None |
| Aptus Capital Advisors, LLC | 2026-06-30 | 2026-08-13 | 4,560 | $243,504 | None |
| NewEdge Advisors, LLC | 2026-06-30 | 2026-08-13 | 650,933 | $34,759,836 | None |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2026-06-30 | 2026-08-13 | 1,626,435 | $86,851,629 | None |
| HARBOUR INVESTMENTS, INC. | 2026-06-30 | 2026-08-13 | 370 | $19,758 | None |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 2026-06-30 | 2026-08-13 | 9,290 | $496,086 | None |
| STIFEL FINANCIAL CORP | 2026-06-30 | 2026-08-13 | 1,116,579 | $59,625,285 | None |
| SMITH, MOORE & CO. | 2026-06-30 | 2026-08-13 | 114,523 | $6,115,517 | 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.