Recent Form 4 activity
No matching purchases, sales or awards were returned in this 90-day public filing window.
Show the table · 0 rows, 6 columns
Scroll sideways to compare all columns. Select a heading to sort.
No records are available for this view.
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.
Show the table · 50 rows, 6 columns
Scroll sideways to compare all columns. Select a heading to sort.
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 70,882 | $2,917,518 | None |
| Redwood Investment Management, LLC | 2024-12-31 | 2026-08-28 | 5,799 | $234,000 | None |
| Redwood Investment Management, LLC | 2025-03-31 | 2026-08-28 | 5,765 | $238,000 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-18 | 71,156 | $2,928,796 | None |
| Transamerica Financial Advisors, LLC | 2026-06-30 | 2026-08-18 | 30,349 | $1,249,176 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 6,987 | $287,586 | None |
| CENTAURUS FINANCIAL, INC. | 2026-06-30 | 2026-08-18 | 83,698 | $3,445,000 | None |
| EFG International AG | 2026-06-30 | 2026-08-15 | 5,094 | $209,670 | None |
| Perennial Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 10,354 | $426,180 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 30,105 | $1,239,117 | None |
| Betterment LLC | 2026-06-30 | 2026-08-15 | 1,107,239 | $45,574,000 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 459,253 | $18,902,945 | None |
| Orion Porfolio Solutions, LLC | 2026-06-30 | 2026-08-15 | 39,551 | $1,627,927 | None |
| Regal Investment Advisors LLC | 2026-06-30 | 2026-08-15 | 14,009 | $576,615 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 16,453 | $677,209 | None |
| Medallion Wealth Advisors, LLC | 2026-06-30 | 2026-08-15 | 22 | $906 | None |
| Ausdal Financial Partners, Inc. | 2026-06-30 | 2026-08-15 | 20,239 | $833,027 | None |
| Ausdal Financial Partners, Inc. | 2026-06-30 | 2026-08-15 | 6,121 | $251,924 | None |
| Vestmark Advisory Solutions, Inc. | 2026-06-30 | 2026-08-15 | 81,338 | $3,347,888 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 177 | $7,000 | None |
| CITADEL ADVISORS LLC | 2026-06-30 | 2026-08-15 | 94,865 | $3,904,662 | None |
| World Investment Advisors | 2026-06-30 | 2026-08-15 | 6,739 | $277,379 | None |
| GOLDMAN SACHS GROUP INC | 2026-06-30 | 2026-08-15 | 638,453 | $26,278,853 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 1,496 | $61,561 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 11,124 | $457,874 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 172 | $7,080 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 26,425 | $1,087,653 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 15,932 | $655,761 | None |
| Silver Grove Financial Group, Inc. | 2026-06-30 | 2026-08-14 | 75 | $3,082 | None |
| Sanctuary Advisors, LLC | 2026-06-30 | 2026-08-14 | 33,130 | $1,363,655 | None |
| Rockefeller Capital Management L.P. | 2026-06-30 | 2026-08-14 | 3,259 | $134,141 | None |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2026-06-30 | 2026-08-14 | 197 | $8,109 | None |
| HANTZ FINANCIAL SERVICES, INC. | 2026-06-30 | 2026-08-14 | 16 | $1,000 | None |
| CAPTRUST FINANCIAL ADVISORS | 2026-06-30 | 2026-08-14 | 166,114 | $6,837,285 | None |
| UMB Bank, n.a. | 2026-06-30 | 2026-08-14 | 5,367 | $220,907 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 1 | $48 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 1,554,685 | $63,991,166 | None |
| FMR LLC | 2026-06-30 | 2026-08-14 | 1,609 | $66,233 | None |
| FRANKLIN RESOURCES INC | 2026-06-30 | 2026-08-14 | 525 | $21,609 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-13 | 71,156 | $2,928,796 | None |
| ELEVATION POINT WEALTH PARTNERS, LLC | 2026-06-30 | 2026-08-13 | 81,338 | $3,347,888 | None |
| Integrated Wealth Concepts LLC | 2026-06-30 | 2026-08-13 | 34,098 | $1,403,477 | None |
| Cetera Investment Advisers | 2026-06-30 | 2026-08-13 | 933,132 | $38,407,931 | None |
| NewEdge Advisors, LLC | 2026-06-30 | 2026-08-13 | 122,893 | $5,058,263 | None |
| HARBOUR INVESTMENTS, INC. | 2026-06-30 | 2026-08-13 | 291 | $11,978 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 77 | $3,182 | None |
| Colonial Trust Advisors | 2026-06-30 | 2026-08-12 | 1 | $31 | None |
| LifePlan Investment Advisors, Inc. | 2026-06-30 | 2026-08-12 | 107,765 | $4,435,628 | None |
| Keebeck Wealth Management | 2026-06-30 | 2026-08-12 | 474,423 | $19,527,346 | None |
| Allworth Financial LP | 2026-06-30 | 2026-08-12 | 4,118 | $169,481 | None |
No matching rows. Clear the filter to see all records.
90-day public filing window, up to 50 source positions.
Recent Congressional disclosures
No matching Congressional transactions were returned in this source preview.
Show the table · 0 rows, 5 columns
Scroll sideways to compare all columns. Select a heading to sort.
No records are available for this view.
Bounded public source preview, up to 25 disclosed events.
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.