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.
| Dakota Wealth Management | 2026-03-31 | 2026-08-27 | 7,949 | $397,768 | None |
| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 78,162 | $4,343,460 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 15,369 | $854,056 | None |
| WNY Asset Management, LLC | 2026-06-30 | 2026-08-18 | 390,965 | $21,725,943 | None |
| Comprehensive Money Management Services LLC | 2026-06-30 | 2026-08-18 | 8,580 | $476,791 | None |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2026-06-30 | 2026-08-18 | 95,717 | $5,319,952 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 426,110 | $23,678,914 | None |
| Jefferies Financial Group Inc. | 2026-06-30 | 2026-08-18 | 6,340 | $352,314 | None |
| Thompson David Blair | 2026-06-30 | 2026-08-15 | 13,682 | $760,309 | None |
| Thompson David Blair | 2025-12-31 | 2026-08-15 | 12,242 | $646,363 | None |
| Thompson David Blair | 2026-03-31 | 2026-08-15 | 11,333 | $567,104 | None |
| MCGUIRE CAPITAL ADVISORS INC | 2026-06-30 | 2026-08-15 | 15 | $834 | None |
| Ruggiero Investments, Inc. | 2026-06-30 | 2026-08-15 | 4,821 | $267,913 | None |
| Investors Portfolio Services LLC | 2026-06-30 | 2026-08-15 | 190,194 | $10,569,075 | None |
| Frederick Financial Consultants, LLC | 2026-06-30 | 2026-08-15 | 31,634 | $1,757,903 | None |
| American Alpha Advisors, LLC | 2026-06-30 | 2026-08-15 | 109,221 | $6,069,411 | None |
| Modern Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 808,436 | $44,924,765 | None |
| Modern Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 79 | $4,390 | None |
| SHELTON CAPITAL MANAGEMENT | 2026-06-30 | 2026-08-15 | 3,998 | $222,169 | None |
| Mutual Advisors, LLC | 2026-06-30 | 2026-08-15 | 12,964 | $720,436 | None |
| Navis Wealth Advisors, LLC | 2026-06-30 | 2026-08-15 | 161,253 | $8,960,829 | None |
| Vienna Asset Management LLC | 2026-06-30 | 2026-08-15 | 4,257 | $236,570 | None |
| EARNED WEALTH ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 5,776 | $320,949 | None |
| White Knight Strategic Wealth Advisors, LLC | 2026-06-30 | 2026-08-15 | 9,564 | $531,445 | None |
| KINTRA WEALTH, LLC | 2026-06-30 | 2026-08-15 | 490,051 | $27,771,192 | None |
| Wick Capital Partners, LLC | 2026-06-30 | 2026-08-15 | 214,500 | $11,919,787 | None |
| Ameritas Advisory Services, LLC | 2026-06-30 | 2026-08-15 | 24,752 | $1,375,447 | None |
| NFSG Corp | 2026-06-30 | 2026-08-15 | 24,586 | $1,366,271 | None |
| Invst, LLC | 2026-06-30 | 2026-08-15 | 67,553 | $3,753,919 | None |
| Western Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 53,296 | $2,961,663 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 113 | $6,279 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 173,966 | $9,667,288 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 1,003 | $55,737 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 225,129 | $12,510,667 | None |
| Betterment LLC | 2026-06-30 | 2026-08-15 | 6,484 | $360,000 | None |
| Orion Porfolio Solutions, LLC | 2026-06-30 | 2026-08-15 | 113,158 | $6,288,176 | None |
| OLD MISSION CAPITAL LLC | 2026-06-30 | 2026-08-15 | 22,258 | $1,236,877 | None |
| Xcelsior Advisor Partners LLC | 2026-06-30 | 2026-08-15 | 6,572 | $365,203 | None |
| Tandem Financial, LLC | 2026-06-30 | 2026-08-15 | 68,093 | $3,783,929 | None |
| Waverly Advisors, LLC | 2026-06-30 | 2026-08-15 | 91,876 | $5,105,564 | None |
| &PARTNERS | 2026-06-30 | 2026-08-15 | 29,231 | $1,649,875 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 81,808 | $4,458,531 | None |
| AMERIPRISE FINANCIAL INC | 2026-06-30 | 2026-08-15 | 765,288 | $42,523,689 | None |
| MAI Capital Management | 2026-06-30 | 2026-08-15 | 150,834 | $8,381,846 | None |
| Curi Capital, LLC | 2026-06-30 | 2026-08-15 | 13,476 | $748,848 | None |
| Cerity Partners LLC | 2026-06-30 | 2026-08-15 | 633,359 | $35,195,793 | None |
| Vestmark Advisory Solutions, Inc. | 2026-06-30 | 2026-08-15 | 182,298 | $10,130,300 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 546,481 | $30,368,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 873 | $49,000 | None |
| American National Bank of Texas | 2026-06-30 | 2026-08-15 | 64,315 | $3,573,985 | 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.