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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| Federation des caisses Desjardins du Quebec | 2026-06-30 | 2026-08-15 | 369 | $31,926 | None |
| Michelson Medical Research Foundation, Inc. | 2026-06-30 | 2026-08-15 | 16,750 | $1,449,210 | None |
| Qube Research & Technologies Ltd | 2026-06-30 | 2026-08-15 | 345 | $29,849 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 729 | $63,269 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 1,090 | $93,631 | None |
| AMERIPRISE FINANCIAL INC | 2026-06-30 | 2026-08-15 | 230 | $19,869 | None |
| AMERIPRISE FINANCIAL INC | 2026-06-30 | 2026-08-15 | 82,073 | $7,100,922 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 10 | $1,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 8,114 | $702,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 349 | $30,000 | None |
| GOLDMAN SACHS GROUP INC | 2026-06-30 | 2026-08-15 | 6,527 | $564,716 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 5,644 | $488,279 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 17,800 | $1,540,056 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 2,110 | $182,557 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 1,152 | $99,671 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 18,899 | $1,635,141 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 21,251 | $1,838,637 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 23,633 | $2,044,727 | None |
| Rockefeller Capital Management L.P. | 2026-06-30 | 2026-08-14 | 635 | $54,948 | None |
| Steward Partners Investment Advisory, LLC | 2026-06-30 | 2026-08-14 | 37,603 | $3,253,433 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 54,800 | $4,741,296 | None |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2026-06-30 | 2026-08-14 | 2 | $173 | None |
| ZACKS INVESTMENT MANAGEMENT | 2026-06-30 | 2026-08-14 | 49,824 | $4,310,851 | None |
| HOLLENCREST CAPITAL MANAGEMENT | 2026-06-30 | 2026-08-14 | 26 | $2,289 | None |
| UMB Bank, n.a. | 2026-06-30 | 2026-08-14 | 8 | $692 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 974 | $84,270 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 88,106 | $7,622,962 | None |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2026-06-30 | 2026-08-14 | 2,079 | $179,875 | None |
| FMR LLC | 2026-06-30 | 2026-08-14 | 149 | $12,876 | None |
| FMR LLC | 2026-06-30 | 2026-08-14 | 27 | $2,336 | None |
| Integrated Wealth Concepts LLC | 2026-06-30 | 2026-08-13 | 664 | $57,363 | None |
| Strategic Wealth Partners, Ltd. | 2026-06-30 | 2026-08-13 | 73 | $6,316 | None |
| Cetera Investment Advisers | 2026-06-30 | 2026-08-13 | 5,001 | $432,678 | None |
| Focus Partners Wealth | 2026-06-30 | 2026-08-13 | 43,239 | $3,741,050 | None |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2026-06-30 | 2026-08-13 | 188 | $16,266 | None |
| BANK OF MONTREAL /CAN/ | 2026-06-30 | 2026-08-13 | 244 | $21,111 | None |
| HARBOUR INVESTMENTS, INC. | 2026-06-30 | 2026-08-13 | 1,159 | $100,277 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 4 | $401 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 68 | $5,868 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 105,951 | $9,142,512 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 64,422 | $5,559,005 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 6,068 | $523,608 | None |
| Kilter Group LLC | 2026-06-30 | 2026-08-12 | 82 | $7,095 | None |
| Strengthening Families & Communities, LLC | 2026-06-30 | 2026-08-12 | 633 | $54,779 | None |
| swisspartners Advisors Ltd | 2026-06-30 | 2026-08-12 | 147,830 | $12,787,898 | None |
| FIRST TRUST ADVISORS LP | 2026-06-30 | 2026-08-12 | 767 | $66,329 | None |
| FIRST TRUST ADVISORS LP | 2026-06-30 | 2026-08-12 | 10,448 | $903,960 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-12 | 917 | $79,339 | None |
| NewEdge Wealth, LLC | 2026-06-30 | 2026-08-11 | 16,372 | $1,416,505 | None |
| Savant Capital, LLC | 2026-06-30 | 2026-08-11 | 64,142 | $5,763,038 | 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.