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.
| Archer Investment Corp | 2026-06-30 | 2026-08-20 | 2,040 | $106,468 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 56,391 | $2,943,030 | None |
| Nemes Rush Group LLC | 2026-06-30 | 2026-08-15 | 384 | $20,041 | None |
| KANE INVESTMENT MANAGEMENT, INC. | 2026-06-30 | 2026-08-15 | 41,226 | $2,151,608 | None |
| KINTRA WEALTH, LLC | 2026-06-30 | 2026-08-15 | 98,702 | $5,138,944 | None |
| NFSG Corp | 2026-06-30 | 2026-08-15 | 230 | $12,004 | None |
| WCG Wealth Advisors LLC | 2026-06-30 | 2026-08-15 | 19,246 | $1,004,438 | None |
| Western Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 4,384 | $228,818 | None |
| Wealth Advisors of Tampa Bay, LLC | 2026-06-30 | 2026-08-15 | 192,111 | $10,026,256 | None |
| Per Stirling Capital Management, LLC. | 2026-06-30 | 2026-08-15 | 263,352 | $13,744,365 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 496 | $25,886 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 43,287 | $2,259,132 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 71,722 | $3,743,662 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 5,251 | $274,050 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 88 | $4,593 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 163 | $8,492 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 5 | $261 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 8 | $418 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 32 | $1,670 | None |
| Valor Advisors LLC | 2026-06-30 | 2026-08-15 | 15,232 | $794,958 | None |
| &PARTNERS | 2026-06-30 | 2026-08-15 | 36,067 | $1,882,361 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 297,241 | $15,515,992 | None |
| Cerity Partners LLC | 2026-06-30 | 2026-08-15 | 10,510 | $548,492 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 9,451 | $493,000 | None |
| PROTECTIVE LIFE CORP | 2026-06-30 | 2026-08-15 | 17,813 | $929,660 | None |
| Hirtle & Co., LLC | 2026-06-30 | 2026-08-15 | 6,019 | $314,132 | None |
| IHT Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 8,596 | $448,611 | None |
| NATIXIS ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 10,806 | $564,000 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 7,126 | $371,906 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 209,687 | $10,943,574 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 18,800 | $981,179 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 6,070 | $316,793 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 328 | $17,118 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 240,097 | $12,530,662 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 147,830 | $7,715,243 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 11,290 | $589,225 | None |
| Cloud Capital Management, LLC | 2026-06-30 | 2026-08-14 | 10,454 | $545,000 | None |
| Allspring Global Investments Holdings, LLC | 2026-06-30 | 2026-08-14 | 2 | $104 | None |
| Steward Partners Investment Advisory, LLC | 2026-06-30 | 2026-08-14 | 86,516 | $4,515,270 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 908,104 | $47,393,948 | None |
| Creative Planning | 2026-06-30 | 2026-08-14 | 9,390 | $490,062 | None |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2026-06-30 | 2026-08-14 | 1 | $52 | None |
| CIBC WORLD MARKET INC. | 2026-06-30 | 2026-08-14 | 7,911 | $412,875 | None |
| CAPTRUST FINANCIAL ADVISORS | 2026-06-30 | 2026-08-14 | 1,569,546 | $81,914,583 | None |
| Ameritas Investment Partners, Inc. | 2026-06-30 | 2026-08-14 | 9,746 | $508,651 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 1,528,081 | $79,750,550 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 1 | $54 | None |
| FMR LLC | 2026-06-30 | 2026-08-14 | 2,401,346 | $125,326,238 | None |
| Sunrise Financial Services, LLC | 2026-06-30 | 2026-08-13 | 93,755 | $4,893,071 | None |
| Smartleaf Asset Management LLC | 2026-06-30 | 2026-08-13 | 218 | $11,380 | 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.