Recent Form 4 activity
No matching purchases, sales or awards were returned in this 90-day public filing window.
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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.
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| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 37,357 | $20,542,581 | None |
| Copia Wealth Management | 2026-06-30 | 2026-08-19 | 5 | $92 | None |
| Strive Financial Group ,LLC | 2026-06-30 | 2026-08-18 | 25 | $463 | None |
| Forum Finance Group S.A. | 2026-06-30 | 2026-08-15 | 15,830 | $236,000 | None |
| Federation des caisses Desjardins du Quebec | 2026-06-30 | 2026-08-15 | 1,955 | $33,802 | None |
| Ameritas Advisory Services, LLC | 2026-06-30 | 2026-08-15 | 105 | $1,937 | None |
| NFSG Corp | 2026-06-30 | 2026-08-15 | 5 | $92 | None |
| Qube Research & Technologies Ltd | 2026-06-30 | 2026-08-15 | 1,982 | $36,568 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 1,010 | $18,634 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 19,355 | $357,100 | None |
| Itau Unibanco Holding S.A. | 2026-06-30 | 2026-08-15 | 12,250 | $226,013 | None |
| AQR CAPITAL MANAGEMENT LLC | 2026-06-30 | 2026-08-15 | 14,910 | $275,090 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 2,207 | $41,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 2,190 | $40,000 | None |
| Larson Financial Group LLC | 2026-06-30 | 2026-08-15 | 932 | $17,200 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 2,360 | $43,542 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 26,606 | $490,881 | None |
| Downshift Financial, LLC | 2026-06-30 | 2026-08-14 | 1,225 | $22,601 | None |
| Rockefeller Capital Management L.P. | 2026-06-30 | 2026-08-14 | 715 | $13,192 | None |
| Morse Asset Management, Inc | 2026-06-30 | 2026-08-14 | 100 | $1,845 | None |
| Creative Planning | 2026-06-30 | 2026-08-14 | 22,685 | $418,536 | None |
| Creative Planning | 2026-06-30 | 2026-08-14 | 23,182 | $427,708 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 1 | $30 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 6,162 | $113,689 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 44,912 | $828,626 | None |
| FMR LLC | 2026-06-30 | 2026-08-14 | 3,456 | $63,766 | None |
| Integrated Wealth Concepts LLC | 2026-06-30 | 2026-08-13 | 4,705 | $86,808 | None |
| Cetera Investment Advisers | 2026-06-30 | 2026-08-13 | 11,248 | $207,535 | None |
| NewEdge Advisors, LLC | 2026-06-30 | 2026-08-13 | 240 | $4,428 | None |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2026-06-30 | 2026-08-13 | 75,649 | $1,395,724 | None |
| BANK OF MONTREAL /CAN/ | 2026-06-30 | 2026-08-13 | 2,408 | $44,428 | None |
| BANK OF MONTREAL /CAN/ | 2026-06-30 | 2026-08-13 | 45 | $830 | None |
| STIFEL FINANCIAL CORP | 2026-06-30 | 2026-08-13 | 15,562 | $287,119 | None |
| US BANCORP \DE\ | 2026-06-30 | 2026-08-13 | 500 | $9,225 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 282 | $5,148 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 0 | $3 | None |
| Wealthspire Advisors, LLC | 2026-06-30 | 2026-08-12 | 152,924 | $2,821,446 | None |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 2026-06-30 | 2026-08-12 | 155 | $2,860 | None |
| Allworth Financial LP | 2026-06-30 | 2026-08-12 | 1,004 | $18,531 | None |
| Atlantic Union Bankshares Corp | 2026-06-30 | 2026-08-12 | 500 | $9,225 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-12 | 3,502 | $64,607 | None |
| REGIONS FINANCIAL CORP | 2026-06-30 | 2026-08-11 | 10,029 | $185,035 | None |
| NATIONAL BANK OF CANADA /FI/ | 2026-06-30 | 2026-08-11 | 997 | $17,238 | 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.