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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| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 10,066 | $221,754 | None |
| WEST MICHIGAN ADVISORS, LLC | 2026-06-30 | 2026-08-22 | 11,273 | $248,344 | None |
| Comprehensive Money Management Services LLC | 2026-06-30 | 2026-08-18 | 62,153 | $1,369,231 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-18 | 10,321 | $227,372 | None |
| DEARBORN PARTNERS LLC | 2026-06-30 | 2026-08-18 | 21,864 | $481,664 | None |
| SEI INVESTMENTS CO | 2026-06-30 | 2026-08-15 | 13,869 | $305,530 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 104,859 | $2,310,060 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 18,728 | $412,578 | None |
| Gotham Asset Management, LLC | 2026-06-30 | 2026-08-15 | 159,156 | $3,506,207 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 5,800 | $128,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 1,495 | $33,000 | None |
| FIRST MANHATTAN CO. LLC. | 2026-06-30 | 2026-08-15 | 28,086 | $618,735 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 2,385 | $52,542 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 72,795 | $1,603,683 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 97,343 | $2,144,466 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 66,454 | $1,463,979 | None |
| Trajan Wealth LLC | 2026-06-30 | 2026-08-14 | 97,802 | $2,154,578 | None |
| CreativeOne Wealth, LLC | 2026-06-30 | 2026-08-14 | 12,907 | $284,347 | None |
| CreativeOne Wealth, LLC | 2026-06-30 | 2026-08-14 | 504 | $11,099 | None |
| Rockefeller Capital Management L.P. | 2026-06-30 | 2026-08-14 | 131,340 | $2,893,435 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 1 | $22 | None |
| Creative Planning | 2026-06-30 | 2026-08-14 | 136,501 | $3,007,117 | None |
| DEARBORN PARTNERS LLC | 2026-06-30 | 2026-08-14 | 22,026 | $480,790 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 2,508,715 | $55,267,001 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 2,775 | $61,133 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 1 | $31 | None |
| FMR LLC | 2026-06-30 | 2026-08-14 | 42 | $925 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-13 | 10,321 | $227,372 | None |
| Strategic Wealth Partners, Ltd. | 2026-06-30 | 2026-08-13 | 7,330 | $161,485 | None |
| Cetera Investment Advisers | 2026-06-30 | 2026-08-13 | 37,583 | $827,960 | None |
| Ironsides Asset Advisors, LLC | 2026-06-30 | 2026-08-13 | 201,430 | $4,437,499 | None |
| Texas Yale Capital Corp. | 2026-06-30 | 2026-08-13 | 60,818 | $1,339,809 | None |
| Aptus Capital Advisors, LLC | 2026-06-30 | 2026-08-13 | 484 | $10,663 | None |
| NewEdge Advisors, LLC | 2026-06-30 | 2026-08-13 | 26,413 | $581,885 | None |
| SEGALL BRYANT & HAMILL, LLC | 2026-06-30 | 2026-08-13 | 10,066 | $221,754 | None |
| HARBOUR INVESTMENTS, INC. | 2026-06-30 | 2026-08-13 | 17,971 | $395,901 | None |
| US BANCORP \DE\ | 2026-06-30 | 2026-08-13 | 17,065 | $375,942 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 501 | $11,077 | None |
| Anchor Bay Capital, Inc. | 2026-06-30 | 2026-08-12 | 42,071 | $925,142 | None |
| Stratos Wealth Partners, LTD. | 2026-06-30 | 2026-08-12 | 26,570 | $585,349 | None |
| Colonial Trust Co / SC | 2026-06-30 | 2026-08-12 | 5,325 | $117,736 | None |
| Allworth Financial LP | 2026-06-30 | 2026-08-12 | 8,582 | $189,062 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-12 | 2,920 | $64,328 | None |
| Diversify Advisory Services, LLC | 2026-06-30 | 2026-08-11 | 11,928 | $262,783 | None |
| WealthCollab, LLC | 2026-06-30 | 2026-08-11 | 5,000 | $110,150 | 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.