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 | 10,376 | $633,975 | None |
| Dakota Wealth Management | 2025-09-30 | 2026-08-27 | 4,336 | $237,830 | None |
| Dakota Wealth Management | 2025-12-31 | 2026-08-27 | 4,336 | $243,640 | None |
| Dakota Wealth Management | 2026-03-31 | 2026-08-27 | 4,336 | $229,939 | None |
| Financial Insights, Inc. | 2026-06-30 | 2026-08-26 | 7,168 | $437,965 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 14,718 | $899,265 | None |
| Sankala Group LLC | 2026-06-30 | 2026-08-19 | 7,912 | $497,793 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 391,330 | $23,910,256 | None |
| Orion Capital Management LLC | 2026-06-30 | 2026-08-19 | 143 | $8,737 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-18 | 10,719 | $654,932 | None |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2026-06-30 | 2026-08-18 | 31,052 | $1,900,181 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 8,838 | $540,002 | None |
| SEI INVESTMENTS CO | 2026-06-30 | 2026-08-15 | 121,445 | $7,420,320 | None |
| Milestone Investment Advisors LLC | 2026-06-30 | 2026-08-15 | 61,352 | $3,748,608 | None |
| ENDEAVOR PRIVATE WEALTH, INC. | 2026-06-30 | 2026-08-15 | 7,440 | $454,584 | None |
| Ameritas Advisory Services, LLC | 2026-06-30 | 2026-08-15 | 321 | $19,613 | None |
| Western Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 21,202 | $1,295,472 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 804 | $49,124 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 48,965 | $2,992,062 | None |
| Betterment LLC | 2026-06-30 | 2026-08-15 | 1,981,562 | $121,073,000 | None |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2026-06-30 | 2026-08-15 | 3,828 | $233,891 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 4,641 | $283,565 | None |
| GTS SECURITIES LLC | 2026-06-30 | 2026-08-15 | 15,992 | $977,111 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 8,365 | $511,102 | None |
| Waverly Advisors, LLC | 2026-06-30 | 2026-08-15 | 4,674 | $285,581 | None |
| BROWN ADVISORY INC | 2026-06-30 | 2026-08-15 | 5,467 | $334,034 | None |
| Thrivent Financial for Lutherans | 2026-06-30 | 2026-08-15 | 9,473 | $579,000 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 40,447 | $2,422,764 | None |
| AMERIPRISE FINANCIAL INC | 2026-06-30 | 2026-08-15 | 257,545 | $15,742,817 | None |
| Cerity Partners LLC | 2026-06-30 | 2026-08-15 | 156,328 | $9,551,641 | None |
| Cresset Asset Management, LLC | 2026-06-30 | 2026-08-15 | 18,466 | $1,128,273 | None |
| AQR CAPITAL MANAGEMENT LLC | 2026-06-30 | 2026-08-15 | 12,972 | $792,589 | None |
| AQR CAPITAL MANAGEMENT LLC | 2026-06-30 | 2026-08-15 | 15,600 | $953,160 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 4,010 | $245,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 5,148 | $315,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 219,752 | $13,427,000 | None |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2026-06-30 | 2026-08-15 | 14,778 | $902,959 | None |
| CITADEL ADVISORS LLC | 2026-06-30 | 2026-08-15 | 18,975 | $1,159,373 | None |
| Larson Financial Group LLC | 2026-06-30 | 2026-08-15 | 685 | $41,831 | None |
| IHT Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 4,252 | $259,772 | None |
| BRADLEY FOSTER & SARGENT INC/CT | 2026-06-30 | 2026-08-15 | 21,500 | $1,313,650 | None |
| GOLDMAN SACHS GROUP INC | 2026-06-30 | 2026-08-15 | 99,741 | $6,094,175 | None |
| FIRST MANHATTAN CO. LLC. | 2026-06-30 | 2026-08-15 | 7,909 | $483,240 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 35,336 | $2,159,059 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 13,634 | $833,037 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 29,852 | $1,823,943 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 48,356 | $2,954,552 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 940,504 | $57,464,794 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 80,408 | $4,912,953 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 66,603 | $4,069,443 | None |
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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.