Purchases and Sales Made in Q1 2025 in Simplify ETF Simplify Volatili (SVOL)
This table provides information about the institutional ownership of Simplify ETF Simplify Volatili (SVOL) during Q1 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY ETF SIMPLIFY VOLATILI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
521New |
$9.34K - $11.3K
|
521
$9.15K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
480+ 2.44% |
$8.6K - $10.4K
|
20.1K
$353K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
457+ 10.82% |
$8.19K - $9.92K
|
4.68K
$82.2K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
382New |
$6.85K - $8.29K
|
382
$6.71K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
353+ 4.15% |
$6.33K - $7.66K
|
8.85K
$156K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
300+ 1.83% |
$5.38K - $6.51K
|
16.7K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-128- 9.79% |
$2.29K - $2.78K
|
1.18K
$20.7K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-161- 0.98% |
$2.89K - $3.49K
|
16.3K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-248- 1.98% |
$4.44K - $5.38K
|
12.3K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-399- 89.06% |
$7.15K - $8.66K
|
49
$861
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-414- 82.8% |
$7.42K - $8.98K
|
86
$1.51K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-604- 4.53% |
$10.8K - $13.1K
|
12.7K
$223K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-762- 2.53% |
$13.7K - $16.5K
|
29.4K
$516K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-838- 55.87% |
$15K - $18.2K
|
662
$11.6K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-851- 2.54% |
$15.2K - $18.5K
|
32.7K
$574K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.1K- 2.83% |
$19.6K - $23.8K
|
37.6K
$661K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-2.15K- 4.45% |
$38.5K - $46.6K
|
46K
$809K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-4.5K- 99.56% |
$80.6K - $97.6K
|
20
$351
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.88K- 7.44% |
$87.4K - $106K
|
60.7K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.12K- 25.85% |
$91.8K - $111K
|
14.7K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.93K- 94.38% |
$142K - $172K
|
472
$8.29K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-12.5K- 84.74% |
$223K - $271K
|
2.25K
$39.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-21.7K- 55.58% |
$388K - $470K
|
17.3K
$304K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-29.5K- 53.22% |
$529K - $641K
|
25.9K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-37.7K- 49.02% |
$676K - $819K
|
39.2K
$689K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-48.4K- 60.25% |
$867K - $1.05M
|
31.9K
$561K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-64.4K- 86.44% |
$1.15M - $1.4M
|
10.1K
$177K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-102K- 30.37% |
$1.82M - $2.2M
|
233K
$4.09M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-116K- 91.91% |
$2.07M - $2.51M
|
10.2K
$179K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-150K- 96.78% |
$2.69M - $3.26M
|
5.01K
$88K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-208K- 62.21% |
$3.74M - $4.52M
|
127K
$2.23M
|