Purchases and Sales Made in Q3 2024 in Simplify ETF Simplify Volatili (SVOL)

SVOL Quotes by TradingView

This table provides information about the institutional ownership of Simplify ETF Simplify Volatili (SVOL) during Q3 2024. 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
Nov 15, 2024 Q3 2024
Legacy Wealth Managment, Llc/Id

Boise, ID
BUY
 -
483K
New
$9.69M - $11M
483K $10.5M
Nov 14, 2024 Q3 2024
Legacy Investment Solutions, LLC

Meridian, ID
BUY
 -
483K
New
$9.69M - $11M
483K $10.5M
Oct 15, 2024 Q3 2024
Parkside Investments, LLC

BUY
 -
305K
New
$6.11M - $6.96M
305K $6.61M
Nov 14, 2024 Q3 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
159K
+ 287.76%
$3.2M - $3.64M
215K $4.65M
Nov 06, 2024 Q3 2024
Mount Lucas Management LP

Newtown, PA
BUY
 -
83.1K
New
$1.67M - $1.9M
83.1K $1.8M
Nov 12, 2024 Q3 2024
Alpha Star Capital Management, LLC

BUY
 -
81.2K
New
$1.63M - $1.85M
81.2K $1.76M
Nov 14, 2024 Q3 2024
Ae Wealth Management LLC

BUY
 -
78.1K
+ 54.84%
$1.57M - $1.78M
220K $4.78M
Oct 18, 2024 Q3 2024
Commonwealth Equity Services, LLC

BUY
 -
77.5K
+ 28.42%
$1.55M - $1.77M
350K $7.58M
Nov 06, 2024 Q3 2024
Envestnet Asset Management Inc

BUY
 -
61.2K
New
$1.23M - $1.4M
61.2K $1.32M
Oct 28, 2024 Q3 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
59.9K
New
$1.2M - $1.37M
59.9K $1.3M
Oct 24, 2024 Q3 2024
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
57.8K
+ 243.65%
$1.16M - $1.32M
81.5K $1.77M
Nov 05, 2024 Q3 2024
Arq Wealth Advisors, LLC

BUY
 -
55.8K
New
$1.12M - $1.27M
55.8K $1.21M
Nov 07, 2024 Q3 2024
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
48.5K
New
$973K - $1.11M
48.5K $1.05M
Nov 08, 2024 Q3 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
46.3K
New
$929K - $1.06M
46.3K $1M
Oct 09, 2024 Q3 2024
Peak Financial Advisors LLC

BUY
 -
40.6K
+ 9.26%
$815K - $927K
480K $10.4M
Oct 24, 2024 Q3 2024
Arkadios Wealth Advisors

BUY
 -
30.4K
New
$609K - $693K
30.4K $658K
Nov 13, 2024 Q3 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
30.4K
New
$609K - $693K
30.4K $658K
Oct 02, 2024 Q3 2024
Mid American Wealth Advisory Group, Inc.

Kansas City, MO
BUY
 -
27.1K
New
$544K - $619K
27.1K $588K
Nov 07, 2024 Q3 2024
Napa Wealth Management

Napa, CA
BUY
 -
25.3K
New
$507K - $577K
25.3K $548K
Nov 12, 2024 Q3 2024
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
23K
+ 35.31%
$461K - $525K
88.1K $1.91M
Nov 05, 2024 Q3 2024
Cumberland Partners LTD

Toronto, A6
BUY
 -
21.6K
+ 7.16%
$433K - $492K
323K $6.99M
Nov 14, 2024 Q3 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
17.3K
+ 75.99%
$347K - $394K
40K $867K
Oct 21, 2024 Q3 2024
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
17.1K
+ 81.39%
$344K - $391K
38.2K $827K
Nov 01, 2024 Q3 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
15.3K
New
$308K - $350K
15.3K $332K
Nov 05, 2024 Q3 2024
Bison Wealth, LLC

BUY
 -
15.2K
+ 32.0%
$304K - $346K
62.6K $1.36M
Oct 30, 2024 Q3 2024
Clarity Capital Partners LLC

Newport Beach, CA
BUY
 -
13.5K
New
$271K - $309K
13.5K $293K
Nov 13, 2024 Q3 2024
Mariner, LLC

Overland Park, KS
BUY
 -
12.7K
New
$254K - $289K
12.7K $274K
Nov 14, 2024 Q3 2024
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
11.4K
New
$229K - $261K
11.4K $247K
Nov 12, 2024 Q3 2024
Belpointe Asset Management LLC

BUY
 -
9.49K
+ 1023.95%
$190K - $217K
10.4K $226K
Oct 31, 2024 Q3 2024
3 Edge Asset Management, LP

BUY
 -
8.88K
+ 10.26%
$178K - $203K
95.4K $2.07M
Oct 23, 2024 Q3 2024
Cambridge Advisors Inc.

BUY
 -
8.73K
+ 30.27%
$175K - $199K
37.5K $813K
Nov 14, 2024 Q3 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
8.29K
+ 10.18%
$166K - $189K
89.7K $1.94M
Oct 24, 2024 Q3 2024
Park Edge Advisors, LLC

Cleveland, OH
BUY
 -
7.69K
+ 17.86%
$154K - $175K
50.8K $1.1M
Nov 14, 2024 Q3 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
6.85K
+ 1630.71%
$137K - $156K
7.27K $157K
Nov 08, 2024 Q3 2024
Simplex Trading, LLC

BUY
 -
6.14K
New
$123K - $140K
6.14K $133K
Oct 25, 2024 Q3 2024
Andina Capital Management, LLC

Lehi, UT
BUY
 -
4.56K
+ 8.79%
$91.5K - $104K
56.5K $1.22M
Nov 12, 2024 Q3 2024
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
4.2K
+ 16.54%
$84.2K - $95.8K
29.6K $641K
Nov 07, 2024 Q3 2024
Cap Partners, LLC

Franklin, TN
BUY
 -
2.86K
+ 18.47%
$57.4K - $65.3K
18.4K $397K
Nov 08, 2024 Q3 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.33K
+ 17.01%
$46.7K - $53.1K
16K $347K
Oct 28, 2024 Q3 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.2K
New
$44.1K - $50.2K
2.2K $47.7K
Oct 08, 2024 Q3 2024
Partnership Wealth Management, LLC

Towson, MD
BUY
 -
2.2K
New
$44.1K - $50.2K
2.2K $47.7K
Oct 08, 2024 Q3 2024
Cwm, LLC

BUY
 -
2.15K
+ 3974.07%
$43K - $49K
2.2K $47.7K
Oct 28, 2024 Q3 2024
Atlas Financial Advisors, Inc.

BUY
 -
2.13K
+ 10.29%
$42.7K - $48.5K
22.8K $494K
Oct 07, 2024 Q3 2024
Smith Anglin Financial, LLC

BUY
 -
1.5K
+ 1.78%
$30K - $34.1K
85.8K $1.86M
Nov 12, 2024 Q3 2024
One Capital Management, LLC

Westlake Village, CA
BUY
 -
1.47K
+ 1.28%
$29.4K - $33.5K
116K $2.52M
Oct 11, 2024 Q3 2024
Org Wealth Partners, LLC

Dallas, TX
BUY
 -
1.13K
New
$22.7K - $25.8K
1.13K $24.5K
Nov 14, 2024 Q3 2024
Fsa Wealth Management LLC

Needham, MA
BUY
 -
1K
New
$20.1K - $22.8K
1K $21.7K
Oct 22, 2024 Q3 2024
Iron Horse Wealth Management, LLC

BUY
 -
600
+ 37.5%
$12K - $13.7K
2.2K $47.7K
Nov 05, 2024 Q3 2024
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
500
New
$10K - $11.4K
500 $10.8K

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