Purchases and Sales Made in Q4 2024 in Simplify ETF Simplify Volatili (SVOL)
This table provides information about the institutional ownership of Simplify ETF Simplify Volatili (SVOL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
630K+ 285.55% |
$12.8M - $13.8M
|
850K
$18M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
415KNew |
$8.46M - $9.09M
|
415K
$8.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
124K+ 8227.22% |
$2.53M - $2.72M
|
126K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
103K+ 176.19% |
$2.11M - $2.27M
|
162K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
87.4K+ 128.74% |
$1.78M - $1.92M
|
155K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
77KNew |
$1.57M - $1.69M
|
77K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
53.3K+ 2421.36% |
$1.09M - $1.17M
|
55.5K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
50.6KNew |
$1.03M - $1.11M
|
50.6K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
49.9KNew |
$1.02M - $1.09M
|
49.9K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
48.2KNew |
$983K - $1.06M
|
48.2K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
39.7KNew |
$810K - $871K
|
39.7K
$839K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
31KNew |
$632K - $680K
|
31K
$655K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.9KNew |
$509K - $547K
|
24.9K
$527K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
24K+ 29.54% |
$490K - $526K
|
105K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
21.3KNew |
$434K - $467K
|
21.3K
$450K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
19.6KNew |
$401K - $431K
|
19.6K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
19.4KNew |
$397K - $426K
|
19.4K
$411K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.2K+ 41.45% |
$392K - $421K
|
65.5K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
18.1K+ 22.24% |
$370K - $398K
|
99.7K
$2.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
16.5K+ 74.52% |
$337K - $362K
|
38.7K
$818K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
16.5K+ 29.25% |
$337K - $362K
|
73K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.4KNew |
$335K - $360K
|
16.4K
$347K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
16.1KNew |
$329K - $354K
|
16.1K
$341K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15.8K+ 17.88% |
$321K - $345K
|
104K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
15.4K+ 432.39% |
$313K - $337K
|
18.9K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
14.7K+ 1471600.0% |
$300K - $323K
|
14.7K
$311K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.3KNew |
$272K - $292K
|
13.3K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.3K+ 21.77% |
$272K - $292K
|
74.5K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
12.8K+ 4.19% |
$261K - $280K
|
318K
$6.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
12.6KNew |
$256K - $275K
|
12.6K
$265K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
12.5K+ 92.38% |
$255K - $274K
|
26K
$550K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
12.5K+ 109.35% |
$255K - $274K
|
23.9K
$505K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
12.2K+ 3.78% |
$249K - $268K
|
335K
$7.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.2KNew |
$249K - $267K
|
12.2K
$257K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
12.1K+ 21.66% |
$247K - $265K
|
67.9K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.4K+ 19.01% |
$232K - $250K
|
71.3K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
11.3K+ 23.27% |
$230K - $248K
|
59.8K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.8K+ 70.4% |
$220K - $237K
|
26.1K
$552K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
10.3KNew |
$210K - $226K
|
10.3K
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.98K+ 19.65% |
$204K - $219K
|
60.7K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.86KNew |
$201K - $216K
|
9.86K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
9.21K+ 36.44% |
$188K - $202K
|
34.5K
$728K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
8.71K+ 23.19% |
$178K - $191K
|
46.3K
$977K
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
7.31K+ 1.52% |
$149K - $160K
|
487K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4.58KNew |
$93.4K - $100K
|
4.58K
$96.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
4.52KNew |
$92.1K - $99K
|
4.52K
$95.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3.51KNew |
$71.7K - $77.1K
|
3.51K
$74.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
3.16K+ 3.81% |
$64.5K - $69.4K
|
86.3K
$1.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.65KNew |
$54.1K - $58.2K
|
2.65K
$56.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.81K+ 9.87% |
$36.9K - $39.7K
|
20.2K
$426K
|