Latest Institutional Transactions on Simplify Exchange Traded Fds S (BUCK)
This table provides information on the latest institutional transactions involving Simplify Exchange Traded Fds S (BUCK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-38- 97.44% |
N/A
|
1
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.75K- 2.45% |
N/A
|
69.4K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
343+ 2.87% |
N/A
|
12.3K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-80- 32.52% |
N/A
|
166
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-266- 2.06% |
N/A
|
12.7K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-660- 3.85% |
N/A
|
16.5K
$0
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
23.3KNew |
N/A
|
23.3K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38New |
N/A
|
38
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
1.23M+ 38.32% |
N/A
|
4.45M
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
19.4KNew |
N/A
|
19.4K
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 3.33% |
N/A
|
31
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.52KNew |
N/A
|
1.52K
$0
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.5K- 56.22% |
N/A
|
8.16K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.55KNew |
N/A
|
9.55K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-18.7K- 56.21% |
N/A
|
14.5K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
16.4KNew |
N/A
|
16.4K
$0
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
500New |
N/A
|
500
$0
|
|