Latest Institutional Transactions on Simplify Exchange Traded Fds E (HIGH)
This table provides information on the latest institutional transactions involving Simplify Exchange Traded Fds E (HIGH) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
171K+ 56.7% |
N/A
|
473K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
62.4KNew |
N/A
|
62.4K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-8.49K- 29.59% |
N/A
|
20.2K
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
31.1K+ 30.49% |
N/A
|
133K
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-5.53K- 52.69% |
N/A
|
4.96K
$0
|
|
| Q4 2024 | |||||||
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-89.6K- 39.77% |
N/A
|
136K
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.53K- 1.23% |
N/A
|
203K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.2KNew |
N/A
|
12.2K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.87K- 26.7% |
N/A
|
10.6K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
55KNew |
N/A
|
55K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
65New |
N/A
|
65
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.55K+ 12.78% |
N/A
|
13.7K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.94K- 13.73% |
N/A
|
12.2K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.25K+ 32.92% |
N/A
|
17.2K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.16K- 14.21% |
N/A
|
25.1K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-2.09K- 14.8% |
N/A
|
12K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
111New |
N/A
|
111
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
921New |
N/A
|
921
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
123K+ 220.43% |
N/A
|
178K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-203- 0.15% |
N/A
|
139K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
175+ 1.73% |
N/A
|
10.3K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.75K- 20.52% |
N/A
|
18.4K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
168+ 0.51% |
N/A
|
33.4K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.23K- 2.98% |
N/A
|
105K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
12.2KNew |
N/A
|
12.2K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
17+ 1.62% |
N/A
|
1.07K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
95+ 0.74% |
N/A
|
13K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24+ 5.61% |
N/A
|
452
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.64K+ 4.0% |
N/A
|
94.6K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.77K- 21.85% |
N/A
|
17.1K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.63KNew |
N/A
|
1.63K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-253K- 71.97% |
N/A
|
98.5K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
45.3K+ 16.07% |
N/A
|
327K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
500+ 4.98% |
N/A
|
10.6K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.68KNew |
N/A
|
2.68K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
BUY
|
- |
6.33K+ 1.84% |
N/A
|
350K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.81KNew |
N/A
|
3.81K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.53K- 2.81% |
N/A
|
52.9K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
575New |
N/A
|
575
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-542- 5.02% |
N/A
|
10.3K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
189+ 2.79% |
N/A
|
6.95K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.07K- 7.78% |
N/A
|
12.7K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
114KNew |
N/A
|
114K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-13.3K- 17.99% |
N/A
|
60.8K
$0
|
|
| Q3 2024 | |||||||
|
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-701Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.69KNew |
N/A
|
8.69K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-31.7K- 25.11% |
N/A
|
94.7K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.55K- 2.75% |
N/A
|
125K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.5KNew |
N/A
|
4.5K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
8.74KNew |
N/A
|
8.74K
$0
|
|