Purchases and Sales Made in Q1 2025 in Simplify Exchange Traded Fds E (HIGH)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds E (HIGH) during Q1 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCHANGE TRADED FDS E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
187KNew |
N/A
|
187K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
171K+ 56.7% |
N/A
|
473K
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
131K+ 358.95% |
N/A
|
168K
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
81.9K+ 146.93% |
N/A
|
138K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
62.4KNew |
N/A
|
62.4K
$0
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
46.6K+ 8.12% |
N/A
|
620K
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
31.1K+ 30.49% |
N/A
|
133K
$0
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
17.6K+ 77.62% |
N/A
|
40.4K
$0
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
15.7KNew |
N/A
|
15.7K
$0
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
7.49K+ 12.66% |
N/A
|
66.7K
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
7.19K+ 279.25% |
N/A
|
9.76K
$0
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
6.85KNew |
N/A
|
6.85K
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.53KNew |
N/A
|
6.53K
$0
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.34K+ 2.77% |
N/A
|
161K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.37K+ 21.04% |
N/A
|
13.6K
$0
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.22KNew |
N/A
|
2.22K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.72KNew |
N/A
|
1.72K
$0
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.14K+ 11.61% |
N/A
|
11K
$0
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
578+ 4.44% |
N/A
|
13.6K
$0
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
228New |
N/A
|
228
$0
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
70New |
N/A
|
70
$0
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
64+ 0.05% |
N/A
|
118K
$0
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
62+ 3.14% |
N/A
|
2.04K
$0
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30+ 0.33% |
N/A
|
9.17K
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7- 87.5% |
N/A
|
1
$0
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-73- 0.35% |
N/A
|
21K
$0
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.47K- 31.39% |
N/A
|
3.22K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-1.68K- 8.28% |
N/A
|
18.5K
$0
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-2.24K- 6.81% |
N/A
|
30.7K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.4K- 4.25% |
N/A
|
99.1K
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-5.53K- 52.69% |
N/A
|
4.96K
$0
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.37K- 11.16% |
N/A
|
50.7K
$0
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-7.13K- 9.84% |
N/A
|
65.3K
$0
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.63K- 88.55% |
N/A
|
987
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-8.16K- 28.34% |
N/A
|
20.6K
$0
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-8.23K- 10.4% |
N/A
|
70.9K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-8.49K- 29.59% |
N/A
|
20.2K
$0
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-11.8K- 48.1% |
N/A
|
12.7K
$0
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-11.8K- 2.38% |
N/A
|
486K
$0
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.3K- 35.95% |
N/A
|
29.1K
$0
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-18.5KClosed |
N/A
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.1K- 59.06% |
N/A
|
14.6K
$0
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-21.8K- 55.54% |
N/A
|
17.4K
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-22.2K- 32.58% |
N/A
|
45.9K
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.6K- 31.79% |
N/A
|
59.2K
$0
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-29.3K- 21.45% |
N/A
|
107K
$0
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-37.8K- 21.21% |
N/A
|
140K
$0
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53.1K- 26.0% |
N/A
|
151K
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-54.8K- 75.39% |
N/A
|
17.9K
$0
|