Latest Institutional Transactions on Simplify Exchange Traded Fds S (PINK)
This table provides information on the latest institutional transactions involving Simplify Exchange Traded Fds S (PINK) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
19.3KNew |
$593K - $642K
|
19.3K
$581K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.85K- 35.04% |
$149K - $161K
|
8.99K
$270K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.59K+ 13.18% |
$48.7K - $52.7K
|
13.6K
$410K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
66.7KNew |
$2.05M - $2.22M
|
66.7K
$2.01M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
56.3KNew |
$1.73M - $1.87M
|
56.3K
$1.69M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
101New |
$2.9K - $3.2K
|
101
$3.04K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
775New |
$22.3K - $24.5K
|
775
$23.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-31K- 70.06% |
$890K - $982K
|
13.2K
$398K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-100- 33.33% |
$2.87K - $3.17K
|
200
$6.02K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
17.3KNew |
$497K - $548K
|
17.3K
$521K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.73K- 24.11% |
$78.3K - $86.4K
|
8.59K
$258K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.91K+ 59.9% |
$112K - $124K
|
10.4K
$314K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
300+ 0.5% |
$8.61K - $9.5K
|
60.9K
$1.83M
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
7.73KNew |
$211K - $239K
|
7.73K
$233K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.2KNew |
$605K - $686K
|
22.2K
$668K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.31KNew |
$117K - $133K
|
4.31K
$129K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.6KNew |
$589K - $668K
|
21.6K
$650K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.01KNew |
$191K - $217K
|
7.01K
$211K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$2.73K - $3.09K
|
100
$3.01K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-414- 77.53% |
$11.3K - $12.8K
|
120
$3.61K
|
|
| Q4 2023 | |||||||
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-21.1K- 48.16% |
$498K - $580K
|
22.8K
$684K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9.77KNew |
$230K - $268K
|
9.77K
$294K
|
|
| Q3 2023 | |||||||
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
16.6KNew |
$416K - $451K
|
16.6K
$498K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.3KNew |
$283K - $307K
|
11.3K
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-38- 0.09% |
$954 - $1.03K
|
40.7K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5+ 12.5% |
$126 - $136
|
45
$1.35K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.6KNew |
$341K - $370K
|
13.6K
$409K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
20New |
$497 - $531
|
20
$602
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
241New |
$5.75K - $6.38K
|
241
$7.25K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.37KNew |
$80.4K - $89.3K
|
3.37K
$101K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-40.4K- 80.33% |
$964K - $1.07M
|
9.9K
$298K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
3.9K+ 18.98% |
$92.8K - $107K
|
24.4K
$735K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1K- 95.79% |
$23.8K - $27.6K
|
44
$1.32K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
24.2KNew |
$576K - $667K
|
24.2K
$727K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
211New |
$5.03K - $5.82K
|
211
$6.35K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
100New |
$2.35K - $2.64K
|
100
$3.01K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-1.89K- 4.45% |
$44.5K - $50K
|
40.6K
$1.22M
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-9.02KClosed |
$207K - $254K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-76- 0.68% |
$1.75K - $2.14K
|
11.1K
$333K
|
|