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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.5K- 51.39% |
$73.6K - $81.9K
|
2.37K
$70.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.63K+ 22.25% |
$254K - $283K
|
47.4K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.82KNew |
$83.1K - $92.5K
|
2.82K
$84.5K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1K- 1.64% |
$29.5K - $32.8K
|
59.9K
$1.79M
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
300New |
$9.21K - $9.97K
|
300
$8.99K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.9K+ 950.0% |
$58.3K - $63.1K
|
2.1K
$62.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8.45KNew |
$260K - $281K
|
8.45K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.11K+ 22.18% |
$95.4K - $103K
|
17.1K
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.5KNew |
$475K - $515K
|
15.5K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-54K- 37.2% |
$1.66M - $1.8M
|
91.2K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.14KNew |
$250K - $271K
|
8.14K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.21K+ 73.84% |
$67.8K - $73.3K
|
5.2K
$156K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.68KNew |
$205K - $222K
|
6.68K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
14.2KNew |
$435K - $471K
|
14.2K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
630+ 7.85% |
$19.3K - $20.9K
|
8.66K
$259K
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
108New |
$3.32K - $3.59K
|
108
$3.23K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.52K+ 41.66% |
$292K - $316K
|
32.4K
$970K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-477K- 61.41% |
$14.7M - $15.9M
|
300K
$8.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.6KNew |
$264K - $286K
|
8.6K
$258K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
869+ 3.51% |
$26.7K - $28.9K
|
25.7K
$768K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
8.34KNew |
$256K - $277K
|
8.34K
$250K
|
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
19.3KNew |
$593K - $642K
|
19.3K
$579K
|
|
|
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
$2M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.85K- 35.04% |
$149K - $161K
|
8.99K
$269K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
101New |
$2.9K - $3.2K
|
101
$3.02K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
775New |
$22.3K - $24.5K
|
775
$23.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-31K- 70.06% |
$890K - $982K
|
13.2K
$397K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-100- 33.33% |
$2.87K - $3.17K
|
200
$5.99K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
17.3KNew |
$497K - $548K
|
17.3K
$518K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.73K- 24.11% |
$78.3K - $86.4K
|
8.59K
$257K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.91K+ 59.9% |
$112K - $124K
|
10.4K
$313K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
7.73KNew |
$211K - $239K
|
7.73K
$232K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.2KNew |
$605K - $686K
|
22.2K
$665K
|
|
|
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
$647K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.01KNew |
$191K - $217K
|
7.01K
$210K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$2.73K - $3.09K
|
100
$3K
|
|
| Q4 2023 | |||||||
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-21.1K- 48.16% |
$498K - $580K
|
22.8K
$681K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9.77KNew |
$230K - $268K
|
9.77K
$293K
|
|
| Q3 2023 | |||||||
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
16.6KNew |
$416K - $451K
|
16.6K
$496K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-38- 0.09% |
$954 - $1.03K
|
40.7K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.3KNew |
$283K - $307K
|
11.3K
$338K
|
|
|
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
$407K
|
|
| 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
$599
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
241New |
$5.75K - $6.38K
|
241
$7.22K
|
|
|
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
$297K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
3.9K+ 18.98% |
$92.8K - $107K
|
24.4K
$731K
|
|