Latest Institutional Transactions on Simplify Exch Trad Fds Simplif (SPBC)
This table provides information on the latest institutional transactions involving Simplify Exch Trad Fds Simplif (SPBC) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.38K+ 44.25% |
$142K - $159K
|
14.3K
$571K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1+ 0.18% |
$32.4 - $36.4
|
551
$22K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.62K- 40.93% |
$182K - $204K
|
8.11K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.4K- 97.7% |
$45.3K - $50.9K
|
33
$1.32K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.03K+ 7.18% |
$33.3K - $37.5K
|
15.4K
$615K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
30New |
$971 - $1.09K
|
30
$1.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.87K+ 7.52% |
$125K - $141K
|
55.3K
$2.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-670- 4.96% |
$21.7K - $24.4K
|
12.8K
$514K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
15.5K+ 7.45% |
$501K - $564K
|
223K
$8.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
302K+ 537.23% |
$9.76M - $11M
|
358K
$14.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.52K+ 7.41% |
$178K - $201K
|
79.9K
$3.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.42K- 24.35% |
$111K - $124K
|
10.6K
$425K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
325+ 3.44% |
$10.5K - $11.8K
|
9.78K
$391K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$31.4 - $34.9
|
2
$80
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20New |
$628 - $698
|
20
$800
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.47KNew |
$46.1K - $51.2K
|
1.47K
$58.7K
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
200New |
$5.64K - $6.76K
|
200
$8K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
17New |
$402 - $491
|
17
$680
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2New |
$47.3 - $57.8
|
2
$80
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-529- 82.14% |
$12.5K - $13.6K
|
115
$4.6K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
19.4K+ 3458.82% |
$433K - $485K
|
20K
$799K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-20.7K- 33.65% |
$462K - $517K
|
40.8K
$1.63M
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
5New |
$95.8 - $108
|
5
$200
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Ovata Capital Management LTD
|
SELL
|
- |
-2M- 50.0% |
$38.4M - $47.5M
|
2M
$80M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
56New |
$1.07K - $1.33K
|
56
$2.24K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-26.6KClosed |
$639K - $755K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
300New |
$7.4K - $8.29K
|
300
$12K
|
|