Latest Institutional Purchases of Simplify Exch Trad Fds Simplif (SPBC)
This list provides information on the latest institutional transactions involving Simplify Exch Trad Fds Simplif (SPBC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
81.4K+ 78.78% |
$2.91M - $3.31M
|
185K
$7.67M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.32K+ 67.2% |
$298K - $339K
|
20.7K
$859K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
5.8KNew |
$207K - $236K
|
5.8K
$240K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.39K+ 45.29% |
$157K - $178K
|
14.1K
$584K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
200+ 13.03% |
$7.15K - $8.13K
|
1.74K
$72K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
114New |
$4.08K - $4.64K
|
114
$4.73K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31+ 0.3% |
$1.11K - $1.26K
|
10.3K
$427K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.3K+ 165.74% |
$763K - $868K
|
34.1K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14KNew |
$502K - $571K
|
14K
$580K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.31K+ 13057.58% |
$155K - $176K
|
4.34K
$180K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.5% |
$35.9 - $40.8
|
201
$8.34K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.38K+ 44.25% |
$142K - $159K
|
14.3K
$592K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
30New |
$971 - $1.09K
|
30
$1.24K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1+ 0.18% |
$32.4 - $36.4
|
551
$22.9K
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.47KNew |
$46.1K - $51.2K
|
1.47K
$60.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20New |
$628 - $698
|
20
$830
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$31.4 - $34.9
|
2
$83
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
17New |
$402 - $491
|
17
$705
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2New |
$47.3 - $57.8
|
2
$83
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
19.4K+ 3458.82% |
$433K - $485K
|
20K
$828K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
5New |
$95.8 - $108
|
5
$207
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
56New |
$1.07K - $1.33K
|
56
$2.32K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
300New |
$7.4K - $8.29K
|
300
$12.4K
|
|