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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
302K+ 537.23% |
$9.76M - $11M
|
358K
$14.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
15.5K+ 7.45% |
$501K - $564K
|
223K
$8.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.52K+ 7.41% |
$178K - $201K
|
79.9K
$3.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.38K+ 44.25% |
$142K - $159K
|
14.3K
$571K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.87K+ 7.52% |
$125K - $141K
|
55.3K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.03K+ 7.18% |
$33.3K - $37.5K
|
15.4K
$615K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
325+ 3.44% |
$10.5K - $11.8K
|
9.78K
$391K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
30New |
$971 - $1.09K
|
30
$1.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1+ 0.18% |
$32.4 - $36.4
|
551
$22K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.47KNew |
$46.1K - $51.2K
|
1.47K
$58.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20New |
$628 - $698
|
20
$800
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$31.4 - $34.9
|
2
$80
|
|
| 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
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
19.4K+ 3458.82% |
$433K - $485K
|
20K
$799K
|
|
| 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
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
56New |
$1.07K - $1.33K
|
56
$2.24K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
300New |
$7.4K - $8.29K
|
300
$12K
|
|