Latest Institutional Purchases of Simplify Exch Trad Fds Us Eq P (SPD)
This list provides information on the latest institutional transactions involving Simplify Exch Trad Fds Us Eq P (SPD) 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 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
17.8K+ 41.12% |
$554K - $596K
|
61.1K
$2.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
15.6K+ 12.93% |
$485K - $522K
|
136K
$4.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.33K+ 15.44% |
$259K - $279K
|
62.2K
$2.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
7.8KNew |
$243K - $261K
|
7.8K
$259K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
7K+ 36.16% |
$218K - $234K
|
26.4K
$876K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.41K+ 84.67% |
$200K - $215K
|
14K
$465K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
265KNew |
$7.9M - $8.67M
|
265K
$8.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
104K+ 26.83% |
$3.08M - $3.38M
|
489K
$16.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.6KNew |
$523K - $574K
|
17.6K
$584K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
16.1KNew |
$480K - $527K
|
16.1K
$536K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.9KNew |
$355K - $390K
|
11.9K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
9.04K+ 248.62% |
$269K - $296K
|
12.7K
$421K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.34K+ 70.02% |
$248K - $273K
|
20.3K
$673K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.82KNew |
$233K - $256K
|
7.82K
$260K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.21K+ 1.61% |
$65.7K - $72.1K
|
139K
$4.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
700New |
$20.8K - $22.9K
|
700
$23.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
579New |
$17.2K - $18.9K
|
579
$19.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
231New |
$6.87K - $7.55K
|
231
$7.68K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
153New |
$4.55K - $5K
|
153
$5.08K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100New |
$2.98K - $3.27K
|
100
$3.32K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.26% |
$29.8 - $32.7
|
382
$12.7K
|
|
| Q1 2024 | |||||||
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
35.5K+ 438.61% |
$1M - $1.12M
|
43.6K
$1.45M
|
|
| Q4 2023 | |||||||
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
23.3KNew |
$592K - $675K
|
23.3K
$776K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
7.12KNew |
$181K - $206K
|
7.12K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
804+ 4.83% |
$20.4K - $23.2K
|
17.5K
$580K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
54New |
$1.37K - $1.56K
|
54
$1.79K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
24New |
$609 - $694
|
24
$798
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 3.33% |
$25.4 - $28.9
|
31
$1.03K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
49.5K+ 8.99% |
$1.3M - $1.39M
|
600K
$19.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.3KNew |
$586K - $628K
|
22.3K
$742K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.29K+ 60.05% |
$139K - $149K
|
14.1K
$468K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
500New |
$13.1K - $14.1K
|
500
$16.6K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
100New |
$2.62K - $2.81K
|
100
$3.32K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7.61KNew |
$193K - $209K
|
7.61K
$253K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$2.53K - $2.75K
|
100
$3.32K
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.08K+ 52.5% |
$122K - $134K
|
14.8K
$491K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
109New |
$2.62K - $2.86K
|
109
$3.62K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
33.7KNew |
$807K - $883K
|
33.7K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
22.7K+ 9.0% |
$544K - $595K
|
275K
$9.15M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
484New |
$11.6K - $12.7K
|
484
$16.1K
|
|
| Q3 2022 | |||||||
|
Oct 20, 2022
Q3 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
78.3K+ 32.83% |
$2.05M - $2.26M
|
317K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
44.8K+ 14.57% |
$1.17M - $1.29M
|
352K
$11.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
34.6K+ 26.44% |
$905K - $998K
|
165K
$5.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
18.4K+ 49.74% |
$482K - $531K
|
55.4K
$1.84M
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6.04KNew |
$158K - $174K
|
6.04K
$201K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
775+ 8.61% |
$20.3K - $22.4K
|
9.78K
$325K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
76+ 0.19% |
$1.99K - $2.19K
|
41.1K
$1.37M
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
183KNew |
$4.83M - $5.77M
|
183K
$6.09M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
121KNew |
$3.19M - $3.81M
|
121K
$4.03M
|
|