Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-12K- 24.7% |
$373K - $401K
|
36.5K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-6.58KClosed |
$205K - $220K
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.85K- 2.46% |
$88.7K - $95.4K
|
113K
$3.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-367- 0.15% |
$11.4K - $12.3K
|
248K
$8.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-320- 3.51% |
$9.96K - $10.7K
|
8.79K
$292K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-247- 2.26% |
$7.69K - $8.27K
|
10.7K
$355K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-133- 13.1% |
$4.14K - $4.45K
|
882
$29.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-50- 0.1% |
$1.56K - $1.67K
|
51.3K
$1.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-25- 0.32% |
$779 - $837
|
7.68K
$255K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-19- 9.31% |
$592 - $636
|
185
$6.15K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-9.85K- 49.86% |
$293K - $322K
|
9.9K
$329K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.85K- 0.47% |
$55.1K - $60.5K
|
388K
$12.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-676- 69.91% |
$20.1K - $22.1K
|
291
$9.67K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-277- 36.64% |
$8.24K - $9.06K
|
479
$15.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-224- 75.17% |
$6.67K - $7.32K
|
74
$2.46K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-81.4K- 99.09% |
$2.3M - $2.56M
|
750
$24.9K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-6.73K- 99.31% |
$171K - $195K
|
47
$1.56K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-98- 0.52% |
$2.49K - $2.83K
|
18.8K
$623K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15K- 49.59% |
$393K - $421K
|
15.2K
$506K
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.63K- 11.83% |
$42.7K - $45.7K
|
12.1K
$403K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-699- 4.98% |
$18.3K - $19.6K
|
13.3K
$443K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
SELL
|
- |
-115- 0.24% |
$3.02K - $3.23K
|
47.7K
$1.58M
|
|
| Q2 2023 | |||||||
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.78K- 7.09% |
$197K - $213K
|
102K
$3.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-4K- 23.26% |
$101K - $110K
|
13.2K
$439K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-100- 0.18% |
$2.53K - $2.75K
|
56.6K
$1.88M
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-50- 0.32% |
$1.2K - $1.31K
|
15.7K
$522K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.95K- 15.64% |
$46.6K - $51.1K
|
10.5K
$350K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.04K- 3.22% |
$24.8K - $27.1K
|
31.2K
$1.04M
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-24.9K- 5.86% |
$650K - $717K
|
399K
$13.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-18.6K- 17.09% |
$488K - $538K
|
90.4K
$3M
|
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-7.84K- 1.87% |
$205K - $226K
|
412K
$13.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.51K- 4.5% |
$91.8K - $101K
|
74.5K
$2.48M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.75K- 1.33% |
$45.7K - $50.4K
|
130K
$4.31M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-116- 0.71% |
$3.03K - $3.35K
|
16.2K
$537K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-60- 0.57% |
$1.57K - $1.73K
|
10.5K
$350K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-248KClosed |
$6.54M - $7.81M
|
0
$0
|
|
|
Aug 25, 2022
Q2 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-219KClosed |
$5.77M - $6.88M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-37.8KClosed |
$997K - $1.19M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-33.3K- 32.03% |
$877K - $1.05M
|
70.7K
$2.35M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-17.2KClosed |
$452K - $540K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-14.6KClosed |
$384K - $459K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-7.93K- 43.83% |
$209K - $249K
|
10.2K
$338K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.53KClosed |
$40.2K - $48.1K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-533- 2.03% |
$14K - $16.8K
|
25.7K
$853K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
SELL
|
- |
-402Closed |
$10.6K - $12.6K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-212- 2.13% |
$5.58K - $6.67K
|
9.75K
$324K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-114Closed |
$3K - $3.59K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-19.3KClosed |
$572K - $643K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-16.7KClosed |
$493K - $554K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-10.4KClosed |
$309K - $347K
|
0
$0
|
|