Latest Institutional Transactions on Simplify Exchange Traded Fds U (SPYC)
This table provides information on the latest institutional transactions involving Simplify Exchange Traded Fds U (SPYC) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
22.5KNew |
N/A
|
22.5K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
39KNew |
N/A
|
39K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.66K- 4.69% |
N/A
|
33.8K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-529- 3.7% |
N/A
|
13.8K
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
64.1KNew |
N/A
|
64.1K
$0
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.18K- 90.39% |
N/A
|
975
$0
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
559+ 7.48% |
N/A
|
8.03K
$0
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
156+ 1.63% |
N/A
|
9.7K
$0
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-54.1K- 17.97% |
N/A
|
247K
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
17K+ 10.25% |
N/A
|
183K
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
86New |
N/A
|
86
$0
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
549+ 43.92% |
N/A
|
1.8K
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.3K- 2.52% |
N/A
|
89.2K
$0
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.92KNew |
N/A
|
8.92K
$0
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.83K+ 117.28% |
N/A
|
7.09K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
59.9K+ 8.95% |
N/A
|
729K
$0
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.61KNew |
N/A
|
1.61K
$0
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.56KNew |
N/A
|
5.56K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
18.9KNew |
N/A
|
18.9K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11KNew |
N/A
|
11K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
14.7KNew |
N/A
|
14.7K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-260- 13.2% |
N/A
|
1.71K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.62KNew |
N/A
|
1.62K
$0
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-85- 35.86% |
N/A
|
152
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
55New |
N/A
|
55
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-2.39K- 12.36% |
N/A
|
16.9K
$0
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12+ 0.18% |
N/A
|
6.7K
$0
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.51K+ 15.33% |
N/A
|
11.4K
$0
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-13.4K- 67.05% |
N/A
|
6.59K
$0
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.43K+ 59.2% |
N/A
|
17.3K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.18K- 42.92% |
N/A
|
10.9K
$0
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.9KNew |
N/A
|
11.9K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10New |
N/A
|
10
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.3K- 72.72% |
N/A
|
7.26K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
11.5KNew |
N/A
|
11.5K
$0
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
250New |
N/A
|
250
$0
|
|
|
May 18, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-32.4K- 54.87% |
N/A
|
26.6K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.02K- 8.97% |
N/A
|
40.8K
$0
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.25K+ 14.31% |
N/A
|
10K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.84KNew |
N/A
|
1.84K
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1+ 1.37% |
N/A
|
74
$0
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
45.1K+ 223.71% |
N/A
|
65.2K
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-341Closed |
N/A
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-70.3KClosed |
N/A
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.02KClosed |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-39.4KClosed |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
162New |
N/A
|
162
$0
|
|
|
May 11, 2022
Q1 2022
|
Ovata Capital Management LTD
|
SELL
|
- |
-4MClosed |
N/A
|
0
$0
|
|