Latest Institutional Transactions on Simplify ETF Simplify Volatili (SVOL)
This table provides information on the latest institutional transactions involving Simplify ETF Simplify Volatili (SVOL) 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 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23.7K- 91.35% |
$331K - $474K
|
2.24K
$40.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-3.6K- 24.81% |
$50.2K - $71.8K
|
10.9K
$198K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-4.74K- 9.64% |
$66.2K - $94.7K
|
44.4K
$809K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
163New |
$2.28K - $3.26K
|
163
$2.97K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.6K+ 22.5% |
$218K - $312K
|
85.2K
$1.55M
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-102K- 30.37% |
$1.82M - $2.2M
|
233K
$4.24M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
34.9KNew |
$625K - $756K
|
34.9K
$635K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-399- 89.06% |
$7.15K - $8.66K
|
49
$892
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18.1KNew |
$325K - $393K
|
18.1K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-150K- 96.78% |
$2.69M - $3.26M
|
5.01K
$91.2K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-161- 0.98% |
$2.89K - $3.49K
|
16.3K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-851- 2.54% |
$15.2K - $18.5K
|
32.7K
$595K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-248- 1.98% |
$4.44K - $5.38K
|
12.3K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.7KNew |
$192K - $233K
|
10.7K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-44.4K- 42.29% |
$796K - $963K
|
60.6K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.31K+ 9.24% |
$149K - $180K
|
98.2K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-838- 55.87% |
$15K - $18.2K
|
662
$12.1K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.7KNew |
$299K - $362K
|
16.7K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30K+ 37.45% |
$537K - $651K
|
110K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
480+ 2.44% |
$8.6K - $10.4K
|
20.1K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-37.7K- 49.02% |
$676K - $819K
|
39.2K
$714K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
382New |
$6.85K - $8.29K
|
382
$6.96K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
34.4KNew |
$616K - $746K
|
34.4K
$626K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
3.35K+ 9.72% |
$60.1K - $72.7K
|
37.8K
$689K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
2.08K+ 9.79% |
$37.3K - $45.2K
|
23.4K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
61.8K+ 59.47% |
$1.11M - $1.34M
|
166K
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
353+ 4.15% |
$6.33K - $7.66K
|
8.85K
$161K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.7K+ 18.7% |
$246K - $298K
|
87.1K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.6KNew |
$298K - $361K
|
16.6K
$303K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-12.5K- 84.74% |
$223K - $271K
|
2.25K
$40.9K
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
7.18K+ 9.84% |
$129K - $156K
|
80.2K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.12K- 25.85% |
$91.8K - $111K
|
14.7K
$268K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-604- 4.53% |
$10.8K - $13.1K
|
12.7K
$232K
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
57.2KNew |
$1.03M - $1.24M
|
57.2K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.93K- 94.38% |
$142K - $172K
|
472
$8.6K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.2K+ 5.55% |
$308K - $373K
|
327K
$5.96M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-116K- 91.91% |
$2.07M - $2.51M
|
10.2K
$185K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
33.9K+ 179.54% |
$608K - $736K
|
52.8K
$962K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3KNew |
$53.8K - $65.2K
|
3K
$54.7K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
300+ 1.83% |
$5.38K - $6.51K
|
16.7K
$305K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
43.8K+ 141.37% |
$785K - $951K
|
74.8K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.34K+ 6.62% |
$23.9K - $29K
|
21.5K
$391K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-762- 2.53% |
$13.7K - $16.5K
|
29.4K
$535K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-208K- 62.21% |
$3.74M - $4.52M
|
127K
$2.31M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
650+ 565.22% |
$11.6K - $14.1K
|
765
$13.9K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.88K- 7.44% |
$87.4K - $106K
|
60.7K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
19.2K+ 32.11% |
$344K - $417K
|
79.1K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
535K+ 62.92% |
$9.58M - $11.6M
|
1.38M
$25.2M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.64K+ 9.68% |
$173K - $209K
|
109K
$1.99M
|
|