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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
17.9K+ 85.43% |
$405K - $413K
|
38.8K
$878K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
222K+ 489.88% |
$5.02M - $5.13M
|
267K
$6.04M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
61K+ 40.02% |
$1.38M - $1.41M
|
213K
$4.82M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
891+ 37.22% |
$20.1K - $20.6K
|
3.29K
$74.2K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.5KNew |
$237K - $242K
|
10.5K
$237K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.2K+ 100815.79% |
$433K - $442K
|
19.2K
$433K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
20.6KNew |
$465K - $475K
|
20.6K
$465K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-381- 48.91% |
$8.61K - $8.8K
|
398
$8.99K
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
20.6KNew |
$467K - $476K
|
20.6K
$466K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6K+ 47.47% |
$239K - $244K
|
32.9K
$743K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-2K- 4.54% |
$45.2K - $46.2K
|
42.1K
$951K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
129+ 0.14% |
$2.92K - $2.98K
|
89.9K
$2.03M
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.2K+ 12.6% |
$208K - $212K
|
82.2K
$1.86M
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-859- 8.56% |
$19.4K - $19.8K
|
9.18K
$207K
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
290K+ 25.03% |
$6.56M - $6.7M
|
1.45M
$32.7M
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
13.9KNew |
$315K - $321K
|
13.9K
$314K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
93+ 4.02% |
$2.1K - $2.15K
|
2.41K
$54.4K
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7.49K+ 49.9% |
$169K - $173K
|
22.5K
$509K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-651- 99.85% |
$14.7K - $15K
|
1
$22.6
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
22.6KNew |
$510K - $521K
|
22.6K
$510K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.55KNew |
$57.7K - $58.9K
|
2.55K
$57.7K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.4K+ 222.54% |
$484K - $494K
|
31K
$701K
|
|
May 13, 2024
Q1 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
24.2KNew |
$546K - $558K
|
24.2K
$546K
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-55.7K- 24.04% |
$1.26M - $1.29M
|
176K
$3.98M
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
100New |
$2.26K - $2.31K
|
100
$2.26K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-791- 1.64% |
$17.9K - $18.3K
|
47.4K
$1.07M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.59KNew |
$35.9K - $36.7K
|
1.59K
$35.9K
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.32K+ 7.86% |
$29.8K - $30.5K
|
18.1K
$409K
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
191KNew |
$4.33M - $4.42M
|
191K
$4.32M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4KNew |
$90.4K - $92.4K
|
4K
$90.4K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-36.4K- 4.54% |
$822K - $840K
|
765K
$17.3M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.14K+ 156.41% |
$207K - $211K
|
15K
$339K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
350+ 28.0% |
$7.91K - $8.08K
|
1.6K
$36.2K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-83.3K- 79.22% |
$1.88M - $1.92M
|
21.8K
$494K
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-102K- 28.22% |
$2.3M - $2.35M
|
259K
$5.85M
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
147KNew |
$3.33M - $3.4M
|
147K
$3.33M
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
98KNew |
$2.21M - $2.26M
|
98K
$2.21M
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
104+ 85.25% |
$2.35K - $2.4K
|
226
$5.11K
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
295New |
$6.67K - $6.81K
|
295
$6.67K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.74K- 2.01% |
$62K - $63.3K
|
133K
$3.01M
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.59KNew |
$35.8K - $36.6K
|
1.59K
$35.8K
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.41K+ 5.88% |
$32K - $32.6K
|
25.5K
$576K
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
7.6K+ 10.73% |
$172K - $175K
|
78.4K
$1.77M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.88KNew |
$223K - $228K
|
9.88K
$223K
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.8K+ 92.1% |
$380K - $388K
|
35K
$792K
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
9.73KNew |
$220K - $225K
|
9.73K
$220K
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.77K+ 7.3% |
$40.1K - $40.9K
|
26.1K
$589K
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
24KNew |
$543K - $555K
|
24K
$543K
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
424+ 1.28% |
$9.59K - $9.79K
|
33.5K
$757K
|