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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.58K+ 51.59% |
$36.1K - $51.6K
|
7.59K
$129K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.16K- 19.42% |
$44.1K - $63.1K
|
13.1K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
53.4KNew |
$746K - $1.07M
|
53.4K
$909K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.48K- 65.85% |
$20.7K - $29.6K
|
767
$13.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.5K+ 67.59% |
$370K - $530K
|
65.8K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
959+ 9.43% |
$13.4K - $19.2K
|
11.1K
$190K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
522+ 1.6% |
$7.29K - $10.4K
|
33.2K
$565K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
306+ 2.49% |
$4.27K - $6.11K
|
12.6K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.37K- 29.66% |
$75.1K - $107K
|
12.7K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.71K- 1.96% |
$23.8K - $34.1K
|
85.4K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
313New |
$4.37K - $6.25K
|
313
$5.33K
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
962+ 2.54% |
$13.4K - $19.2K
|
38.8K
$661K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
114KNew |
$1.59M - $2.28M
|
114K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-23.3K- 38.45% |
$326K - $466K
|
37.3K
$635K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-97.1K- 88.24% |
$1.36M - $1.94M
|
12.9K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
23.5K+ 14.16% |
$328K - $469K
|
189K
$3.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-945- 42.06% |
$13.2K - $18.9K
|
1.3K
$22.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.6K+ 7.93% |
$22.3K - $31.9K
|
21.7K
$370K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-88- 0.38% |
$1.23K - $1.76K
|
23.3K
$397K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.16K+ 25.21% |
$44.1K - $63.1K
|
15.7K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
7.33K+ 21.31% |
$102K - $146K
|
41.7K
$711K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
20.7K+ 599.97% |
$289K - $413K
|
24.1K
$411K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
453New |
$6.33K - $9.05K
|
453
$7.71K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.4K- 18.78% |
$159K - $228K
|
49.3K
$839K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
451+ 5.09% |
$6.3K - $9.01K
|
9.3K
$158K
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
29.5KNew |
$412K - $589K
|
29.5K
$502K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.18K+ 14.84% |
$30.5K - $43.6K
|
16.9K
$287K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.91K+ 38.61% |
$68.6K - $98.1K
|
17.6K
$300K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-19.1K- 41.56% |
$267K - $382K
|
26.9K
$458K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
55+ 7.19% |
$768 - $1.1K
|
820
$14K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
32.1K+ 60.7% |
$448K - $641K
|
84.9K
$1.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.39K+ 11.54% |
$47.3K - $67.7K
|
32.7K
$558K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
452+ 2.71% |
$6.31K - $9.03K
|
17.1K
$292K
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
127K+ 36.75% |
$1.78M - $2.55M
|
474K
$8.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
33.6K+ 28.7% |
$470K - $672K
|
151K
$2.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
51.3KNew |
$717K - $1.03M
|
51.3K
$874K
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-17K- 45.22% |
$238K - $340K
|
20.6K
$351K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
10KNew |
$140K - $200K
|
10K
$170K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
36.8K+ 199.64% |
$514K - $736K
|
55.3K
$941K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
387K+ 27.92% |
$5.4M - $7.73M
|
1.77M
$30.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-69.7K- 29.94% |
$974K - $1.39M
|
163K
$2.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-171K- 51.21% |
$2.39M - $3.42M
|
163K
$2.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.19K- 0.67% |
$30.5K - $43.7K
|
325K
$5.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2KNew |
$27.9K - $40K
|
2K
$34.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.82K+ 46.97% |
$109K - $156K
|
24.5K
$416K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.1K+ 13.79% |
$57.3K - $82K
|
33.9K
$577K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
150New |
$2.1K - $3K
|
150
$2.55K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
109K+ 145.22% |
$1.52M - $2.17M
|
183K
$3.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
6.43KNew |
$89.8K - $128K
|
6.43K
$109K
|