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 |
---|---|---|---|---|---|---|---|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.7K- 11.11% |
$74.1K - $84.4K
|
29.6K
$642K
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
27.1KNew |
$544K - $619K
|
27.1K
$589K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-273- 2.97% |
$5.96K - $6.28K
|
8.91K
$193K
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
13.1KNew |
$287K - $302K
|
13.1K
$285K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13.6KNew |
$297K - $313K
|
13.6K
$296K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24KNew |
$524K - $551K
|
24K
$521K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.58K+ 18.69% |
$78.3K - $82.4K
|
22.8K
$494K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
607+ 5.78% |
$13.3K - $14K
|
11.1K
$241K
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
5+ 5.0% |
$109 - $115
|
105
$2.28K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22+ 5.53% |
$480 - $506
|
420
$9.12K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
101New |
$2.21K - $2.32K
|
101
$2.19K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.5K+ 68.51% |
$492K - $518K
|
55.4K
$1.2M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-57K- 21.3% |
$1.24M - $1.31M
|
210K
$4.57M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-36.4K- 86.46% |
$795K - $837K
|
5.7K
$124K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.31K+ 2.57% |
$50.4K - $53.1K
|
92.2K
$2M
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-22.5KClosed |
$492K - $517K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.38K- 86.06% |
$30.1K - $31.7K
|
223
$4.84K
|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
42.3K+ 16.34% |
$924K - $973K
|
301K
$6.55M
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
26.3K+ 67.65% |
$574K - $604K
|
65.1K
$1.41M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-814- 0.99% |
$17.8K - $18.7K
|
81.4K
$1.77M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-70.9K- 33.24% |
$1.55M - $1.63M
|
142K
$3.09M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
176+ 1.17% |
$3.84K - $4.05K
|
15.2K
$329K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.3K+ 33.15% |
$224K - $236K
|
41.3K
$897K
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-60.8K- 41.25% |
$1.33M - $1.4M
|
86.6K
$1.88M
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7.28K+ 40.22% |
$159K - $167K
|
25.4K
$551K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
322+ 20.26% |
$7.03K - $7.4K
|
1.91K
$41.5K
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-56.2K- 31.93% |
$1.23M - $1.29M
|
120K
$2.6M
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
16.8K+ 17.14% |
$367K - $386K
|
115K
$2.49M
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
230+ 77.97% |
$5.02K - $5.29K
|
525
$11.4K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.57K+ 189.74% |
$99.7K - $105K
|
6.97K
$151K
|
|
Aug 05, 2024
Q2 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-3.49K- 14.42% |
$76.1K - $80.1K
|
20.7K
$449K
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
8New |
$175 - $184
|
8
$174
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
927New |
$20.2K - $21.3K
|
927
$20.1K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.1K+ 2.49% |
$416K - $438K
|
784K
$17M
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
90New |
$1.97K - $2.07K
|
90
$1.95K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
24+ 0.12% |
$524 - $552
|
20.6K
$447K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
139K+ 104.41% |
$3.04M - $3.2M
|
273K
$5.92M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
480+ 13.39% |
$10.5K - $11K
|
4.06K
$88.3K
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
9KNew |
$197K - $207K
|
9K
$195K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
51New |
$1.11K - $1.17K
|
51
$1.11K
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.04K+ 22.95% |
$176K - $185K
|
43.1K
$936K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.7KNew |
$299K - $315K
|
13.7K
$298K
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
5.76K+ 59.26% |
$126K - $133K
|
15.5K
$336K
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-579- 2.57% |
$12.6K - $13.3K
|
22K
$477K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
927New |
$20.2K - $21.3K
|
927
$20.1K
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
27.9K+ 115.97% |
$609K - $641K
|
51.9K
$1.13M
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
23.7KNew |
$518K - $545K
|
23.7K
$515K
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
96.8K+ 28.28% |
$2.11M - $2.22M
|
439K
$9.53M
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
19.4KNew |
$424K - $447K
|
19.4K
$422K
|