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 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
|
Ifp Advisors, Inc
|
BUY
|
- |
457+ 10.82% |
$8.19K - $9.92K
|
4.68K
$85.2K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
23.2K+ 34.16% |
$416K - $503K
|
91.1K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.64K+ 9.68% |
$173K - $209K
|
109K
$1.99M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
12.5KNew |
$225K - $272K
|
12.5K
$228K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.88KNew |
$51.6K - $62.4K
|
2.88K
$52.4K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.61K+ 13.81% |
$64.7K - $78.3K
|
29.8K
$542K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.5K+ 1250.0% |
$44.8K - $54.3K
|
2.7K
$49.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
3.44KNew |
$61.7K - $74.7K
|
3.44K
$62.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
347KNew |
$6.21M - $7.52M
|
347K
$6.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.1K- 2.83% |
$19.6K - $23.8K
|
37.6K
$685K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
65.5KNew |
$1.17M - $1.42M
|
65.5K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-64.4K- 86.44% |
$1.15M - $1.4M
|
10.1K
$184K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
15.2KNew |
$271K - $329K
|
15.2K
$276K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
7.34K+ 28.21% |
$132K - $159K
|
33.4K
$608K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
30KNew |
$537K - $650K
|
30K
$545K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-414- 82.8% |
$7.42K - $8.98K
|
86
$1.57K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$234K - $283K
|
13.1K
$238K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
14.9K+ 424.76% |
$267K - $324K
|
18.4K
$336K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
187K+ 375.3% |
$3.35M - $4.06M
|
237K
$4.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-128- 9.79% |
$2.29K - $2.78K
|
1.18K
$21.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-21.7K- 55.58% |
$388K - $470K
|
17.3K
$315K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-2.15K- 4.45% |
$38.5K - $46.6K
|
46K
$838K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
22.6K+ 94.64% |
$406K - $491K
|
46.6K
$848K
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
117KNew |
$2.1M - $2.54M
|
117K
$2.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
521New |
$9.34K - $11.3K
|
521
$9.49K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
37.3KNew |
$668K - $808K
|
37.3K
$678K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
15.5K+ 3.19% |
$278K - $337K
|
502K
$9.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-4.5K- 99.56% |
$80.6K - $97.6K
|
20
$364
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
22.1KNew |
$396K - $480K
|
22.1K
$403K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-976- 43.44% |
$19.9K - $21.4K
|
1.27K
$23.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.19K- 6.55% |
$24.3K - $26.1K
|
17K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
103K+ 176.19% |
$2.11M - $2.27M
|
162K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-45K- 71.9% |
$918K - $987K
|
17.6K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.86KNew |
$201K - $216K
|
9.86K
$180K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
19.4KNew |
$397K - $426K
|
19.4K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.98K- 22.43% |
$183K - $197K
|
31.1K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1K+ 3.3% |
$20.4K - $22K
|
31.4K
$571K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.2KNew |
$249K - $267K
|
12.2K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
66+ 0.63% |
$1.35K - $1.45K
|
10.5K
$191K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-42.6K- 81.29% |
$869K - $934K
|
9.8K
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-149K- 30.77% |
$3.03M - $3.26M
|
335K
$6.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
50.6KNew |
$1.03M - $1.11M
|
50.6K
$921K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
687New |
$14K - $15.1K
|
687
$12.5K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
33New |
$673 - $724
|
33
$601
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
303New |
$6.18K - $6.64K
|
303
$5.52K
|
|