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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
10.3KNew |
$210K - $226K
|
10.3K
$188K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.89% |
$20.4 - $21.9
|
54
$983
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
3.16K+ 3.81% |
$64.5K - $69.4K
|
86.3K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.9KNew |
$509K - $547K
|
24.9K
$454K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.65KNew |
$54.1K - $58.2K
|
2.65K
$48.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
600+ 6.38% |
$12.2K - $13.2K
|
10K
$182K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.4K+ 19.01% |
$232K - $250K
|
71.3K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
24K+ 29.54% |
$490K - $526K
|
105K
$1.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4.58KNew |
$93.4K - $100K
|
4.58K
$83.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
140+ 63.64% |
$2.86K - $3.07K
|
360
$6.56K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.6K+ 5.25% |
$32.5K - $35K
|
32K
$582K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-7.36K- 24.89% |
$150K - $161K
|
22.2K
$405K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.7KNew |
$254K - $289K
|
12.7K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.47K+ 1.28% |
$29.4K - $33.5K
|
116K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
300New |
$6.02K - $6.84K
|
300
$5.46K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
6.14KNew |
$123K - $140K
|
6.14K
$112K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
500New |
$10K - $11.4K
|
500
$9.11K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
8.88K+ 10.26% |
$178K - $203K
|
95.4K
$1.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
2.13K+ 10.29% |
$42.7K - $48.5K
|
22.8K
$415K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.13KNew |
$22.7K - $25.8K
|
1.13K
$20.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2.2KNew |
$44.1K - $50.2K
|
2.2K
$40.1K
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
27.1KNew |
$544K - $619K
|
27.1K
$494K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-273- 2.97% |
$5.96K - $6.28K
|
8.91K
$162K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
607+ 5.78% |
$13.3K - $14K
|
11.1K
$202K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
101New |
$2.21K - $2.32K
|
101
$1.84K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-56.2K- 31.93% |
$1.23M - $1.29M
|
120K
$2.18M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
230+ 77.97% |
$5.02K - $5.29K
|
525
$9.56K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
8New |
$175 - $184
|
8
$146
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
90New |
$1.97K - $2.07K
|
90
$1.64K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
927New |
$20.2K - $21.3K
|
927
$16.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-9.6K- 44.15% |
$210K - $221K
|
12.1K
$221K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.7K- 45.54% |
$37.1K - $39K
|
2.03K
$36.9K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
290K+ 25.03% |
$6.56M - $6.7M
|
1.45M
$26.4M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
191KNew |
$4.33M - $4.42M
|
191K
$3.48M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-83.3K- 79.22% |
$1.88M - $1.92M
|
21.8K
$398K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
104+ 85.25% |
$2.35K - $2.4K
|
226
$4.12K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.41K+ 5.88% |
$32K - $32.6K
|
25.5K
$464K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.88KNew |
$223K - $228K
|
9.88K
$180K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
382New |
$8.22K - $8.85K
|
382
$6.96K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
200New |
$4.3K - $4.64K
|
200
$3.64K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
15KNew |
$323K - $348K
|
15K
$273K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
684New |
$14.7K - $15.9K
|
684
$12.5K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-19- 95.0% |
$424 - $440
|
1
$18.2
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
59New |
$1.32K - $1.37K
|
59
$1.07K
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
99.2KNew |
$2.21M - $2.3M
|
99.2K
$1.81M
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
2.25KNew |
$48.4K - $51.9K
|
2.25K
$41K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.08KNew |
$87.7K - $94.1K
|
4.08K
$74.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-375K- 75.83% |
$8.06M - $8.64M
|
119K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.81K- 11.38% |
$38.9K - $41.8K
|
14.1K
$257K
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-9.11K- 4.76% |
$196K - $210K
|
182K
$3.32M
|
|