Latest Institutional Purchases of Simplify ETF Simplify Volatili (SVOL)
This list provides information on the latest institutional transactions involving Simplify ETF Simplify Volatili (SVOL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
415KNew |
$8.46M - $9.09M
|
415K
$8.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
49.9KNew |
$1.02M - $1.09M
|
49.9K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
48.2KNew |
$983K - $1.06M
|
48.2K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
39.7KNew |
$810K - $871K
|
39.7K
$843K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
31KNew |
$632K - $680K
|
31K
$658K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
24K+ 29.54% |
$490K - $526K
|
105K
$2.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
18.1K+ 22.24% |
$370K - $398K
|
99.7K
$2.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
16.5K+ 29.25% |
$337K - $362K
|
73K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
16.1KNew |
$329K - $354K
|
16.1K
$343K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
12.8K+ 4.19% |
$261K - $280K
|
318K
$6.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
12.5K+ 92.38% |
$255K - $274K
|
26K
$552K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
12.2K+ 3.78% |
$249K - $268K
|
335K
$7.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.4K+ 19.01% |
$232K - $250K
|
71.3K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
11.3K+ 23.27% |
$230K - $248K
|
59.8K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.8K+ 70.4% |
$220K - $237K
|
26.1K
$555K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.98K+ 19.65% |
$204K - $219K
|
60.7K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
8.71K+ 23.19% |
$178K - $191K
|
46.3K
$982K
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
7.31K+ 1.52% |
$149K - $160K
|
487K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4.58KNew |
$93.4K - $100K
|
4.58K
$97.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3.51KNew |
$71.7K - $77.1K
|
3.51K
$74.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.81K+ 9.87% |
$36.9K - $39.7K
|
20.2K
$428K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.6K+ 5.25% |
$32.5K - $35K
|
32K
$679K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.31KNew |
$26.7K - $28.7K
|
1.31K
$27.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
600+ 6.38% |
$12.2K - $13.2K
|
10K
$212K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
500New |
$10.2K - $11K
|
500
$10.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
400+ 2.5% |
$8.16K - $8.77K
|
16.4K
$349K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
140+ 63.64% |
$2.86K - $3.07K
|
360
$7.64K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
483KNew |
$9.69M - $11M
|
483K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
483KNew |
$9.69M - $11M
|
483K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
159K+ 287.76% |
$3.2M - $3.64M
|
215K
$4.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
157K+ 2750.88% |
$3.14M - $3.58M
|
163K
$3.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
83.1KNew |
$1.67M - $1.9M
|
83.1K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
78.1K+ 54.84% |
$1.57M - $1.78M
|
220K
$4.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
77.5K+ 28.42% |
$1.55M - $1.77M
|
350K
$7.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
61.2KNew |
$1.23M - $1.4M
|
61.2K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.6K+ 631.03% |
$1.18M - $1.34M
|
67.9K
$1.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
55.8KNew |
$1.12M - $1.27M
|
55.8K
$1.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.3KNew |
$929K - $1.06M
|
46.3K
$984K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
30.4KNew |
$609K - $693K
|
30.4K
$645K
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
27.1KNew |
$544K - $619K
|
27.1K
$576K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
25.3KNew |
$507K - $577K
|
25.3K
$537K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
23K+ 35.31% |
$461K - $525K
|
88.1K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.3K+ 75.99% |
$347K - $394K
|
40K
$850K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
17.1K+ 81.39% |
$344K - $391K
|
38.2K
$811K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
15.2K+ 32.0% |
$304K - $346K
|
62.6K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.7KNew |
$254K - $289K
|
12.7K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
11.4KNew |
$229K - $261K
|
11.4K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.49K+ 1023.95% |
$190K - $217K
|
10.4K
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
8.88K+ 10.26% |
$178K - $203K
|
95.4K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.29K+ 10.18% |
$166K - $189K
|
89.7K
$1.9M
|
|