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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
163New |
$2.28K - $3.26K
|
163
$2.75K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
150New |
$2.1K - $3K
|
150
$2.54K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
55+ 7.19% |
$768 - $1.1K
|
820
$13.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 0.59% |
$97.8 - $140
|
1.19K
$20K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
187K+ 375.3% |
$3.35M - $4.06M
|
237K
$4M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
65.5KNew |
$1.17M - $1.42M
|
65.5K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
37.3KNew |
$668K - $808K
|
37.3K
$630K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
34.9KNew |
$625K - $756K
|
34.9K
$589K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
30KNew |
$537K - $650K
|
30K
$506K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
23.2K+ 34.16% |
$416K - $503K
|
91.1K
$1.54M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
22.6K+ 94.64% |
$406K - $491K
|
46.6K
$787K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
15.5K+ 3.19% |
$278K - $337K
|
502K
$8.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$234K - $283K
|
13.1K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.7KNew |
$192K - $233K
|
10.7K
$181K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.64K+ 9.68% |
$173K - $209K
|
109K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.31K+ 9.24% |
$149K - $180K
|
98.2K
$1.66M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3KNew |
$53.8K - $65.2K
|
3K
$50.8K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.5K+ 1250.0% |
$44.8K - $54.3K
|
2.7K
$45.6K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
382New |
$6.85K - $8.29K
|
382
$6.46K
|
|
| Q4 2024 | |||||||
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
24K+ 29.54% |
$490K - $526K
|
105K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
19.4KNew |
$397K - $426K
|
19.4K
$329K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.2KNew |
$249K - $267K
|
12.2K
$206K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.4K+ 19.01% |
$232K - $250K
|
71.3K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
10.3KNew |
$210K - $226K
|
10.3K
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.86KNew |
$201K - $216K
|
9.86K
$167K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4.58KNew |
$93.4K - $100K
|
4.58K
$77.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
3.16K+ 3.81% |
$64.5K - $69.4K
|
86.3K
$1.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.65KNew |
$54.1K - $58.2K
|
2.65K
$44.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.6K+ 5.25% |
$32.5K - $35K
|
32K
$540K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1K+ 3.3% |
$20.4K - $22K
|
31.4K
$530K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
687New |
$14K - $15.1K
|
687
$11.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
600+ 6.38% |
$12.2K - $13.2K
|
10K
$169K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
303New |
$6.18K - $6.64K
|
303
$5.12K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
140+ 63.64% |
$2.86K - $3.07K
|
360
$6.08K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
66+ 0.63% |
$1.35K - $1.45K
|
10.5K
$177K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
33New |
$673 - $724
|
33
$558
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.89% |
$20.4 - $21.9
|
54
$913
|
|
| Q3 2024 | |||||||
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
27.1KNew |
$544K - $619K
|
27.1K
$459K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.7KNew |
$254K - $289K
|
12.7K
$214K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
8.88K+ 10.26% |
$178K - $203K
|
95.4K
$1.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
6.14KNew |
$123K - $140K
|
6.14K
$104K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2.2KNew |
$44.1K - $50.2K
|
2.2K
$37.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
2.13K+ 10.29% |
$42.7K - $48.5K
|
22.8K
$385K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.47K+ 1.28% |
$29.4K - $33.5K
|
116K
$1.96M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.13KNew |
$22.7K - $25.8K
|
1.13K
$19.1K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
500New |
$10K - $11.4K
|
500
$8.45K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
300New |
$6.02K - $6.84K
|
300
$5.07K
|
|
| Q2 2024 | |||||||
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
927New |
$20.2K - $21.3K
|
927
$15.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
607+ 5.78% |
$13.3K - $14K
|
11.1K
$188K
|
|