Latest Institutional Sells of Simplify ETF Simplify Volatili (SVOL)
This list provides information on the latest institutional transactions involving Simplify ETF Simplify Volatili (SVOL) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23.7K- 91.35% |
$331K - $474K
|
2.24K
$40.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-16.7K- 52.27% |
$233K - $333K
|
15.2K
$277K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-4.74K- 9.64% |
$66.2K - $94.7K
|
44.4K
$809K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-3.6K- 24.81% |
$50.2K - $71.8K
|
10.9K
$198K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-3.32K- 0.87% |
$46.4K - $66.4K
|
380K
$6.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.92K- 3.83% |
$26.9K - $38.4K
|
48.3K
$879K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1K- 5.53% |
$14K - $20K
|
17.1K
$311K
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-208K- 62.21% |
$3.74M - $4.52M
|
127K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-150K- 96.78% |
$2.69M - $3.26M
|
5.01K
$91.2K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-116K- 91.91% |
$2.07M - $2.51M
|
10.2K
$185K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-102K- 30.37% |
$1.82M - $2.2M
|
233K
$4.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-64.4K- 86.44% |
$1.15M - $1.4M
|
10.1K
$184K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-44.4K- 42.29% |
$796K - $963K
|
60.6K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-37.7K- 49.02% |
$676K - $819K
|
39.2K
$714K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-21.7K- 55.58% |
$388K - $470K
|
17.3K
$315K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-12.5K- 84.74% |
$223K - $271K
|
2.25K
$40.9K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.93K- 94.38% |
$142K - $172K
|
472
$8.6K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.12K- 25.85% |
$91.8K - $111K
|
14.7K
$268K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.88K- 7.44% |
$87.4K - $106K
|
60.7K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-4.5K- 99.56% |
$80.6K - $97.6K
|
20
$364
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-2.15K- 4.45% |
$38.5K - $46.6K
|
46K
$838K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.1K- 2.83% |
$19.6K - $23.8K
|
37.6K
$685K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-851- 2.54% |
$15.2K - $18.5K
|
32.7K
$595K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-838- 55.87% |
$15K - $18.2K
|
662
$12.1K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-762- 2.53% |
$13.7K - $16.5K
|
29.4K
$535K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-604- 4.53% |
$10.8K - $13.1K
|
12.7K
$232K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-414- 82.8% |
$7.42K - $8.98K
|
86
$1.57K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-399- 89.06% |
$7.15K - $8.66K
|
49
$892
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-248- 1.98% |
$4.44K - $5.38K
|
12.3K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-161- 0.98% |
$2.89K - $3.49K
|
16.3K
$296K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-128- 9.79% |
$2.29K - $2.78K
|
1.18K
$21.5K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-149K- 30.77% |
$3.03M - $3.26M
|
335K
$6.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-45K- 71.9% |
$918K - $987K
|
17.6K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-42.6K- 81.29% |
$869K - $934K
|
9.8K
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.98K- 22.43% |
$183K - $197K
|
31.1K
$566K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-7.36K- 24.89% |
$150K - $161K
|
22.2K
$405K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.19K- 6.55% |
$24.3K - $26.1K
|
17K
$309K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-976- 43.44% |
$19.9K - $21.4K
|
1.27K
$23.1K
|
|
| Q2 2024 | |||||||
|
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
|
|
|
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
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-273- 2.97% |
$5.96K - $6.28K
|
8.91K
$162K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-83.3K- 79.22% |
$1.88M - $1.92M
|
21.8K
$398K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-19- 95.0% |
$424 - $440
|
1
$18.2
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-375K- 75.83% |
$8.06M - $8.64M
|
119K
$2.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-9.11K- 4.76% |
$196K - $210K
|
182K
$3.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.81K- 11.38% |
$38.9K - $41.8K
|
14.1K
$257K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-2.59K- 6.78% |
$53.6K - $57.6K
|
35.5K
$647K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-17.3KClosed |
$378K - $428K
|
0
$0
|
|