Purchases and Sales Made in Q2 2024 in Simplify ETF Simplify Volatili (SVOL)
This table provides information about the institutional ownership of Simplify ETF Simplify Volatili (SVOL) during Q2 2024. The information is specifically focused on institutions that hold shares of SIMPLIFY ETF SIMPLIFY VOLATILI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
139K+ 104.41% |
$3.04M - $3.2M
|
273K
$5.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
96.8K+ 28.28% |
$2.11M - $2.22M
|
439K
$9.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
53.2KNew |
$1.16M - $1.22M
|
53.2K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
42.3K+ 16.34% |
$924K - $973K
|
301K
$6.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
27.9K+ 115.97% |
$609K - $641K
|
51.9K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
26.3K+ 67.65% |
$574K - $604K
|
65.1K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24KNew |
$524K - $551K
|
24K
$505K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
23.7KNew |
$518K - $545K
|
23.7K
$500K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.5K+ 68.51% |
$492K - $518K
|
55.4K
$1.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
19.4KNew |
$424K - $447K
|
19.4K
$409K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.1K+ 2.49% |
$416K - $438K
|
784K
$16.5M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
16.8K+ 17.14% |
$367K - $386K
|
115K
$2.42M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.7KNew |
$299K - $315K
|
13.7K
$289K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13.6KNew |
$297K - $313K
|
13.6K
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
13.1KNew |
$287K - $302K
|
13.1K
$276K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.3K+ 33.15% |
$224K - $236K
|
41.3K
$869K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
9KNew |
$197K - $207K
|
9K
$190K
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.04K+ 22.95% |
$176K - $185K
|
43.1K
$907K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.59K+ 100.34% |
$166K - $175K
|
15.2K
$319K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7.28K+ 40.22% |
$159K - $167K
|
25.4K
$535K
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
7.15K+ 51.36% |
$156K - $164K
|
21.1K
$444K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.01K+ 182.8% |
$131K - $138K
|
9.29K
$196K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.01K+ 182.8% |
$131K - $138K
|
9.29K
$196K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
5.93K+ 7.56% |
$129K - $136K
|
84.3K
$1.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
5.76K+ 59.26% |
$126K - $133K
|
15.5K
$326K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.57K+ 189.74% |
$99.7K - $105K
|
6.97K
$147K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.58K+ 18.69% |
$78.3K - $82.4K
|
22.8K
$479K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.92K+ 9.62% |
$63.8K - $67.1K
|
33.3K
$701K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.77K+ 10.63% |
$60.5K - $63.7K
|
28.8K
$607K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.31K+ 2.57% |
$50.4K - $53.1K
|
92.2K
$1.94M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
927New |
$20.2K - $21.3K
|
927
$19.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
927New |
$20.2K - $21.3K
|
927
$19.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
607+ 5.78% |
$13.3K - $14K
|
11.1K
$234K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
480+ 13.39% |
$10.5K - $11K
|
4.06K
$85.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
322+ 20.26% |
$7.03K - $7.4K
|
1.91K
$40.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
230+ 77.97% |
$5.02K - $5.29K
|
525
$11.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
176+ 1.17% |
$3.84K - $4.05K
|
15.2K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
101New |
$2.21K - $2.32K
|
101
$2.13K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
90New |
$1.97K - $2.07K
|
90
$1.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
51New |
$1.11K - $1.17K
|
51
$1.07K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
24+ 0.12% |
$524 - $552
|
20.6K
$433K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22+ 5.53% |
$480 - $506
|
420
$8.85K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
8New |
$175 - $184
|
8
$168
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
5+ 5.0% |
$109 - $115
|
105
$2.21K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-273- 2.97% |
$5.96K - $6.28K
|
8.91K
$188K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-579- 2.57% |
$12.6K - $13.3K
|
22K
$463K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-814- 0.99% |
$17.8K - $18.7K
|
81.4K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.38K- 86.06% |
$30.1K - $31.7K
|
223
$4.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.7K- 45.54% |
$37.1K - $39K
|
2.03K
$42.7K
|