Purchases and Sales Made in Q3 2024 in Simplify ETF Simplify Volatili (SVOL)
This table provides information about the institutional ownership of Simplify ETF Simplify Volatili (SVOL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
483KNew |
$9.69M - $11M
|
483K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
483KNew |
$9.69M - $11M
|
483K
$10.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
305KNew |
$6.11M - $6.96M
|
305K
$6.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
159K+ 287.76% |
$3.2M - $3.64M
|
215K
$4.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
83.1KNew |
$1.67M - $1.9M
|
83.1K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
81.2KNew |
$1.63M - $1.85M
|
81.2K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
78.1K+ 54.84% |
$1.57M - $1.78M
|
220K
$4.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
77.5K+ 28.42% |
$1.55M - $1.77M
|
350K
$7.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
61.2KNew |
$1.23M - $1.4M
|
61.2K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
59.9KNew |
$1.2M - $1.37M
|
59.9K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.6K+ 631.03% |
$1.18M - $1.34M
|
67.9K
$1.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
57.8K+ 243.65% |
$1.16M - $1.32M
|
81.5K
$1.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
55.8KNew |
$1.12M - $1.27M
|
55.8K
$1.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
48.5KNew |
$973K - $1.11M
|
48.5K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.3KNew |
$929K - $1.06M
|
46.3K
$976K
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
40.6K+ 9.26% |
$815K - $927K
|
480K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
30.4KNew |
$609K - $693K
|
30.4K
$640K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
30.4KNew |
$609K - $693K
|
30.4K
$640K
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
27.1KNew |
$544K - $619K
|
27.1K
$571K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
25.3KNew |
$507K - $577K
|
25.3K
$532K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
23K+ 35.31% |
$461K - $525K
|
88.1K
$1.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
21.6K+ 7.16% |
$433K - $492K
|
323K
$6.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.3K+ 75.99% |
$347K - $394K
|
40K
$843K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
17.1K+ 81.39% |
$344K - $391K
|
38.2K
$805K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.3KNew |
$308K - $350K
|
15.3K
$323K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
15.2K+ 32.0% |
$304K - $346K
|
62.6K
$1.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
13.5KNew |
$271K - $309K
|
13.5K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.7KNew |
$254K - $289K
|
12.7K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
11.4KNew |
$229K - $261K
|
11.4K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.49K+ 1023.95% |
$190K - $217K
|
10.4K
$219K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
8.88K+ 10.26% |
$178K - $203K
|
95.4K
$2.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
8.73K+ 30.27% |
$175K - $199K
|
37.5K
$791K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.29K+ 10.18% |
$166K - $189K
|
89.7K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.69K+ 17.86% |
$154K - $175K
|
50.8K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.85K+ 1630.71% |
$137K - $156K
|
7.27K
$153K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
6.14KNew |
$123K - $140K
|
6.14K
$129K
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
4.56K+ 8.79% |
$91.5K - $104K
|
56.5K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.2K+ 16.54% |
$84.2K - $95.8K
|
29.6K
$623K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.86K+ 18.47% |
$57.4K - $65.3K
|
18.4K
$386K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.33K+ 17.01% |
$46.7K - $53.1K
|
16K
$338K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2.2KNew |
$44.1K - $50.2K
|
2.2K
$46.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.2KNew |
$44.1K - $50.2K
|
2.2K
$46.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.15K+ 3974.07% |
$43K - $49K
|
2.2K
$46.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
2.13K+ 10.29% |
$42.7K - $48.5K
|
22.8K
$480K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.5K+ 1.78% |
$30K - $34.1K
|
85.8K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.47K+ 1.28% |
$29.4K - $33.5K
|
116K
$2.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.13KNew |
$22.7K - $25.8K
|
1.13K
$23.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1KNew |
$20.1K - $22.8K
|
1K
$21.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
600+ 37.5% |
$12K - $13.7K
|
2.2K
$46.3K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
500New |
$10K - $11.4K
|
500
$10.5K
|