Latest Institutional Transactions on Simpl Exch Traded Fds Sht Term (TUA)
This table provides information on the latest institutional transactions involving Simpl Exch Traded Fds Sht Term (TUA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
9.45KNew |
N/A
|
9.45K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
2.97MNew |
N/A
|
2.97M
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.01MNew |
N/A
|
1.01M
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
8.21KNew |
N/A
|
8.21K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
75.2KNew |
N/A
|
75.2K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
239New |
N/A
|
239
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
238+ 1.72% |
N/A
|
14.1K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-10.5K- 25.82% |
N/A
|
30.2K
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.2KNew |
N/A
|
26.2K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-339K- 87.11% |
N/A
|
50.2K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-205K- 95.72% |
N/A
|
9.17K
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
11.9K+ 3.94% |
N/A
|
313K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
32.7KNew |
N/A
|
32.7K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
33.7KNew |
N/A
|
33.7K
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
12.1KNew |
N/A
|
12.1K
$0
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
9.88KNew |
N/A
|
9.88K
$0
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.98K+ 7.11% |
N/A
|
29.8K
$0
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-28.3K- 44.49% |
N/A
|
35.4K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
19+ 1.98% |
N/A
|
979
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.44K- 18.59% |
N/A
|
23.8K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-96- 1.11% |
N/A
|
8.57K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
36.6KNew |
N/A
|
36.6K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
61New |
N/A
|
61
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.58K+ 1.98% |
N/A
|
184K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
24+ 4.29% |
N/A
|
583
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.75K+ 8.57% |
N/A
|
22.1K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
339New |
N/A
|
339
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-2.23K- 16.98% |
N/A
|
10.9K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.4K+ 58.01% |
N/A
|
60.9K
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
611+ 2.63% |
N/A
|
23.8K
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
28+ 8.21% |
N/A
|
369
$0
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
48New |
N/A
|
48
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
25.6KNew |
N/A
|
25.6K
$0
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-297K- 80.83% |
N/A
|
70.4K
$0
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-76.4K- 17.23% |
N/A
|
367K
$0
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-67.7K- 15.2% |
N/A
|
378K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.37K- 9.1% |
N/A
|
13.7K
$0
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2KNew |
N/A
|
2K
$0
|
|
|
May 13, 2024
Q1 2024
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-209K- 28.06% |
N/A
|
535K
$0
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15KNew |
N/A
|
15K
$0
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-63.9K- 98.22% |
N/A
|
1.16K
$0
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
69.4KNew |
N/A
|
69.4K
$0
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-76.4K- 17.23% |
N/A
|
367K
$0
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
16.5KNew |
N/A
|
16.5K
$0
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
524KNew |
N/A
|
524K
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-15.9M- 96.16% |
N/A
|
635K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
26.4KNew |
N/A
|
26.4K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
130New |
N/A
|
130
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-150K- 33.57% |
N/A
|
296K
$0
|
|