Latest Institutional Transactions on Simplify Exchange Traded Fds S (TYA)
This table provides information on the latest institutional transactions involving Simplify Exchange Traded Fds S (TYA) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
18KNew |
$229K - $229K
|
18K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
216New |
$2.75K - $2.75K
|
216
$2.75K
|
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-5.59K- 0.87% |
$71K - $71K
|
636K
$8.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1KNew |
$12.7K - $12.7K
|
1K
$12.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
16.3KNew |
$207K - $207K
|
16.3K
$207K
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
13.4KNew |
$163K - $179K
|
13.4K
$171K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-29.3K- 34.21% |
$355K - $390K
|
56.3K
$715K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
27New |
$328 - $360
|
27
$343
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.78K- 10.14% |
$75.3K - $82.4K
|
51.2K
$651K
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
23New |
$272 - $331
|
23
$292
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
723New |
$8.55K - $10.4K
|
723
$9.19K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
67.9KNew |
$802K - $978K
|
67.9K
$863K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-88- 31.43% |
$1.04K - $1.27K
|
192
$2.44K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
29.5K+ 12.74% |
$371K - $445K
|
261K
$3.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13.7KNew |
$173K - $207K
|
13.7K
$174K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-28.4K- 54.57% |
$357K - $428K
|
23.6K
$300K
|
|
| Q2 2023 | |||||||
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
140New |
$2.06K - $2.37K
|
140
$1.78K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100New |
$1.43K - $1.69K
|
100
$1.27K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.1K- 15.73% |
$30.1K - $34.6K
|
11.3K
$143K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
4New |
$57.4 - $65.9
|
4
$50.8
|
|
|
Jan 24, 2023
Q4 2022
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
14.3KNew |
$205K - $235K
|
14.3K
$181K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
121KNew |
N/A
|
121K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
179New |
N/A
|
179
$2.28K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
3.06KNew |
N/A
|
3.06K
$38.9K
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-745KClosed |
N/A
|
0
$0
|
|