Latest Institutional Purchases of Simplify Exchange Traded Fds S (TYA)
This list provides information on the latest institutional transactions involving Simplify Exchange Traded Fds S (TYA) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
3.84M+ 14248.35% |
$48.8M - $48.8M
|
3.87M
$49.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
235K+ 41.39% |
$2.99M - $2.99M
|
803K
$10.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
85.7K+ 34.92% |
$1.09M - $1.09M
|
331K
$4.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
60.6KNew |
$770K - $770K
|
60.6K
$770K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
26.8KNew |
$340K - $340K
|
26.8K
$340K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
24.1K+ 75.83% |
$306K - $306K
|
55.8K
$710K
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
18KNew |
$229K - $229K
|
18K
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
16.3KNew |
$207K - $207K
|
16.3K
$207K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
16.3KNew |
$207K - $207K
|
16.3K
$207K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15KNew |
$191K - $191K
|
15K
$191K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
13.9K+ 31.47% |
$177K - $177K
|
58.1K
$739K
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
11.9KNew |
$151K - $151K
|
11.9K
$151K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
11.4KNew |
$145K - $145K
|
11.4K
$145K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.24K+ 1453.81% |
$41.2K - $41.2K
|
3.47K
$44K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.43KNew |
$18.1K - $18.1K
|
1.43K
$18.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
1.01K+ 0.41% |
$12.8K - $12.8K
|
246K
$3.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1KNew |
$12.7K - $12.7K
|
1K
$12.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
216New |
$2.75K - $2.75K
|
216
$2.75K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
88+ 0.36% |
$1.12K - $1.12K
|
24.4K
$310K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
51+ 7.88% |
$648 - $648
|
698
$8.87K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
11+ 0.06% |
$140 - $140
|
18.2K
$231K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 1.82% |
$12.7 - $12.7
|
56
$712
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
44.2KNew |
$537K - $590K
|
44.2K
$562K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
13.4KNew |
$163K - $179K
|
13.4K
$171K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
641New |
$7.78K - $8.54K
|
641
$8.15K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
27New |
$328 - $360
|
27
$343
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
67.9KNew |
$802K - $978K
|
67.9K
$863K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
55KNew |
$650K - $792K
|
55K
$699K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
723New |
$8.55K - $10.4K
|
723
$9.19K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
23New |
$272 - $331
|
23
$292
|
|
| 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
|
|
| 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 | |||||||
|
Jan 24, 2023
Q4 2022
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
14.3KNew |
$205K - $235K
|
14.3K
$181K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
697New |
$10K - $11.5K
|
697
$8.86K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
4New |
$57.4 - $65.9
|
4
$50.8
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
121KNew |
N/A
|
121K
$1.54M
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
3.06KNew |
N/A
|
3.06K
$38.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
179New |
N/A
|
179
$2.28K
|
|