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 |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
121K+ 124.85% |
N/A
|
219K
$2.78M
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
63.6K+ 11.09% |
N/A
|
637K
$8.09M
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7.01K+ 2.06% |
N/A
|
348K
$4.42M
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.33K+ 3.67% |
N/A
|
179K
$2.27M
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
220+ 1.07% |
N/A
|
20.8K
$264K
|
|
Q1 2025 | |||||||
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
571K+ 56.12% |
N/A
|
1.59M
$20.2M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
135K+ 1182.46% |
N/A
|
146K
$1.86M
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
106KNew |
N/A
|
106K
$1.34M
|
|
May 13, 2025
Q1 2025
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
105K+ 2.73% |
N/A
|
3.95M
$50.2M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
73KNew |
N/A
|
73K
$928K
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
71.4K+ 153.38% |
N/A
|
118K
$1.5M
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
50.5K+ 80.31% |
N/A
|
113K
$1.44M
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
29.8K+ 39.94% |
N/A
|
105K
$1.33M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.5K+ 202.45% |
N/A
|
42.5K
$541K
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
23.1K+ 132.84% |
N/A
|
40.5K
$515K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.4KNew |
N/A
|
20.4K
$259K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
16.4KNew |
N/A
|
16.4K
$209K
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
16.4KNew |
N/A
|
16.4K
$208K
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
16.3K+ 6.85% |
N/A
|
254K
$3.23M
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
16.2KNew |
N/A
|
16.2K
$206K
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
15.7K+ 132.7% |
N/A
|
27.6K
$351K
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
12.9KNew |
N/A
|
12.9K
$164K
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
12.8KNew |
N/A
|
12.8K
$163K
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
6.73K+ 45.63% |
N/A
|
21.5K
$273K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
5.57K+ 779.83% |
N/A
|
6.28K
$79.8K
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.74KNew |
N/A
|
4.74K
$60.3K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.13K+ 238.9% |
N/A
|
3.02K
$38.4K
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
969+ 8.97% |
N/A
|
11.8K
$150K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
910+ 32.45% |
N/A
|
3.71K
$47.2K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
861New |
N/A
|
861
$10.9K
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
344+ 76.11% |
N/A
|
796
$10.1K
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
199+ 0.3% |
N/A
|
66.7K
$848K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
81+ 12.39% |
N/A
|
735
$9.34K
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 0.83% |
N/A
|
122
$1.55K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Q4 2024 | |||||||
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
20.8KNew |
N/A
|
20.8K
$265K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.12KNew |
N/A
|
1.12K
$14.2K
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
175+ 1.47% |
N/A
|
12K
$153K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
87+ 9.08% |
N/A
|
1.05K
$13.3K
|
|
Q3 2024 | |||||||
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
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.43KNew |
$18.1K - $18.1K
|
1.43K
$18.1K
|
|
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
|
|
Q2 2024 | |||||||
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
13.4KNew |
$163K - $179K
|
13.4K
$171K
|
|
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
|
|
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
|