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 |
---|---|---|---|---|---|---|---|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
745KNew |
N/A
|
745K
$9.47M
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
121K+ 124.85% |
N/A
|
219K
$2.78M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
110K+ 6.95% |
N/A
|
1.7M
$21.6M
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
63.6K+ 11.09% |
N/A
|
637K
$8.09M
|
|
Aug 07, 2025
Q2 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
44.4K+ 37.67% |
N/A
|
162K
$2.06M
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
18.3K+ 7.18% |
N/A
|
272K
$3.46M
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
14.9KNew |
N/A
|
14.9K
$189K
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.9KNew |
N/A
|
13.9K
$176K
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
12.7KNew |
N/A
|
12.7K
$161K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11K+ 1048.13% |
N/A
|
12K
$152K
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10KNew |
N/A
|
10K
$128K
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
9.07K+ 55.39% |
N/A
|
25.4K
$323K
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
7.29K+ 6.98% |
N/A
|
112K
$1.42M
|
|
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 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.44K+ 10.96% |
N/A
|
45K
$572K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.11K+ 218.39% |
N/A
|
4.54K
$57.7K
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.29K+ 11.24% |
N/A
|
22.6K
$288K
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.75K+ 8.13% |
N/A
|
23.2K
$295K
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.17K+ 38.74% |
N/A
|
4.19K
$53.3K
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.17K+ 1.03% |
N/A
|
115K
$1.46M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.12KNew |
N/A
|
1.12K
$14.2K
|
|
Jul 31, 2025
Q2 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
636+ 4.92% |
N/A
|
13.6K
$172K
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
555+ 69.72% |
N/A
|
1.35K
$17.2K
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
500+ 4.25% |
N/A
|
12.3K
$156K
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
488+ 0.46% |
N/A
|
106K
$1.35M
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
330+ 2.01% |
N/A
|
16.8K
$213K
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
266+ 7.16% |
N/A
|
3.98K
$50.6K
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
220+ 1.07% |
N/A
|
20.8K
$264K
|
|
Aug 12, 2025
Q2 2025
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
165+ 1.02% |
N/A
|
16.4K
$208K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
103New |
N/A
|
103
$1.31K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
N/A
|
2
$25.4
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Q1 2025 | |||||||
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
135K+ 1182.46% |
N/A
|
146K
$1.86M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.5K+ 202.45% |
N/A
|
42.5K
$541K
|
|
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 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
199+ 0.3% |
N/A
|
66.7K
$848K
|
|
Q4 2024 | |||||||
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
20.8KNew |
N/A
|
20.8K
$265K
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
175+ 1.47% |
N/A
|
12K
$153K
|
|
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 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
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
29.5K+ 12.74% |
$371K - $445K
|
261K
$3.32M
|