Latest Institutional Transactions on Simplify Exchange Traded Fds S (BUCK)
This table provides information on the latest institutional transactions involving Simplify Exchange Traded Fds S (BUCK) 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, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.15K- 4.52% |
N/A
|
66.5K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
600New |
N/A
|
600
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.66K+ 360.74% |
N/A
|
2.12K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.01K+ 3.04% |
N/A
|
68K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
17.7K+ 55.98% |
N/A
|
49.3K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
13.6KNew |
N/A
|
13.6K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.3KNew |
N/A
|
10.3K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
30.9K+ 118.91% |
N/A
|
56.8K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-48.3K- 17.66% |
N/A
|
225K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
1.87K+ 5.78% |
N/A
|
34.3K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.72K- 24.79% |
N/A
|
11.3K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-121- 0.24% |
N/A
|
49.3K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
8K+ 2.61% |
N/A
|
315K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.81K+ 32.24% |
N/A
|
32K
$0
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-2.38K- 2.74% |
N/A
|
84.6K
$0
|
|
| Q3 2025 | |||||||
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-15.5K- 26.76% |
N/A
|
42.5K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-66.5K- 52.82% |
N/A
|
59.4K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
15.8KNew |
N/A
|
15.8K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
9.64K+ 52.76% |
N/A
|
27.9K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
24.7KNew |
N/A
|
24.7K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7.18K+ 22.6% |
N/A
|
39K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.23K- 19.0% |
N/A
|
9.5K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-29.1K- 41.12% |
N/A
|
41.7K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
1.83K+ 3.13% |
N/A
|
60.2K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.95K+ 72.43% |
N/A
|
7.02K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
275New |
N/A
|
275
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
158K+ 72.05% |
N/A
|
377K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-14.2K- 18.33% |
N/A
|
63.5K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.25K- 0.33% |
N/A
|
378K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.13K- 4.86% |
N/A
|
22.2K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.15K+ 13.96% |
N/A
|
17.6K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
12.7K+ 47.06% |
N/A
|
39.7K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-183- 2.81% |
N/A
|
6.34K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.6K+ 15.72% |
N/A
|
122K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
34.4K+ 12.48% |
N/A
|
310K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
3.62K+ 16.31% |
N/A
|
25.8K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
172K+ 36.23% |
N/A
|
646K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.73K- 30.68% |
N/A
|
15.2K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.2K+ 6.57% |
N/A
|
133K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
7.3K+ 15.59% |
N/A
|
54.1K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
18.3K+ 11.01% |
N/A
|
185K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
12.1K+ 21.28% |
N/A
|
68.9K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-72.2K- 10.67% |
N/A
|
604K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4K+ 200.0% |
N/A
|
6K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
654New |
N/A
|
654
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
73.6K+ 41.5% |
N/A
|
251K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.3KNew |
N/A
|
15.3K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
10.3K+ 24.48% |
N/A
|
52.4K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-69.5K- 85.41% |
N/A
|
11.9K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
180+ 0.2% |
N/A
|
91K
$0
|
|