Latest Institutional Purchases of Simplify Exchange Traded Fds S (BUCK)
This list provides information on the latest institutional transactions involving Simplify Exchange Traded Fds S (BUCK) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
191KNew |
N/A
|
191K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
131K+ 12.64% |
N/A
|
1.16M
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
72.1K+ 19.12% |
N/A
|
449K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
30.9K+ 118.91% |
N/A
|
56.8K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
17.7K+ 55.98% |
N/A
|
49.3K
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
15.2K+ 141.17% |
N/A
|
26K
$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 23, 2026
Q4 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
10.2KNew |
N/A
|
10.2K
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.08K+ 20.24% |
N/A
|
53.9K
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
9.08K+ 20.24% |
N/A
|
53.9K
$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 27, 2026
Q4 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
2.98K+ 4.96% |
N/A
|
63.2K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.01K+ 3.04% |
N/A
|
68K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
1.87K+ 5.78% |
N/A
|
34.3K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
1.78K+ 1210.2% |
N/A
|
1.93K
$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
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
600New |
N/A
|
600
$0
|
|
| Q3 2025 | |||||||
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
172K+ 36.23% |
N/A
|
646K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
73.6K+ 41.5% |
N/A
|
251K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
34.4K+ 12.48% |
N/A
|
310K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
33.8K+ 119.22% |
N/A
|
62.2K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
32.5KNew |
N/A
|
32.5K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
24.7KNew |
N/A
|
24.7K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
18.3K+ 11.01% |
N/A
|
185K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.6K+ 15.72% |
N/A
|
122K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
15.8KNew |
N/A
|
15.8K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.3KNew |
N/A
|
15.3K
$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 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
12.1K+ 21.28% |
N/A
|
68.9K
$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 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
N/A
|
10.1K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
9.64K+ 52.76% |
N/A
|
27.9K
$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 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7.18K+ 22.6% |
N/A
|
39K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4K+ 200.0% |
N/A
|
6K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
3.62K+ 16.31% |
N/A
|
25.8K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.95K+ 72.43% |
N/A
|
7.02K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.15K+ 13.96% |
N/A
|
17.6K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.66K+ 49.18% |
N/A
|
5.03K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
654New |
N/A
|
654
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
612+ 2.28% |
N/A
|
27.5K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
275New |
N/A
|
275
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
180+ 0.2% |
N/A
|
91K
$0
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
48.8K+ 65.9% |
N/A
|
123K
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
46K+ 78.91% |
N/A
|
104K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
25.7K+ 13.7% |
N/A
|
214K
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
22.8K+ 35.96% |
N/A
|
86.2K
$0
|
|