Latest Institutional Transactions on Simplify Exchange Traded Fds E (HIGH)
This table provides information on the latest institutional transactions involving Simplify Exchange Traded Fds E (HIGH) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
123K+ 220.43% |
N/A
|
178K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
457K+ 390.58% |
N/A
|
574K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.55K+ 12.78% |
N/A
|
13.7K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-203- 0.15% |
N/A
|
139K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-4.93K- 4.02% |
N/A
|
118K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.9K+ 33.82% |
N/A
|
39.2K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18K- 2.59% |
N/A
|
677K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.6K- 5.09% |
N/A
|
514K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-79K- 17.98% |
N/A
|
360K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.6K+ 136.19% |
N/A
|
35.8K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.7K- 16.51% |
N/A
|
8.62K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.75K- 20.52% |
N/A
|
18.4K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-12.7K- 8.24% |
N/A
|
141K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
175+ 1.73% |
N/A
|
10.3K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.1K+ 58.57% |
N/A
|
86.9K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.19K+ 2.61% |
N/A
|
204K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-33.4K- 71.97% |
N/A
|
13K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
168+ 0.51% |
N/A
|
33.4K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.23K- 2.98% |
N/A
|
105K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
31.7K+ 124.88% |
N/A
|
57.1K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.79K- 10.2% |
N/A
|
24.5K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.49K+ 46.62% |
N/A
|
4.69K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
12.2KNew |
N/A
|
12.2K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
439+ 4.66% |
N/A
|
9.85K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
17+ 1.62% |
N/A
|
1.07K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
95+ 0.74% |
N/A
|
13K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-13.4K- 11.48% |
N/A
|
103K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
10.5KNew |
N/A
|
10.5K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.64K+ 4.0% |
N/A
|
94.6K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24+ 5.61% |
N/A
|
452
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-61.6K- 68.17% |
N/A
|
28.8K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
20.2KNew |
N/A
|
20.2K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-952K- 87.46% |
N/A
|
136K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-253K- 71.97% |
N/A
|
98.5K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.63KNew |
N/A
|
1.63K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.77K- 21.85% |
N/A
|
17.1K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-44.1K- 8.14% |
N/A
|
498K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-11.2K- 6.69% |
N/A
|
156K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
302KNew |
N/A
|
302K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
45.3K+ 16.07% |
N/A
|
327K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
500+ 4.98% |
N/A
|
10.6K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.68KNew |
N/A
|
2.68K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
22.7KNew |
N/A
|
22.7K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
BUY
|
- |
6.33K+ 1.84% |
N/A
|
350K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.46K+ 10.16% |
N/A
|
59.2K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.81KNew |
N/A
|
3.81K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
11.3KNew |
N/A
|
11.3K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.53K- 2.81% |
N/A
|
52.9K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.07K- 7.78% |
N/A
|
12.7K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
189+ 2.79% |
N/A
|
6.95K
$0
|