Latest Institutional Transactions on Simplify Exchange Traded Fds S (PINK)
This table provides information on the latest institutional transactions involving Simplify Exchange Traded Fds S (PINK) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
250New |
$6.73K - $7.51K
|
250
$9K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9+ 0.07% |
$242 - $270
|
13.2K
$476K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
23.6K+ 42.12% |
$636K - $710K
|
79.7K
$2.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-3.8K- 20.99% |
$102K - $114K
|
14.3K
$515K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.5KNew |
$40.4K - $45.1K
|
1.5K
$54K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-85- 63.91% |
$2.29K - $2.55K
|
48
$1.73K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25KNew |
$721K - $777K
|
25K
$899K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
15.3KNew |
$442K - $476K
|
15.3K
$550K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$28.9 - $31.1
|
2
$72
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.6K- 13.82% |
$46.1K - $49.7K
|
9.96K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-20- 66.67% |
$577 - $622
|
10
$360
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
35KNew |
$1.01M - $1.09M
|
35K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
30.5KNew |
$880K - $948K
|
30.5K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
16.3KNew |
$470K - $506K
|
16.3K
$586K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-121- 1.67% |
$3.49K - $3.76K
|
7.13K
$257K
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
19+ 15.83% |
$549 - $591
|
139
$5K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-13.7K- 54.82% |
$395K - $426K
|
11.3K
$406K
|
|
| Q4 2024 | |||||||
|
Apr 29, 2025
Q4 2024
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
103KNew |
$3.03M - $3.37M
|
103K
$3.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-445- 5.99% |
$13.1K - $14.6K
|
6.99K
$251K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-14.5K- 22.03% |
$427K - $475K
|
51.3K
$1.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.63K+ 22.25% |
$254K - $283K
|
47.4K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1K- 1.64% |
$29.5K - $32.8K
|
59.9K
$2.15M
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
300New |
$9.21K - $9.97K
|
300
$10.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8.45KNew |
$260K - $281K
|
8.45K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.5KNew |
$475K - $515K
|
15.5K
$557K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.11K+ 22.18% |
$95.4K - $103K
|
17.1K
$615K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.9K+ 950.0% |
$58.3K - $63.1K
|
2.1K
$75.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-54K- 37.2% |
$1.66M - $1.8M
|
91.2K
$3.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
630+ 7.85% |
$19.3K - $20.9K
|
8.66K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.68KNew |
$205K - $222K
|
6.68K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
14.2KNew |
$435K - $471K
|
14.2K
$510K
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
108New |
$3.32K - $3.59K
|
108
$3.89K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.52K+ 41.66% |
$292K - $316K
|
32.4K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-477K- 61.41% |
$14.7M - $15.9M
|
300K
$10.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.6KNew |
$264K - $286K
|
8.6K
$309K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
869+ 3.51% |
$26.7K - $28.9K
|
25.7K
$923K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
8.34KNew |
$256K - $277K
|
8.34K
$300K
|
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
19.3KNew |
$593K - $642K
|
19.3K
$695K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
66.7KNew |
$2.05M - $2.22M
|
66.7K
$2.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.85K- 35.04% |
$149K - $161K
|
8.99K
$323K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
101New |
$2.9K - $3.2K
|
101
$3.63K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
775New |
$22.3K - $24.5K
|
775
$27.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-31K- 70.06% |
$890K - $982K
|
13.2K
$477K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-100- 33.33% |
$2.87K - $3.17K
|
200
$7.2K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
17.3KNew |
$497K - $548K
|
17.3K
$623K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.73K- 24.11% |
$78.3K - $86.4K
|
8.59K
$309K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.91K+ 59.9% |
$112K - $124K
|
10.4K
$376K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
7.73KNew |
$211K - $239K
|
7.73K
$278K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.6KNew |
$589K - $668K
|
21.6K
$777K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.31KNew |
$117K - $133K
|
4.31K
$155K
|
|