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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.01KNew |
$191K - $217K
|
7.01K
$252K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$2.73K - $3.09K
|
100
$3.6K
|
|
| Q4 2023 | |||||||
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-21.1K- 48.16% |
$498K - $580K
|
22.8K
$819K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9.77KNew |
$230K - $268K
|
9.77K
$352K
|
|
| Q3 2023 | |||||||
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
16.6KNew |
$416K - $451K
|
16.6K
$596K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-38- 0.09% |
$954 - $1.03K
|
40.7K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5+ 12.5% |
$126 - $136
|
45
$1.62K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.6KNew |
$341K - $370K
|
13.6K
$489K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
20New |
$497 - $531
|
20
$720
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
241New |
$5.75K - $6.38K
|
241
$8.67K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-40.4K- 80.33% |
$964K - $1.07M
|
9.9K
$356K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
3.9K+ 18.98% |
$92.8K - $107K
|
24.4K
$879K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1K- 95.79% |
$23.8K - $27.6K
|
44
$1.58K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
24.2KNew |
$576K - $667K
|
24.2K
$870K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
211New |
$5.03K - $5.82K
|
211
$7.59K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
100New |
$2.35K - $2.64K
|
100
$3.6K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-1.89K- 4.45% |
$44.5K - $50K
|
40.6K
$1.46M
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-9.02KClosed |
$207K - $254K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-76- 0.68% |
$1.75K - $2.14K
|
11.1K
$398K
|
|