Latest Institutional Sells of Simplify Exch Trad Fds Simplif (SPBC)
This list provides information on the latest institutional transactions involving Simplify Exch Trad Fds Simplif (SPBC) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-337K- 44.08% |
$13.9M - $15.1M
|
428K
$18.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.4K- 24.47% |
$679K - $738K
|
50.7K
$2.25M
|
|
|
Nov 25, 2025
Q3 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-12.6K- 20.5% |
$521K - $566K
|
48.9K
$2.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.52K- 83.32% |
$62.9K - $68.4K
|
305
$13.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.01K- 2.43% |
$41.8K - $45.4K
|
40.5K
$1.79M
|
|
| Q2 2025 | |||||||
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-2.7K- 13.46% |
$86.6K - $112K
|
17.3K
$768K
|
|
| Q4 2024 | |||||||
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-10.6K- 99.9% |
$381K - $433K
|
11
$487
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-529- 82.14% |
$12.5K - $13.6K
|
115
$5.09K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-20.7K- 33.65% |
$462K - $517K
|
40.8K
$1.81M
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Ovata Capital Management LTD
|
SELL
|
- |
-2M- 50.0% |
$38.4M - $47.5M
|
2M
$88.6M
|
|