Latest Institutional Transactions on Simplify Exch Trad Fds Us Eq P (SPD)
This table provides information on the latest institutional transactions involving Simplify Exch Trad Fds Us Eq P (SPD) 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 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-6.73K- 99.31% |
$171K - $195K
|
47
$1.61K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
54New |
$1.37K - $1.56K
|
54
$1.85K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
7.12KNew |
$181K - $206K
|
7.12K
$244K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
24New |
$609 - $694
|
24
$822
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-98- 0.52% |
$2.49K - $2.83K
|
18.8K
$643K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
100New |
$2.62K - $2.81K
|
100
$3.43K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
500New |
$13.1K - $14.1K
|
500
$17.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.29K+ 60.05% |
$139K - $149K
|
14.1K
$483K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
49.5K+ 8.99% |
$1.3M - $1.39M
|
600K
$20.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.3KNew |
$586K - $628K
|
22.3K
$765K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15K- 49.59% |
$393K - $421K
|
15.2K
$522K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
SELL
|
- |
-115- 0.24% |
$3.02K - $3.23K
|
47.7K
$1.63M
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.63K- 11.83% |
$42.7K - $45.7K
|
12.1K
$416K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-699- 4.98% |
$18.3K - $19.6K
|
13.3K
$457K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-4K- 23.26% |
$101K - $110K
|
13.2K
$452K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7.61KNew |
$193K - $209K
|
7.61K
$261K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-100- 0.18% |
$2.53K - $2.75K
|
56.6K
$1.94M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.78K- 7.09% |
$197K - $213K
|
102K
$3.49M
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$2.53K - $2.75K
|
100
$3.43K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
109New |
$2.62K - $2.86K
|
109
$3.74K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-50- 0.32% |
$1.2K - $1.31K
|
15.7K
$539K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.08K+ 52.5% |
$122K - $134K
|
14.8K
$506K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
22.7K+ 9.0% |
$544K - $595K
|
275K
$9.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.04K- 3.22% |
$24.8K - $27.1K
|
31.2K
$1.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
484New |
$11.6K - $12.7K
|
484
$16.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
33.7KNew |
$807K - $883K
|
33.7K
$1.16M
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.95K- 15.64% |
$46.6K - $51.1K
|
10.5K
$361K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-18.6K- 17.09% |
$488K - $538K
|
90.4K
$3.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
775+ 8.61% |
$20.3K - $22.4K
|
9.78K
$335K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
44.8K+ 14.57% |
$1.17M - $1.29M
|
352K
$12.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-116- 0.71% |
$3.03K - $3.35K
|
16.2K
$553K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
34.6K+ 26.44% |
$905K - $998K
|
165K
$5.67M
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
18.4K+ 49.74% |
$482K - $531K
|
55.4K
$1.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-60- 0.57% |
$1.57K - $1.73K
|
10.5K
$361K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.75K- 1.33% |
$45.7K - $50.4K
|
130K
$4.44M
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6.04KNew |
$158K - $174K
|
6.04K
$207K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-24.9K- 5.86% |
$650K - $717K
|
399K
$13.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-7.84K- 1.87% |
$205K - $226K
|
412K
$14.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.51K- 4.5% |
$91.8K - $101K
|
74.5K
$2.55M
|
|
|
Oct 20, 2022
Q3 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
78.3K+ 32.83% |
$2.05M - $2.26M
|
317K
$10.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
76+ 0.19% |
$1.99K - $2.19K
|
41.1K
$1.41M
|
|
| Q2 2022 | |||||||
|
Aug 25, 2022
Q2 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-219KClosed |
$5.77M - $6.88M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.74KNew |
$257K - $306K
|
9.74K
$334K
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-7.93K- 43.83% |
$209K - $249K
|
10.2K
$348K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-14.6KClosed |
$384K - $459K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.48KNew |
$223K - $267K
|
8.48K
$291K
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-37.8KClosed |
$997K - $1.19M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-212- 2.13% |
$5.58K - $6.67K
|
9.75K
$334K
|
|
|
Aug 04, 2022
Q2 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
183KNew |
$4.83M - $5.77M
|
183K
$6.29M
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-33.3K- 32.03% |
$877K - $1.05M
|
70.7K
$2.42M
|
|