Latest Institutional Purchases of Simplify Exch Trad Fds Us Eq P (SPD)
This list provides information on the latest institutional transactions involving Simplify Exch Trad Fds Us Eq P (SPD) stock that were buys. 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 purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
599KNew |
$19.8M - $21.1M
|
599K
$20M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
285KNew |
$9.42M - $10M
|
285K
$9.51M
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
285KNew |
$9.42M - $10M
|
285K
$9.51M
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
150K+ 240.95% |
$4.96M - $5.28M
|
212K
$7.09M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
51.5K+ 82.76% |
$1.7M - $1.81M
|
114K
$3.8M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
49.2K+ 10.26% |
$1.63M - $1.73M
|
528K
$17.6M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
45.3KNew |
$1.5M - $1.59M
|
45.3K
$1.51M
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
25.7KNew |
$849K - $904K
|
25.7K
$857K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
22.5KNew |
$744K - $792K
|
22.5K
$751K
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
18.1K+ 29.55% |
$597K - $635K
|
79.1K
$2.64M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.42KNew |
$246K - $261K
|
7.42K
$248K
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.53K+ 4.8% |
$216K - $230K
|
143K
$4.76M
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.37K+ 64.32% |
$211K - $224K
|
16.3K
$543K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.56K+ 43.77% |
$184K - $195K
|
18.2K
$609K
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.73K+ 26.68% |
$123K - $131K
|
17.7K
$592K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.18KNew |
$72.2K - $76.8K
|
2.18K
$72.9K
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.22K+ 7.16% |
$40.2K - $42.8K
|
18.2K
$607K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
614New |
$20.3K - $21.6K
|
614
$20.5K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
575New |
$19K - $20.2K
|
575
$19.2K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
506New |
$16.7K - $17.8K
|
506
$16.9K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
493New |
$16.3K - $17.3K
|
493
$16.5K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
118New |
$3.9K - $4.15K
|
118
$3.94K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
64New |
$2.12K - $2.25K
|
64
$2.14K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.68% |
$33.1 - $35.2
|
147
$4.91K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1New |
$33.1 - $35.2
|
1
$33.4
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
7K+ 36.16% |
$218K - $234K
|
26.4K
$880K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33New |
$1.03K - $1.11K
|
33
$1.1K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
16.1KNew |
$480K - $527K
|
16.1K
$539K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
9.04K+ 248.62% |
$269K - $296K
|
12.7K
$423K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
579New |
$17.2K - $18.9K
|
579
$19.3K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
231New |
$6.87K - $7.55K
|
231
$7.71K
|
|
Q1 2024 | |||||||
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
35.5K+ 438.61% |
$1M - $1.12M
|
43.6K
$1.45M
|
|
Q4 2023 | |||||||
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
7.12KNew |
$181K - $206K
|
7.12K
$237K
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
804+ 4.83% |
$20.4K - $23.2K
|
17.5K
$583K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
54New |
$1.37K - $1.56K
|
54
$1.8K
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
24New |
$609 - $694
|
24
$801
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 3.33% |
$25.4 - $28.9
|
31
$1.03K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
49.5K+ 8.99% |
$1.3M - $1.39M
|
600K
$20M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.3KNew |
$586K - $628K
|
22.3K
$745K
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.29K+ 60.05% |
$139K - $149K
|
14.1K
$470K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
500New |
$13.1K - $14.1K
|
500
$16.7K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
100New |
$2.62K - $2.81K
|
100
$3.34K
|
|
Q2 2023 | |||||||
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7.61KNew |
$193K - $209K
|
7.61K
$254K
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$2.53K - $2.75K
|
100
$3.34K
|
|
Q1 2023 | |||||||
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.08K+ 52.5% |
$122K - $134K
|
14.8K
$493K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
109New |
$2.62K - $2.86K
|
109
$3.64K
|
|
Q4 2022 | |||||||
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
33.7KNew |
$807K - $883K
|
33.7K
$1.13M
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
22.7K+ 9.0% |
$544K - $595K
|
275K
$9.19M
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
484New |
$11.6K - $12.7K
|
484
$16.2K
|