Latest Institutional Transactions on Simplify ETF Simplify Volatili (SVOL)
This table provides information on the latest institutional transactions involving Simplify ETF Simplify Volatili (SVOL) 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 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
12.1K+ 21.66% |
$247K - $265K
|
67.9K
$1.43M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.19K- 6.55% |
$24.3K - $26.1K
|
17K
$358K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
19.6KNew |
$401K - $431K
|
19.6K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.82K- 93.84% |
$139K - $150K
|
448
$9.46K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
19.4KNew |
$397K - $426K
|
19.4K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
12.6KNew |
$256K - $275K
|
12.6K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
14.7K+ 1471600.0% |
$300K - $323K
|
14.7K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.98K- 22.43% |
$183K - $197K
|
31.1K
$656K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1K+ 3.3% |
$20.4K - $22K
|
31.4K
$663K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
77KNew |
$1.57M - $1.69M
|
77K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
500+ 50.0% |
$10.2K - $11K
|
1.5K
$31.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.86KNew |
$201K - $216K
|
9.86K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.2K- 13.25% |
$229K - $246K
|
73.4K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
21.3KNew |
$434K - $467K
|
21.3K
$450K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
103K+ 176.19% |
$2.11M - $2.27M
|
162K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-57.5K- 35.38% |
$1.17M - $1.26M
|
105K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-135K- 62.71% |
$2.75M - $2.95M
|
80.1K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
73+ 0.37% |
$1.49K - $1.6K
|
19.8K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-45K- 71.9% |
$918K - $987K
|
17.6K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
87.4K+ 128.74% |
$1.78M - $1.92M
|
155K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
9.21K+ 36.44% |
$188K - $202K
|
34.5K
$728K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
124K+ 8227.22% |
$2.53M - $2.72M
|
126K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
66+ 0.63% |
$1.35K - $1.45K
|
10.5K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
630K+ 285.55% |
$12.8M - $13.8M
|
850K
$18M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
15.4K+ 432.39% |
$313K - $337K
|
18.9K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-149K- 30.77% |
$3.03M - $3.26M
|
335K
$7.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-42.6K- 81.29% |
$869K - $934K
|
9.8K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.2KNew |
$249K - $267K
|
12.2K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15.8K+ 17.88% |
$321K - $345K
|
104K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-149K- 30.77% |
$3.03M - $3.26M
|
335K
$7.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
835+ 11.04% |
$17K - $18.3K
|
8.4K
$177K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.4KNew |
$335K - $360K
|
16.4K
$347K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
687New |
$14K - $15.1K
|
687
$14.5K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
33New |
$673 - $724
|
33
$697
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
50.6KNew |
$1.03M - $1.11M
|
50.6K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
202+ 0.23% |
$4.12K - $4.43K
|
89.9K
$1.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.3K+ 21.77% |
$272K - $292K
|
74.5K
$1.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
10.3KNew |
$210K - $226K
|
10.3K
$218K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
303New |
$6.18K - $6.64K
|
303
$6.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.2K+ 41.45% |
$392K - $421K
|
65.5K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.89% |
$20.4 - $21.9
|
54
$1.14K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
16.5K+ 74.52% |
$337K - $362K
|
38.7K
$818K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
532+ 1.8% |
$10.9K - $11.7K
|
30.1K
$636K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39.9K- 11.4% |
$814K - $876K
|
310K
$6.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
53.3K+ 2421.36% |
$1.09M - $1.17M
|
55.5K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.3KNew |
$272K - $292K
|
13.3K
$281K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
12.5K+ 109.35% |
$255K - $274K
|
23.9K
$505K
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
3.16K+ 3.81% |
$64.5K - $69.4K
|
86.3K
$1.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.9KNew |
$509K - $547K
|
24.9K
$527K
|