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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
77+ 1.65% |
$1.27K - $1.48K
|
4.74K
$82.9K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.59K- 7.72% |
$109K - $127K
|
78.8K
$1.38M
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
512New |
$8.44K - $9.87K
|
512
$8.96K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
36.9KNew |
$608K - $711K
|
36.9K
$646K
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-2.42K- 10.39% |
$39.9K - $46.6K
|
20.9K
$365K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.3K+ 357.42% |
$21.4K - $25.1K
|
1.67K
$29.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29.7KNew |
$490K - $573K
|
29.7K
$520K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.89K- 90.72% |
$113K - $133K
|
704
$12.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
73.1KNew |
$1.2M - $1.41M
|
73.1K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-14.6K- 27.45% |
$241K - $282K
|
38.7K
$678K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-604- 1.82% |
$9.95K - $11.6K
|
32.6K
$570K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
109KNew |
$1.8M - $2.11M
|
109K
$1.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-3K- 8.04% |
$49.4K - $57.8K
|
34.3K
$600K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
155+ 0.91% |
$2.55K - $2.99K
|
17.3K
$302K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
520New |
$8.57K - $10K
|
520
$9.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.25K+ 21.45% |
$86.5K - $101K
|
29.7K
$520K
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
109K+ 45.86% |
$1.79M - $2.09M
|
346K
$6.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 0.59% |
$115 - $135
|
1.19K
$20.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12.4K+ 6.54% |
$204K - $238K
|
201K
$3.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
50.6K+ 44.33% |
$834K - $975K
|
165K
$2.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
23.6KNew |
$389K - $455K
|
23.6K
$413K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
PUT |
9.6KNew |
$158K - $185K
|
9.6K
$168K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
28.7KNew |
$472K - $552K
|
28.7K
$502K
|
|
|
Nov 12, 2025
Q3 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-10.9K- 21.18% |
$179K - $209K
|
40.5K
$708K
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-159K- 33.58% |
$2.62M - $3.07M
|
315K
$5.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-55.3K- 33.89% |
$911K - $1.07M
|
108K
$1.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-10.6K- 39.38% |
$175K - $204K
|
16.3K
$285K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.1K+ 24.64% |
$200K - $234K
|
61.4K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
218+ 0.56% |
$3.59K - $4.2K
|
39K
$683K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.3KNew |
$21.4K - $25.1K
|
1.3K
$22.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.62K- 45.19% |
$126K - $147K
|
9.25K
$162K
|
|
|
Nov 12, 2025
Q3 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
13.5K+ 19.73% |
$222K - $260K
|
81.7K
$1.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.76K+ 5.19% |
$29K - $33.9K
|
35.6K
$623K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.1KNew |
$166K - $194K
|
10.1K
$176K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
18New |
$297 - $347
|
18
$315
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
10.1KNew |
$166K - $194K
|
10.1K
$176K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
234+ 0.71% |
$3.86K - $4.51K
|
33K
$577K
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-570K- 48.54% |
$9.39M - $11M
|
604K
$10.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15KNew |
$247K - $289K
|
15K
$262K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.85K- 16.18% |
$47K - $55K
|
14.8K
$259K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
239+ 4.82% |
$3.94K - $4.61K
|
5.2K
$91K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.52K- 16.2% |
$58.1K - $67.9K
|
18.2K
$319K
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-20.7K- 27.84% |
$341K - $399K
|
53.7K
$939K
|
|
|
Nov 05, 2025
Q3 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-60.8K- 40.28% |
$1M - $1.17M
|
90.1K
$1.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-15.4K- 52.08% |
$253K - $296K
|
14.1K
$247K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
29KNew |
$479K - $560K
|
29K
$508K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-806K- 45.51% |
$13.3M - $15.5M
|
965K
$16.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
44.8K+ 35.4% |
$738K - $863K
|
171K
$3M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-61.5K- 65.31% |
$1.01M - $1.18M
|
32.6K
$571K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
11.9K+ 27.95% |
$196K - $229K
|
54.4K
$952K
|
|