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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.77KNew |
$45.6K - $53.3K
|
2.77K
$48.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1K- 5.86% |
$16.5K - $19.3K
|
16.1K
$281K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
- |
847+ 13.18% |
$14K - $16.3K
|
7.27K
$127K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
PUT |
49.9K+ 49900.0% |
$822K - $962K
|
50K
$875K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-26K- 47.03% |
$428K - $501K
|
29.3K
$512K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
200New |
$3.3K - $3.85K
|
200
$3.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.92K- 44.18% |
$81K - $94.8K
|
6.21K
$109K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-168K- 51.72% |
$2.77M - $3.24M
|
157K
$2.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
45.5KNew |
$749K - $876K
|
45.5K
$795K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-794- 1.64% |
$13.1K - $15.3K
|
47.5K
$831K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
74+ 2.5% |
$1.22K - $1.43K
|
3.04K
$53.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
16.1K+ 16.27% |
$265K - $310K
|
115K
$2.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.16K+ 51.47% |
$19K - $22.3K
|
3.4K
$59.5K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
482+ 92.51% |
$7.94K - $9.29K
|
1K
$17.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.66K+ 5.47% |
$76.8K - $89.8K
|
89.8K
$1.57M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-10.2K- 22.96% |
$168K - $197K
|
34.2K
$599K
|
|
| Q2 2025 | |||||||
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
44KNew |
$614K - $878K
|
44K
$769K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
313New |
$4.37K - $6.25K
|
313
$5.48K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.48K- 65.85% |
$20.7K - $29.6K
|
767
$13.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.5K+ 67.59% |
$370K - $530K
|
65.8K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.16K- 19.42% |
$44.1K - $63.1K
|
13.1K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
306+ 2.49% |
$4.27K - $6.11K
|
12.6K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.37K- 29.66% |
$75.1K - $107K
|
12.7K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-97.1K- 88.24% |
$1.36M - $1.94M
|
12.9K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
7.33K+ 21.31% |
$102K - $146K
|
41.7K
$730K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.16K+ 25.21% |
$44.1K - $63.1K
|
15.7K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.6K+ 7.93% |
$22.3K - $31.9K
|
21.7K
$380K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
453New |
$6.33K - $9.05K
|
453
$7.93K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
451+ 5.09% |
$6.3K - $9.01K
|
9.3K
$163K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
20.7K+ 599.97% |
$289K - $413K
|
24.1K
$422K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
32.1K+ 60.7% |
$448K - $641K
|
84.9K
$1.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
55+ 7.19% |
$768 - $1.1K
|
820
$14.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
10KNew |
$140K - $200K
|
10K
$175K
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-17K- 45.22% |
$238K - $340K
|
20.6K
$361K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-171K- 51.21% |
$2.39M - $3.42M
|
163K
$2.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
150New |
$2.1K - $3K
|
150
$2.63K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2KNew |
$27.9K - $40K
|
2K
$35K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
109K+ 145.22% |
$1.52M - $2.17M
|
183K
$3.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
716+ 3.33% |
$10K - $14.3K
|
22.2K
$389K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
31.1KNew |
$434K - $621K
|
31.1K
$544K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-50- 0.33% |
$699 - $999
|
15.1K
$264K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
500+ 2.99% |
$6.99K - $9.99K
|
17.2K
$302K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
5.32K+ 15.94% |
$74.3K - $106K
|
38.7K
$677K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-3.32K- 0.87% |
$46.4K - $66.4K
|
380K
$6.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-16.7K- 52.27% |
$233K - $333K
|
15.2K
$267K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-3.6K- 24.81% |
$50.2K - $71.8K
|
10.9K
$191K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
163New |
$2.28K - $3.26K
|
163
$2.85K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-161- 0.98% |
$2.89K - $3.49K
|
16.3K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-399- 89.06% |
$7.15K - $8.66K
|
49
$858
|
|