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 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
220New |
$4.91K - $5.1K
|
220
$4.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.5KNew |
$524K - $544K
|
23.5K
$502K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-19- 95.0% |
$424 - $440
|
1
$21.4
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
59New |
$1.32K - $1.37K
|
59
$1.26K
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
99.2KNew |
$2.21M - $2.3M
|
99.2K
$2.12M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
220New |
$4.91K - $5.1K
|
220
$4.7K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
28KNew |
$603K - $647K
|
28K
$599K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
2.25KNew |
$48.4K - $51.9K
|
2.25K
$48.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-375K- 75.83% |
$8.06M - $8.64M
|
119K
$2.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.81K- 11.38% |
$38.9K - $41.8K
|
14.1K
$301K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.08KNew |
$87.7K - $94.1K
|
4.08K
$87.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-9.11K- 4.76% |
$196K - $210K
|
182K
$3.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
2.55KNew |
$54.9K - $58.9K
|
2.55K
$54.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
250New |
$5.38K - $5.77K
|
250
$5.34K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
113New |
$2.4K - $2.59K
|
113
$2.41K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.08K+ 7.28% |
$129K - $139K
|
89.6K
$1.92M
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
4+ 4.6% |
$82.9 - $89.1
|
91
$1.94K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-2.59K- 6.78% |
$53.6K - $57.6K
|
35.5K
$759K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.74K+ 61.95% |
$57.3K - $64.5K
|
7.16K
$153K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-17.3KClosed |
$378K - $428K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
19.5K+ 138.32% |
$425K - $481K
|
33.5K
$716K
|
|