Latest Institutional Purchases of Simplify ETF Simplify Volatili (SVOL)
This list provides information on the latest institutional transactions involving Simplify ETF Simplify Volatili (SVOL) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2.2KNew |
$44.1K - $50.2K
|
2.2K
$47.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.15K+ 3974.07% |
$43K - $49K
|
2.2K
$47.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
2.13K+ 10.29% |
$42.7K - $48.5K
|
22.8K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.47K+ 1.28% |
$29.4K - $33.5K
|
116K
$2.52M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.13KNew |
$22.7K - $25.8K
|
1.13K
$24.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1KNew |
$20.1K - $22.8K
|
1K
$21.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
600+ 37.5% |
$12K - $13.7K
|
2.2K
$47.7K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
500New |
$10K - $11.4K
|
500
$10.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
400+ 4.44% |
$8.02K - $9.12K
|
9.4K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
300New |
$6.02K - $6.84K
|
300
$6.51K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
280+ 4.01% |
$5.61K - $6.39K
|
7.25K
$157K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
198+ 0.9% |
$3.97K - $4.52K
|
22.2K
$481K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
10+ 9.52% |
$201 - $228
|
115
$2.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 3.92% |
$40.1 - $45.6
|
53
$1.15K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24KNew |
$524K - $551K
|
24K
$520K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13.6KNew |
$297K - $313K
|
13.6K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
13.1KNew |
$287K - $302K
|
13.1K
$285K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
927New |
$20.2K - $21.3K
|
927
$20.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
607+ 5.78% |
$13.3K - $14K
|
11.1K
$241K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
480+ 13.39% |
$10.5K - $11K
|
4.06K
$88.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
230+ 77.97% |
$5.02K - $5.29K
|
525
$11.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
101New |
$2.21K - $2.32K
|
101
$2.19K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
90New |
$1.97K - $2.07K
|
90
$1.95K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
8New |
$175 - $184
|
8
$174
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
290K+ 25.03% |
$6.56M - $6.7M
|
1.45M
$31.4M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
191KNew |
$4.33M - $4.42M
|
191K
$4.15M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
20.6KNew |
$467K - $476K
|
20.6K
$448K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.88KNew |
$223K - $228K
|
9.88K
$214K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.55KNew |
$57.7K - $58.9K
|
2.55K
$55.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.41K+ 5.88% |
$32K - $32.6K
|
25.5K
$553K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
424+ 1.28% |
$9.59K - $9.79K
|
33.5K
$727K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
104+ 85.25% |
$2.35K - $2.4K
|
226
$4.9K
|
|
| Q4 2023 | |||||||
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
15KNew |
$323K - $348K
|
15K
$326K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.4K+ 42.6% |
$116K - $125K
|
18.1K
$392K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
684New |
$14.7K - $15.9K
|
684
$14.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
382New |
$8.22K - $8.85K
|
382
$8.29K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
200New |
$4.3K - $4.64K
|
200
$4.34K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
79New |
$1.7K - $1.83K
|
79
$1.71K
|
|
| Q3 2023 | |||||||
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
99.2KNew |
$2.21M - $2.3M
|
99.2K
$2.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.5KNew |
$524K - $544K
|
23.5K
$510K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
220New |
$4.91K - $5.1K
|
220
$4.77K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
59New |
$1.32K - $1.37K
|
59
$1.28K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
28KNew |
$603K - $647K
|
28K
$609K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.08KNew |
$87.7K - $94.1K
|
4.08K
$88.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
2.55KNew |
$54.9K - $58.9K
|
2.55K
$55.4K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
2.25KNew |
$48.4K - $51.9K
|
2.25K
$48.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
250New |
$5.38K - $5.77K
|
250
$5.43K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.08K+ 7.28% |
$129K - $139K
|
89.6K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
113New |
$2.4K - $2.59K
|
113
$2.45K
|
|