Latest Institutional Sells of Simplify ETF Simplify Volatili (SVOL)
This list provides information on the latest institutional transactions involving Simplify ETF Simplify Volatili (SVOL) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-806K- 45.51% |
$13.3M - $15.5M
|
965K
$16.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-570K- 48.54% |
$9.39M - $11M
|
604K
$10.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-168K- 51.72% |
$2.77M - $3.24M
|
157K
$2.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-159K- 33.58% |
$2.62M - $3.07M
|
315K
$5.51M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-61.5K- 65.31% |
$1.01M - $1.18M
|
32.6K
$571K
|
|
|
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 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-55.3K- 33.89% |
$911K - $1.07M
|
108K
$1.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-26K- 47.03% |
$428K - $501K
|
29.3K
$512K
|
|
|
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 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-15.4K- 52.08% |
$253K - $296K
|
14.1K
$247K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-14.6K- 27.45% |
$241K - $282K
|
38.7K
$678K
|
|
|
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
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-10.6K- 39.38% |
$175K - $204K
|
16.3K
$285K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-10.2K- 22.96% |
$168K - $197K
|
34.2K
$599K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.62K- 45.19% |
$126K - $147K
|
9.25K
$162K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.89K- 90.72% |
$113K - $133K
|
704
$12.3K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.59K- 7.72% |
$109K - $127K
|
78.8K
$1.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.92K- 44.18% |
$81K - $94.8K
|
6.21K
$109K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.52K- 16.2% |
$58.1K - $67.9K
|
18.2K
$319K
|
|
|
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 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.85K- 16.18% |
$47K - $55K
|
14.8K
$259K
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-2.42K- 10.39% |
$39.9K - $46.6K
|
20.9K
$365K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1K- 5.86% |
$16.5K - $19.3K
|
16.1K
$281K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-794- 1.64% |
$13.1K - $15.3K
|
47.5K
$831K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-604- 1.82% |
$9.95K - $11.6K
|
32.6K
$570K
|
|
| Q2 2025 | |||||||
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-171K- 51.21% |
$2.39M - $3.42M
|
163K
$2.86M
|
|
|
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 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-17K- 45.22% |
$238K - $340K
|
20.6K
$361K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-16.7K- 52.27% |
$233K - $333K
|
15.2K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.37K- 29.66% |
$75.1K - $107K
|
12.7K
$223K
|
|
|
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 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-3.32K- 0.87% |
$46.4K - $66.4K
|
380K
$6.65M
|
|
|
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
|
Ubs Group Ag
|
SELL
|
- |
-1.48K- 65.85% |
$20.7K - $29.6K
|
767
$13.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-50- 0.33% |
$699 - $999
|
15.1K
$264K
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-208K- 62.21% |
$3.74M - $4.52M
|
127K
$2.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-21.7K- 55.58% |
$388K - $470K
|
17.3K
$303K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.93K- 94.38% |
$142K - $172K
|
472
$8.26K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-838- 55.87% |
$15K - $18.2K
|
662
$11.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-414- 82.8% |
$7.42K - $8.98K
|
86
$1.51K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-399- 89.06% |
$7.15K - $8.66K
|
49
$858
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-161- 0.98% |
$2.89K - $3.49K
|
16.3K
$284K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-45K- 71.9% |
$918K - $987K
|
17.6K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-42.6K- 81.29% |
$869K - $934K
|
9.8K
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.98K- 22.43% |
$183K - $197K
|
31.1K
$544K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-7.36K- 24.89% |
$150K - $161K
|
22.2K
$389K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.19K- 6.55% |
$24.3K - $26.1K
|
17K
$297K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-56.2K- 31.93% |
$1.23M - $1.29M
|
120K
$2.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-9.6K- 44.15% |
$210K - $221K
|
12.1K
$212K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.7K- 45.54% |
$37.1K - $39K
|
2.03K
$35.5K
|
|