Purchases and Sales Made in Q3 2024 in Simplify ETF Simplify Volatili (SVOL)
This table provides information about the institutional ownership of Simplify ETF Simplify Volatili (SVOL) during Q3 2024. The information is specifically focused on institutions that hold shares of SIMPLIFY ETF SIMPLIFY VOLATILI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
400+ 4.44% |
$8.02K - $9.12K
|
9.4K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
300New |
$6.02K - $6.84K
|
300
$6.41K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
280+ 4.01% |
$5.61K - $6.39K
|
7.25K
$155K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
198+ 0.9% |
$3.97K - $4.52K
|
22.2K
$474K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
10+ 9.52% |
$201 - $228
|
115
$2.46K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 3.92% |
$40.1 - $45.6
|
53
$1.13K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7- 3.14% |
$140 - $160
|
216
$4.62K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-450- 11.25% |
$9.02K - $10.3K
|
3.55K
$75.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-842- 4.09% |
$16.9K - $19.2K
|
19.7K
$422K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-910- 47.62% |
$18.2K - $20.8K
|
1K
$21.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.26K- 6.51% |
$25.3K - $28.8K
|
18.2K
$388K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.7K- 11.11% |
$74.1K - $84.4K
|
29.6K
$632K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.59K- 50.09% |
$152K - $173K
|
7.57K
$162K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.59K- 50.09% |
$152K - $173K
|
7.57K
$162K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.63K- 8.27% |
$153K - $174K
|
84.6K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-22.8K- 55.27% |
$457K - $520K
|
18.5K
$395K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-51.7K- 97.16% |
$1.04M - $1.18M
|
1.51K
$32.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-152K- 72.12% |
$3.04M - $3.46M
|
58.7K
$1.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-732K- 93.32% |
$14.7M - $16.7M
|
52.4K
$1.12M
|