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Simplify Treasury Option Income ETF (BUCK) Institutional Ownership

$24.56 +0.08 (+0.33%)
(As of 12/20/2024 04:32 PM ET)

Institutional Ownership Changes (13F Filings) for Simplify Treasury Option Income ETF (NYSEARCA:BUCK)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$56.28M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$967.08K
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BUCK Institutional Buying and Selling by Quarter

Simplify Treasury Option Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Legacy Investment Solutions LLC32,053$789K0.5%N/A0.599%
11/15/2024 Jane Street Group LLC57,241$1.41M0.0%+331.0%1.070%
11/14/2024 Encompass More Asset Management149,425$3.67M1.4%-12.6%2.793%
11/6/2024 Simplify Asset Management Inc.4,448,579$109.35M5.1%+38.3%83.151%
11/1/2024 SFG Wealth Management LLC.19,363$476K0.3%N/A0.362%
10/29/2024 Farther Finance Advisors LLC3,051$75K0.0%N/A0.057%
10/24/2024 Park Edge Advisors LLC447,266$10.99M3.1%+6.2%8.360%
10/22/2024 Elevated Capital Advisors LLC18,356$451K0.1%+52.7%0.343%
10/17/2024Inspire Advisors LLC10,262$252K0.0%N/A0.192%
10/11/2024 ORG Wealth Partners LLC1,523$37K0.0%N/A0.028%
10/11/2024 Redhawk Wealth Advisors Inc.27,150$667K0.1%+83.7%0.507%
10/10/2024 Lloyd Advisory Services LLC.71,123$1.75M0.8%+1.1%1.329%
10/10/2024 Peak Financial Advisors LLC510,063$12.54M6.4%+103.2%9.534%
10/9/2024 Ferguson Shapiro LLC42,756$1.05M0.4%-4.4%0.799%
10/2/2024 Mid American Wealth Advisory Group Inc.24,839$611K0.4%+65.5%0.464%
8/19/2024 B. Riley Wealth Advisors Inc.8,163$201K0.0%-56.2%0.153%
8/13/2024 AE Wealth Management LLC219,580$5.41M0.1%+17.2%4.104%
8/13/2024 Simplify Asset Management Inc.3,216,098$79.18M5.3%+1.1%60.114%
8/6/2024 Lloyd Advisory Services LLC.70,381$1.73M0.8%N/A1.316%
8/2/2024 Ferguson Shapiro LLC44,711$1.10M0.4%N/A0.836%
8/1/2024 Elevated Capital Advisors LLC12,024$296K0.1%N/A0.225%
7/27/2024 Encompass More Asset Management171,002$4.21M3.0%+9.8%3.196%
7/26/2024 Park Edge Advisors LLC421,229$10.37M3.2%+5.5%7.873%
7/17/2024 Redhawk Wealth Advisors Inc.14,783$364K0.1%N/A0.276%
7/12/2024 Peak Financial Advisors LLC250,994$6.18M3.5%N/A4.691%
7/10/2024 Mid American Wealth Advisory Group Inc.15,009$370K0.2%N/A0.281%
5/16/2024 B. Riley Wealth Advisors Inc.18,644$468K0.0%+39.0%0.348%
5/10/2024 Nwam LLC23,791$589K0.0%N/A0.445%
4/19/2024 Park Edge Advisors LLC399,210$10.01M2.8%+9.3%7.561%
3/15/2024 B. Riley Wealth Advisors Inc.13,414$335K0.0%-28.1%2.064%
2/5/2024 Kestra Private Wealth Services LLC29,638$740K0.0%N/A4.560%
1/12/2024 Park Edge Advisors LLC365,326$9.12M3.2%+6.9%56.204%
12/1/2023 B. Riley Wealth Advisors Inc.18,644$468K0.0%-20.5%2.868%
10/11/2023 Park Edge Advisors LLC341,813$8.58M3.1%+8.5%52.587%
9/8/2023Tucker Asset Management LLC1,198$30K0.0%-69.7%0.184%
7/13/2023 Park Edge Advisors LLC315,068$7.90M2.7%+12.7%60.590%
5/11/2023Tucker Asset Management LLC3,959$99K0.0%N/A3.959%
5/10/2023 Simplify Asset Management Inc.71,759$1.80M0.3%+252.2%71.759%
4/18/2023 Park Edge Advisors LLC279,509$6.99M2.7%N/A279.509%
3/6/2023 OLD Mission Capital LLC9,803$246K0.0%N/A9.803%
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2/10/2023 Simplify Asset Management Inc.20,372$510K0.1%N/A20.372%
(Data available from 1/1/2016 forward)

BUCK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BUCK shares?

During the previous two years, 21 institutional investors and hedge funds held shares of Simplify Treasury Option Income ETF. The most heavily invested institutionals were Simplify Asset Management Inc. ($109.35M), Peak Financial Advisors LLC ($12.54M), Park Edge Advisors LLC ($10.99M), AE Wealth Management LLC ($5.41M), Encompass More Asset Management ($3.67M), Lloyd Advisory Services LLC. ($1.75M), and Jane Street Group LLC ($1.41M).Learn more on BUCK's institutional investors.

Which institutional investors have been buying Simplify Treasury Option Income ETF stock?

Of the 21 institutional investors that purchased Simplify Treasury Option Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Simplify Asset Management Inc. ($1.34M), Peak Financial Advisors LLC ($510.06K), Park Edge Advisors LLC ($447.27K), Lloyd Advisory Services LLC. ($71.12K), Ferguson Shapiro LLC ($44.71K), Jane Street Group LLC ($43.96K), and AE Wealth Management LLC ($32.20K).

How much institutional buying is happening at Simplify Treasury Option Income ETF?

Institutional investors have bought a total of 2,714,233 shares in the last 24 months. This purchase volume represents approximately $66.98M in transactions.

Which Simplify Treasury Option Income ETF major shareholders have been selling company stock?

The following institutional investors have sold Simplify Treasury Option Income ETF stock in the last 24 months: Encompass More Asset Management ($21.58K), B. Riley Wealth Advisors Inc. ($20.53K), Tucker Asset Management LLC ($2.76K), and Ferguson Shapiro LLC ($1.96K).

How much institutional selling is happening at Simplify Treasury Option Income ETF?

Institutional investors have sold a total of 46,825 shares in the last 24 months. This volume of shares sold represents approximately $1.16M in transactions.



This page (NYSEARCA:BUCK) was last updated on 12/22/2024 by MarketBeat.com Staff
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