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Simplify Stable Income ETF (BUCK) Institutional Ownership

$24.40
+0.05 (+0.21%)
(As of 11/1/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$24.12M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$557.70K
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BUCK Institutional Buying and Selling by Quarter

Simplify Stable Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024SFG 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%
8/19/2024B. Riley Wealth Advisors Inc.8,163$201K0.0%-56.2%0.153%
8/13/2024AE Wealth Management LLC219,580$5.41M0.1%+17.2%4.104%
8/13/2024Simplify 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%
7/27/2024Encompass 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%
5/16/2024B. Riley Wealth Advisors Inc.18,644$468K0.0%+39.0%0.348%
5/10/2024Nwam LLC23,791$589K0.0%N/A0.445%
4/19/2024 Park Edge Advisors LLC399,210$10.01M2.8%+9.3%7.561%
3/15/2024B. Riley Wealth Advisors Inc.13,414$335K0.0%-28.1%2.064%
2/5/2024Kestra 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%
12/1/2023B. 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%
5/10/2023Simplify 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%
3/6/2023OLD Mission Capital LLC9,803$246K0.0%N/A9.803%
2/10/2023Simplify 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, 19 institutional investors and hedge funds held shares of Simplify Stable Income ETF. The most heavily invested institutionals were Simplify Asset Management Inc. ($79.18M), Peak Financial Advisors LLC ($12.54M), Park Edge Advisors LLC ($10.99M), AE Wealth Management LLC ($5.41M), Encompass More Asset Management ($4.21M), Lloyd Advisory Services LLC. ($1.75M), and Ferguson Shapiro LLC ($1.05M).Learn more on BUCK's institutional investors.

Which institutional investors have been buying Simplify Stable Income ETF stock?

Of the 19 institutional investors that purchased Simplify Stable Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Peak Financial Advisors LLC ($510.06K), Park Edge Advisors LLC ($447.27K), Simplify Asset Management Inc. ($108.18K), Lloyd Advisory Services LLC. ($71.12K), Ferguson Shapiro LLC ($44.71K), AE Wealth Management LLC ($32.20K), and Kestra Private Wealth Services LLC ($29.64K).

How much institutional buying is happening at Simplify Stable Income ETF?

Institutional investors have bought a total of 1,405,739 shares in the last 24 months. This purchase volume represents approximately $34.81M in transactions.

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

The following institutional investors have sold Simplify Stable Income ETF stock in the last 24 months: 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 Stable Income ETF?

Institutional investors have sold a total of 25,248 shares in the last 24 months. This volume of shares sold represents approximately $626.89K in transactions.



This page (NYSEARCA:BUCK) was last updated on 11/2/2024 by MarketBeat.com Staff
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