Purchases and Sales Made in Q1 2023 in Simplify Exchange Traded Fds T (CYA)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds T (CYA) during Q1 2023. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCHANGE TRADED FDS T.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.6K+ 15.09% |
$248K - $312K
|
203K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.4K+ 628.16% |
$199K - $250K
|
24.8K
$0
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
587+ 5.51% |
$5.46K - $6.87K
|
11.2K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
160New |
$1.49K - $1.87K
|
160
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-755- 24.02% |
$7.03K - $8.83K
|
2.39K
$0
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-850- 1.19% |
$7.91K - $9.95K
|
70.8K
$0
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.63K- 86.76% |
$43.1K - $54.1K
|
706
$0
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.2K- 12.64% |
$114K - $143K
|
84.3K
$0
|