Purchases and Sales Made in Q1 2023 in Simplify Exchange Traded Fds S (FIG)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds S (FIG) during Q1 2023. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCHANGE TRADED FDS S.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
475KNew |
$11M - $11.4M
|
475K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
11.8KNew |
$273K - $282K
|
11.8K
$251K
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.21K+ 3.31% |
$28.1K - $29K
|
37.9K
$808K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
500New |
$11.6K - $12K
|
500
$10.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
500New |
$11.6K - $12K
|
500
$10.7K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3- 0.02% |
$69.6 - $71.8
|
15.8K
$337K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-219- 2.42% |
$5.08K - $5.24K
|
8.85K
$189K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-693- 8.0% |
$16.1K - $16.6K
|
7.97K
$170K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.02K- 75.84% |
$23.6K - $24.3K
|
324
$6.91K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.53K- 1.84% |
$58.6K - $60.4K
|
135K
$2.87M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-11.4K- 9.26% |
$264K - $272K
|
112K
$2.38M
|