Purchases and Sales Made in Q2 2023 in Simplify Exchange Traded Fds S (FIG)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds S (FIG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
230KNew |
$5.33M - $5.51M
|
230K
$4.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12.7KNew |
$296K - $305K
|
12.7K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11KNew |
$254K - $262K
|
11K
$234K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.62KNew |
$37.6K - $38.8K
|
1.62K
$34.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
1.3K+ 11.0% |
$30.1K - $31.1K
|
13.1K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2New |
$46.4 - $47.9
|
2
$42.7
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-83- 0.94% |
$1.92K - $1.99K
|
8.76K
$187K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-476- 3.01% |
$11K - $11.4K
|
15.3K
$327K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-911- 0.82% |
$21.1K - $21.8K
|
111K
$2.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.69K- 1.26% |
$39.3K - $40.5K
|
133K
$2.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-3.34K- 8.82% |
$77.5K - $80K
|
34.5K
$736K
|
|
|
Aug 10, 2023
Q2 2023
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-9.43K- 1.99% |
$219K - $226K
|
466K
$9.93M
|