Purchases and Sales Made in Q4 2022 in Simplify Exchange Traded Fds S (FIG)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds S (FIG) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
36.7KNew |
$845K - $897K
|
36.7K
$782K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.8KNew |
$365K - $387K
|
15.8K
$338K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
13.7K+ 12.55% |
$316K - $336K
|
123K
$2.62M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.07KNew |
$209K - $222K
|
9.07K
$193K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.76K+ 2.81% |
$86.6K - $91.9K
|
137K
$2.93M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.73K+ 24.94% |
$39.9K - $42.3K
|
8.66K
$185K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.34KNew |
$30.9K - $32.8K
|
1.34K
$28.6K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
600New |
$13.8K - $14.7K
|
600
$12.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|