Purchases and Sales Made in Q1 2024 in Simplify Exchange Traded Fds S (PINK)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds S (PINK) during Q1 2024. 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 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
409K+ 368.2% |
$11.2M - $12.6M
|
520K
$15.6M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
249K+ 235.69% |
$6.79M - $7.7M
|
355K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
217KNew |
$5.93M - $6.72M
|
217K
$6.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
75.3KNew |
$2.06M - $2.33M
|
75.3K
$2.27M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
60.6KNew |
$1.65M - $1.87M
|
60.6K
$1.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45.6KNew |
$1.24M - $1.41M
|
45.6K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44.3KNew |
$1.21M - $1.37M
|
44.3K
$1.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34.6KNew |
$943K - $1.07M
|
34.6K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.1KNew |
$902K - $1.02M
|
33.1K
$995K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.3KNew |
$800K - $907K
|
29.3K
$882K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
28.5KNew |
$777K - $881K
|
28.5K
$857K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
27.8K+ 114.51% |
$759K - $860K
|
52.1K
$1.57M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.5KNew |
$613K - $695K
|
22.5K
$676K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.2KNew |
$605K - $686K
|
22.2K
$668K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
21.8KNew |
$595K - $675K
|
21.8K
$656K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.6KNew |
$589K - $668K
|
21.6K
$650K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.8K+ 18.45% |
$485K - $549K
|
114K
$3.43M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.6KNew |
$480K - $544K
|
17.6K
$529K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17KNew |
$465K - $527K
|
17K
$512K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.5KNew |
$397K - $449K
|
14.5K
$437K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14KNew |
$382K - $433K
|
14K
$421K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
12.8KNew |
$350K - $397K
|
12.8K
$386K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
11.8KNew |
$321K - $364K
|
11.8K
$354K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.6K+ 335.53% |
$316K - $359K
|
15.1K
$453K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
11.1KNew |
$302K - $342K
|
11.1K
$333K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.87K+ 53.79% |
$269K - $305K
|
28.2K
$849K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.07K+ 80.19% |
$248K - $281K
|
20.4K
$613K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
7.73KNew |
$211K - $239K
|
7.73K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.35KNew |
$200K - $227K
|
7.35K
$221K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.01KNew |
$191K - $217K
|
7.01K
$211K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.53KNew |
$178K - $202K
|
6.53K
$197K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.63K+ 38.1% |
$153K - $174K
|
20.4K
$613K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.31KNew |
$117K - $133K
|
4.31K
$129K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3KNew |
$81.9K - $92.8K
|
3K
$90.3K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3KNew |
$81.8K - $92.8K
|
3K
$90.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.44K+ 79.6% |
$39.3K - $44.5K
|
3.25K
$97.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
908+ 8.72% |
$24.8K - $28.1K
|
11.3K
$340K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
325New |
$8.87K - $10K
|
325
$9.78K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
101+ 10100.0% |
$2.76K - $3.12K
|
102
$3.07K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
101+ 10100.0% |
$2.76K - $3.12K
|
102
$3.07K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
101+ 10100.0% |
$2.76K - $3.12K
|
102
$3.07K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
100+ 50.0% |
$2.73K - $3.09K
|
300
$9.02K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$2.73K - $3.09K
|
100
$3.01K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-414- 77.53% |
$11.3K - $12.8K
|
120
$3.61K
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-860- 10.01% |
$23.5K - $26.6K
|
7.73K
$233K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.2K- 1.89% |
$32.7K - $37.1K
|
62.3K
$1.87M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.38K- 20.86% |
$92.1K - $104K
|
12.8K
$385K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-5.11K- 4.46% |
$140K - $158K
|
110K
$3.3M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.4K- 64.45% |
$339K - $384K
|
6.85K
$206K
|