Purchases and Sales Made in Q2 2024 in Simplify Exchange Traded Fds S (PINK)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds S (PINK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
777KNew |
$22.3M - $24.6M
|
777K
$23.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
146K+ 421.08% |
$4.18M - $4.61M
|
180K
$5.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
106K+ 20.46% |
$3.05M - $3.37M
|
626K
$18.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.2K+ 27.38% |
$896K - $989K
|
145K
$4.37M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
17.3KNew |
$497K - $548K
|
17.3K
$521K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
12K+ 93.11% |
$343K - $378K
|
24.8K
$746K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
11.4K+ 8.92% |
$327K - $361K
|
139K
$4.18M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
9.03K+ 300.83% |
$259K - $286K
|
12K
$362K
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
8.03KNew |
$231K - $254K
|
8.03K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
7.24KNew |
$208K - $229K
|
7.24K
$218K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
6.43K+ 8.53% |
$185K - $204K
|
81.8K
$2.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.91K+ 59.9% |
$112K - $124K
|
10.4K
$314K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.77K+ 25.04% |
$79.6K - $87.7K
|
13.8K
$416K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.9K+ 3.65% |
$54.5K - $60.2K
|
54K
$1.63M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.26KNew |
$36K - $39.7K
|
1.26K
$37.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
775New |
$22.3K - $24.5K
|
775
$23.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
657+ 4.52% |
$18.9K - $20.8K
|
15.2K
$457K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
586+ 2.08% |
$16.8K - $18.6K
|
28.8K
$867K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
373+ 1.66% |
$10.7K - $11.8K
|
22.9K
$687K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
300+ 0.5% |
$8.61K - $9.5K
|
60.9K
$1.83M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
101New |
$2.9K - $3.2K
|
101
$3.04K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
56+ 0.76% |
$1.61K - $1.77K
|
7.4K
$223K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-100- 33.33% |
$2.87K - $3.17K
|
200
$6.02K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-100- 33.33% |
$2.87K - $3.17K
|
200
$6.02K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-101- 99.02% |
$2.9K - $3.2K
|
1
$30.1
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-101- 99.02% |
$2.9K - $3.2K
|
1
$30.1
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-250- 76.92% |
$7.18K - $7.92K
|
75
$2.26K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-260- 8.0% |
$7.46K - $8.23K
|
2.99K
$89.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-541- 4.22% |
$15.5K - $17.1K
|
12.3K
$369K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-635- 21.17% |
$18.2K - $20.1K
|
2.37K
$71.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.7K- 9.98% |
$48.8K - $53.8K
|
15.3K
$461K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.73K- 24.11% |
$78.3K - $86.4K
|
8.59K
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-5.55K- 19.47% |
$159K - $176K
|
22.9K
$690K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.55K- 30.02% |
$188K - $207K
|
15.3K
$459K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.01K- 46.58% |
$201K - $222K
|
8.04K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.07K- 44.5% |
$260K - $287K
|
11.3K
$340K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.1K- 28.6% |
$375K - $413K
|
32.6K
$980K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-31K- 70.06% |
$890K - $982K
|
13.2K
$398K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-37.8K- 34.44% |
$1.08M - $1.2M
|
71.9K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-55.9K- 89.75% |
$1.6M - $1.77M
|
6.38K
$192K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-63.2K- 17.82% |
$1.81M - $2M
|
291K
$8.76M
|