Purchases and Sales Made in Q4 2023 in Simplify Exchange Traded Fds S (PINK)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds S (PINK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
73.6K+ 229.99% |
$1.73M - $2.02M
|
106K
$3.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.3KNew |
$454K - $528K
|
19.3K
$589K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9.77KNew |
$230K - $268K
|
9.77K
$299K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.24K+ 10.61% |
$218K - $253K
|
96.3K
$2.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4K+ 19.7% |
$94.3K - $110K
|
24.3K
$743K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.46KNew |
$81.5K - $94.8K
|
3.46K
$106K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.81KNew |
$42.6K - $49.6K
|
1.81K
$55.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
1.81K+ 1.6% |
$42.6K - $49.6K
|
115K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.41K+ 10.53% |
$33.1K - $38.6K
|
14.8K
$452K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
601+ 0.54% |
$14.2K - $16.5K
|
111K
$3.4M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
200New |
$4.71K - $5.49K
|
200
$6.12K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$23.6 - $27.4
|
1
$30.6
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23- 0.13% |
$542 - $631
|
18.4K
$562K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-520- 4.76% |
$12.3K - $14.3K
|
10.4K
$318K
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-800- 0.62% |
$18.9K - $21.9K
|
128K
$3.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-955- 10.01% |
$22.5K - $26.2K
|
8.59K
$263K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.43K- 17.49% |
$80.9K - $94.1K
|
16.2K
$495K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-21.1K- 48.16% |
$498K - $580K
|
22.8K
$696K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-21.1K- 48.16% |
$498K - $580K
|
22.8K
$696K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.2K- 30.74% |
$664K - $772K
|
63.5K
$1.94M
|