Purchases and Sales Made in Q1 2025 in Simplify Exch Trad Fds Simplif (SPBC)
This table provides information about the institutional ownership of Simplify Exch Trad Fds Simplif (SPBC) during Q1 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCH TRAD FDS SIMPLIF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
81.4K+ 78.78% |
$2.91M - $3.31M
|
185K
$7.29M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.2K+ 276.97% |
$1.54M - $1.76M
|
58.8K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.32K+ 67.2% |
$298K - $339K
|
20.7K
$817K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
5.8KNew |
$207K - $236K
|
5.8K
$229K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.39K+ 45.29% |
$157K - $178K
|
14.1K
$555K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
200+ 13.03% |
$7.15K - $8.13K
|
1.74K
$68.5K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
114New |
$4.08K - $4.64K
|
114
$4.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31+ 0.3% |
$1.11K - $1.26K
|
10.3K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-57- 0.18% |
$2.04K - $2.32K
|
31.9K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-1.96K- 8.91% |
$70.1K - $79.8K
|
20K
$791K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-5.54K- 32.76% |
$198K - $225K
|
11.4K
$449K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-9.46K- 43.93% |
$338K - $385K
|
12.1K
$476K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-124K- 54.74% |
$4.45M - $5.06M
|
103K
$4.06M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-193K- 77.9% |
$6.88M - $7.83M
|
54.6K
$2.16M
|