Purchases and Sales Made in Q4 2024 in Simplify Exch Trad Fds Simplif (SPBC)
This table provides information about the institutional ownership of Simplify Exch Trad Fds Simplif (SPBC) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48K+ 86.82% |
$1.72M - $1.96M
|
103K
$4.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
22KNew |
$790K - $898K
|
22K
$890K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.3K+ 165.74% |
$763K - $868K
|
34.1K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14KNew |
$502K - $571K
|
14K
$566K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13.4K+ 165.64% |
$482K - $548K
|
21.5K
$871K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.4KNew |
$444K - $505K
|
12.4K
$501K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.68KNew |
$347K - $395K
|
9.68K
$392K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
7.14K+ 73.0% |
$256K - $291K
|
16.9K
$684K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.31K+ 13057.58% |
$155K - $176K
|
4.34K
$176K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.05K+ 1.81% |
$145K - $165K
|
227K
$9.19M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.54KNew |
$55.1K - $62.6K
|
1.54K
$62.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
224+ 1.46% |
$8.04K - $9.14K
|
15.6K
$631K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.5% |
$35.9 - $40.8
|
201
$8.13K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$35.9 - $40.8
|
1
$40.4
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-10.6K- 99.9% |
$381K - $433K
|
11
$445
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-48K- 60.06% |
$1.72M - $1.96M
|
31.9K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-111K- 30.92% |
$3.97M - $4.51M
|
247K
$9.99M
|