Purchases and Sales Made in Q1 2023 in Simplify ETF Simplify Volatili (SVOL)
This table provides information about the institutional ownership of Simplify ETF Simplify Volatili (SVOL) during Q1 2023. The information is specifically focused on institutions that hold shares of SIMPLIFY ETF SIMPLIFY VOLATILI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
950K+ 2890.57% |
$20.1M - $21.7M
|
982K
$21.3M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
132KNew |
$2.79M - $3.02M
|
132K
$2.85M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
90.2K+ 45.13% |
$1.91M - $2.06M
|
290K
$6.28M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
54.7KNew |
$1.16M - $1.25M
|
54.7K
$1.18M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
24.8KNew |
$527K - $568K
|
24.8K
$538K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
13.2K+ 34.81% |
$281K - $303K
|
51.3K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
12.3K+ 2.56% |
$261K - $282K
|
494K
$10.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
12.2KNew |
$258K - $278K
|
12.2K
$263K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.08K+ 7.28% |
$129K - $139K
|
89.6K
$1.94M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.18KNew |
$110K - $119K
|
5.18K
$112K
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
4.44K+ 2.38% |
$94.2K - $102K
|
191K
$4.14M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.04K+ 14.74% |
$43.4K - $46.8K
|
15.9K
$344K
|
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.52K+ 0.97% |
$32.2K - $34.7K
|
157K
$3.41M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
591New |
$12.5K - $13.5K
|
591
$12.8K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
260+ 1.6% |
$5.52K - $5.95K
|
16.5K
$358K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
128+ 36.36% |
$2.72K - $2.93K
|
480
$10.4K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
113New |
$2.4K - $2.59K
|
113
$2.45K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
50+ 500.0% |
$1.06K - $1.15K
|
60
$1.3K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-60- 1.97% |
$1.27K - $1.37K
|
2.99K
$64.7K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-100- 0.19% |
$2.12K - $2.29K
|
51.8K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-567- 3.9% |
$12K - $13K
|
14K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.17K- 6.35% |
$24.8K - $26.8K
|
17.3K
$374K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17K- 37.06% |
$361K - $389K
|
28.9K
$625K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-17.1K- 47.1% |
$363K - $391K
|
19.2K
$416K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-135K- 53.22% |
$2.85M - $3.08M
|
118K
$2.56M
|