Purchases and Sales Made in Q1 2024 in Simplify ETF Simplify Volatili (SVOL)
This table provides information about the institutional ownership of Simplify ETF Simplify Volatili (SVOL) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.74K- 2.01% |
$62K - $63.3K
|
133K
$2.89M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.01K- 64.64% |
$136K - $139K
|
3.29K
$71.2K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-18.6K- 34.97% |
$421K - $430K
|
34.6K
$749K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-23.7K- 52.11% |
$535K - $546K
|
21.7K
$471K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-36.4K- 4.54% |
$822K - $840K
|
765K
$16.6M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-55.7K- 24.04% |
$1.26M - $1.29M
|
176K
$3.81M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-83.3K- 79.22% |
$1.88M - $1.92M
|
21.8K
$473K
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-102K- 28.22% |
$2.3M - $2.35M
|
259K
$5.61M
|