Purchases and Sales Made in Q2 2022 in Simplify ETF Simplify Volatili (SVOL)
This table provides information about the institutional ownership of Simplify ETF Simplify Volatili (SVOL) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
203KNew |
$4.44M - $5.03M
|
203K
$4.4M
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
29.3K+ 26.4% |
$639K - $724K
|
140K
$3.03M
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
24.5KNew |
$534K - $605K
|
24.5K
$530K
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
19.5K+ 138.32% |
$425K - $481K
|
33.5K
$726K
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
18.2KNew |
$399K - $451K
|
18.2K
$395K
|
|
Aug 11, 2022
Q2 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
17.4K+ 1.22% |
$380K - $430K
|
1.44M
$31.2M
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
9.86K+ 7.38% |
$215K - $244K
|
144K
$3.11M
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
7.72K+ 34.19% |
$169K - $191K
|
30.3K
$657K
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
4.87K+ 13.69% |
$106K - $120K
|
40.4K
$875K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.44K+ 122.93% |
$53.3K - $60.3K
|
4.42K
$95.8K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1.08KNew |
$23.6K - $26.7K
|
1.08K
$23.4K
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
428+ 2.86% |
$9.35K - $10.6K
|
15.4K
$333K
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
350New |
$7.65K - $8.66K
|
350
$7.58K
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3+ 3.75% |
$65.6 - $74.2
|
83
$1.8K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-17.3KClosed |
$378K - $428K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-103KClosed |
$2.24M - $2.54M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-203KClosed |
$4.44M - $5.03M
|
0
$0
|