Purchases and Sales Made in Q3 2023 in Simplify ETF Simplify Volatili (SVOL)
This table provides information about the institutional ownership of Simplify ETF Simplify Volatili (SVOL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
191KNew |
$4.26M - $4.42M
|
191K
$4.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
99.2KNew |
$2.21M - $2.3M
|
99.2K
$2.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
83.3KNew |
$1.86M - $1.93M
|
83.3K
$1.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
79.5KNew |
$1.78M - $1.84M
|
79.5K
$1.72M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
53.3K+ 253.88% |
$1.19M - $1.23M
|
74.3K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
33.4K+ 9.85% |
$746K - $774K
|
372K
$8.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.6K+ 122.91% |
$660K - $685K
|
53.6K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.1KNew |
$538K - $558K
|
24.1K
$522K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.5KNew |
$524K - $544K
|
23.5K
$509K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
21.5KNew |
$481K - $499K
|
21.5K
$466K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.9KNew |
$378K - $393K
|
16.9K
$367K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13.6KNew |
$303K - $314K
|
13.6K
$294K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.9KNew |
$243K - $253K
|
10.9K
$236K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.25K+ 194.03% |
$162K - $168K
|
11K
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.57K+ 2.59% |
$57.4K - $59.6K
|
102K
$2.21M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.74K+ 8.56% |
$38.9K - $40.4K
|
22.1K
$479K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.46K+ 146000.0% |
$32.6K - $33.8K
|
1.46K
$31.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.1K+ 10.57% |
$24.5K - $25.4K
|
11.5K
$248K
|
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
484+ 0.19% |
$10.8K - $11.2K
|
251K
$5.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
425+ 120.74% |
$9.49K - $9.85K
|
777
$16.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
266+ 30.43% |
$5.94K - $6.16K
|
1.14K
$24.7K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
220New |
$4.91K - $5.1K
|
220
$4.77K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
220New |
$4.91K - $5.1K
|
220
$4.77K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
59New |
$1.32K - $1.37K
|
59
$1.28K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-19- 95.0% |
$424 - $440
|
1
$21.7
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-569- 3.82% |
$12.7K - $13.2K
|
14.3K
$310K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-825- 6.11% |
$18.4K - $19.1K
|
12.7K
$275K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1.07K- 5.12% |
$23.8K - $24.7K
|
19.7K
$428K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.53K- 1.95% |
$56.6K - $58.7K
|
128K
$2.77M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.86K- 5.33% |
$63.8K - $66.2K
|
50.8K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.73K- 74.87% |
$83.2K - $86.3K
|
1.25K
$27.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.72K- 38.78% |
$217K - $225K
|
15.3K
$332K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-21.1K- 40.7% |
$470K - $488K
|
30.7K
$665K
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-22.8K- 2.26% |
$510K - $529K
|
988K
$21.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-23.6K- 67.88% |
$528K - $548K
|
11.2K
$242K
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-59.5K- 51.32% |
$1.33M - $1.38M
|
56.5K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-62.1K- 80.31% |
$1.39M - $1.44M
|
15.2K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-239K- 83.89% |
$5.34M - $5.55M
|
46K
$995K
|