Purchases and Sales Made in Q4 2022 in Simplify ETF Simplify Volatili (SVOL)
This table provides information about the institutional ownership of Simplify ETF Simplify Volatili (SVOL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
152K+ 319.98% |
$3.15M - $3.39M
|
200K
$4.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.9KNew |
$951K - $1.02M
|
45.9K
$995K
|
|
|
Feb 06, 2023
Q4 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
32.9KNew |
$681K - $732K
|
32.9K
$712K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
19.8K+ 8.51% |
$411K - $441K
|
253K
$5.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
18.3K+ 10.84% |
$378K - $407K
|
187K
$4.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.9KNew |
$287K - $309K
|
13.9K
$300K
|
|
|
Feb 06, 2023
Q4 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
3.73K+ 2.46% |
$77.3K - $83.1K
|
156K
$3.38M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.18K+ 13.4% |
$45.1K - $48.5K
|
18.4K
$400K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.63K+ 483.38% |
$33.8K - $36.3K
|
1.97K
$42.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.5K+ 1.83% |
$31.2K - $33.5K
|
83.5K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.18K+ 3.2% |
$24.4K - $26.3K
|
38K
$825K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
660+ 27.64% |
$13.7K - $14.7K
|
3.05K
$66.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
473+ 2.99% |
$9.8K - $10.5K
|
16.3K
$353K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
352New |
$7.29K - $7.84K
|
352
$7.63K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
4+ 4.6% |
$82.9 - $89.1
|
91
$1.97K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-2.59K- 6.78% |
$53.6K - $57.6K
|
35.5K
$770K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.96K- 5.4% |
$61.4K - $66K
|
51.9K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-5.37K- 26.96% |
$111K - $120K
|
14.5K
$315K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-16K- 30.59% |
$331K - $356K
|
36.3K
$786K
|
|
|
Feb 10, 2023
Q4 2022
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-617K- 56.15% |
$12.8M - $13.7M
|
482K
$10.4M
|