Latest Institutional Transactions on Simp Exch.Tra.Fds Simplify Agg (AGGH)
This table provides information on the latest institutional transactions involving Simp Exch.Tra.Fds Simplify Agg (AGGH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
43.5KNew |
$899K - $965K
|
43.5K
$893K
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
38.8K+ 9.27% |
$803K - $861K
|
457K
$9.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21.7KNew |
$449K - $481K
|
21.7K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.72K+ 13.19% |
$35.7K - $38.3K
|
14.8K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.1K+ 273.87% |
$705K - $756K
|
46.5K
$956K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 50.0% |
$20.7 - $22.2
|
3
$61.7
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
24.5KNew |
$507K - $544K
|
24.5K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.49K+ 94.26% |
$196K - $211K
|
19.6K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
155+ 0.37% |
$3.21K - $3.44K
|
41.8K
$859K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52.8KNew |
$1.09M - $1.17M
|
52.8K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
43.5KNew |
$899K - $965K
|
43.5K
$893K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18.6KNew |
$385K - $412K
|
18.6K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
108K+ 20.73% |
$2.24M - $2.4M
|
631K
$13M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.9K+ 17.59% |
$266K - $285K
|
86K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
41.4KNew |
$857K - $919K
|
41.4K
$851K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
100KNew |
$2.08M - $2.23M
|
100K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
100KNew |
$2.08M - $2.23M
|
100K
$2.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
268K+ 132.91% |
$5.54M - $5.94M
|
469K
$9.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
65.1KNew |
$1.35M - $1.45M
|
65.1K
$1.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.83K+ 42.04% |
$141K - $152K
|
23.1K
$474K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11K+ 28.76% |
$228K - $245K
|
49.4K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
297K+ 6.06% |
$6.13M - $6.58M
|
5.19M
$107M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.13K- 20.43% |
$44.1K - $47.3K
|
8.3K
$171K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.4K- 20.46% |
$49.7K - $53.3K
|
9.33K
$192K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
75.2KNew |
$1.56M - $1.67M
|
75.2K
$1.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
97+ 0.33% |
$2.01K - $2.15K
|
29.4K
$605K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.46K+ 1.42% |
$30.1K - $32.3K
|
104K
$2.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.1KNew |
$850K - $912K
|
41.1K
$845K
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
71.3K+ 46.06% |
$1.48M - $1.58M
|
226K
$4.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
17.8KNew |
$368K - $395K
|
17.8K
$366K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-66K- 29.05% |
$1.36M - $1.46M
|
161K
$3.31M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
71.8K+ 2073.13% |
$1.49M - $1.59M
|
75.3K
$1.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
64.1KNew |
$1.31M - $1.38M
|
64.1K
$1.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22K- 57.64% |
$450K - $473K
|
16.2K
$333K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
305K+ 962.53% |
$6.49M - $6.72M
|
336K
$6.91M
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
70New |
$1.52K - $1.61K
|
70
$1.44K
|
|