Purchases and Sales Made in Q3 2024 in Simp Exch.Tra.Fds Simplify Agg (AGGH)
This table provides information about the institutional ownership of Simp Exch.Tra.Fds Simplify Agg (AGGH) during Q3 2024. The information is specifically focused on institutions that hold shares of SIMP EXCH.TRA.FDS SIMPLIFY AGG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
297K+ 6.06% |
$6.13M - $6.58M
|
5.19M
$107M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
268K+ 132.91% |
$5.54M - $5.94M
|
469K
$9.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
108K+ 20.73% |
$2.24M - $2.4M
|
631K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
100KNew |
$2.08M - $2.23M
|
100K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
100KNew |
$2.08M - $2.23M
|
100K
$2.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
75.2KNew |
$1.56M - $1.67M
|
75.2K
$1.56M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
71.8K+ 2073.13% |
$1.49M - $1.59M
|
75.3K
$1.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
71.3K+ 46.06% |
$1.48M - $1.58M
|
226K
$4.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
65.1KNew |
$1.35M - $1.45M
|
65.1K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52.8KNew |
$1.09M - $1.17M
|
52.8K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
43.5KNew |
$899K - $965K
|
43.5K
$899K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
43.5KNew |
$899K - $965K
|
43.5K
$899K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
41.4KNew |
$857K - $919K
|
41.4K
$857K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.1KNew |
$850K - $912K
|
41.1K
$850K
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
38.8K+ 9.27% |
$803K - $861K
|
457K
$9.46M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.1K+ 273.87% |
$705K - $756K
|
46.5K
$963K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
24.5KNew |
$507K - $544K
|
24.5K
$507K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21.7KNew |
$449K - $481K
|
21.7K
$449K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18.6KNew |
$385K - $412K
|
18.6K
$385K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
17.8KNew |
$368K - $395K
|
17.8K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.9K+ 17.59% |
$266K - $285K
|
86K
$1.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11K+ 28.76% |
$228K - $245K
|
49.4K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.49K+ 94.26% |
$196K - $211K
|
19.6K
$405K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.83K+ 42.04% |
$141K - $152K
|
23.1K
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.72K+ 13.19% |
$35.7K - $38.3K
|
14.8K
$306K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.46K+ 1.42% |
$30.1K - $32.3K
|
104K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
155+ 0.37% |
$3.21K - $3.44K
|
41.8K
$865K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
97+ 0.33% |
$2.01K - $2.15K
|
29.4K
$609K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 50.0% |
$20.7 - $22.2
|
3
$62.1
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.13K- 20.43% |
$44.1K - $47.3K
|
8.3K
$172K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.4K- 20.46% |
$49.7K - $53.3K
|
9.33K
$193K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-66K- 29.05% |
$1.36M - $1.46M
|
161K
$3.33M
|