Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
2.22M+ 81.23% |
$46M - $49.4M
|
4.96M
$102M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
48.9KNew |
$1.01M - $1.09M
|
48.9K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
31.6KNew |
$655K - $704K
|
31.6K
$649K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.4K+ 138.41% |
$422K - $453K
|
35.1K
$720K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.4K+ 19.4% |
$215K - $231K
|
64K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.46K+ 71.99% |
$154K - $166K
|
17.8K
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
6.79K+ 1.52% |
$141K - $151K
|
454K
$9.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.17K+ 11.46% |
$65.5K - $70.4K
|
30.8K
$632K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2New |
$41.4 - $44.5
|
2
$41
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|