Purchases and Sales Made in Q2 2024 in Simplify Exchange Traded Fds S (BUCK)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds S (BUCK) during Q2 2024. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCHANGE TRADED FDS S.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
251KNew |
N/A
|
251K
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
70.4KNew |
N/A
|
70.4K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
44.7KNew |
N/A
|
44.7K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
36.4K+ 1.15% |
N/A
|
3.22M
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
32.2K+ 17.18% |
N/A
|
220K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
22K+ 5.52% |
N/A
|
421K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.3KNew |
N/A
|
20.3K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
15.2K+ 9.78% |
N/A
|
171K
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
15KNew |
N/A
|
15K
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
14.8KNew |
N/A
|
14.8K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
13.2KNew |
N/A
|
13.2K
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
12KNew |
N/A
|
12K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.55KNew |
N/A
|
9.55K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.53KNew |
N/A
|
2.53K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
754New |
N/A
|
754
$0
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
7New |
N/A
|
7
$0
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
N/A
|
2
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
N/A
|
2
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-13- 4.91% |
N/A
|
252
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-308- 1.29% |
N/A
|
23.5K
$0
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.5K- 56.22% |
N/A
|
8.16K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-18.7K- 56.21% |
N/A
|
14.5K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.2K- 59.13% |
N/A
|
13.3K
$0
|