Purchases and Sales Made in Q4 2023 in Simplify Exchange Traded Fds S (BUCK)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds S (BUCK) during Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
1.07MNew |
N/A
|
1.07M
$0
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
29.6KNew |
N/A
|
29.6K
$0
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
23.5K+ 6.88% |
N/A
|
365K
$0
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.85KNew |
N/A
|
1.85K
$0
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
136+ 2266.67% |
N/A
|
142
$0
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
8+ 0.67% |
N/A
|
1.21K
$0
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.23K- 28.05% |
N/A
|
13.4K
$0
|