Purchases and Sales Made in Q3 2022 in Simplify Exch Traded Fds Simpl (CTA)
This table provides information about the institutional ownership of Simplify Exch Traded Fds Simpl (CTA) during Q3 2022. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCH TRADED FDS SIMPL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
436K+ 1320.14% |
$12.1M - $13.1M
|
469K
$13.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
329KNew |
$9.13M - $9.92M
|
329K
$9.44M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
165KNew |
$4.58M - $4.98M
|
165K
$4.74M
|
|
|
Oct 31, 2022
Q3 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
142KNew |
$3.93M - $4.27M
|
142K
$4.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
121KNew |
$3.36M - $3.65M
|
121K
$3.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
119K+ 194.21% |
$3.3M - $3.58M
|
180K
$5.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
97.1KNew |
$2.69M - $2.93M
|
97.1K
$2.78M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
81.6KNew |
$2.26M - $2.46M
|
81.6K
$2.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
71.4KNew |
$1.98M - $2.15M
|
71.4K
$2.05M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
62.6KNew |
$1.74M - $1.89M
|
62.6K
$1.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
57.8KNew |
$1.61M - $1.74M
|
57.8K
$1.66M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
55.4KNew |
$1.54M - $1.67M
|
55.4K
$1.59M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
44.6K+ 119.16% |
$1.24M - $1.34M
|
82K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
41.5KNew |
$1.15M - $1.25M
|
41.5K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
24.1KNew |
$669K - $727K
|
24.1K
$692K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
21.1KNew |
$585K - $635K
|
21.1K
$604K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20.7KNew |
$574K - $624K
|
20.7K
$594K
|
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
19.6KNew |
$544K - $591K
|
19.6K
$563K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.9KNew |
$385K - $418K
|
13.9K
$398K
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9.01K+ 112.18% |
$250K - $272K
|
17K
$489K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.59KNew |
$211K - $229K
|
7.59K
$218K
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
5.13K+ 3.94% |
$142K - $155K
|
136K
$3.89M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.55KNew |
$43.1K - $46.8K
|
1.55K
$44.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.52KNew |
$42.3K - $45.9K
|
1.52K
$43.7K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
110New |
$3.05K - $3.32K
|
110
$3.16K
|