Purchases and Sales Made in Q4 2022 in Simplify Exch Traded Fds Simpl (CTA)
This table provides information about the institutional ownership of Simplify Exch Traded Fds Simpl (CTA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
566KNew |
$14.7M - $17M
|
566K
$16.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
381KNew |
$9.92M - $11.5M
|
381K
$10.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
267KNew |
$6.95M - $8.04M
|
267K
$7.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
62.7KNew |
$1.63M - $1.88M
|
62.7K
$1.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
57.1KNew |
$1.49M - $1.72M
|
57.1K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
54KNew |
$1.4M - $1.62M
|
54K
$1.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
52.7KNew |
$1.37M - $1.58M
|
52.7K
$1.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
39.7K+ 55.67% |
$1.03M - $1.19M
|
111K
$3.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
36.4KNew |
$946K - $1.09M
|
36.4K
$1.04M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
30KNew |
$780K - $901K
|
30K
$860K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
29.2K+ 1882.99% |
$760K - $878K
|
30.8K
$883K
|
|
|
Jan 31, 2023
Q4 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
26.3KNew |
$683K - $789K
|
26.3K
$753K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
22.4KNew |
$582K - $673K
|
22.4K
$643K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
19KNew |
$494K - $570K
|
19K
$544K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.3KNew |
$475K - $549K
|
18.3K
$524K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
16.9KNew |
$440K - $509K
|
16.9K
$486K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
13.8KNew |
$358K - $413K
|
13.8K
$395K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
12.9KNew |
$336K - $388K
|
12.9K
$370K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
12.5KNew |
$325K - $376K
|
12.5K
$359K
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
11.5KNew |
$298K - $345K
|
11.5K
$329K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.34KNew |
$217K - $251K
|
8.34K
$239K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.92KNew |
$206K - $238K
|
7.92K
$227K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.84KNew |
$204K - $236K
|
7.84K
$225K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
7.06K+ 41.42% |
$184K - $212K
|
24.1K
$691K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
6.83KNew |
$178K - $205K
|
6.83K
$196K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.95K+ 3.6% |
$155K - $179K
|
171K
$4.91M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.79KNew |
$150K - $174K
|
5.79K
$166K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.78KNew |
$124K - $144K
|
4.78K
$137K
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
4.12K+ 20.97% |
$107K - $124K
|
23.7K
$681K
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.22K+ 13.04% |
$57.7K - $66.7K
|
19.2K
$552K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
1.43K+ 2.58% |
$37.1K - $42.9K
|
56.8K
$1.63M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
637New |
$16.6K - $19.1K
|
637
$18.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
459New |
$11.9K - $13.8K
|
459
$13.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
127New |
$3.3K - $3.82K
|
127
$3.64K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30New |
$780 - $902
|
30
$861
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
11New |
$286 - $331
|
11
$316
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
4New |
$104 - $120
|
4
$115
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.52KClosed |
$39.6K - $45.8K
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.81K- 27.44% |
$99K - $114K
|
10.1K
$289K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-10.8K- 44.59% |
$280K - $323K
|
13.4K
$383K
|
|
|
Feb 10, 2023
Q4 2022
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-20.4K- 11.32% |
$530K - $612K
|
160K
$4.58M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-29.6K- 36.11% |
$770K - $890K
|
52.4K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-30.3K- 25.01% |
$788K - $910K
|
90.8K
$2.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-51.8K- 53.4% |
$1.35M - $1.56M
|
45.2K
$1.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-73.7K- 90.28% |
$1.92M - $2.21M
|
7.93K
$228K
|
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-99.9K- 73.67% |
$2.6M - $3M
|
35.7K
$1.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-271K- 57.74% |
$7.04M - $8.13M
|
198K
$5.68M
|