Purchases and Sales Made in Q4 2023 in Simplify Exch Traded Fds Simpl (CTA)
This table provides information about the institutional ownership of Simplify Exch Traded Fds Simpl (CTA) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
578KNew |
$13.6M - $15.9M
|
578K
$16.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
171KNew |
$4.03M - $4.73M
|
171K
$4.89M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
171K+ 134.72% |
$4.02M - $4.71M
|
297K
$8.49M
|
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
156KNew |
$3.68M - $4.31M
|
156K
$4.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79.5K+ 242.99% |
$1.87M - $2.19M
|
112K
$3.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
45.7K+ 224.25% |
$1.07M - $1.26M
|
66K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
41.7K+ 304.43% |
$980K - $1.15M
|
55.4K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
31.1K+ 323.44% |
$730K - $857K
|
40.7K
$1.16M
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
18K+ 43.03% |
$423K - $496K
|
59.8K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
14.6KNew |
$344K - $403K
|
14.6K
$417K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.1K+ 62.35% |
$332K - $389K
|
36.7K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
12.7KNew |
$299K - $351K
|
12.7K
$363K
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
9.5K+ 4.49% |
$223K - $262K
|
221K
$6.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
7K+ 21.66% |
$165K - $193K
|
39.3K
$1.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
6.1K+ 1754.02% |
$144K - $168K
|
6.45K
$184K
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
6.05K+ 6.99% |
$142K - $167K
|
92.7K
$2.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
4.58K+ 430.26% |
$108K - $126K
|
5.64K
$161K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.62K+ 41.99% |
$85.1K - $99.8K
|
12.2K
$349K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.07K+ 13.25% |
$48.7K - $57.2K
|
17.7K
$505K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
1.98K+ 19.81% |
$46.6K - $54.7K
|
12K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.92KNew |
$45.1K - $52.9K
|
1.92K
$54.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.05K+ 10.97% |
$24.8K - $29.1K
|
10.6K
$304K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
892+ 6.37% |
$21K - $24.6K
|
14.9K
$425K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500New |
$11.8K - $13.8K
|
500
$14.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
448New |
$10.5K - $12.4K
|
448
$12.8K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
117New |
$2.75K - $3.23K
|
117
$3.34K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
94New |
$2.21K - $2.59K
|
94
$2.68K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
91New |
$2.14K - $2.51K
|
91
$2.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
12New |
$282 - $331
|
12
$342
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
6+ 0.65% |
$141 - $166
|
930
$26.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-89- 39.73% |
$2.09K - $2.46K
|
135
$3.85K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-108- 17.53% |
$2.54K - $2.98K
|
508
$14.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-212- 2.4% |
$4.99K - $5.85K
|
8.63K
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-500- 21.77% |
$11.8K - $13.8K
|
1.8K
$51.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.27K- 3.51% |
$29.8K - $34.9K
|
34.8K
$992K
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-1.84K- 16.4% |
$43.2K - $50.6K
|
9.36K
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2.19K- 4.85% |
$51.4K - $60.3K
|
42.8K
$1.22M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.01K- 99.76% |
$118K - $138K
|
12
$342
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-5.33K- 88.69% |
$125K - $147K
|
680
$19.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.6K- 15.29% |
$249K - $293K
|
58.8K
$1.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.8K- 14.99% |
$253K - $297K
|
61K
$1.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-20.8K- 56.12% |
$489K - $573K
|
16.3K
$464K
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-33.5K- 17.98% |
$789K - $925K
|
153K
$4.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-72.8K- 47.22% |
$1.71M - $2.01M
|
81.3K
$2.32M
|