Purchases and Sales Made in Q2 2023 in Simplify Exchange Traded Fds T (CYA)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds T (CYA) during Q2 2023. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCHANGE TRADED FDS T.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
719KNew |
$4.2M - $6.63M
|
719K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
57.2K+ 28.14% |
$334K - $527K
|
260K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
48.3KNew |
$282K - $445K
|
48.3K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
35.3KNew |
$206K - $325K
|
35.3K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
17.5KNew |
$102K - $161K
|
17.5K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.8K+ 55.76% |
$80.7K - $127K
|
38.6K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
893New |
$5.22K - $8.23K
|
893
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
415New |
$2.42K - $3.83K
|
415
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
9New |
$52.6 - $83
|
9
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2New |
$11.7 - $18.4
|
2
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-210Closed |
$1.23K - $1.94K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.78K- 2.51% |
$10.4K - $16.4K
|
69K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.04K- 85.59% |
$11.9K - $18.8K
|
344
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.32K- 9.88% |
$48.6K - $76.7K
|
76K
$0
|