Purchases and Sales Made in Q3 2023 in Simplify Exchange Traded Fds T (CYA)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds T (CYA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
128K+ 185.33% |
$535K - $837K
|
197K
$0
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
45.3KNew |
$189K - $296K
|
45.3K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.1KNew |
$75.6K - $118K
|
18.1K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.4K+ 18.99% |
$60.3K - $94.3K
|
90.4K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
12K+ 17.78% |
$50.2K - $78.5K
|
79.5K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$41.8K - $65.4K
|
10K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-16.6K- 94.85% |
$69.2K - $108K
|
899
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.7K- 6.81% |
$74.1K - $116K
|
243K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.1K- 96.09% |
$155K - $243K
|
1.51K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-702K- 97.69% |
$2.93M - $4.59M
|
16.6K
$0
|