Purchases and Sales Made in Q4 2023 in Simplify Exchange Traded Fds T (CYA)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds T (CYA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
3.5MNew |
$700K - $20.9M
|
3.5M
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.01MNew |
$203K - $6.04M
|
1.01M
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
134KNew |
$26.7K - $796K
|
134K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
132KNew |
$26.5K - $789K
|
132K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
121K+ 726.33% |
$24.1K - $719K
|
137K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76.2K+ 31.43% |
$15.2K - $454K
|
319K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
45.5KNew |
$9.1K - $271K
|
45.5K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
23.7KNew |
$4.74K - $141K
|
23.7K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
20.1KNew |
$4.01K - $120K
|
20.1K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.6K+ 64.2% |
$2.32K - $69.2K
|
29.7K
$0
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
11KNew |
$2.21K - $65.8K
|
11K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2KNew |
$400 - $11.9K
|
2K
$0
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$20 - $596
|
100
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3New |
$0.6 - $17.9
|
3
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3New |
$0.6 - $17.9
|
3
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-30K- 15.21% |
$5.99K - $179K
|
167K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-69.7K- 77.08% |
$13.9K - $415K
|
20.7K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-110K- 82.93% |
$22K - $655K
|
22.6K
$0
|