Purchases and Sales Made in Q2 2024 in Simplify Exchange Traded Fds E (HIGH)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds E (HIGH) during Q2 2024. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCHANGE TRADED FDS E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
666K+ 355.66% |
N/A
|
854K
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
181K+ 21.23% |
N/A
|
1.04M
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
174K+ 60.89% |
N/A
|
461K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
150K+ 1270.95% |
N/A
|
162K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
66.1K+ 109.45% |
N/A
|
126K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
50.1K+ 66.0% |
N/A
|
126K
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
50.1K+ 24.24% |
N/A
|
257K
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
47.9KNew |
N/A
|
47.9K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
46.1K+ 7.0% |
N/A
|
705K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45.5K+ 40.78% |
N/A
|
157K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41.5K+ 28.21% |
N/A
|
188K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
39KNew |
N/A
|
39K
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
35.2K+ 6.14% |
N/A
|
608K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
32.4KNew |
N/A
|
32.4K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
31.2K+ 53.28% |
N/A
|
89.7K
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
25.7K+ 114.88% |
N/A
|
48.1K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.6KNew |
N/A
|
24.6K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
23.3K+ 13.21% |
N/A
|
199K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
21KNew |
N/A
|
21K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.8KNew |
N/A
|
19.8K
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
18.3K+ 91.26% |
N/A
|
38.3K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.3KNew |
N/A
|
18.3K
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
17.6KNew |
N/A
|
17.6K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.5K+ 3.6% |
N/A
|
473K
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16.4KNew |
N/A
|
16.4K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.2KNew |
N/A
|
15.2K
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
12.9K+ 25.58% |
N/A
|
63.2K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.4K+ 8.23% |
N/A
|
137K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
9.83K+ 13.5% |
N/A
|
82.7K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.82KNew |
N/A
|
8.82K
$0
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
6.65K+ 52.41% |
N/A
|
19.3K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
6.32K+ 5.18% |
N/A
|
128K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
5.26K+ 2.48% |
N/A
|
218K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.6K+ 8.68% |
N/A
|
45.1K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.99K+ 10.51% |
N/A
|
31.4K
$0
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
2.48K+ 1.96% |
N/A
|
129K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.04K+ 7.12% |
N/A
|
30.6K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.77K+ 1.98% |
N/A
|
91.1K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
901New |
N/A
|
901
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
848+ 0.79% |
N/A
|
108K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
555+ 5.57% |
N/A
|
10.5K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
553+ 4.49% |
N/A
|
12.9K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
324New |
N/A
|
324
$0
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
215+ 21500.0% |
N/A
|
216
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
215+ 21500.0% |
N/A
|
216
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
111+ 0.37% |
N/A
|
29.8K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
83+ 1.18% |
N/A
|
7.12K
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
79+ 1.99% |
N/A
|
4.05K
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
70New |
N/A
|
70
$0
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
30New |
N/A
|
30
$0
|