Purchases and Sales Made in Q4 2024 in Simplify Exchange Traded Fds E (HIGH)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds E (HIGH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
302KNew |
N/A
|
302K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
114KNew |
N/A
|
114K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
45.3K+ 16.07% |
N/A
|
327K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
37.5K+ 57.97% |
N/A
|
102K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
36.5KNew |
N/A
|
36.5K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
22.7KNew |
N/A
|
22.7K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
11.3KNew |
N/A
|
11.3K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
BUY
|
- |
6.33K+ 1.84% |
N/A
|
350K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.46K+ 10.16% |
N/A
|
59.2K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.81KNew |
N/A
|
3.81K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.68KNew |
N/A
|
2.68K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.57KNew |
N/A
|
2.57K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.65K+ 6.11% |
N/A
|
28.7K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.63KNew |
N/A
|
1.63K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
575New |
N/A
|
575
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
500+ 4.98% |
N/A
|
10.6K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
189+ 2.79% |
N/A
|
6.95K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-542- 5.02% |
N/A
|
10.3K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.07K- 7.78% |
N/A
|
12.7K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.53K- 2.81% |
N/A
|
52.9K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.77K- 21.85% |
N/A
|
17.1K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-11.2K- 6.69% |
N/A
|
156K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-13.3K- 17.99% |
N/A
|
60.8K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-44.1K- 8.14% |
N/A
|
498K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-253K- 71.97% |
N/A
|
98.5K
$0
|