Purchases and Sales Made in Q4 2024 in Simplify Exc Traded Fds Bitcoi (MAXI)
This table provides information about the institutional ownership of Simplify Exc Traded Fds Bitcoi (MAXI) during Q4 2024. The information is specifically focused on institutions that hold shares of SIMPLIFY EXC TRADED FDS BITCOI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
37.8K+ 186.98% |
N/A
|
58K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.75KNew |
N/A
|
8.75K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.13KNew |
N/A
|
8.13K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
3.81KNew |
N/A
|
3.81K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.1K+ 16.58% |
N/A
|
14.8K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
634New |
N/A
|
634
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
381+ 105.25% |
N/A
|
743
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
34New |
N/A
|
34
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
27+ 28.42% |
N/A
|
122
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
19+ 18.81% |
N/A
|
120
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14+ 26.92% |
N/A
|
66
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
N/A
|
1
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.88K- 39.12% |
N/A
|
10.7K
$0
|