Institutional Ownership Simplify Exchange Traded Fds S (PINK)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds S (PINK). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 3.7 Million shares, which have been reported (via 13F filing form) to have a value of $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
6,681
shares
|
$200,630
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
5,196
shares
|
$156,035
0.02% of portfolio
|
Q3 2024
Added 73.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,865
shares
|
$146,095
0.0% of portfolio
|
Q3 2024
Added 105.71%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,757
shares
|
$82,792
0.01% of portfolio
|
Q3 2024
Added 119.68%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,100
shares
|
$63,063
0.0% of portfolio
|
Q3 2024
Added 950.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
775
shares
|
$23,273
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
300
shares
|
$9,009
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
200
shares
|
$6,006
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
120
shares
|
$3,603
0.0% of portfolio
|
Q1 2024
Reduced 77.53%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
108
shares
|
$3,243
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$3,003
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
70
shares
|
$2,102
0.0% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
44
shares
|
$1,321
0.0% of portfolio
|
Q4 2022
Reduced 95.79%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
5
shares
|
$150
0.0% of portfolio
|
Q3 2024
Added 400.0%
|