Purchases and Sales Made in Q2 2023 in Simplify Exchange Traded Fds S (PINK)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds S (PINK) during Q2 2023. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCHANGE TRADED FDS S.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
118KNew |
$2.94M - $3.14M
|
118K
$3.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
101KNew |
$2.5M - $2.67M
|
101K
$3.08M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
43.8KNew |
$1.09M - $1.16M
|
43.8K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.7K+ 72.55% |
$390K - $417K
|
37.4K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5KNew |
$310K - $331K
|
12.5K
$381K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11.1KNew |
$276K - $295K
|
11.1K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.2K+ 54.36% |
$254K - $272K
|
29K
$888K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
9.88K+ 8.25% |
$245K - $262K
|
130K
$3.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4K+ 22.71% |
$99.4K - $106K
|
21.6K
$661K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
3.68KNew |
$91.5K - $97.8K
|
3.68K
$113K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.94K+ 6.15% |
$48.3K - $51.7K
|
33.6K
$1.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.94K+ 6.15% |
$48.3K - $51.7K
|
33.6K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.14K+ 3.3% |
$28.3K - $30.3K
|
35.6K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
800+ 6.06% |
$19.9K - $21.3K
|
14K
$428K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
660+ 6.94% |
$16.4K - $17.5K
|
10.2K
$311K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
40New |
$994 - $1.06K
|
40
$1.22K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
20New |
$497 - $531
|
20
$612
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3New |
$74.6 - $79.7
|
3
$91.8
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-377- 0.92% |
$9.37K - $10K
|
40.7K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.85K- 4.25% |
$95.6K - $102K
|
86.7K
$2.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.12K- 24.91% |
$152K - $163K
|
18.5K
$564K
|