Purchases and Sales Made in Q4 2022 in Simplify Exchange Traded Fds S (PINK)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds S (PINK) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
41.9KNew |
$998K - $1.16M
|
41.9K
$1.28M
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
24.2KNew |
$576K - $667K
|
24.2K
$740K
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
18.4KNew |
$439K - $509K
|
18.4K
$564K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.1KNew |
$264K - $306K
|
11.1K
$339K
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.6K+ 59.69% |
$252K - $292K
|
28.3K
$866K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.11KNew |
$193K - $224K
|
8.11K
$248K
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.83KNew |
$186K - $216K
|
7.83K
$239K
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
7.34K+ 6.47% |
$175K - $203K
|
121K
$3.7M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.1K+ 50.74% |
$145K - $168K
|
18.1K
$555K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.04K+ 6.99% |
$144K - $167K
|
92.4K
$2.83M
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
3.9K+ 18.98% |
$92.8K - $107K
|
24.4K
$747K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.65KNew |
$86.9K - $101K
|
3.65K
$112K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.96K+ 28.06% |
$70.4K - $81.5K
|
13.5K
$413K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
964+ 4.3% |
$23K - $26.6K
|
23.4K
$715K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
675+ 7.64% |
$16.1K - $18.6K
|
9.51K
$291K
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
211New |
$5.03K - $5.82K
|
211
$6.45K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
116+ 0.55% |
$2.76K - $3.2K
|
21.3K
$651K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
100New |
$2.38K - $2.76K
|
100
$3.06K
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2+ 0.01% |
$47.6 - $55.2
|
17.6K
$537K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-45- 2.23% |
$1.07K - $1.24K
|
1.97K
$60.3K
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-912- 16.07% |
$21.7K - $25.2K
|
4.76K
$146K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1K- 95.79% |
$23.8K - $27.6K
|
44
$1.35K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.4K- 18.19% |
$105K - $122K
|
19.8K
$606K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-49K- 67.39% |
$1.17M - $1.35M
|
23.7K
$725K
|