Purchases and Sales Made in Q2 2023 in Simplify Exch Trad Fds Simplif (SPBC)
This table provides information about the institutional ownership of Simplify Exch Trad Fds Simplif (SPBC) during Q2 2023. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCH TRAD FDS SIMPLIF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
74.8KNew |
$1.67M - $1.87M
|
74.8K
$2.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
73.6K+ 3344.57% |
$1.64M - $1.84M
|
75.8K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
19.4K+ 3458.82% |
$433K - $485K
|
20K
$792K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.55K+ 22.13% |
$79.3K - $88.8K
|
19.6K
$777K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
245New |
$5.47K - $6.13K
|
245
$9.71K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$22.3 - $25
|
1
$39.7
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.04K- 61.78% |
$23.3K - $26K
|
644
$25.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-3.23K- 14.88% |
$72.1K - $80.7K
|
18.5K
$732K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-20.7K- 33.65% |
$462K - $517K
|
40.8K
$1.62M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-31.9K- 98.27% |
$712K - $797K
|
561
$22.2K
|