Purchases and Sales Made in Q2 2024 in Simplify Exch Trad Fds Simplif (SPBC)
This table provides information about the institutional ownership of Simplify Exch Trad Fds Simplif (SPBC) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
29.7K+ 16.68% |
$933K - $1.04M
|
208K
$8.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
24.3K+ 48.49% |
$764K - $848K
|
74.4K
$2.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.2K+ 45.77% |
$508K - $564K
|
51.4K
$2.04M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14KNew |
$441K - $490K
|
14K
$557K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13.7KNew |
$431K - $479K
|
13.7K
$544K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.89KNew |
$311K - $345K
|
9.89K
$392K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.47KNew |
$46.1K - $51.2K
|
1.47K
$58.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.34K+ 1492.22% |
$42.2K - $46.9K
|
1.43K
$56.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
569+ 4.4% |
$17.9K - $19.9K
|
13.5K
$536K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20New |
$628 - $698
|
20
$793
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3+ 0.55% |
$94.3 - $105
|
550
$21.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$31.4 - $34.9
|
2
$79.3
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$31.4 - $34.9
|
2
$79.3
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23- 0.16% |
$723 - $803
|
14.3K
$569K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-11K- 53.8% |
$346K - $384K
|
9.46K
$375K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-46.6K- 45.38% |
$1.47M - $1.63M
|
56.1K
$2.23M
|