Purchases and Sales Made in Q3 2024 in Simplify Exch Trad Fds Simplif (SPBC)
This table provides information about the institutional ownership of Simplify Exch Trad Fds Simplif (SPBC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
302K+ 537.23% |
$9.76M - $11M
|
358K
$14.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
15.5K+ 7.45% |
$501K - $564K
|
223K
$8.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.52K+ 7.41% |
$178K - $201K
|
79.9K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.38K+ 44.25% |
$142K - $159K
|
14.3K
$566K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.87K+ 7.52% |
$125K - $141K
|
55.3K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.03K+ 7.18% |
$33.3K - $37.5K
|
15.4K
$609K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
325+ 3.44% |
$10.5K - $11.8K
|
9.78K
$388K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
30New |
$971 - $1.09K
|
30
$1.19K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1+ 0.18% |
$32.4 - $36.4
|
551
$21.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-670- 4.96% |
$21.7K - $24.4K
|
12.8K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.4K- 97.7% |
$45.3K - $50.9K
|
33
$1.31K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.42K- 24.35% |
$111K - $124K
|
10.6K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.62K- 40.93% |
$182K - $204K
|
8.11K
$321K
|