Latest Institutional Transactions on Simplify Exch Trad Fds Us Eq P (SPD)
This table provides information on the latest institutional transactions involving Simplify Exch Trad Fds Us Eq P (SPD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-533- 2.03% |
$14K - $16.8K
|
25.7K
$872K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
SELL
|
- |
-402Closed |
$10.6K - $12.6K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.53KClosed |
$40.2K - $48.1K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
670New |
$19.9K - $22.3K
|
670
$22.8K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.74KNew |
$51.4K - $57.8K
|
1.74K
$58.9K
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-10.4KClosed |
$309K - $347K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-16.7KClosed |
$493K - $554K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-19.3KClosed |
$572K - $643K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.83K- 8.45% |
$114K - $128K
|
41.5K
$1.41M
|
|
| Q4 2021 | |||||||
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.15KClosed |
$34.6K - $38.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-43.6KClosed |
$1.32M - $1.46M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-39.7KClosed |
$1.2M - $1.33M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
8.68KNew |
$262K - $290K
|
8.68K
$295K
|
|
| Q3 2021 | |||||||
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.15KNew |
$34.4K - $36.7K
|
1.15K
$38.9K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
500New |
$15K - $16K
|
500
$17K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.24KNew |
$67.2K - $71.7K
|
2.24K
$76.1K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
845New |
$22.4K - $23.9K
|
845
$28.7K
|
|