Purchases and Sales Made in Q1 2023 in Simplify Exch Trad Fds Us Eq P (SPD)
This table provides information about the institutional ownership of Simplify Exch Trad Fds Us Eq P (SPD) during Q1 2023. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCH TRAD FDS US EQ P.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
90.1K+ 32.41% |
$2.16M - $2.37M
|
368K
$14.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
24.9K+ 11.14% |
$597K - $653K
|
248K
$9.72M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.7KNew |
$257K - $281K
|
10.7K
$420K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.3K+ 26.43% |
$248K - $271K
|
49.3K
$1.93M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.84K+ 30.69% |
$188K - $206K
|
33.4K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.06KNew |
$146K - $159K
|
6.06K
$238K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.08K+ 52.5% |
$122K - $134K
|
14.8K
$579K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.57K+ 0.35% |
$85.7K - $93.7K
|
1.01M
$39.8M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.41K+ 4.1% |
$57.8K - $63.2K
|
61K
$2.39M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.74K+ 1486.32% |
$41.8K - $45.7K
|
1.86K
$72.8K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.51K+ 6.11% |
$36.3K - $39.7K
|
26.2K
$1.03M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
109New |
$2.62K - $2.86K
|
109
$4.27K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-23- 0.12% |
$552 - $604
|
19.3K
$757K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-50- 0.32% |
$1.2K - $1.31K
|
15.7K
$616K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-72- 2.02% |
$1.73K - $1.89K
|
3.49K
$137K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-140- 0.25% |
$3.36K - $3.68K
|
56.7K
$2.22M
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-455- 1.7% |
$10.9K - $12K
|
26.4K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-628- 14.68% |
$15.1K - $16.5K
|
3.65K
$143K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.37K- 9.63% |
$57K - $62.3K
|
22.3K
$873K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-8.21K- 25.69% |
$197K - $216K
|
23.7K
$931K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.41K- 31.29% |
$202K - $221K
|
18.5K
$724K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-19K- 52.47% |
$456K - $499K
|
17.2K
$674K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-22.1K- 15.87% |
$530K - $580K
|
117K
$4.58M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.7K- 92.51% |
$666K - $729K
|
2.25K
$88.1K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-41.4K- 82.96% |
$993K - $1.09M
|
8.49K
$333K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-136K- 53.54% |
$3.27M - $3.57M
|
118K
$4.63M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-627K- 84.2% |
$15.1M - $16.5M
|
118K
$4.62M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-905K- 89.19% |
$21.7M - $23.8M
|
110K
$4.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.18M- 98.32% |
$28.3M - $31M
|
20.2K
$791K
|