Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
386KNew |
$10.9M - $12.1M
|
386K
$12.8M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
133KNew |
$3.76M - $4.18M
|
133K
$4.41M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
41.7K+ 11.96% |
$1.18M - $1.31M
|
390K
$13M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
35.5K+ 438.61% |
$1M - $1.12M
|
43.6K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
13.3KNew |
$376K - $418K
|
13.3K
$441K
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
4.3K+ 12.44% |
$122K - $135K
|
38.8K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.95K+ 115.28% |
$55.1K - $61.3K
|
3.64K
$121K
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.3K+ 1.12% |
$36.7K - $40.8K
|
117K
$3.88M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.28K+ 4.72% |
$36.3K - $40.3K
|
28.4K
$944K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15+ 5.3% |
$425 - $472
|
298
$9.9K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.26% |
$28.3 - $31.5
|
381
$12.7K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.26% |
$28.3 - $31.5
|
381
$12.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.26% |
$28.3 - $31.5
|
381
$12.7K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-14- 6.01% |
$396 - $441
|
219
$7.28K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-197- 16.33% |
$5.58K - $6.2K
|
1.01K
$33.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-464- 5.68% |
$13.1K - $14.6K
|
7.7K
$256K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-596- 1.21% |
$16.9K - $18.8K
|
48.5K
$1.61M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-793- 6.14% |
$22.4K - $25K
|
12.1K
$403K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.43K- 59.57% |
$40.3K - $44.9K
|
967
$32.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.83K- 9.67% |
$51.9K - $57.7K
|
17.1K
$569K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.99K- 16.81% |
$113K - $126K
|
19.8K
$656K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.14K- 87.17% |
$145K - $162K
|
756
$25.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10K- 3.7% |
$284K - $316K
|
261K
$8.68M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-23.8K- 66.61% |
$672K - $748K
|
11.9K
$396K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-81.4K- 99.09% |
$2.3M - $2.56M
|
750
$24.9K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-195K- 58.75% |
$5.52M - $6.14M
|
137K
$4.55M
|