Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
203KNew |
$5.14M - $5.58M
|
203K
$6.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
182K+ 49.56% |
$4.62M - $5.01M
|
550K
$18.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
47.8KNew |
$1.21M - $1.31M
|
47.8K
$1.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
41.2K+ 16.62% |
$1.04M - $1.13M
|
289K
$9.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
22.5K+ 133.7% |
$570K - $617K
|
39.3K
$1.31M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
8.81KNew |
$223K - $242K
|
8.81K
$293K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7.61KNew |
$193K - $209K
|
7.61K
$253K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.57K+ 42.64% |
$116K - $125K
|
15.3K
$508K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.97K+ 15.13% |
$101K - $109K
|
30.2K
$1M
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$2.53K - $2.75K
|
100
$3.32K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
16+ 0.47% |
$405 - $439
|
3.42K
$114K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-7- 18.92% |
$177 - $192
|
30
$997
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-100- 0.18% |
$2.53K - $2.75K
|
56.6K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-856- 1.4% |
$21.7K - $23.5K
|
60.2K
$2M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.08K- 12.7% |
$27.3K - $29.6K
|
7.41K
$246K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.63K- 72.45% |
$41.2K - $44.7K
|
619
$20.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.2K- 60.26% |
$55.7K - $60.4K
|
1.45K
$48.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.19K- 6.48% |
$80.9K - $87.7K
|
46.1K
$1.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-4K- 23.26% |
$101K - $110K
|
13.2K
$439K
|
|
|
Jul 17, 2023
Q2 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-5.54K- 28.72% |
$140K - $152K
|
13.8K
$457K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.82K- 96.07% |
$147K - $160K
|
238
$7.91K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-6.13K- 30.4% |
$155K - $168K
|
14K
$467K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.78K- 7.09% |
$197K - $213K
|
102K
$3.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-8.04K- 30.49% |
$204K - $221K
|
18.3K
$609K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.25K- 44.72% |
$209K - $227K
|
10.2K
$339K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-9.14K- 27.39% |
$231K - $251K
|
24.2K
$805K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-10.4K- 46.75% |
$263K - $286K
|
11.9K
$394K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-26.6K- 22.75% |
$673K - $730K
|
90.3K
$3M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-76.6K- 65.05% |
$1.94M - $2.1M
|
41.2K
$1.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-112K- 94.77% |
$2.83M - $3.07M
|
6.18K
$205K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-988K- 97.39% |
$25M - $27.1M
|
26.5K
$880K
|