Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.19M+ 5338.1% |
$31.1M - $34.3M
|
1.21M
$40.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
604K+ 151.15% |
$15.8M - $17.4M
|
1M
$33.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
127K+ 14.71% |
$3.32M - $3.67M
|
991K
$32.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
115K+ 76.96% |
$3.01M - $3.32M
|
265K
$8.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
78.3K+ 32.83% |
$2.05M - $2.26M
|
317K
$10.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
54.4KNew |
$1.42M - $1.57M
|
54.4K
$1.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
44.8K+ 14.57% |
$1.17M - $1.29M
|
352K
$11.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
39K+ 18.28% |
$1.02M - $1.13M
|
253K
$8.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
35.5K+ 25.53% |
$928K - $1.02M
|
174K
$5.79M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
34.6K+ 26.44% |
$905K - $998K
|
165K
$5.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
22.8KNew |
$595K - $657K
|
22.8K
$756K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
18.4K+ 49.74% |
$482K - $531K
|
55.4K
$1.84M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
18.4K+ 49.64% |
$482K - $531K
|
55.5K
$1.84M
|
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
15.5K+ 1.79% |
$404K - $446K
|
881K
$29.3M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
14.7K+ 36.87% |
$384K - $424K
|
54.5K
$1.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.7K+ 204.13% |
$281K - $310K
|
16K
$531K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6.04KNew |
$158K - $174K
|
6.04K
$201K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.46KNew |
$64.4K - $71K
|
2.46K
$81.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
775+ 8.61% |
$20.3K - $22.4K
|
9.78K
$325K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
86+ 3.56% |
$2.25K - $2.48K
|
2.5K
$83.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
76+ 0.19% |
$1.99K - $2.19K
|
41.1K
$1.37M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-7- 0.06% |
$183 - $202
|
12.5K
$415K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-60- 0.57% |
$1.57K - $1.73K
|
10.5K
$350K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-70- 6.92% |
$1.83K - $2.02K
|
942
$31.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-78- 0.16% |
$2.04K - $2.25K
|
49.1K
$1.63M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-116- 0.71% |
$3.03K - $3.35K
|
16.2K
$537K
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-411- 0.71% |
$10.8K - $11.9K
|
57.8K
$1.92M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-707- 4.01% |
$18.5K - $20.4K
|
16.9K
$563K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-802- 2.43% |
$21K - $23.1K
|
32.2K
$1.07M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.75K- 1.33% |
$45.7K - $50.4K
|
130K
$4.31M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.51K- 4.5% |
$91.8K - $101K
|
74.5K
$2.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.68K- 5.77% |
$96.3K - $106K
|
60.1K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.81K- 12.6% |
$126K - $139K
|
33.4K
$1.11M
|
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-7.84K- 1.87% |
$205K - $226K
|
412K
$13.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.6K- 34.24% |
$225K - $248K
|
16.5K
$549K
|
|
|
Nov 10, 2022
Q3 2022
|
Clarity Financial LLC
|
SELL
|
- |
-9.31K- 20.75% |
$244K - $269K
|
35.6K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.1K- 3.09% |
$289K - $319K
|
347K
$11.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-18.6K- 17.09% |
$488K - $538K
|
90.4K
$3M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-24.9K- 5.86% |
$650K - $717K
|
399K
$13.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.2K- 4.43% |
$711K - $785K
|
587K
$19.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-72.9K- 75.24% |
$1.91M - $2.1M
|
24K
$798K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-80.1K- 14.42% |
$2.09M - $2.31M
|
475K
$15.8M
|
|
|
Oct 19, 2022
Q3 2022
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-96.1K- 12.34% |
$2.51M - $2.77M
|
682K
$22.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-112K- 88.54% |
$2.92M - $3.22M
|
14.5K
$481K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-770K- 32.56% |
$20.2M - $22.2M
|
1.6M
$53M
|