Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 20, 2022
Q4 2021
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
399KNew |
$12M - $13.3M
|
399K
$13.3M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
202K+ 28.95% |
$6.09M - $6.74M
|
899K
$30M
|
|
|
Jan 19, 2022
Q4 2021
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
195KNew |
$5.89M - $6.52M
|
195K
$6.52M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
167K+ 21.5% |
$5.05M - $5.59M
|
945K
$31.6M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
151KNew |
$4.55M - $5.04M
|
151K
$5.04M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
82.9KNew |
$2.5M - $2.77M
|
82.9K
$2.77M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
81.4K+ 107.27% |
$2.46M - $2.72M
|
157K
$5.25M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
50.4KNew |
$1.52M - $1.68M
|
50.4K
$1.68M
|
|
|
Jan 25, 2022
Q4 2021
|
Ferguson Shapiro LLC
|
BUY
|
- |
44.7K+ 29.65% |
$1.35M - $1.49M
|
195K
$6.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
42.1K+ 66.81% |
$1.27M - $1.41M
|
105K
$3.51M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
40KNew |
$1.21M - $1.34M
|
40K
$1.34M
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
38.6K+ 80.61% |
$1.16M - $1.29M
|
86.4K
$2.89M
|
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
32.6K+ 5.52% |
$985K - $1.09M
|
623K
$20.8M
|
|
|
Feb 01, 2022
Q4 2021
|
3 Edge Asset Management, LP
|
BUY
|
- |
25.5KNew |
$769K - $851K
|
25.5K
$850K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
17.1KNew |
$518K - $573K
|
17.1K
$573K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
16.8K+ 8.08% |
$508K - $563K
|
225K
$7.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
16.7KNew |
$502K - $556K
|
16.7K
$556K
|
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
BUY
|
- |
12KNew |
$362K - $401K
|
12K
$401K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
10.8KNew |
$325K - $359K
|
10.8K
$359K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
10.8KNew |
$325K - $359K
|
10.8K
$359K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
10.4KNew |
$314K - $348K
|
10.4K
$348K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
BUY
|
- |
10.2K+ 20.74% |
$307K - $340K
|
59.2K
$1.98M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
9.17KNew |
$277K - $306K
|
9.17K
$306K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
8.68KNew |
$262K - $290K
|
8.68K
$290K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
8.03K+ 41.2% |
$242K - $268K
|
27.5K
$919K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
7.9KNew |
$238K - $264K
|
7.9K
$264K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.02K+ 58.91% |
$212K - $235K
|
18.9K
$632K
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
6.1K+ 91.66% |
$184K - $204K
|
12.7K
$426K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.41K+ 7.05% |
$133K - $147K
|
67K
$2.24M
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
BUY
|
- |
1.23K+ 2.87% |
$37K - $41K
|
43.9K
$1.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
926+ 0.23% |
$27.9K - $30.9K
|
411K
$13.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
579New |
$17.5K - $19.4K
|
579
$19.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
370+ 1.11% |
$11.2K - $12.4K
|
33.7K
$1.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
361+ 0.06% |
$10.9K - $12.1K
|
628K
$21M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
23+ 27.06% |
$694 - $769
|
108
$3.61K
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
BUY
|
- |
2+ 0.5% |
$60.4 - $66.8
|
402
$13.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-33- 0.24% |
$996 - $1.1K
|
13.8K
$459K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-111- 3.17% |
$3.35K - $3.71K
|
3.39K
$113K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-153Closed |
$4.62K - $5.11K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-276- 0.25% |
$8.33K - $9.22K
|
109K
$3.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-558- 12.31% |
$16.8K - $18.6K
|
3.97K
$133K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.15KClosed |
$34.6K - $38.3K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.81K- 11.05% |
$54.7K - $60.5K
|
14.6K
$487K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.41K- 4.6% |
$72.7K - $80.5K
|
50K
$1.67M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-15.1K- 43.89% |
$456K - $505K
|
19.3K
$645K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-18.7K- 35.72% |
$564K - $625K
|
33.7K
$1.12M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-39.7KClosed |
$1.2M - $1.33M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-43.6KClosed |
$1.32M - $1.46M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45KClosed |
$1.36M - $1.51M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-111K- 4.68% |
$3.35M - $3.71M
|
2.26M
$75.5M
|