Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
270K+ 56.78% |
$6.45M - $7.06M
|
745K
$24.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
223K+ 410.44% |
$5.34M - $5.85M
|
278K
$9.23M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
165K+ 18.7% |
$3.94M - $4.31M
|
1.05M
$34.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
139KNew |
$3.32M - $3.64M
|
139K
$4.62M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
48.8K+ 27.99% |
$1.17M - $1.28M
|
223K
$7.41M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
33.7KNew |
$807K - $883K
|
33.7K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
32KNew |
$764K - $836K
|
32K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.9KNew |
$642K - $703K
|
26.9K
$893K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.1K+ 2.34% |
$553K - $606K
|
1.01M
$33.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
22.7K+ 9.0% |
$544K - $595K
|
275K
$9.15M
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.9KNew |
$453K - $496K
|
18.9K
$629K
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
16.8KNew |
$402K - $440K
|
16.8K
$559K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.68KNew |
$231K - $253K
|
9.68K
$322K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
3.04K+ 8.55% |
$72.7K - $79.6K
|
38.6K
$1.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.62K+ 278.34% |
$62.7K - $68.6K
|
3.56K
$118K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.87K+ 8.23% |
$44.8K - $49K
|
24.6K
$818K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.54K+ 6.4% |
$36.7K - $40.2K
|
25.5K
$849K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
815+ 1.41% |
$19.5K - $21.3K
|
58.6K
$1.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
579New |
$13.8K - $15.2K
|
579
$19.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
484New |
$11.6K - $12.7K
|
484
$16.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
117New |
$2.8K - $3.06K
|
117
$3.89K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
109New |
$2.61K - $2.85K
|
109
$3.62K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.04K- 3.22% |
$24.8K - $27.1K
|
31.2K
$1.04M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.16K- 6.84% |
$27.7K - $30.3K
|
15.8K
$524K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.95K- 15.64% |
$46.6K - $51.1K
|
10.5K
$350K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.42K- 98.5% |
$57.9K - $63.4K
|
37
$1.23K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.5KClosed |
$59.8K - $65.5K
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.32K- 5.53% |
$79.4K - $86.9K
|
56.8K
$1.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.38K- 10.13% |
$80.8K - $88.5K
|
30K
$996K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-4.64K- 8.52% |
$111K - $121K
|
49.8K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-10.3K- 0.85% |
$247K - $270K
|
1.2M
$39.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.6K- 4.0% |
$253K - $277K
|
254K
$8.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.7K- 73.22% |
$280K - $306K
|
4.28K
$142K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-12.9K- 26.32% |
$309K - $338K
|
36.2K
$1.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-35.6K- 3.4% |
$851K - $932K
|
1.01M
$33.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-562K- 95.79% |
$13.4M - $14.7M
|
24.7K
$822K
|
|
|
Jan 24, 2023
Q4 2022
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-663K- 97.17% |
$15.8M - $17.4M
|
19.3K
$642K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-965K- 96.12% |
$23.1M - $25.2M
|
39K
$1.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.57M- 98.32% |
$37.5M - $41.1M
|
26.8K
$891K
|