Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
332KNew |
$8.42M - $9.59M
|
332K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76.4K+ 1335.23% |
$1.94M - $2.21M
|
82.2K
$2.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
48.5KNew |
$1.23M - $1.4M
|
48.5K
$1.61M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
23.3KNew |
$592K - $675K
|
23.3K
$776K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
17.3K+ 94.6% |
$440K - $501K
|
35.7K
$1.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
12.9KNew |
$328K - $373K
|
12.9K
$429K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.3K+ 61.13% |
$261K - $298K
|
27.1K
$902K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
7.12KNew |
$181K - $206K
|
7.12K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
804+ 4.83% |
$20.4K - $23.2K
|
17.5K
$580K
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
781+ 4.3% |
$19.8K - $22.6K
|
19K
$630K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
444+ 35.66% |
$11.3K - $12.8K
|
1.69K
$56.1K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
233New |
$5.91K - $6.74K
|
233
$7.74K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
54New |
$1.37K - $1.56K
|
54
$1.79K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25+ 0.31% |
$634 - $723
|
8.09K
$269K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
24New |
$609 - $694
|
24
$798
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 3.33% |
$25.4 - $28.9
|
31
$1.03K
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2- 0.52% |
$50.7 - $57.8
|
380
$12.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33- 10.44% |
$837 - $954
|
283
$9.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-75- 0.14% |
$1.9K - $2.17K
|
53.1K
$1.76M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-98- 0.52% |
$2.49K - $2.83K
|
18.8K
$623K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-169- 2.79% |
$4.29K - $4.89K
|
5.89K
$196K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-545- 31.13% |
$13.8K - $15.8K
|
1.21K
$40.1K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.59K- 16.29% |
$40.3K - $45.9K
|
8.17K
$271K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.51K- 59.48% |
$89.1K - $102K
|
2.39K
$79.5K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.37K- 15.73% |
$111K - $126K
|
23.4K
$779K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-6.73K- 99.31% |
$171K - $195K
|
47
$1.56K
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-6.78K- 16.41% |
$172K - $196K
|
34.5K
$1.15M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.4K- 6.02% |
$188K - $214K
|
115K
$3.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-8.59K- 14.89% |
$218K - $248K
|
49.1K
$1.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.54K- 3.4% |
$242K - $276K
|
271K
$9.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-23.6K- 72.21% |
$599K - $683K
|
9.09K
$302K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-136K- 28.01% |
$3.44M - $3.92M
|
349K
$11.6M
|