Purchases and Sales Made in Q1 2023 in Simplify Exchange Traded Fds U (SPYC)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds U (SPYC) during Q1 2023. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCHANGE TRADED FDS U.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
600KNew |
N/A
|
600K
$0
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
19.6KNew |
N/A
|
19.6K
$0
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
5.44K+ 40.56% |
N/A
|
18.9K
$0
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.85K+ 1.7% |
N/A
|
230K
$0
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
250New |
N/A
|
250
$0
|
|
May 18, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-45Closed |
N/A
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-619- 15.21% |
N/A
|
3.45K
$0
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.29K- 64.7% |
N/A
|
705
$0
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.57K- 5.33% |
N/A
|
27.9K
$0
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.02K- 8.97% |
N/A
|
40.8K
$0
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.11K- 27.41% |
N/A
|
21.5K
$0
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-19.4K- 3.32% |
N/A
|
565K
$0
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-32.4K- 54.87% |
N/A
|
26.6K
$0
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-32.4K- 54.87% |
N/A
|
26.6K
$0
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-38.9K- 11.35% |
N/A
|
304K
$0
|