Purchases and Sales Made in Q1 2024 in Simpl Exch Traded Fds Sht Term (TUA)
This table provides information about the institutional ownership of Simpl Exch Traded Fds Sht Term (TUA) during Q1 2024. The information is specifically focused on institutions that hold shares of SIMPL EXCH TRADED FDS SHT TERM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.33MNew |
N/A
|
1.33M
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
857KNew |
N/A
|
857K
$0
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
635KNew |
N/A
|
635K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
592K+ 1709.42% |
N/A
|
627K
$0
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
524KNew |
N/A
|
524K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
437KNew |
N/A
|
437K
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
238K+ 449.65% |
N/A
|
291K
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
199KNew |
N/A
|
199K
$0
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
185K+ 286.13% |
N/A
|
250K
$0
|
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
155KNew |
N/A
|
155K
$0
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
148K+ 119.71% |
N/A
|
272K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100K+ 26.08% |
N/A
|
484K
$0
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
69.4KNew |
N/A
|
69.4K
$0
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
57.5K+ 32.9% |
N/A
|
232K
$0
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
54.8K+ 4.57% |
N/A
|
1.25M
$0
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
54K+ 77.2% |
N/A
|
124K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
51.2K+ 7.71% |
N/A
|
715K
$0
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
40.5K+ 139.88% |
N/A
|
69.5K
$0
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37K+ 10.96% |
N/A
|
375K
$0
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
33KNew |
N/A
|
33K
$0
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
32.1K+ 264.12% |
N/A
|
44.3K
$0
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.8KNew |
N/A
|
27.8K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
26.4KNew |
N/A
|
26.4K
$0
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
25.6KNew |
N/A
|
25.6K
$0
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
24.9KNew |
N/A
|
24.9K
$0
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
19.7K+ 12.16% |
N/A
|
181K
$0
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
16.5KNew |
N/A
|
16.5K
$0
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15.7KNew |
N/A
|
15.7K
$0
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15KNew |
N/A
|
15K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
14.6KNew |
N/A
|
14.6K
$0
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.7KNew |
N/A
|
13.7K
$0
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
13.1KNew |
N/A
|
13.1K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
12.9KNew |
N/A
|
12.9K
$0
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.8K+ 3.62% |
N/A
|
308K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
5.25K+ 25.62% |
N/A
|
25.8K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.05K+ 11.73% |
N/A
|
38.6K
$0
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2KNew |
N/A
|
2K
$0
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.96K+ 2.86% |
N/A
|
70.5K
$0
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.93K+ 1.64% |
N/A
|
120K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
1.9K+ 1.45% |
N/A
|
132K
$0
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.09K+ 1.59% |
N/A
|
69.3K
$0
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
583+ 135.58% |
N/A
|
1.01K
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
394New |
N/A
|
394
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
271+ 39.33% |
N/A
|
960
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
200+ 12.1% |
N/A
|
1.85K
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
133+ 0.98% |
N/A
|
13.7K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
130New |
N/A
|
130
$0
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
67+ 145.65% |
N/A
|
113
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-19- 0.14% |
N/A
|
13.7K
$0
|