Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-96- 1.11% |
N/A
|
8.57K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-101- 0.08% |
N/A
|
124K
$0
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-200- 10.79% |
N/A
|
1.65K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-200- 10.79% |
N/A
|
1.65K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-847- 2.04% |
N/A
|
40.7K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-2.23K- 16.98% |
N/A
|
10.9K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.44K- 18.59% |
N/A
|
23.8K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.8K- 3.49% |
N/A
|
297K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.9K- 6.18% |
N/A
|
181K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-12K- 6.59% |
N/A
|
169K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-12.8K- 4.71% |
N/A
|
259K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-18.2K- 4.36% |
N/A
|
399K
$0
|
|
|
Oct 18, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-18.2K- 4.36% |
N/A
|
399K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.3K- 65.86% |
N/A
|
9.98K
$0
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-28.3K- 44.49% |
N/A
|
35.4K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-81.1K- 34.92% |
N/A
|
151K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-83.4K- 75.37% |
N/A
|
27.3K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-84.4K- 28.25% |
N/A
|
214K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-84.8K- 45.53% |
N/A
|
101K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-579K- 92.38% |
N/A
|
47.8K
$0
|