Purchases and Sales Made in Q2 2023 in Simplify Exchange Traded Fds S (TYA)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds S (TYA) during Q2 2023. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCHANGE TRADED FDS S.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
834KNew |
$12.2M - $14.1M
|
834K
$10.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
56.3KNew |
$827K - $953K
|
56.3K
$716K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52KNew |
$764K - $880K
|
52K
$661K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
51.2KNew |
$753K - $867K
|
51.2K
$651K
|
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
48.8K+ 31.34% |
$717K - $826K
|
205K
$2.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
37.3K+ 19.18% |
$548K - $631K
|
232K
$2.94M
|
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
15.3KNew |
$225K - $260K
|
15.3K
$195K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
10.3KNew |
$151K - $174K
|
10.3K
$131K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
9.73KNew |
$143K - $165K
|
9.73K
$124K
|
|
|
Jul 25, 2023
Q2 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
4.51K+ 2.3% |
$66.3K - $76.3K
|
200K
$2.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.31KNew |
$19.2K - $22.1K
|
1.31K
$16.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
140New |
$2.06K - $2.37K
|
140
$1.78K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-639- 40.04% |
$9.39K - $10.8K
|
957
$12.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-1.06K- 5.94% |
$15.6K - $18K
|
16.8K
$214K
|
|
|
Jul 24, 2023
Q2 2023
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-7.35K- 1.07% |
$108K - $124K
|
680K
$8.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-69.9K- 73.27% |
$1.03M - $1.18M
|
25.5K
$324K
|