Purchases and Sales Made in Q4 2023 in Simplify Exchange Traded Fds S (TYA)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds S (TYA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
184KNew |
$2.18M - $2.65M
|
184K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
161K+ 17.19% |
$1.91M - $2.32M
|
1.1M
$14M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
85.6KNew |
$1.01M - $1.23M
|
85.6K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
67.9KNew |
$802K - $978K
|
67.9K
$863K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
57KNew |
$674K - $821K
|
57K
$724K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
55KNew |
$650K - $792K
|
55K
$699K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
16.9KNew |
$199K - $243K
|
16.9K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.9K+ 8.58% |
$188K - $229K
|
201K
$2.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
9.34K+ 4.64% |
$110K - $135K
|
211K
$2.68M
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.03K+ 5.2% |
$35.8K - $43.7K
|
61.3K
$780K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.63K+ 12.38% |
$19.3K - $23.5K
|
14.8K
$189K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
723New |
$8.55K - $10.4K
|
723
$9.19K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
623New |
$7.36K - $8.98K
|
623
$7.92K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
23New |
$272 - $331
|
23
$292
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
16+ 42.11% |
$189 - $231
|
54
$686
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$11.8 - $14.4
|
1
$12.7
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-88- 31.43% |
$1.04K - $1.27K
|
192
$2.44K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-101- 27.01% |
$1.19K - $1.46K
|
273
$3.47K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-853- 54.78% |
$10.1K - $12.3K
|
704
$8.95K
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-2.64K- 16.52% |
$31.1K - $38K
|
13.3K
$169K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-3.06K- 5.67% |
$36.2K - $44.1K
|
50.9K
$647K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-6.6K- 12.22% |
$78K - $95.1K
|
47.4K
$602K
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-50.9KClosed |
$602K - $734K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-92.9K- 67.79% |
$1.1M - $1.34M
|
44.2K
$561K
|
|
|
Jan 17, 2024
Q4 2023
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-98.8K- 12.36% |
$1.17M - $1.42M
|
701K
$8.91M
|