Purchases and Sales Made in Q3 2023 in Simplify Exch Trad Fds Us Eq P (SPD)
This table provides information about the institutional ownership of Simplify Exch Trad Fds Us Eq P (SPD) during Q3 2023. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCH TRAD FDS US EQ P.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
281K+ 138.31% |
$7.37M - $7.9M
|
484K
$16.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
281KNew |
$7.37M - $7.9M
|
281K
$9.78M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
123KNew |
$3.22M - $3.45M
|
123K
$4.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
49.5K+ 8.99% |
$1.3M - $1.39M
|
600K
$20.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.3KNew |
$586K - $628K
|
22.3K
$777K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
20.9K+ 175.91% |
$547K - $586K
|
32.7K
$1.14M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.7KNew |
$437K - $468K
|
16.7K
$580K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
9.96K+ 11.02% |
$261K - $280K
|
100K
$3.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.06KNew |
$211K - $227K
|
8.06K
$281K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.03K+ 15.24% |
$184K - $198K
|
53.1K
$1.85M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.95K+ 5461.47% |
$156K - $167K
|
6.06K
$211K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.82K+ 2447.06% |
$153K - $164K
|
6.06K
$211K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.29K+ 60.05% |
$139K - $149K
|
14.1K
$491K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.27K+ 294.56% |
$112K - $120K
|
5.73K
$199K
|
|
|
Nov 01, 2023
Q3 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
2K+ 5.09% |
$52.4K - $56.2K
|
41.3K
$1.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.56K+ 10.23% |
$41K - $43.9K
|
16.8K
$586K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.25KNew |
$32.6K - $35K
|
1.25K
$43.3K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
500New |
$13.1K - $14.1K
|
500
$17.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
100New |
$2.62K - $2.81K
|
100
$3.48K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
100New |
$2.62K - $2.81K
|
100
$3.48K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-78- 0.41% |
$2.05K - $2.19K
|
18.9K
$656K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
SELL
|
- |
-115- 0.24% |
$3.02K - $3.23K
|
47.7K
$1.66M
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-145- 0.79% |
$3.8K - $4.08K
|
18.2K
$633K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-273- 4.42% |
$7.16K - $7.67K
|
5.9K
$205K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-303- 48.95% |
$7.94K - $8.52K
|
316
$11K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-635- 8.57% |
$16.6K - $17.8K
|
6.78K
$236K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-699- 4.98% |
$18.3K - $19.6K
|
13.3K
$465K
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.63K- 11.83% |
$42.7K - $45.7K
|
12.1K
$422K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-2.49K- 4.14% |
$65.3K - $70K
|
57.7K
$2.01M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.04K- 88.9% |
$79.8K - $85.5K
|
380
$13.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-5.9K- 24.34% |
$155K - $166K
|
18.3K
$638K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.4K- 32.44% |
$350K - $375K
|
27.8K
$968K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15K- 49.59% |
$393K - $421K
|
15.2K
$530K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-16.7K- 63.18% |
$439K - $471K
|
9.75K
$340K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-287K- 99.39% |
$7.54M - $8.08M
|
1.75K
$61K
|