Purchases and Sales Made in Q2 2024 in Simplify Exchange Traded Fds S (TYA)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds S (TYA) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
102K+ 21.88% |
$1.24M - $1.36M
|
568K
$7.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
44.2KNew |
$537K - $590K
|
44.2K
$562K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
31.8KNew |
$386K - $423K
|
31.8K
$404K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
24.3KNew |
$295K - $324K
|
24.3K
$309K
|
|
|
Jul 17, 2024
Q2 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
20.6K+ 9.16% |
$250K - $274K
|
245K
$3.12M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
13.4KNew |
$163K - $179K
|
13.4K
$171K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13K+ 35.86% |
$157K - $173K
|
49.1K
$624K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
641New |
$7.78K - $8.54K
|
641
$8.15K
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
423+ 2.39% |
$5.14K - $5.64K
|
18.1K
$231K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
86+ 15.33% |
$1.04K - $1.15K
|
647
$8.22K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
27New |
$328 - $360
|
27
$343
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 1.85% |
$12.1 - $13.3
|
55
$699
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$12.1 - $13.3
|
1
$12.7
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$12.1 - $13.3
|
1
$12.7
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-188- 45.74% |
$2.28K - $2.51K
|
223
$2.83K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-967- 2.14% |
$11.7K - $12.9K
|
44.2K
$562K
|
|
|
Aug 12, 2024
Q2 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-10.3K- 27.66% |
$125K - $137K
|
26.9K
$342K
|
|
|
Jul 16, 2024
Q2 2024
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-15.1K- 2.3% |
$183K - $201K
|
642K
$8.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-29.3K- 34.21% |
$355K - $390K
|
56.3K
$715K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-157K- 69.53% |
$1.9M - $2.09M
|
68.6K
$872K
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-392K- 61.49% |
$4.76M - $5.22M
|
245K
$3.12M
|