Purchases and Sales Made in Q2 2024 in Simplify Exch Traded Fds Simpl (CTA)
This table provides information about the institutional ownership of Simplify Exch Traded Fds Simpl (CTA) during Q2 2024. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCH TRADED FDS SIMPL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-10.3K- 25.43% |
$261K - $292K
|
30.4K
$886K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-11.2K- 58.79% |
$283K - $316K
|
7.85K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-32.2K- 6.18% |
$813K - $908K
|
488K
$14.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-46.3K- 13.89% |
$1.17M - $1.31M
|
287K
$8.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-49.2K- 38.1% |
$1.24M - $1.39M
|
79.9K
$2.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-56.9K- 84.7% |
$1.44M - $1.61M
|
10.3K
$300K
|