Purchases and Sales Made in Q4 2023 in Simplify Exchange Traded Fds S (FIG)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds S (FIG) 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 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.5KNew |
$364K - $383K
|
16.5K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14.9KNew |
$330K - $346K
|
14.9K
$318K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.9K+ 38.59% |
$264K - $277K
|
42.9K
$914K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10.8KNew |
$239K - $251K
|
10.8K
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
769+ 7.67% |
$17K - $17.9K
|
10.8K
$230K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
735+ 45.23% |
$16.3K - $17.1K
|
2.36K
$50.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
250New |
$5.53K - $5.81K
|
250
$5.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
192+ 2.13% |
$4.25K - $4.46K
|
9.22K
$197K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$22.1 - $23.2
|
1
$21.3
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$22.1 - $23.2
|
1
$21.3
|
|
|
Feb 14, 2024
Q4 2023
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-51- 0.01% |
$1.13K - $1.18K
|
456K
$9.72M
|