Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: PFIX
- CUSIP Number: 82889n855
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Analyze quarterly positions in Simplify Exchange Traded Fun with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold SIMPLIFY EXCHANGE TRADED FUN this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Jane Street | 619k | $25M | 192% | Dec 2023 |
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AE Wealth Management | 77k | $3.7M | 100% | Dec 2023 |
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Colony Group | 69k | $6.6M | -6% | Sep 2023 |
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Commonwealth Equity Services | 61k | $2.5M | -13% | Dec 2023 |
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BCJ Capital Management | 53k | $2.1M | -46% | Dec 2023 |
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Citadel Advisors | 42k | $1.7M | 124% | Dec 2023 |
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Multi-Financial Securities | 38k | $3.7M | -6% | Sep 2023 |
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Bank Of Montreal | 32k | $2.3M | 100% | Dec 2023 |
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Simplify Asset Management | 29k | $1.2M | -31% | Dec 2023 |
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Retirement Group | 27k | $1.1M | 100% | Dec 2023 |
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Susquehanna International | 26k | $2.5M | -21% | Sep 2023 |
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Envestnet Asset Management | 22k | $2.1M | -58% | Sep 2023 |
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Integrated Wealth Concepts | 22k | $2.1M | -24% | Sep 2023 |
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Centaurus Financial | 21k | $846k | 187% | Dec 2023 |
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Zazove Associates | 17k | $690k | -6% | Dec 2023 |
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Resources Investment Advisors | 15k | $1.4M | 5% | Sep 2023 |
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Torno Capital | 15k | $580k | 100% | Dec 2023 |
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Advisory Services Network | 13k | $526k | 100% | Dec 2023 |
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Stratos Wealth Advisors | 13k | $512k | -21% | Dec 2023 |
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Branch Banking & Trust Company | 12k | $475k | 100% | Dec 2023 |
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Goldman Sachs Group | 10k | $417k | 182% | Dec 2023 |
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Professional Financial Advisors | 6.6k | $265k | 11% | Dec 2023 |
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Anchor Investment Management | 5.1k | $205k | 11% | Dec 2023 |
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IFP Advisors | 5.1k | $202k | -39% | Dec 2023 |
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Renaissance Technologies | 4.9k | $466k | 18% | Sep 2023 |
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UBS Group | 3.9k | $158k | 213% | Dec 2023 |
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Financial Network Investment Corporation | 3.9k | $370k | -14% | Sep 2023 |
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Jpmorgan Chase & Co | 3.5k | $141k | -2% | Dec 2023 |
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Mml Investors Services | 3.0k | $289k | -22% | Sep 2023 |
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S.A. Mason | 1.3k | $51k | 2% | Dec 2023 |
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Advisor Group Holdings | 1.2k | $49k | -91% | Dec 2023 |
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Steward Partners Investment Advisory | 930.00 | $37k | 2168% | Dec 2023 |
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Brian McDonald | 701.00 | $67k | 100% | Sep 2023 |
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Morgan Stanley | 652.00 | $62k | -73% | Sep 2023 |
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Larson Financial Group | 358.00 | $14k | 100% | Dec 2023 |
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VitalStone Financial | 268.00 | $11k | 2133% | Dec 2023 |
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Qube Research & Technologies | 238.00 | $23k | -96% | Sep 2023 |
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Principal Securities | 200.00 | $8.0k | 100% | Dec 2023 |
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Us Bancorp | 145.00 | $5.8k | 0% | Dec 2023 |
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Royal Bank of Canada | 100.00 | $4.0k | 100% | Dec 2023 |
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Pineridge Advisors | 81.00 | $3.2k | 100% | Dec 2023 |
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Archer Investment Corp | 55.00 | $2.2k | 0% | Dec 2023 |
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Farther Finance Advisors | 50.00 | $2.0k | 0% | Dec 2023 |
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Oliver Lagore Vanvalin Investment Group | 11.00 | $440.000000 | 100% | Dec 2023 |
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Richard W. Paul & Associates | 7.00 | $299.999700 | 100% | Dec 2023 |
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Cape Investment Advisory | 7.00 | $280.000000 | 100% | Dec 2023 |
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GHP Investment Advisors | 6.00 | $240.000000 | 0% | Dec 2023 |
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Able Wealth Management | 4.00 | $163.000000 | 100% | Dec 2023 |
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DHJJ Financial Advisors | 1.00 | $40.000000 | 0% | Dec 2023 |
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Wells Fargo & Company | 1.00 | $36.000000 | 100% | Dec 2023 |
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Creekmur Asset Management | 1.00 | $44.000000 | 100% | Dec 2023 |
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FMR | 1.00 | $96.000000 | -50% | Sep 2023 |
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Who sold out of Simplify Exchange Traded Fun?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Goss Wealth Management | Jun 2023 | 133k | $8.4M |
HighTower Advisors | Sep 2023 | 74k | $7.0M |
Vista Finance | Jun 2023 | 29k | $1.8M |
Cambridge Investment Research Advisors | Sep 2023 | 13k | $1.3M |
Belpointe Asset Management | Jun 2023 | 8.9k | $559k |
Janney Montgomery Scott | Sep 2023 | 8.9k | $849k |
Old Mission Capital | Jun 2023 | 8.8k | $555k |
Walleye Trading Advisors | Sep 2023 | 7.2k | $692k |
Patriot Financial Group Insurance Agency | Sep 2023 | 6.7k | $640k |
Worth Asset Management | Sep 2023 | 4.7k | $452k |
Lakeview Capital Partners | Sep 2023 | 3.7k | $357k |
H D Vest Advisory Services | Sep 2023 | 3.5k | $336k |
Sound View Wealth Advisors Group | Sep 2023 | 2.9k | $272k |
Cullen Frost Bankers | Sep 2023 | 2.5k | $239k |
Koshinski Asset Management | Sep 2023 | 2.3k | $221k |
Brookstone Capital Management | Sep 2023 | 2.0k | $226k |
Cary Street Partner Investment Advisory | Sep 2023 | 508.00 | $49k |
Global Retirement Partners | Sep 2023 | 155.00 | $16k |