Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: HIGH
- CUSIP Number: 82889n632
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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 |
---|---|---|---|---|---|
Private Advisor | 1.1M | $26M | 5% | Sep 2024 |
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Wells Fargo & Company | 695k | $16M | -3% | Sep 2024 |
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WealthPlan Investment Management | 542k | $13M | -23% | Sep 2024 |
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Envestnet Asset Management | 542k | $13M | 15% | Sep 2024 |
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LPL Financial | 439k | $10M | -5% | Sep 2024 |
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3EDGE Asset Management | 351k | $8.2M | 68% | Sep 2024 |
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Astor Investment Management | 344k | $8.1M | -5% | Sep 2024 |
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Principal Securities | 282k | $6.6M | 50% | Sep 2024 |
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Arq Wealth Advisors | 225k | $5.3M | 4% | Sep 2024 |
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Advisor Group Holdings | 199k | $4.7M | 78% | Sep 2024 |
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Feltz Wealth PLAN | 168k | $3.9M | -56% | Sep 2024 |
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Orion Portfolio Solutions | 139k | $3.3M | 10% | Sep 2024 |
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Jane Street | 137k | $3.2M | 138% | Sep 2024 |
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Branch Banking & Trust Company | 129k | $3.1M | 2% | Jun 2024 |
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BlackDiamond Wealth Management | 129k | $3.1M | 5% | Jun 2024 |
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Stegent Equity Advisors | 117k | $2.7M | -28% | Sep 2024 |
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AE Wealth Management | 117k | $2.7M | -7% | Sep 2024 |
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Atria Investments | 109k | $2.5M | 0% | Sep 2024 |
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Flow Traders US | 95k | $2.2M | -25% | Sep 2024 |
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Legacy Capital Group California | 91k | $2.1M | 4% | Sep 2024 |
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Pekin, Singer Strauss Asset Management | 90k | $2.1M | 9% | Sep 2024 |
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Napa Wealth Management | 89k | $2.1M | 100% | Sep 2024 |
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Change Path | 78k | $1.8M | 436% | Sep 2024 |
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Accurate Wealth Management | 74k | $1.7M | 55% | Sep 2024 |
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Mid-American Wealth Advisory Group | 65k | $1.5M | 69% | Sep 2024 |
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Legacy Investment Solutions | 56k | $1.3M | 100% | Sep 2024 |
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Legacy Wealth Managment | 56k | $1.3M | 100% | Sep 2024 |
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Commonwealth Equity Services | 55k | $1.3M | 123% | Sep 2024 |
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Andina Capital Management | 54k | $1.3M | 13% | Sep 2024 |
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Encompass More Asset Management | 54k | $1.3M | 19% | Sep 2024 |
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Susquehanna International | 48k | $1.1M | 215% | Sep 2024 |
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Inspire Advisors | 46k | $1.1M | 100% | Sep 2024 |
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Narus Financial Partners | 42k | $980k | -34% | Sep 2024 |
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Claudia M.p. Batlle, Crp | 39k | $948k | 100% | Jun 2024 |
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Citadel Advisors | 39k | $908k | 100% | Sep 2024 |
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HighTower Advisors | 31k | $766k | 11% | Jun 2024 |
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GeoWealth Management | 29k | $687k | -4% | Sep 2024 |
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SRS Capital Advisors | 27k | $640k | -9% | Sep 2024 |
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Redhawk Wealth Advisors | 27k | $634k | 64% | Sep 2024 |
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Flagship Harbor Advisors | 27k | $624k | -84% | Sep 2024 |
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Envestnet Portfolio Solutions | 23k | $543k | 100% | Sep 2024 |
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Atria Wealth Solutions | 22k | $514k | 100% | Sep 2024 |
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Legacy Capital Wealth Partners | 19k | $438k | 6% | Sep 2024 |
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Sigma Planning | 19k | $433k | 95% | Sep 2024 |
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Kestra Advisory Services | 15k | $355k | -23% | Sep 2024 |
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Richard P Slaughter Associates | 15k | $350k | -98% | Sep 2024 |
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Cambridge Investment Research Advisors | 15k | $340k | -14% | Sep 2024 |
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New Century Financial Group | 14k | $322k | 100% | Sep 2024 |
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Townsquare Capital | 13k | $303k | 100% | Sep 2024 |
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CPA Asset Management | 13k | $302k | -33% | Sep 2024 |
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Wealth Enhancement Advisory Services | 13k | $313k | -1% | Jun 2024 |
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Advisory Services Network | 12k | $295k | 0% | Sep 2024 |
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Belpointe Asset Management | 12k | $294k | -50% | Jun 2024 |
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Fortis Capital Advisors | 12k | $294k | -50% | Jun 2024 |
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Davenport & Co | 11k | $255k | 1% | Sep 2024 |
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Mutual Advisors | 11k | $254k | 3% | Sep 2024 |
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Puplava Financial Services | 11k | $252k | -67% | Sep 2024 |
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Bank of New York Mellon | 11k | $249k | -7% | Sep 2024 |
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Harbour Investments | 10k | $242k | 3996% | Sep 2024 |
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Axxcess Wealth Management | 10k | $237k | -4% | Sep 2024 |
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Panoramic Investment Advisors | 10k | $236k | 100% | Sep 2024 |
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Reuter James Wealth Management | 9.1k | $214k | 0% | Sep 2024 |
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H D Vest Advisory Services | 8.8k | $214k | 100% | Jun 2024 |
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Family Investment Center | 8.8k | $206k | 100% | Sep 2024 |
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Royal Bank of Canada | 8.8k | $205k | 100% | Sep 2024 |
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Howard Bailey Securities | 8.7k | $205k | 100% | Sep 2024 |
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Wolverine Trading | 8.7k | $204k | 100% | Sep 2024 |
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IFP Advisors | 7.5k | $182k | -11% | Jun 2024 |
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Raleigh Capital Management | 6.8k | $159k | -5% | Sep 2024 |
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Bessemer | 4.5k | $106k | 100% | Sep 2024 |
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Parkside Financial Bank & Trust | 3.2k | $75k | -21% | Sep 2024 |
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Peterson Financial Group | 1.1k | $27k | 100% | Sep 2024 |
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CWM | 1.0k | $25k | 100% | Sep 2024 |
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AlphaMark Advisors | 599.00 | $14k | -96% | Sep 2024 |
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FTB Advisors | 428.00 | $10k | 0% | Sep 2024 |
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Mather Group | 383.00 | $9.0k | -71% | Sep 2024 |
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Goss Wealth Management | 320.00 | $7.8k | -56% | Jun 2024 |
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Morgan Stanley | 216.00 | $5.2k | 21500% | Jun 2024 |
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Aspire Private Capital | 167.00 | $3.9k | 4% | Sep 2024 |
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National Bank Of Canada /fi/ | 133.00 | $3.1k | 0% | Sep 2024 |
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Who sold out of Simplify Exchange Traded Fun?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Propel Bio Management | Mar 2024 | 1.5M | $27M |
Peak Financial Advisors | Jun 2024 | 257k | $6.2M |
Citizens Financial Group | Jun 2024 | 91k | $2.2M |
Wealthcare Advisory Partners | Jun 2024 | 90k | $2.2M |
Prosperity Wealth Management | Mar 2024 | 67k | $1.6M |
Continuum Advisory | Jun 2024 | 56k | $1.4M |
SFG Wealth Management | Jun 2024 | 21k | $510k |
Arete Wealth Advisors | Mar 2024 | 12k | $300k |
Fortitude Family Office | Jun 2024 | 5.0k | $121k |
CoreCap Advisors | Jun 2024 | 901.00 | $22k |
Penserra Capital Management | Jun 2024 | 324.00 | $8.0k |