Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: TUA
- CUSIP Number: 82889n657
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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 |
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BCJ Capital Management | 1.7M | $40M | 113% | Dec 2023 |
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Financial Enhancement | 1.3M | $28M | 100% | Mar 2024 |
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Hollencrest Securities | 1.2M | $28M | 496% | Dec 2023 |
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Aprio Wealth Management | 857k | $19M | 100% | Mar 2024 |
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AE Wealth Management | 664k | $15M | 11% | Dec 2023 |
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Municipal Employees' Retirement System of Michigan | 635k | $14M | -96% | Mar 2024 |
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Oakmont Partners | 465k | $11M | -17% | Dec 2023 |
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Rockefeller Capital Management | 446k | $10M | 100% | Dec 2023 |
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New York State Common Retirement Fund | 444k | $10M | 100% | Dec 2023 |
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Southern Farm Bureau Life Insurance | 437k | $9.6M | 100% | Mar 2024 |
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Ancora Advisors | 384k | $8.9M | 12% | Dec 2023 |
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Simplify Asset Management | 344k | $8.0M | -24% | Dec 2023 |
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HighTower Advisors | 338k | $7.8M | 1412% | Dec 2023 |
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Royal Bank of Canada | 321k | $7.4M | 19715% | Dec 2023 |
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Bank of New York Mellon | 302k | $7.0M | 100% | Dec 2023 |
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Peak Financial Advisors | 296k | $6.5M | -34% | Mar 2024 |
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WJ Interests | 291k | $6.4M | 450% | Mar 2024 |
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Commonwealth Equity Services | 189k | $4.4M | 7% | Dec 2023 |
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Almanack Investment Partners | 175k | $4.0M | 100% | Dec 2023 |
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Pekin, Singer Strauss Asset Management | 162k | $3.7M | 100% | Dec 2023 |
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Mid-American Wealth Advisory Group | 155k | $3.4M | 100% | Mar 2024 |
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Altfest L J & Co | 130k | $3.0M | -29% | Dec 2023 |
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Gladstone Institutional Advisory | 124k | $2.9M | 100% | Dec 2023 |
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Citadel Advisors | 119k | $2.7M | 1% | Dec 2023 |
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Cumberland Partners | 70k | $1.6M | 100% | Dec 2023 |
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Principal Securities | 69k | $1.6M | 100% | Dec 2023 |
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Pnc Financial Services | 68k | $1.6M | 100% | Dec 2023 |
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Advisor Group Holdings | 65k | $1.5M | 3219% | Dec 2023 |
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Jane Street | 65k | $1.5M | -86% | Dec 2023 |
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Branch Banking & Trust Company | 64k | $1.5M | -65% | Dec 2023 |
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Advisory Services Network | 59k | $1.4M | 100% | Dec 2023 |
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Simplex Trading | 51k | $1.2M | 32272% | Dec 2023 |
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Bluefin Capital Management | 50k | $1.2M | 100% | Dec 2023 |
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Wells Fargo & Company | 46k | $1.1M | 100% | Dec 2023 |
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B.O.S.S. Retirement Advisors | 42k | $971k | -1% | Dec 2023 |
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Toroso Investments | 39k | $908k | -29% | Dec 2023 |
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Wolverine Trading | 39k | $905k | 100% | Dec 2023 |
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Northern Oak Capital Management | 36k | $822k | 100% | Dec 2023 |
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SFG Wealth Management | 35k | $815k | 100% | Dec 2023 |
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Raymond James & Associates | 35k | $799k | 100% | Dec 2023 |
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Great Lakes Retirement | 29k | $670k | -19% | Dec 2023 |
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Stratos Wealth Advisors | 26k | $577k | 100% | Mar 2024 |
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Cambridge Advisors | 26k | $563k | 26% | Mar 2024 |
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Private Advisor | 24k | $552k | 100% | Dec 2023 |
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Envestnet Portfolio Solutions | 24k | $545k | 100% | Dec 2023 |
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Centric Wealth Management | 22k | $494k | 100% | Dec 2023 |
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Sage Advisory Services | 21k | $492k | 100% | Dec 2023 |
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BlackDiamond Wealth Management | 14k | $309k | -85% | Dec 2023 |
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Carlton, Hoffferkamp & Jenks Wealth Management | 14k | $308k | 100% | Dec 2023 |
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Smith Anglin Financial | 13k | $308k | 100% | Dec 2023 |
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Authentikos Wealth Advisory | 12k | $281k | -19% | Dec 2023 |
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GFS Advisors | 11k | $252k | 100% | Dec 2023 |
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WMS Partners | 10k | $0 | 100% | Dec 2023 |
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Bank of America Corporation | 8.8k | $203k | 1371% | Dec 2023 |
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Jpmorgan Chase & Co | 4.3k | $100k | 100% | Dec 2023 |
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National Bank Of Canada /fi/ | 2.5k | $58k | -53% | Dec 2023 |
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Us Bancorp | 559.00 | $13k | 100% | Dec 2023 |
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Pineridge Advisors | 430.00 | $10k | 100% | Dec 2023 |
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Nbc Securities | 341.00 | $7.0k | 0% | Mar 2024 |
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VisionPoint Advisory Group | 153.00 | $3.5k | 100% | Dec 2023 |
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Sound Income Strategies | 130.00 | $2.8k | 100% | Mar 2024 |
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Oliver Lagore Vanvalin Investment Group | 93.00 | $2.2k | -32% | Dec 2023 |
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Richard W. Paul & Associates | 46.00 | $1.1k | 31% | Dec 2023 |
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Tucker Asset Management | 12.00 | $278.000400 | 100% | Dec 2023 |
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Who sold out of Simplify Exchange Traded Fun?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
AlphaQ Advisors | Sep 2023 | 16k | $352k |
Brookstone Capital Management | Dec 2023 | 14k | $333k |
Evanson Asset Management | Dec 2023 | 10k | $234k |
UBS Group | Sep 2023 | 125.00 | $2.7k |