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Get Institutions for : 
Simplify Health Care Etf (PINK)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 23    8
Total shares held : 
 792,959  
% of shares held : 
 48.65%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 -32,263  
% of shares held change : 
   -1.98%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 3,456
 0.44%
 
Increased Positions :
10
 121,498
 15.32%
 
Unchanged Positions :
5
 24,463
 3.09%
 
Decreased Positions :
7
-55,028
-6.94%
 
Closed Positions :
9
-102,189
-12.89%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LEE DANNER & BASS INC 78 - 2023-12-31 127,693 $3,491,000 -800
   TAP Consulting LLC 36 - 2024-03-31 109,641 $3,390,000 -5,114
   Gladstone Institutional Advisory LLC 151 - 2023-12-31 111,048 $3,036,000 601
   LPL FINANCIAL CORP 2086 - 2023-12-31 105,613 $2,887,000 73,608
   STIFEL FINANCIAL CORP 1482 - 2023-12-31 96,280 $2,632,000 9,239
   Advisor Group Holdings Inc. 1972 - 2023-12-31 63,461 $1,735,000 -28,160
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1487 - 2024-03-31 45,637 $1,411,000 45,637
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1206 *New 2024-03-31 34,575 $1,069,000 34,575
   CIBC WORLD MARKETS INC. 788 - 2023-12-31 24,300 $664,000 4,000
   Cetera Investment Advisers 1353 - 2023-12-31 23,585 $645,000 0
   Vontobel Holding Ltd. 803 - 2023-12-31 22,750 $622,000 -21,138
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3700 - 2023-12-31 19,256 $526,000 19,256
   HIGHTOWER ADVISORS, LLC 2264 - 2023-12-31 18,358 $505,000 -23
   Insight Advisors LLC/ PA - 2023-12-31 16,186 $443,000 -3,432
   ROYAL BANK OF CANADA 3836 - 2023-12-31 14,762 $403,000 1,406
   WESPAC ADVISORS, LLC 123 *New 2024-03-31 11,765 $364,000 11,765
   Brookstone Capital Management 707 *New 2024-03-31 11,066 $342,000 11,066
   Patriot Financial Group Insurance Agency LLC 344 - 2023-12-31 10,408 $285,000 -520
   AXS Investments LLC 276 - 2023-12-31 8,590 $235,000 -955
   PRIVATE TRUST CO NA 866 - 2024-03-31 3,249 $100,000 1,440
   BANK OF MONTREAL /CAN/ 2853 *New 2023-12-31 3,456 $95,000 3,456
   CWM LLC 1903 *New 2024-03-31 3,001 $93,000 3,001
   Game Plan Financial Advisors LLC 205 - 2024-03-31 300 $9,000 100
   COMERICA BANK 3163 - 2023-12-31 300 $8,000 0
   Solstein Capital LLC 277 - 2024-03-31 120 $4,000 -414
   SIMPLEX TRADING LLC 2078 *New 2024-03-31 100 $3,000 100
   IFP Advisors Inc 2813 - 2023-12-31 44 $1,000 0
   FLOW TRADERS U.S. LLC 754 *Closed 2023-12-31 0 $0 -11,290
   Coastal Investment Advisors Inc. 803 *Closed 2024-03-31 0 $0 -9,770
   CAPTRUST FINANCIAL ADVISORS 2734 *Closed 2023-12-31 0 $0 -40,692
   PROEQUITIES INC. 6453 - 2023-12-31 0 $0 0
   UBS Group AG 7751 *Closed 2023-12-31 0 $0 -2,491
   WNY Asset Management LLC 220 *Closed 2023-12-31 0 $0 -16,560
   CITADEL ADVISORS LLC 6019 *Closed 2023-12-31 0 $0 -10,380
   JANE STREET GROUP LLC 5823 *Closed 2023-12-31 0 $0 -10,338
   MORGAN STANLEY 7585 - 2023-12-31 1 $0 1
   FMR LLC 5329 *Closed 2023-12-31 0 $0 -1
   TD Waterhouse Canada Inc. 1799 *Closed 2023-12-31 0 $0 -45
   KESTRA PRIVATE WEALTH SERVICES LLC 1275 *Closed 2023-12-31 0 $0 -13,582
  39 Records found
  1    
  Page 1 of 1
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