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Simplify Enhanced Income ETF (HIGH) Institutional Ownership

$23.93
+0.13 (+0.55%)
(As of 07/26/2024 ET)

Institutional Ownership Changes (13F Filings) for Simplify Enhanced Income ETF (NYSEARCA:HIGH)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$143.31M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$11.28M
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HIGH Institutional Buying and Selling by Quarter

Simplify Enhanced Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/26/2024 Bank of New York Mellon Corp11,429$278K0.0%-5.3%0.067%
7/22/2024 Legacy Capital Group California Inc.87,578$2.13M0.8%-2.4%0.515%
7/19/2024 SFG Wealth Management LLC.20,988$510K0.3%N/A0.123%
7/17/2024 Narus Financial Partners LLC63,236$1.54M0.6%+25.6%0.372%
7/17/2024 Redhawk Wealth Advisors Inc.16,446$400K0.1%N/A0.097%
7/16/2024 Andina Capital Management LLC48,120$1.17M0.9%+114.9%0.283%
7/12/2024 Peak Financial Advisors LLC256,871$6.24M3.6%+24.2%1.511%
7/11/2024 CPA Asset Management LLC19,327$470K0.3%+52.4%0.114%
7/10/2024 Fortitude Family Office LLC4,964$121K0.1%-57.2%0.029%
7/10/2024 Richard P Slaughter Associates Inc607,789$14.77M3.5%+6.1%3.575%
7/10/2024 Mid American Wealth Advisory Group Inc.38,329$931K0.6%+91.3%0.225%
5/23/2024ARQ Wealth Advisors LLC212,283$5.18M2.2%N/A1.249%
5/21/2024Atria Investments Inc107,222$2.62M0.0%+1.6%0.631%
5/17/2024Citizens Financial Group Inc. RI89,371$2.18M0.1%+28.2%0.526%
5/17/2024WealthPlan Investment Management LLC658,900$16.08M2.5%N/A3.876%
5/14/2024JT Stratford LLC176,136$4.30M0.9%N/A1.036%
5/14/2024CreativeOne Wealth LLC60,494$1.48M0.1%+494.4%0.356%
5/9/2024Orion Portfolio Solutions LLC126,175$3.08M0.0%-4.6%0.742%
5/9/2024Fortis Capital Advisors LLC24,257$592K0.2%N/A0.143%
5/8/2024 Legacy Capital Group California Inc.89,688$2.19M0.8%-1.2%0.545%
5/7/2024WealthPLAN Partners LLC384,550$9.38M1.0%N/A2.338%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors23,493$573K0.1%N/A0.143%
5/1/2024Stegent Equity Advisors Inc.11,789$288K0.3%N/A0.072%
4/30/2024Private Advisor Group LLC853,908$20.84M0.1%+16.5%5.191%
4/30/2024Astor Investment Management LLC416,060$10.15M4.0%-2.4%2.529%
4/22/2024 Outlook Wealth Advisors LLC8,286$202K0.1%-63.0%0.050%
4/18/2024 Narus Financial Partners LLC50,355$1.23M0.5%+3.1%2.845%
4/18/2024 AlphaMark Advisors LLC16,298$398K0.1%-8.3%0.921%
4/15/2024Wealthcare Advisory Partners LLC58,543$1.43M0.0%+13.2%3.308%
4/15/2024Elevated Capital Advisors LLC28,255$689K0.2%-22.0%1.596%
4/12/2024 Peak Financial Advisors LLC206,753$5.05M3.1%-54.8%11.681%
4/11/2024 Fortitude Family Office LLC11,603$283K0.2%+136.5%0.656%
4/9/2024 Richard P Slaughter Associates Inc572,627$13.97M3.3%+6,882.4%32.352%
4/9/2024 Mather Group LLC.1,315$32K0.0%N/A0.074%
4/8/2024 Mid American Wealth Advisory Group Inc.20,040$489K0.3%N/A1.132%
2/21/2024Raleigh Capital Management Inc.8,096$199K0.1%N/A0.457%
2/9/2024Advisory Services Network LLC12,020$295K0.0%N/A0.679%
2/9/2024Orion Portfolio Solutions LLC132,238$3.25M0.0%N/A7.471%
2/9/2024BlackDiamond Wealth Management LLC111,821$2.74M2.0%+62.6%6.318%
2/9/2024CreativeOne Wealth LLC10,178$250K0.0%N/A0.575%
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2/9/2024Wells Fargo & Company MN787,261$19.34M0.0%N/A44.478%
2/8/2024 Legacy Capital Group California Inc.90,794$2.23M0.9%N/A5.130%
2/7/2024Principal Securities Inc.17,916$440K0.0%N/A1.012%
2/6/2024Private Advisor Group LLC732,944$18.00M0.1%N/A41.409%
2/6/2024Wealthcare Advisory Partners LLC51,732$1.27M0.1%N/A2.923%
2/6/2024Axxcess Wealth Management LLC10,954$269K0.0%N/A0.619%
2/6/2024SRS Capital Advisors Inc.32,996$810K0.1%+46.0%1.864%
2/5/2024Pekin Hardy Strauss Inc.54,452$1.34M0.2%+100.6%3.076%
2/5/2024Legacy Capital Wealth Partners LLC18,190$447K0.1%N/A1.028%
2/2/2024Citizens Financial Group Inc. RI69,685$1.71M0.1%+44.2%3.937%
2/2/2024Truist Financial Corp128,409$3.15M0.0%+0.9%7.255%
1/30/2024Prosperity Wealth Management Inc.76,081$1.87M1.2%N/A4.298%
1/30/2024Astor Investment Management LLC426,297$10.47M4.0%N/A24.085%
1/29/2024 Outlook Wealth Advisors LLC22,379$550K0.2%N/A1.264%
1/25/2024 Narus Financial Partners LLC48,835$1.20M0.6%N/A2.759%
1/19/2024 AlphaMark Advisors LLC17,773$436K0.2%+110.3%1.004%
1/17/2024 New Millennium Group LLC1,349$33K0.0%N/A0.076%
1/16/20243EDGE Asset Management LP126,358$3.10M0.2%-41.2%7.139%
1/12/2024 Fortitude Family Office LLC4,906$120K0.1%N/A0.277%
1/11/2024 Worth Asset Management LLC32,497$798K0.6%-56.6%1.836%
1/10/2024 Peak Financial Advisors LLC457,094$11.23M7.5%-6.1%25.825%
1/9/2024Elevated Capital Advisors LLC36,228$890K0.3%N/A2.047%
1/8/2024 Richard P Slaughter Associates Inc8,201$201K0.0%N/A0.463%
11/15/2023SRS Capital Advisors Inc.22,602$562K0.1%N/A1.277%
11/13/2023Wright Fund Management LLC31,200$776K0.0%N/A1.763%
11/13/2023Citizens Financial Group Inc. RI48,340$1.20M0.0%N/A2.731%
11/8/2023Pekin Hardy Strauss Inc.27,150$675K0.1%N/A1.534%
10/31/2023 AlphaMark Advisors LLC8,451$210K0.1%N/A0.477%
10/16/20233EDGE Asset Management LP214,926$5.36M0.4%N/A12.143%
10/11/2023 Worth Asset Management LLC74,861$1.86M1.5%N/A4.229%
10/10/2023 Peak Financial Advisors LLC486,647$12.11M13.1%+69.2%27.494%
8/1/2023Truist Financial Corp134,539$3.37M0.0%N/A13.190%
7/11/2023 Peak Financial Advisors LLC287,673$7.20M5.6%N/A28.203%
5/10/2023Simplify Asset Management Inc.71,332$1.78M0.3%+248.8%20.381%
3/6/2023OLD Mission Capital LLC22,416$561K0.0%N/A22.416%
2/10/2023Simplify Asset Management Inc.20,452$512K0.1%N/A20.452%
(Data available from 1/1/2016 forward)

HIGH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HIGH shares?

During the previous two years, 46 institutional investors and hedge funds held shares of Simplify Enhanced Income ETF. The most heavily invested institutionals were Private Advisor Group LLC ($20.84M), Wells Fargo & Company MN ($19.34M), WealthPlan Investment Management LLC ($16.08M), Richard P Slaughter Associates Inc ($14.77M), Astor Investment Management LLC ($10.15M), WealthPLAN Partners LLC ($9.38M), and Peak Financial Advisors LLC ($6.24M).Learn more on HIGH's institutional investors.

Which institutional investors have been buying Simplify Enhanced Income ETF stock?

Of the 45 institutional investors that purchased Simplify Enhanced Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Private Advisor Group LLC ($853.91K), Wells Fargo & Company MN ($787.26K), WealthPlan Investment Management LLC ($658.90K), Richard P Slaughter Associates Inc ($607.79K), Peak Financial Advisors LLC ($536.77K), Astor Investment Management LLC ($426.30K), and WealthPLAN Partners LLC ($384.55K).

How much institutional buying is happening at Simplify Enhanced Income ETF?

Institutional investors have bought a total of 6,222,703 shares in the last 24 months. This purchase volume represents approximately $152.85M in transactions.

Which Simplify Enhanced Income ETF major shareholders have been selling company stock?

Of the 11 institutional investors that sold Simplify Enhanced Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Peak Financial Advisors LLC ($279.89K), 3EDGE Asset Management LP ($88.57K), Worth Asset Management LLC ($42.36K), Outlook Wealth Advisors LLC ($14.09K), Astor Investment Management LLC ($10.24K), Elevated Capital Advisors LLC ($7.97K), and Fortitude Family Office LLC ($6.64K).

How much institutional selling is happening at Simplify Enhanced Income ETF?

Institutional investors have sold a total of 461,168 shares in the last 24 months. This volume of shares sold represents approximately $11.28M in transactions.


This page (NYSEARCA:HIGH) was last updated on 7/27/2024 by MarketBeat.com Staff

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