Free Trial

Simplify Macro Strategy ETF (FIG) Institutional Ownership

$21.48 +0.12 (+0.56%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for Simplify Macro Strategy ETF (NYSEARCA:FIG)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$273.62K
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$7.72M
Get FIG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Simplify Macro Strategy ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FIG Institutional Buying and Selling by Quarter

Simplify Macro Strategy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Jane Street Group LLC22,418$480K0.0%-38.4%1.949%
11/15/2024 Wolverine Trading LLC12,397$268K0.0%-12.1%1.078%
8/13/2024Herr Investment Group LLC103,358$2.16M0.1%-76.7%8.988%
5/14/2024Herr Investment Group LLC443,873$10.12M2.6%-2.6%38.598%
2/7/2024 Avantax Advisory Services Inc.42,858$983K0.0%+38.6%2.091%
11/13/2023 Kestra Advisory Services LLC14,570$328K0.0%-5.1%0.711%
11/8/2023 Avantax Advisory Services Inc.30,924$696K0.0%N/A1.508%
10/24/2023 Cambridge Investment Research Advisors Inc.10,026$226K0.0%-92.5%0.489%
8/10/2023 Private Advisor Group LLC12,749$298K0.0%N/A0.622%
7/31/2023 Lionsbridge Wealth Management LLC34,521$806K0.7%-8.8%1.569%
7/13/2023 Cambridge Investment Research Advisors Inc.133,051$3.11M0.0%-1.3%6.048%
7/11/2023 Peak Financial Advisors LLC229,983$5.37M4.2%N/A10.454%
5/11/2023 Cambridge Investment Research Advisors Inc.134,744$3.16M0.0%-1.8%8.069%
5/10/2023Herr Investment Group LLC475,006$11.15M0.8%N/A28.443%
5/9/2023 Lionsbridge Wealth Management LLC37,862$889K0.8%+3.3%2.267%
4/12/2023 Worth Asset Management LLC7,968$187K0.1%-8.0%0.477%
2/10/2023Wealthsource Partners LLC123,011$2.87M0.2%+12.5%12.552%
2/8/2023 Cambridge Investment Research Advisors Inc.137,271$3.20M0.0%+2.8%14.007%
2/7/2023 Lionsbridge Wealth Management LLC36,650$855K0.8%N/A3.740%
1/31/2023 Kestra Advisory Services LLC15,825$369K0.0%N/A1.615%
1/13/2023 Worth Asset Management LLC8,661$202K0.1%+24.9%0.912%
(Data available from 1/1/2016 forward)

FIG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FIG shares?

During the previous two years, 11 institutional investors and hedge funds held shares of Simplify Macro Strategy ETF. The most heavily invested institutionals were Peak Financial Advisors LLC ($5.37M), Wealthsource Partners LLC ($2.87M), Herr Investment Group LLC ($2.16M), Avantax Advisory Services Inc. ($983K), Lionsbridge Wealth Management LLC ($806K), Jane Street Group LLC ($480K), and Kestra Advisory Services LLC ($328K).Learn more on FIG's institutional investors.

Which institutional investors have been buying Simplify Macro Strategy ETF stock?

Of the 9 institutional investors that purchased Simplify Macro Strategy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Herr Investment Group LLC ($475.01K), Peak Financial Advisors LLC ($229.98K), Avantax Advisory Services Inc. ($42.86K), Lionsbridge Wealth Management LLC ($37.86K), Kestra Advisory Services LLC ($15.83K), Wealthsource Partners LLC ($13.72K), and Private Advisor Group LLC ($12.75K).

How much institutional buying is happening at Simplify Macro Strategy ETF?

Institutional investors have bought a total of 833,483 shares in the last 24 months. This purchase volume represents approximately $19.48M in transactions.

Which Simplify Macro Strategy ETF major shareholders have been selling company stock?

The following institutional investors have sold Simplify Macro Strategy ETF stock in the last 24 months: Herr Investment Group LLC ($352.52K), Cambridge Investment Research Advisors Inc. ($127.25K), Jane Street Group LLC ($13.99K), Lionsbridge Wealth Management LLC ($3.34K), Wolverine Trading LLC ($1.71K), Kestra Advisory Services LLC ($776.00), and Worth Asset Management LLC ($693.00).

How much institutional selling is happening at Simplify Macro Strategy ETF?

Institutional investors have sold a total of 500,265 shares in the last 24 months. This volume of shares sold represents approximately $10.70M in transactions.



This page (NYSEARCA:FIG) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners