Purchases and Sales Made in Q1 2025 in Simplify Exch.Trad Fds Simplif (CDX)
This table provides information about the institutional ownership of Simplify Exch.Trad Fds Simplif (CDX) during Q1 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCH.TRAD FDS SIMPLIF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
511KNew |
$11.2M - $11.8M
|
511K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
129K+ 733.04% |
$2.82M - $2.99M
|
146K
$3.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
50.7K+ 157.11% |
$1.11M - $1.18M
|
83K
$1.93M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
49.2K+ 9.65% |
$1.08M - $1.14M
|
559K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.8K+ 222.4% |
$786K - $832K
|
52K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
35.8K+ 19.49% |
$785K - $830K
|
219K
$5.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
27.1K+ 26.36% |
$594K - $629K
|
130K
$3.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.9K+ 4.61% |
$414K - $438K
|
428K
$9.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
10K+ 23.06% |
$219K - $232K
|
53.4K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.05K+ 38.78% |
$199K - $210K
|
32.4K
$752K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.75K+ 26.12% |
$148K - $157K
|
32.6K
$757K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.95K+ 10.4% |
$86.6K - $91.6K
|
41.9K
$973K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.93K+ 1.66% |
$64.1K - $67.9K
|
179K
$4.15M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
804New |
$17.6K - $18.7K
|
804
$18.7K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
604New |
$13.2K - $14K
|
604
$14K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
111New |
$2.43K - $2.58K
|
111
$2.58K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2- 66.67% |
$43.9 - $46.4
|
1
$23.2
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-9- 10.0% |
$197 - $209
|
81
$1.88K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-122- 20.2% |
$2.68K - $2.83K
|
482
$11.2K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-412- 94.5% |
$9.04K - $9.56K
|
24
$557
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2.83K- 10.87% |
$62K - $65.6K
|
23.2K
$538K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.89K- 4.7% |
$85.4K - $90.3K
|
79K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.6K- 44.78% |
$495K - $524K
|
27.8K
$646K
|