Purchases and Sales Made in Q1 2024 in Simplify Exch Traded Fds Simpl (CTA)
This table provides information about the institutional ownership of Simplify Exch Traded Fds Simpl (CTA) during Q1 2024. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCH TRADED FDS SIMPL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
221K+ 196.99% |
$5.2M - $5.7M
|
333K
$9.68M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
77.4K+ 26.03% |
$1.82M - $2M
|
375K
$10.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
67.2KNew |
$1.58M - $1.73M
|
67.2K
$1.95M
|
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
51.7K+ 23.4% |
$1.22M - $1.33M
|
273K
$7.92M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
36KNew |
$848K - $929K
|
36K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
26.3KNew |
$618K - $677K
|
26.3K
$763K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
14.6KNew |
$344K - $378K
|
14.6K
$425K
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
14.2K+ 97.09% |
$334K - $366K
|
28.8K
$836K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.9KNew |
$304K - $333K
|
12.9K
$375K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
12K+ 94.27% |
$282K - $309K
|
24.7K
$718K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
11.1KNew |
$262K - $287K
|
11.1K
$323K
|
|
|
Aug 14, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
7.65K+ 4.89% |
$180K - $197K
|
164K
$4.76M
|
|
|
Oct 18, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
7.65K+ 4.89% |
$180K - $197K
|
164K
$4.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
5.31K+ 5.73% |
$125K - $137K
|
98K
$2.85M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.44K+ 5.46% |
$104K - $114K
|
85.7K
$2.49M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
3.5K+ 29.16% |
$82.3K - $90.2K
|
15.5K
$450K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.13K+ 2319.26% |
$73.7K - $80.7K
|
3.27K
$94.9K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.81KNew |
$66.1K - $72.4K
|
2.81K
$81.6K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.58KNew |
$60.6K - $66.4K
|
2.58K
$74.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.17K+ 17.7% |
$51K - $55.9K
|
14.4K
$418K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.83K+ 17.2% |
$43.1K - $47.2K
|
12.5K
$363K
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.24K+ 13.2% |
$29.1K - $31.9K
|
10.6K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.02KNew |
$24K - $26.3K
|
1.02K
$29.7K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
999New |
$23.5K - $25.8K
|
999
$29K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
972+ 8100.0% |
$22.9K - $25.1K
|
984
$28.6K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
972+ 8100.0% |
$22.9K - $25.1K
|
984
$28.6K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
778+ 4.79% |
$18.3K - $20.1K
|
17K
$495K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
664+ 3.75% |
$15.6K - $17.1K
|
18.4K
$534K
|
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
430New |
$10.1K - $11.1K
|
430
$12.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
101New |
$2.38K - $2.6K
|
101
$2.93K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
85+ 0.22% |
$2K - $2.19K
|
39.4K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.1% |
$47.1 - $51.6
|
1.92K
$55.7K
|
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1+ 0.0% |
$23.5 - $25.8
|
42.8K
$1.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4- 0.43% |
$94.1 - $103
|
926
$26.9K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-34- 36.17% |
$800 - $877
|
60
$1.74K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-128- 0.86% |
$3.01K - $3.3K
|
14.8K
$429K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-203- 2.35% |
$4.78K - $5.24K
|
8.43K
$245K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-512- 7.94% |
$12K - $13.2K
|
5.94K
$173K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-750- 95.3% |
$17.6K - $19.3K
|
37
$1.07K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-999Closed |
$23.5K - $25.8K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.43K- 79.41% |
$33.6K - $36.8K
|
370
$10.7K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.04K- 80.4% |
$95K - $104K
|
984
$28.6K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.94K- 87.59% |
$116K - $127K
|
700
$20.3K
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-7.19K- 12.02% |
$169K - $185K
|
52.6K
$1.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.53K- 4.39% |
$177K - $194K
|
164K
$4.76M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.3K- 33.38% |
$288K - $316K
|
24.5K
$711K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-21.6K- 53.14% |
$508K - $557K
|
19.1K
$553K
|
|
|
May 13, 2024
Q1 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-24K- 15.68% |
$564K - $619K
|
129K
$3.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-38.5K- 63.05% |
$906K - $993K
|
22.6K
$655K
|