Purchases and Sales Made in Q1 2025 in Simplify Exch Traded Fds Simpl (CTA)
This table provides information about the institutional ownership of Simplify Exch Traded Fds Simpl (CTA) during Q1 2025. 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 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.71M+ 56326.49% |
$47.6M - $51.7M
|
1.71M
$46.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
464K+ 191.21% |
$12.9M - $14M
|
706K
$19.1M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
373K+ 695.54% |
$10.4M - $11.3M
|
427K
$11.6M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
360K+ 198.97% |
$10M - $10.9M
|
541K
$14.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
350K+ 94.35% |
$9.73M - $10.6M
|
721K
$19.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
324K+ 76.98% |
$9M - $9.78M
|
744K
$20.2M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
311K+ 47.0% |
$8.64M - $9.39M
|
972K
$26.4M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
291KNew |
$8.08M - $8.78M
|
291K
$7.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
286KNew |
$7.96M - $8.65M
|
286K
$7.76M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
245K+ 655.5% |
$6.81M - $7.4M
|
282K
$7.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
237KNew |
$6.59M - $7.16M
|
237K
$6.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
203KNew |
$5.65M - $6.14M
|
203K
$5.51M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
191KNew |
$5.32M - $5.78M
|
191K
$5.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
187K+ 151.09% |
$5.2M - $5.65M
|
311K
$8.42M
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
185KNew |
$5.14M - $5.58M
|
185K
$5.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
177KNew |
$4.92M - $5.35M
|
177K
$4.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
172KNew |
$4.79M - $5.21M
|
172K
$4.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
158KNew |
$4.39M - $4.77M
|
158K
$4.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
146K+ 320.8% |
$4.07M - $4.42M
|
192K
$5.21M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
139KNew |
$3.86M - $4.19M
|
139K
$3.76M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
130KNew |
$3.62M - $3.93M
|
130K
$3.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
128KNew |
$3.55M - $3.85M
|
128K
$3.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
123KNew |
$3.42M - $3.71M
|
123K
$3.33M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
119KNew |
$3.32M - $3.6M
|
119K
$3.23M
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
112KNew |
$3.11M - $3.38M
|
112K
$3.04M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
111K+ 39.28% |
$3.08M - $3.34M
|
392K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
95.1K+ 56.16% |
$2.65M - $2.87M
|
265K
$7.17M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
90.6KNew |
$2.52M - $2.74M
|
90.6K
$2.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
85.7KNew |
$2.38M - $2.59M
|
85.7K
$2.32M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
81.4KNew |
$2.26M - $2.46M
|
81.4K
$2.21M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
77.5KNew |
$2.15M - $2.34M
|
77.5K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
74.1KNew |
$2.06M - $2.24M
|
74.1K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
72.5KNew |
$2.02M - $2.19M
|
72.5K
$1.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
69.1KNew |
$1.92M - $2.09M
|
69.1K
$1.87M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
68.5KNew |
$1.91M - $2.07M
|
68.5K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
65.1KNew |
$1.81M - $1.97M
|
65.1K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
64.7K+ 526.75% |
$1.8M - $1.95M
|
77K
$2.09M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
64K+ 56.7% |
$1.78M - $1.93M
|
177K
$4.79M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
62.1K+ 193.6% |
$1.73M - $1.88M
|
94.2K
$2.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
61.7KNew |
$1.72M - $1.86M
|
61.7K
$1.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
58.3K+ 94.3% |
$1.62M - $1.76M
|
120K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
55.2K+ 37.36% |
$1.54M - $1.67M
|
203K
$5.51M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
54.6K+ 50.76% |
$1.52M - $1.65M
|
162K
$4.4M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
51.7K+ 3282.02% |
$1.44M - $1.56M
|
53.2K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
51KNew |
$1.42M - $1.54M
|
51K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
49.6K+ 66.3% |
$1.38M - $1.5M
|
124K
$3.37M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.6K+ 86.33% |
$1.35M - $1.47M
|
105K
$2.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
48.5KNew |
$1.35M - $1.46M
|
48.5K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
48.1K+ 178233.33% |
$1.34M - $1.45M
|
48.2K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
47.5K+ 56.02% |
$1.32M - $1.44M
|
132K
$3.59M
|