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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-26.8K- 30.73% |
$744K - $808K
|
60.3K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-30.5K- 6.72% |
$847K - $920K
|
423K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-33.5K- 44.63% |
$931K - $1.01M
|
41.5K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-73.4K- 52.3% |
$2.04M - $2.22M
|
67K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-134K- 44.17% |
$3.74M - $4.06M
|
170K
$4.61M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-325K- 47.84% |
$9.04M - $9.82M
|
354K
$9.61M
|