Latest Institutional Transactions on Simplify Exch.Trad Fds Simplif (CDX)
This table provides information on the latest institutional transactions involving Simplify Exch.Trad Fds Simplif (CDX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
35.7K+ 17.52% |
$778K - $852K
|
239K
$5.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-5.33K- 10.95% |
$116K - $127K
|
43.4K
$967K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13.7K- 3.25% |
$299K - $328K
|
409K
$9.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
57.7K+ 45.84% |
$1.26M - $1.38M
|
184K
$4.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
32.3KNew |
$704K - $771K
|
32.3K
$720K
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
39.1K+ 61.34% |
$852K - $933K
|
103K
$2.29M
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.32K+ 20.14% |
$146K - $151K
|
37.7K
$841K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.18K+ 10.94% |
$142K - $148K
|
62.7K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
462K+ 2641.35% |
$10.6M - $11.1M
|
480K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.84K- 6.73% |
$65.5K - $68.1K
|
39.4K
$879K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16- 4.28% |
$369 - $384
|
358
$7.98K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.7KNew |
$476K - $495K
|
20.7K
$461K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
18.2KNew |
$420K - $437K
|
18.2K
$406K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.3KNew |
$744K - $774K
|
32.3K
$720K
|
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-2.67M- 66.02% |
$61.5M - $64M
|
1.37M
$30.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.04KNew |
$46.9K - $48.8K
|
2.04K
$45.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-94.9K- 98.63% |
$2.19M - $2.28M
|
1.32K
$29.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.83K+ 1.7% |
$65.3K - $67.9K
|
170K
$3.78M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$22.6 - $23.4
|
1
$22.3
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
32.9KNew |
$745K - $770K
|
32.9K
$734K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.23KNew |
$209K - $216K
|
9.23K
$206K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
276New |
$6.25K - $6.45K
|
276
$6.15K
|
|
| Q1 2024 | |||||||
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
141+ 1.53% |
$3.19K - $3.29K
|
9.33K
$208K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20New |
$453 - $467
|
20
$446
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.56KNew |
$216K - $223K
|
9.56K
$213K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-33- 27.97% |
$708 - $757
|
85
$1.9K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.8KNew |
$400K - $414K
|
18.8K
$419K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1New |
$21.2 - $22.8
|
1
$22.3
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
200New |
$4.86K - $5.06K
|
200
$4.46K
|
|