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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$21.8 - $24.9
|
2
$46.4
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.6KNew |
$273K - $312K
|
12.6K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.5KNew |
$490K - $560K
|
22.5K
$523K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.04KNew |
$22.6K - $25.8K
|
1.04K
$24.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-1.24K- 5.33% |
$26.9K - $30.7K
|
21.9K
$510K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-10.2K- 31.51% |
$222K - $254K
|
22.2K
$515K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.6KNew |
$491K - $561K
|
22.6K
$524K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
381+ 1587.5% |
$8.29K - $9.48K
|
405
$9.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-29.9K- 20.42% |
$650K - $743K
|
116K
$2.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.5KNew |
$358K - $410K
|
16.5K
$382K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
389K+ 1192.98% |
$8.47M - $9.68M
|
422K
$9.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.14K+ 6.51% |
$112K - $128K
|
84.2K
$1.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
93.3KNew |
$2.03M - $2.32M
|
93.3K
$2.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
17.9KNew |
$390K - $445K
|
17.9K
$416K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41.1K+ 2019.74% |
$895K - $1.02M
|
43.2K
$1M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
351KNew |
$7.63M - $8.72M
|
351K
$8.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.9KNew |
$41.4K - $47.3K
|
1.9K
$44.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
23.8KNew |
$518K - $592K
|
23.8K
$552K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
858+ 2.05% |
$18.7K - $21.4K
|
42.8K
$993K
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
250KNew |
$5.45M - $6.23M
|
250K
$5.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
528New |
$11.5K - $13.1K
|
528
$12.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.1KNew |
$45.7K - $52.3K
|
2.1K
$48.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.9MNew |
$63.1M - $72.2M
|
2.9M
$67.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
35.4KNew |
$770K - $880K
|
35.4K
$821K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
303K+ 54.25% |
$6.61M - $7.55M
|
863K
$20M
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
94.7KNew |
$2.06M - $2.36M
|
94.7K
$2.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
190K+ 106.2% |
$4.14M - $4.73M
|
369K
$8.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.66K+ 2.58% |
$123K - $141K
|
225K
$5.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
49.5KNew |
$1.08M - $1.23M
|
49.5K
$1.15M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.7KNew |
$299K - $342K
|
13.7K
$319K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
42K+ 150.81% |
$914K - $1.04M
|
69.8K
$1.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.17KNew |
$200K - $228K
|
9.17K
$213K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
53.2KNew |
$1.16M - $1.32M
|
53.2K
$1.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
46.8K+ 36.06% |
$1.02M - $1.17M
|
177K
$4.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.58KNew |
$208K - $238K
|
9.58K
$222K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-233K- 45.63% |
$5.07M - $5.8M
|
278K
$6.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
9.56KNew |
$208K - $238K
|
9.56K
$222K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.27KNew |
$49.5K - $56.6K
|
2.27K
$52.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
27.1K+ 50.74% |
$589K - $674K
|
80.4K
$1.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
46.5KNew |
$1.01M - $1.16M
|
46.5K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.77KNew |
$38.4K - $44K
|
1.77K
$41K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
342KNew |
$7.44M - $8.5M
|
342K
$7.93M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
185K+ 43.29% |
$4.03M - $4.61M
|
613K
$14.2M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-122- 20.2% |
$2.68K - $2.83K
|
482
$11.2K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.05K+ 38.78% |
$199K - $210K
|
32.4K
$752K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.8K+ 222.4% |
$786K - $832K
|
52K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
111New |
$2.43K - $2.58K
|
111
$2.58K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
804New |
$17.6K - $18.7K
|
804
$18.7K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-9- 10.0% |
$197 - $209
|
81
$1.88K
|
|