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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
342KNew |
$7.44M - $8.5M
|
342K
$7.89M
|
|
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
$11.1K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2- 66.67% |
$43.9 - $46.4
|
1
$23.1
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.05K+ 38.78% |
$199K - $210K
|
32.4K
$748K
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
129K+ 733.04% |
$2.82M - $2.99M
|
146K
$3.38M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.8K+ 222.4% |
$786K - $832K
|
52K
$1.2M
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2.83K- 10.87% |
$62K - $65.6K
|
23.2K
$535K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
511KNew |
$11.2M - $11.8M
|
511K
$11.8M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
111New |
$2.43K - $2.58K
|
111
$2.56K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.89K- 4.7% |
$85.4K - $90.3K
|
79K
$1.82M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.93K+ 1.66% |
$64.1K - $67.9K
|
179K
$4.13M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.75K+ 26.12% |
$148K - $157K
|
32.6K
$753K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
804New |
$17.6K - $18.7K
|
804
$18.6K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.95K+ 10.4% |
$86.6K - $91.6K
|
41.9K
$968K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
49.2K+ 9.65% |
$1.08M - $1.14M
|
559K
$12.9M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-9- 10.0% |
$197 - $209
|
81
$1.87K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.6K- 44.78% |
$495K - $524K
|
27.8K
$643K
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
50.7K+ 157.11% |
$1.11M - $1.18M
|
83K
$1.92M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
35.8K+ 19.49% |
$785K - $830K
|
219K
$5.07M
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
10K+ 23.06% |
$219K - $232K
|
53.4K
$1.23M
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
27.1K+ 26.36% |
$594K - $629K
|
130K
$3M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
412+ 1716.67% |
$8.99K - $9.84K
|
436
$10.1K
|
|
Feb 11, 2025
Q4 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-75.5K- 5.49% |
$1.65M - $1.8M
|
1.3M
$30M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.2KNew |
$398K - $436K
|
18.2K
$421K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
35.7K+ 17.52% |
$778K - $852K
|
239K
$5.52M
|
|
Q3 2024 | |||||||
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.04KNew |
$46.9K - $48.8K
|
2.04K
$47K
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-94.9K- 98.63% |
$2.19M - $2.28M
|
1.32K
$30.5K
|
|
Q2 2024 | |||||||
May 19, 2025
Q2 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-109Closed |
$2.47K - $2.55K
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
32.9KNew |
$745K - $770K
|
32.9K
$760K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
276New |
$6.25K - $6.45K
|
276
$6.37K
|
|
Q1 2024 | |||||||
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
141+ 1.53% |
$3.19K - $3.29K
|
9.33K
$215K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20New |
$453 - $467
|
20
$462
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.56KNew |
$216K - $223K
|
9.56K
$221K
|
|
Q4 2023 | |||||||
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-33- 27.97% |
$708 - $757
|
85
$1.96K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.8KNew |
$400K - $414K
|
18.8K
$434K
|
|
Q4 2022 | |||||||
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1New |
$21.2 - $22.8
|
1
$23.1
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
200New |
$4.86K - $5.06K
|
200
$4.62K
|