Latest Institutional Purchases of Simplify Exch.Trad Fds Simplif (CDX)
This list provides information on the latest institutional transactions involving Simplify Exch.Trad Fds Simplif (CDX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase 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 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
511KNew |
$11.2M - $11.8M
|
511K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
129K+ 733.04% |
$2.82M - $2.99M
|
146K
$3.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
50.7K+ 157.11% |
$1.11M - $1.18M
|
83K
$1.92M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
49.2K+ 9.65% |
$1.08M - $1.14M
|
559K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.8K+ 222.4% |
$786K - $832K
|
52K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
35.8K+ 19.49% |
$785K - $830K
|
219K
$5.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
27.1K+ 26.36% |
$594K - $629K
|
130K
$3M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
10K+ 23.06% |
$219K - $232K
|
53.4K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.05K+ 38.78% |
$199K - $210K
|
32.4K
$748K
|
|
|
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
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.95K+ 10.4% |
$86.6K - $91.6K
|
41.9K
$968K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.93K+ 1.66% |
$64.1K - $67.9K
|
179K
$4.13M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
804New |
$17.6K - $18.7K
|
804
$18.6K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
111New |
$2.43K - $2.58K
|
111
$2.56K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
35.7K+ 17.52% |
$778K - $852K
|
239K
$5.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.2KNew |
$398K - $436K
|
18.2K
$421K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
412+ 1716.67% |
$8.99K - $9.84K
|
436
$10.1K
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.04KNew |
$46.9K - $48.8K
|
2.04K
$47K
|
|
| Q2 2024 | |||||||
|
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 | |||||||
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.56KNew |
$216K - $223K
|
9.56K
$221K
|
|
|
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
|
|
| 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
|
|