Latest Institutional Transactions on Simplify Exch Traded Fds Simpl (CTA)
This table provides information on the latest institutional transactions involving Simplify Exch Traded Fds Simpl (CTA) 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 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
23.1K+ 19.39% |
$615K - $692K
|
142K
$4M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-209K- 62.37% |
$5.56M - $6.24M
|
126K
$3.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
4.7K+ 11.5% |
$125K - $140K
|
45.5K
$1.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.63K- 3.2% |
$43.5K - $48.8K
|
49.3K
$1.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-110K- 84.29% |
$2.92M - $3.28M
|
20.4K
$574K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.05K- 8.37% |
$134K - $151K
|
55.3K
$1.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
931+ 0.77% |
$24.8K - $27.8K
|
121K
$3.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.43K+ 4.41% |
$224K - $252K
|
200K
$5.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.68K+ 2.43% |
$44.7K - $50.2K
|
70.8K
$1.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
219+ 0.43% |
$5.83K - $6.55K
|
51.2K
$1.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.44KNew |
$65K - $73K
|
2.44K
$68.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
307K+ 1687.42% |
$8.17M - $9.18M
|
325K
$9.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
45.7K+ 172.87% |
$1.22M - $1.37M
|
72.1K
$2.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
711New |
$18.9K - $21.3K
|
711
$20K
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-6.37K- 3.75% |
$169K - $190K
|
164K
$4.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
8.37K+ 4.21% |
$223K - $250K
|
207K
$5.82M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
26.9K+ 127.92% |
$716K - $805K
|
48K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.92K+ 3.11% |
$131K - $147K
|
163K
$4.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
22.2K+ 3.08% |
$590K - $663K
|
743K
$20.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-320- 8.79% |
$8.52K - $9.57K
|
3.32K
$93.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17K+ 35.04% |
$452K - $508K
|
65.5K
$1.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.03K+ 10.32% |
$54K - $60.7K
|
21.7K
$609K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
75.5KNew |
$2.01M - $2.26M
|
75.5K
$2.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.12K+ 5.24% |
$56.4K - $63.3K
|
42.6K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-163- 0.84% |
$4.34K - $4.87K
|
19.2K
$539K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
729New |
$19.4K - $21.8K
|
729
$20.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
6.73K+ 16.83% |
$179K - $201K
|
46.7K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
8.08KNew |
$215K - $242K
|
8.08K
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
14.8K+ 40.54% |
$394K - $442K
|
51.3K
$1.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
10.1K+ 117.61% |
$269K - $302K
|
18.7K
$525K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.26K+ 2.85% |
$86.7K - $97.4K
|
118K
$3.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
261+ 0.63% |
$6.95K - $7.8K
|
41.8K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
195K+ 30470.47% |
$5.19M - $5.83M
|
196K
$5.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.87K- 12.73% |
$130K - $146K
|
33.4K
$937K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
103KNew |
$2.75M - $3.09M
|
103K
$2.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
50.9K+ 151.41% |
$1.36M - $1.52M
|
84.6K
$2.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
905+ 22.5% |
$24.1K - $27.1K
|
4.93K
$138K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
64.7KNew |
$1.72M - $1.93M
|
64.7K
$1.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
114K+ 56.25% |
$3.04M - $3.42M
|
318K
$8.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
12.6K+ 57.22% |
$335K - $377K
|
34.6K
$972K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-2.98K- 24.82% |
$79.3K - $89.1K
|
9.03K
$254K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
12.2KNew |
$324K - $364K
|
12.2K
$342K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2.48K- 5.9% |
$66.1K - $74.2K
|
39.6K
$1.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
13.1KNew |
$349K - $392K
|
13.1K
$368K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
213K+ 65.22% |
$5.68M - $6.38M
|
540K
$15.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-23.2K- 18.86% |
$617K - $693K
|
99.7K
$2.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
489New |
$13K - $14.6K
|
489
$13.7K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
95.1K+ 56.16% |
$2.65M - $2.87M
|
265K
$7.43M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-91- 0.47% |
$2.53K - $2.75K
|
19.2K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
185KNew |
$5.14M - $5.58M
|
185K
$5.19M
|
|