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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
68+ 1.03% |
$1.75K - $1.97K
|
6.66K
$191K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-6.18K- 13.67% |
$159K - $179K
|
39K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
592New |
$15.3K - $17.2K
|
592
$17K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
124KNew |
$3.19M - $3.58M
|
124K
$3.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
13.1K+ 27.32% |
$337K - $378K
|
60.9K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
33+ 0.16% |
$851 - $956
|
20.6K
$592K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
32.5K+ 110.75% |
$839K - $942K
|
61.9K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
22.8K+ 25.48% |
$589K - $662K
|
112K
$3.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
9.77K+ 3.1% |
$252K - $283K
|
325K
$9.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.5K+ 29.33% |
$116K - $130K
|
19.8K
$569K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3.27KNew |
$84.3K - $94.6K
|
3.27K
$93.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-155- 0.18% |
$4K - $4.49K
|
87.1K
$2.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
45.6KNew |
$1.18M - $1.32M
|
45.6K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
17.3KNew |
$447K - $502K
|
17.3K
$497K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
711+ 2.21% |
$18.3K - $20.6K
|
32.8K
$942K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-491- 4.0% |
$12.7K - $14.2K
|
11.8K
$338K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
38.5KNew |
$994K - $1.12M
|
38.5K
$1.11M
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-169- 3.54% |
$4.35K - $4.57K
|
4.61K
$132K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.5K- 2.76% |
$346K - $364K
|
474K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
61.6K+ 144.43% |
$1.59M - $1.67M
|
104K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
239KNew |
$6.15M - $6.47M
|
239K
$6.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
18.4KNew |
$472K - $497K
|
18.4K
$527K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.98K- 39.44% |
$50.9K - $53.6K
|
3.04K
$87.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.98K- 39.39% |
$50.9K - $53.5K
|
3.04K
$87.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
95.9KNew |
$2.47M - $2.6M
|
95.9K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.5K+ 3862.67% |
$373K - $392K
|
14.9K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
2K+ 5.16% |
$51.5K - $54.1K
|
40.7K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34KNew |
$874K - $919K
|
34K
$974K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20K+ 666.67% |
$515K - $541K
|
23K
$660K
|
|
|
Nov 13, 2024
Q3 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
19.1KNew |
$491K - $517K
|
19.1K
$548K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.32K+ 13.8% |
$59.7K - $62.9K
|
19.1K
$549K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
9.55KNew |
$246K - $258K
|
9.55K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.26KNew |
$58K - $61K
|
2.26K
$64.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
697KNew |
$17.9M - $18.9M
|
697K
$20M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.57K- 32.63% |
$143K - $151K
|
11.5K
$330K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
471New |
$12.1K - $12.7K
|
471
$13.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-393- 2.0% |
$10.1K - $10.6K
|
19.3K
$552K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20.3K+ 93.99% |
$522K - $549K
|
41.9K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.1KNew |
$259K - $273K
|
10.1K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
30KNew |
$772K - $812K
|
30K
$861K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
122KNew |
$3.13M - $3.29M
|
122K
$3.49M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-373- 2.23% |
$9.6K - $10.1K
|
16.4K
$469K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
30KNew |
$772K - $812K
|
30K
$861K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27.1K+ 2153.06% |
$696K - $733K
|
28.3K
$813K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10.5KNew |
$270K - $284K
|
10.5K
$301K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
9.19KNew |
$236K - $249K
|
9.19K
$264K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
236+ 29.99% |
$6.07K - $6.39K
|
1.02K
$29.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
8.9KNew |
$229K - $241K
|
8.9K
$255K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.4K+ 13.74% |
$1.01M - $1.07M
|
326K
$9.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.55K+ 70.7% |
$143K - $150K
|
13.4K
$384K
|
|