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 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.7K+ 28.62% |
$43K - $48K
|
7.64K
$203K
|
|
Jul 08, 2024
Q2 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
329+ 76.51% |
$8.31K - $9.29K
|
759
$20.1K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
972+ 8100.0% |
$22.9K - $25.1K
|
984
$26.1K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-999Closed |
$23.5K - $25.8K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.02KNew |
$24K - $26.3K
|
1.02K
$27.1K
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
12K+ 94.27% |
$282K - $309K
|
24.7K
$656K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4- 0.43% |
$94.1 - $103
|
926
$24.6K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.83K+ 17.2% |
$43.1K - $47.2K
|
12.5K
$331K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.9KNew |
$304K - $333K
|
12.9K
$343K
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1+ 0.0% |
$23.5 - $25.8
|
42.8K
$1.14M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.43K- 79.41% |
$33.6K - $36.8K
|
370
$9.82K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.94K- 87.59% |
$116K - $127K
|
700
$18.6K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.44K+ 5.46% |
$104K - $114K
|
85.7K
$2.28M
|
|
May 13, 2024
Q1 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-24K- 15.68% |
$564K - $619K
|
129K
$3.42M
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
3.5K+ 29.16% |
$82.3K - $90.2K
|
15.5K
$411K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.58KNew |
$60.6K - $66.4K
|
2.58K
$68.3K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
778+ 4.79% |
$18.3K - $20.1K
|
17K
$452K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.81KNew |
$66.1K - $72.4K
|
2.81K
$74.6K
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.24K+ 13.2% |
$29.1K - $31.9K
|
10.6K
$281K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
221K+ 196.99% |
$5.2M - $5.7M
|
333K
$8.84M
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
26.3KNew |
$618K - $677K
|
26.3K
$697K
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
11.1KNew |
$262K - $287K
|
11.1K
$295K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-57.7K- 9.98% |
$1.36M - $1.49M
|
520K
$13.8M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.3K- 33.38% |
$288K - $316K
|
24.5K
$649K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-21.6K- 53.14% |
$508K - $557K
|
19.1K
$506K
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
36KNew |
$848K - $929K
|
36K
$957K
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
85+ 0.22% |
$2K - $2.19K
|
39.4K
$1.05M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
14.6KNew |
$344K - $378K
|
14.6K
$389K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-38.5K- 63.05% |
$906K - $993K
|
22.6K
$599K
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
14.2K+ 97.09% |
$334K - $366K
|
28.8K
$764K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-203- 2.35% |
$4.78K - $5.24K
|
8.43K
$224K
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
77.4K+ 26.03% |
$1.82M - $2M
|
375K
$9.95M
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
101New |
$2.38K - $2.6K
|
101
$2.68K
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.53K- 4.39% |
$177K - $194K
|
164K
$4.35M
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
664+ 3.75% |
$15.6K - $17.1K
|
18.4K
$488K
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
5.31K+ 5.73% |
$125K - $137K
|
98K
$2.6M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.1% |
$47.1 - $51.6
|
1.92K
$50.9K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
67.2KNew |
$1.58M - $1.73M
|
67.2K
$1.78M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.17K+ 17.7% |
$51K - $55.9K
|
14.4K
$382K
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
51.7K+ 23.4% |
$1.22M - $1.33M
|
273K
$7.24M
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-128- 0.86% |
$3.01K - $3.3K
|
14.8K
$392K
|
|
Q4 2023 | |||||||
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
117New |
$2.75K - $3.23K
|
117
$3.11K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
94New |
$2.21K - $2.59K
|
94
$2.49K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
448New |
$10.5K - $12.4K
|
448
$11.9K
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
41.7K+ 304.43% |
$980K - $1.15M
|
55.4K
$1.47M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.27K- 3.51% |
$29.8K - $34.9K
|
34.8K
$923K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
91New |
$2.14K - $2.51K
|
91
$2.42K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
45.7K+ 224.25% |
$1.07M - $1.26M
|
66K
$1.75M
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500New |
$11.8K - $13.8K
|
500
$13.3K
|