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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
13K+ 4.91% |
$346K - $389K
|
278K
$7.48M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-3.29K- 12.0% |
$87.6K - $98.4K
|
24.1K
$651K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
236K+ 318.59% |
$6.28M - $7.06M
|
310K
$8.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-391K- 92.4% |
$10.4M - $11.7M
|
32.2K
$867K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.26K- 8.39% |
$86.7K - $97.4K
|
35.6K
$959K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.9K+ 0.75% |
$344K - $386K
|
1.73M
$46.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.64K- 6.95% |
$256K - $288K
|
129K
$3.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
108KNew |
$2.88M - $3.24M
|
108K
$2.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.55K+ 23.72% |
$121K - $136K
|
23.7K
$639K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.01K+ 9.07% |
$80.1K - $90K
|
36.2K
$976K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
23KNew |
$613K - $689K
|
23K
$621K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.57K- 1.85% |
$175K - $196K
|
348K
$9.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
49.7K+ 43.34% |
$1.32M - $1.49M
|
164K
$4.43M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.4K- 95.95% |
$276K - $311K
|
439
$11.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-158K- 91.85% |
$4.21M - $4.73M
|
14.1K
$379K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.16K- 22.08% |
$57.4K - $64.5K
|
7.62K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.73KNew |
$259K - $291K
|
9.73K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
53.7KNew |
$1.43M - $1.6M
|
53.7K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-375- 20.24% |
$9.98K - $11.2K
|
1.48K
$39.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.23K+ 1256.12% |
$32.8K - $36.8K
|
1.33K
$35.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.8K+ 83.34% |
$447K - $502K
|
36.9K
$996K
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-10.6K- 8.92% |
$282K - $317K
|
108K
$2.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5.62KNew |
$150K - $168K
|
5.62K
$152K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
215KNew |
$5.72M - $6.43M
|
215K
$5.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-18.8K- 6.65% |
$500K - $561K
|
264K
$7.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
137KNew |
$3.65M - $4.1M
|
137K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-500- 3.11% |
$13.3K - $15K
|
15.6K
$421K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.13KNew |
$243K - $273K
|
9.13K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
71+ 0.36% |
$1.89K - $2.12K
|
19.9K
$536K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-72.2K- 68.77% |
$1.92M - $2.16M
|
32.8K
$884K
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
16.3K+ 13.11% |
$434K - $487K
|
141K
$3.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34.9K+ 38.53% |
$929K - $1.04M
|
126K
$3.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
56.8K+ 773.84% |
$1.51M - $1.7M
|
64.2K
$1.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
401New |
$10.7K - $12K
|
401
$10.8K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
110+ 0.49% |
$2.93K - $3.29K
|
22.6K
$608K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-157- 1.31% |
$4.18K - $4.69K
|
11.8K
$319K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
9.29KNew |
$247K - $278K
|
9.29K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
85.3KNew |
$2.27M - $2.55M
|
85.3K
$2.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.3KNew |
$87.7K - $98.6K
|
3.3K
$88.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-182- 1.32% |
$4.84K - $5.44K
|
13.6K
$367K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-302- 2.43% |
$8.04K - $9.03K
|
12.1K
$327K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
46.5K+ 163.96% |
$1.24M - $1.39M
|
74.8K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-273- 2.67% |
$7.26K - $8.16K
|
9.95K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-7.47K- 26.6% |
$199K - $223K
|
20.6K
$556K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
34.4KNew |
$916K - $1.03M
|
34.4K
$929K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.26K- 99.84% |
$33.5K - $37.7K
|
2
$53.9
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49.9K- 64.8% |
$1.33M - $1.49M
|
27.1K
$730K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
110K+ 14.74% |
$2.92M - $3.28M
|
854K
$23M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.1K+ 8.43% |
$456K - $512K
|
220K
$5.94M
|