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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
927+ 5.05% |
$23.9K - $26.9K
|
19.3K
$574K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
481New |
$12.4K - $13.9K
|
481
$14.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.96KNew |
$205K - $230K
|
7.96K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.3KNew |
$497K - $558K
|
19.3K
$573K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.6KNew |
$454K - $509K
|
17.6K
$523K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
963+ 94.13% |
$24.8K - $27.9K
|
1.99K
$59.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
255KNew |
$6.58M - $7.38M
|
255K
$7.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
112+ 0.83% |
$2.89K - $3.24K
|
13.6K
$403K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41.5K+ 279.19% |
$1.07M - $1.2M
|
56.3K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-7.28K- 16.3% |
$188K - $211K
|
37.4K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
34K+ 83.56% |
$878K - $986K
|
74.8K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
15.4KNew |
$397K - $446K
|
15.4K
$458K
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
8.65KNew |
$223K - $251K
|
8.65K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.23K+ 111500.0% |
$57.5K - $64.6K
|
2.23K
$66.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
166K+ 5466.58% |
$4.29M - $4.82M
|
169K
$5.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
23.5KNew |
$605K - $680K
|
23.5K
$698K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-500- 4.76% |
$12.9K - $14.5K
|
10K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12.4KNew |
$320K - $360K
|
12.4K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
565K+ 589.23% |
$14.6M - $16.4M
|
661K
$19.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.83K+ 7.99% |
$176K - $198K
|
92.3K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-22.1K- 52.78% |
$570K - $641K
|
19.8K
$589K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.59K- 19.73% |
$144K - $162K
|
22.7K
$677K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
101KNew |
$2.6M - $2.92M
|
101K
$3M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-657- 1.61% |
$17K - $19K
|
40K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
918New |
$23.7K - $26.6K
|
918
$27.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
650+ 138.0% |
$16.8K - $18.8K
|
1.12K
$33.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.7K- 4.36% |
$534K - $599K
|
454K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-841- 37.29% |
$21.7K - $24.4K
|
1.41K
$42.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17K- 2.44% |
$438K - $492K
|
680K
$20.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
104K+ 28.87% |
$2.69M - $3.02M
|
465K
$13.9M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
2.89K+ 17.67% |
$74.6K - $83.7K
|
19.2K
$573K
|
|
|
Feb 11, 2025
Q4 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
340+ 0.18% |
$8.77K - $9.85K
|
187K
$5.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
86.3K+ 159.39% |
$2.23M - $2.5M
|
140K
$4.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
94K+ 28.79% |
$2.42M - $2.72M
|
420K
$12.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.28K+ 8.68% |
$33.1K - $37.2K
|
16.1K
$478K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
669+ 6.63% |
$17.3K - $19.4K
|
10.8K
$320K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-31- 0.3% |
$800 - $898
|
10.2K
$304K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
90.8KNew |
$2.34M - $2.63M
|
90.8K
$2.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
160K+ 131.47% |
$4.13M - $4.63M
|
282K
$8.38M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.51K+ 1.47% |
$90.5K - $102K
|
243K
$7.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.45K+ 12.74% |
$63.3K - $71.1K
|
21.7K
$646K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.11K+ 72.86% |
$54.5K - $61.2K
|
5.01K
$149K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
781+ 6.79% |
$20.1K - $22.6K
|
12.3K
$365K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.65K+ 12.31% |
$42.6K - $47.8K
|
15.1K
$448K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43.6K+ 41.82% |
$1.13M - $1.26M
|
148K
$4.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
121KNew |
$3.13M - $3.52M
|
121K
$3.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.47K- 6.21% |
$193K - $216K
|
113K
$3.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
193KNew |
$4.98M - $5.6M
|
193K
$5.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.81K+ 12.71% |
$98.4K - $110K
|
33.8K
$1.01M
|