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 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-209- 1.23% |
$5.28K - $5.9K
|
16.8K
$442K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.1KNew |
$330K - $369K
|
13.1K
$343K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-924- 99.78% |
$23.3K - $26.1K
|
2
$52.6
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3KNew |
$75.8K - $84.7K
|
3K
$78.9K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
98New |
$2.48K - $2.77K
|
98
$2.58K
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-1.6K- 15.11% |
$40.4K - $45.2K
|
8.99K
$236K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4K+ 391.48% |
$101K - $113K
|
5.02K
$132K
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.68K+ 67.26% |
$219K - $245K
|
21.6K
$568K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
375New |
$9.48K - $10.6K
|
375
$9.86K
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
14K+ 56.61% |
$354K - $395K
|
38.7K
$1.02M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-212- 57.3% |
$5.36K - $5.98K
|
158
$4.16K
|
|
Aug 14, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
929+ 0.57% |
$23.5K - $26.2K
|
165K
$4.34M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-32.2K- 6.18% |
$813K - $908K
|
488K
$12.8M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.3K+ 507.62% |
$360K - $403K
|
17.1K
$449K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.6KNew |
$292K - $327K
|
11.6K
$304K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
8.19K+ 73.62% |
$207K - $231K
|
19.3K
$508K
|
|
Aug 12, 2024
Q2 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-49.2K- 38.1% |
$1.24M - $1.39M
|
79.9K
$2.1M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
258+ 25.83% |
$6.52K - $7.28K
|
1.26K
$33.1K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.99K+ 13.82% |
$50.3K - $56.2K
|
16.4K
$431K
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-11.2K- 58.79% |
$283K - $316K
|
7.85K
$206K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.81K- 19.68% |
$122K - $136K
|
19.6K
$517K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
42.7KNew |
$1.08M - $1.2M
|
42.7K
$1.12M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.34K- 8.56% |
$185K - $207K
|
78.4K
$2.06M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-46.3K- 13.89% |
$1.17M - $1.31M
|
287K
$7.55M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
388+ 3.11% |
$9.8K - $11K
|
12.9K
$338K
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
23K+ 63.71% |
$580K - $648K
|
59K
$1.55M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.72K- 20.92% |
$119K - $133K
|
17.8K
$469K
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.77K+ 1.81% |
$44.8K - $50K
|
99.8K
$2.62M
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
9.55KNew |
$241K - $270K
|
9.55K
$251K
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
39.7KNew |
$1M - $1.12M
|
39.7K
$1.04M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
1.24K+ 7.98% |
$31.2K - $34.9K
|
16.7K
$440K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
56.4KNew |
$1.42M - $1.59M
|
56.4K
$1.48M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.2K+ 179.95% |
$383K - $428K
|
23.6K
$620K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
509+ 15.58% |
$12.9K - $14.4K
|
3.78K
$99.3K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-33- 55.0% |
$834 - $932
|
27
$710
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10K+ 2.67% |
$253K - $282K
|
385K
$10.1M
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
1.33K+ 3.38% |
$33.6K - $37.5K
|
40.7K
$1.07M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4.33K+ 966.96% |
$109K - $122K
|
4.78K
$126K
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
51.1KNew |
$1.29M - $1.44M
|
51.1K
$1.34M
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-784- 0.48% |
$19.8K - $22.1K
|
163K
$4.29M
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
7.3K+ 25.34% |
$184K - $206K
|
36.1K
$949K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
43.8KNew |
$1.11M - $1.24M
|
43.8K
$1.15M
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
40.4KNew |
$1.02M - $1.14M
|
40.4K
$1.06M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-56.9K- 84.7% |
$1.44M - $1.61M
|
10.3K
$270K
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
12.2K+ 4.48% |
$309K - $345K
|
285K
$7.49M
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
270+ 1.83% |
$6.82K - $7.62K
|
15K
$395K
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
494+ 2.69% |
$12.5K - $13.9K
|
18.9K
$496K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.7K+ 28.62% |
$43K - $48K
|
7.64K
$201K
|
|
Jul 08, 2024
Q2 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
329+ 76.51% |
$8.31K - $9.29K
|
759
$20K
|