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 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
489New |
$13K - $14.6K
|
489
$13.7K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
95.1K+ 56.16% |
$2.65M - $2.87M
|
265K
$7.43M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.71M+ 56326.49% |
$47.6M - $51.7M
|
1.71M
$48.2M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.8KNew |
$301K - $327K
|
10.8K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.6K+ 88.76% |
$434K - $472K
|
33.2K
$932K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.18K- 41.73% |
$144K - $156K
|
7.23K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-30.5K- 6.72% |
$847K - $920K
|
423K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-91- 0.47% |
$2.53K - $2.75K
|
19.2K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.6K+ 86.33% |
$1.35M - $1.47M
|
105K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28.4KNew |
$788K - $856K
|
28.4K
$796K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
517+ 2.68% |
$14.4K - $15.6K
|
19.8K
$556K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
90.6KNew |
$2.52M - $2.74M
|
90.6K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
16+ 1.43% |
$445 - $483
|
1.14K
$31.9K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
38.8KNew |
$1.08M - $1.17M
|
38.8K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
74.1KNew |
$2.06M - $2.24M
|
74.1K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
16.1KNew |
$448K - $486K
|
16.1K
$452K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.34KNew |
$204K - $222K
|
7.34K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
49.6K+ 66.3% |
$1.38M - $1.5M
|
124K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.39K+ 87.37% |
$261K - $284K
|
20.1K
$566K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-970- 43.46% |
$27K - $29.3K
|
1.26K
$35.4K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.8K+ 13.73% |
$385K - $418K
|
115K
$3.22M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
245K+ 655.5% |
$6.81M - $7.4M
|
282K
$7.93M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-1.59K- 10.35% |
$44.3K - $48.2K
|
13.8K
$388K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.56K- 33.14% |
$182K - $198K
|
13.2K
$371K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
15KNew |
$417K - $453K
|
15K
$421K
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.49K+ 17.23% |
$41.4K - $45K
|
10.1K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
65.1KNew |
$1.81M - $1.97M
|
65.1K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.14KNew |
$199K - $216K
|
7.14K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-325K- 47.84% |
$9.04M - $9.82M
|
354K
$9.95M
|
|
|
May 13, 2025
Q1 2025
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-73.4K- 52.3% |
$2.04M - $2.22M
|
67K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.25KNew |
$229K - $249K
|
8.25K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
12.6KNew |
$351K - $381K
|
12.6K
$354K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
71+ 0.57% |
$1.97K - $2.14K
|
12.4K
$349K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
55.2K+ 37.36% |
$1.54M - $1.67M
|
203K
$5.7M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
54.6K+ 50.76% |
$1.52M - $1.65M
|
162K
$4.56M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
9.77KNew |
$272K - $295K
|
9.77K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
27.4KNew |
$763K - $828K
|
27.4K
$770K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
139KNew |
$3.86M - $4.19M
|
139K
$3.89M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
3.2K+ 16.63% |
$89K - $96.7K
|
22.4K
$630K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100New |
$2.78K - $3.02K
|
100
$2.81K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
2.37KNew |
$65.9K - $71.6K
|
2.37K
$66.5K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
464K+ 191.21% |
$12.9M - $14M
|
706K
$19.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
941+ 5.86% |
$26.2K - $28.4K
|
17K
$477K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-133- 6.7% |
$3.7K - $4.02K
|
1.85K
$52K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 47.33% |
$299K - $325K
|
12K
$336K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
62.1K+ 193.6% |
$1.73M - $1.88M
|
94.2K
$2.65M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.63K+ 19.73% |
$129K - $140K
|
28.1K
$789K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.47KNew |
$96.5K - $105K
|
3.47K
$97.5K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
32.3K+ 110.18% |
$898K - $975K
|
61.6K
$1.73M
|
|