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 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
509+ 15.58% |
$12.9K - $14.4K
|
3.78K
$108K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-33- 55.0% |
$834 - $932
|
27
$771
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1+ 0.0% |
$23.5 - $25.8
|
42.8K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.94K- 87.59% |
$116K - $127K
|
700
$20K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.58KNew |
$60.6K - $66.4K
|
2.58K
$73.5K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
14.6KNew |
$344K - $378K
|
14.6K
$418K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
101New |
$2.38K - $2.6K
|
101
$2.88K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.1% |
$47.1 - $51.6
|
1.92K
$54.8K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
117New |
$2.75K - $3.23K
|
117
$3.34K
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-5.33K- 88.69% |
$125K - $147K
|
680
$19.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-108- 17.53% |
$2.54K - $2.98K
|
508
$14.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.6K- 15.29% |
$249K - $293K
|
58.8K
$1.68M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19KNew |
$474K - $525K
|
19K
$542K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
148KNew |
$3.7M - $4.1M
|
148K
$4.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
177KNew |
$4.42M - $4.89M
|
177K
$5.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.28KNew |
$182K - $201K
|
7.28K
$208K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-9.72K- 22.32% |
$243K - $269K
|
33.8K
$966K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.11K- 13.11% |
$27.7K - $30.6K
|
7.34K
$210K
|
|
| Q2 2023 | |||||||
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.77K- 12.08% |
$41.2K - $45.6K
|
12.8K
$367K
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.77K- 38.48% |
$135K - $149K
|
9.23K
$264K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-825- 1.49% |
$19.3K - $21.3K
|
54.4K
$1.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
23.5KNew |
$549K - $608K
|
23.5K
$671K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-119K- 86.68% |
$2.78M - $3.08M
|
18.3K
$522K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
48.3KNew |
$1.13M - $1.25M
|
48.3K
$1.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-20.5K- 64.43% |
$478K - $529K
|
11.3K
$323K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-19.4K- 70.15% |
$452K - $500K
|
8.24K
$235K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
337New |
$7.89K - $9.49K
|
337
$9.62K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-13K- 24.11% |
$305K - $366K
|
41K
$1.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
16.5KNew |
$387K - $465K
|
16.5K
$471K
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-24.2K- 67.82% |
$567K - $682K
|
11.5K
$328K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.14K+ 30.5% |
$214K - $257K
|
39.1K
$1.12M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.34KNew |
$217K - $251K
|
8.34K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
127New |
$3.3K - $3.82K
|
127
$3.63K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.3KNew |
$475K - $549K
|
18.3K
$522K
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-30.3K- 25.01% |
$788K - $910K
|
90.8K
$2.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
459New |
$11.9K - $13.8K
|
459
$13.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-73.7K- 90.28% |
$1.92M - $2.21M
|
7.93K
$227K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-10.8K- 44.59% |
$280K - $323K
|
13.4K
$382K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
4New |
$104 - $120
|
4
$114
|
|
|
Jan 31, 2023
Q4 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
26.3KNew |
$683K - $789K
|
26.3K
$750K
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
566KNew |
$14.7M - $17M
|
566K
$16.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.95K+ 3.6% |
$155K - $179K
|
171K
$4.89M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
19KNew |
$494K - $570K
|
19K
$542K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
22.4KNew |
$582K - $673K
|
22.4K
$640K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
12.9KNew |
$336K - $388K
|
12.9K
$369K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.79KNew |
$150K - $174K
|
5.79K
$165K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
21.1KNew |
$585K - $635K
|
21.1K
$602K
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
41.5KNew |
$1.15M - $1.25M
|
41.5K
$1.19M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.59KNew |
$211K - $229K
|
7.59K
$217K
|
|
|
Oct 31, 2022
Q3 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
142KNew |
$3.93M - $4.27M
|
142K
$4.05M
|
|