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 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-10.8K- 44.59% |
$280K - $323K
|
13.4K
$360K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
4New |
$104 - $120
|
4
$108
|
|
|
Jan 31, 2023
Q4 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
26.3KNew |
$683K - $789K
|
26.3K
$708K
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
566KNew |
$14.7M - $17M
|
566K
$15.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.95K+ 3.6% |
$155K - $179K
|
171K
$4.61M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
19KNew |
$494K - $570K
|
19K
$512K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
22.4KNew |
$582K - $673K
|
22.4K
$604K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
12.9KNew |
$336K - $388K
|
12.9K
$348K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.79KNew |
$150K - $174K
|
5.79K
$156K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
21.1KNew |
$585K - $635K
|
21.1K
$568K
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
41.5KNew |
$1.15M - $1.25M
|
41.5K
$1.12M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.59KNew |
$211K - $229K
|
7.59K
$205K
|
|
|
Oct 31, 2022
Q3 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
142KNew |
$3.93M - $4.27M
|
142K
$3.82M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
329KNew |
$9.13M - $9.92M
|
329K
$8.87M
|
|