Latest Institutional Purchases of Simplify Exch Traded Fds Simpl (CTA)
This list provides information on the latest institutional transactions involving Simplify Exch Traded Fds Simpl (CTA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
697KNew |
$17.9M - $18.9M
|
697K
$19.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
BUY
|
- |
327KNew |
$8.4M - $8.84M
|
327K
$8.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
283K+ 360.6% |
$7.28M - $7.65M
|
361K
$9.92M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
239KNew |
$6.15M - $6.47M
|
239K
$6.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
187KNew |
$4.8M - $5.05M
|
187K
$5.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
122KNew |
$3.13M - $3.29M
|
122K
$3.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
109K+ 939.54% |
$2.8M - $2.94M
|
120K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
95.9KNew |
$2.47M - $2.6M
|
95.9K
$2.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
73KNew |
$1.88M - $1.98M
|
73K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
61.6K+ 144.43% |
$1.59M - $1.67M
|
104K
$2.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
44.6KNew |
$1.15M - $1.21M
|
44.6K
$1.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.4K+ 13.74% |
$1.01M - $1.07M
|
326K
$8.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34KNew |
$874K - $919K
|
34K
$933K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
32.1KNew |
$827K - $870K
|
32.1K
$883K
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
30.1K+ 10.55% |
$773K - $814K
|
315K
$8.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
30KNew |
$772K - $812K
|
30K
$825K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
30KNew |
$772K - $812K
|
30K
$825K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
29.2K+ 51.75% |
$750K - $789K
|
85.5K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27.1K+ 2153.06% |
$696K - $733K
|
28.3K
$778K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20.3K+ 93.99% |
$522K - $549K
|
41.9K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20K+ 666.67% |
$515K - $541K
|
23K
$632K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
19.2KNew |
$495K - $521K
|
19.2K
$528K
|
|
|
Nov 13, 2024
Q3 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
19.1KNew |
$491K - $517K
|
19.1K
$525K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
18.4KNew |
$472K - $497K
|
18.4K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.5K+ 3862.67% |
$373K - $392K
|
14.9K
$408K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13K+ 79.07% |
$334K - $351K
|
29.4K
$807K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
12.3KNew |
$318K - $334K
|
12.3K
$339K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
11.7KNew |
$302K - $317K
|
11.7K
$322K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
11KNew |
$283K - $297K
|
11K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10.5KNew |
$270K - $284K
|
10.5K
$289K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.2KNew |
$263K - $277K
|
10.2K
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.1KNew |
$259K - $273K
|
10.1K
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
9.55KNew |
$246K - $258K
|
9.55K
$262K
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
9.54K+ 23.63% |
$245K - $258K
|
49.9K
$1.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
9.19KNew |
$236K - $249K
|
9.19K
$253K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
8.9KNew |
$229K - $241K
|
8.9K
$245K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
8.32KNew |
$214K - $225K
|
8.32K
$229K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
8.05K+ 13.64% |
$207K - $218K
|
67.1K
$1.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6.59KNew |
$170K - $178K
|
6.59K
$181K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.63K+ 31.55% |
$145K - $152K
|
23.5K
$645K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.55K+ 70.7% |
$143K - $150K
|
13.4K
$368K
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
4.2K+ 2.55% |
$108K - $114K
|
169K
$4.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.12K+ 53.87% |
$106K - $111K
|
11.8K
$323K
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
3.79K+ 10.49% |
$97.4K - $102K
|
39.9K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
3.7K+ 9.08% |
$95.2K - $100K
|
44.4K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
3.38K+ 8.07% |
$86.8K - $91.4K
|
45.2K
$1.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.9KNew |
$74.6K - $78.5K
|
2.9K
$79.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.32K+ 13.8% |
$59.7K - $62.9K
|
19.1K
$526K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.26KNew |
$58K - $61K
|
2.26K
$62K
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
2K+ 5.16% |
$51.5K - $54.1K
|
40.7K
$1.12M
|