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 |
---|---|---|---|---|---|---|---|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
56.4KNew |
$1.42M - $1.59M
|
56.4K
$1.48M
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
51.1KNew |
$1.29M - $1.44M
|
51.1K
$1.34M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
43.8KNew |
$1.11M - $1.24M
|
43.8K
$1.15M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
42.7KNew |
$1.08M - $1.2M
|
42.7K
$1.12M
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
40.4KNew |
$1.02M - $1.14M
|
40.4K
$1.06M
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
39.7KNew |
$1M - $1.12M
|
39.7K
$1.04M
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
23K+ 63.71% |
$580K - $648K
|
59K
$1.55M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.2K+ 179.95% |
$383K - $428K
|
23.6K
$618K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.3K+ 507.62% |
$360K - $403K
|
17.1K
$447K
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
14K+ 56.61% |
$354K - $395K
|
38.7K
$1.01M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.1KNew |
$330K - $369K
|
13.1K
$342K
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
12.2K+ 4.48% |
$309K - $345K
|
285K
$7.46M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.6KNew |
$292K - $327K
|
11.6K
$303K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10K+ 2.67% |
$253K - $282K
|
385K
$10.1M
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
9.55KNew |
$241K - $270K
|
9.55K
$250K
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.68K+ 67.26% |
$219K - $245K
|
21.6K
$566K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
8.19K+ 73.62% |
$207K - $231K
|
19.3K
$506K
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
7.3K+ 25.34% |
$184K - $206K
|
36.1K
$945K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4.33K+ 966.96% |
$109K - $122K
|
4.78K
$125K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4K+ 391.48% |
$101K - $113K
|
5.02K
$131K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3KNew |
$75.8K - $84.7K
|
3K
$78.6K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.99K+ 13.82% |
$50.3K - $56.2K
|
16.4K
$429K
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.77K+ 1.81% |
$44.8K - $50K
|
99.8K
$2.61M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.7K+ 28.62% |
$43K - $48K
|
7.64K
$200K
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
1.33K+ 3.38% |
$33.6K - $37.5K
|
40.7K
$1.07M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
1.24K+ 7.98% |
$31.2K - $34.9K
|
16.7K
$438K
|
|
Aug 14, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
929+ 0.57% |
$23.5K - $26.2K
|
165K
$4.32M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
509+ 15.58% |
$12.9K - $14.4K
|
3.78K
$98.9K
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
494+ 2.69% |
$12.5K - $13.9K
|
18.9K
$494K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
388+ 3.11% |
$9.8K - $11K
|
12.9K
$337K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
375New |
$9.48K - $10.6K
|
375
$9.82K
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
270+ 1.83% |
$6.82K - $7.62K
|
15K
$394K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
258+ 25.83% |
$6.52K - $7.28K
|
1.26K
$32.9K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
98New |
$2.48K - $2.77K
|
98
$2.57K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
26.3KNew |
$618K - $677K
|
26.3K
$688K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
14.6KNew |
$344K - $378K
|
14.6K
$383K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.58KNew |
$60.6K - $66.4K
|
2.58K
$67.4K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
972+ 8100.0% |
$22.9K - $25.1K
|
984
$25.8K
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
101New |
$2.38K - $2.6K
|
101
$2.65K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.1% |
$47.1 - $51.6
|
1.92K
$50.2K
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1+ 0.0% |
$23.5 - $25.8
|
42.8K
$1.12M
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
41.7K+ 304.43% |
$980K - $1.15M
|
55.4K
$1.45M
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500New |
$11.8K - $13.8K
|
500
$13.1K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
117New |
$2.75K - $3.23K
|
117
$3.06K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
91New |
$2.14K - $2.51K
|
91
$2.38K
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
177KNew |
$4.42M - $4.89M
|
177K
$4.63M
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
148KNew |
$3.7M - $4.1M
|
148K
$3.88M
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19KNew |
$474K - $525K
|
19K
$497K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.28KNew |
$182K - $201K
|
7.28K
$191K
|