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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
371KNew |
$9.57M - $10.7M
|
371K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
124KNew |
$3.19M - $3.58M
|
124K
$3.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
45.6KNew |
$1.18M - $1.32M
|
45.6K
$1.3M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
38.5KNew |
$994K - $1.12M
|
38.5K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
32.5K+ 110.75% |
$839K - $942K
|
61.9K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
32.1KNew |
$828K - $930K
|
32.1K
$916K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
29.3KNew |
$756K - $849K
|
29.3K
$837K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
22.8K+ 25.48% |
$589K - $662K
|
112K
$3.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
17.3KNew |
$447K - $502K
|
17.3K
$495K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14.5KNew |
$373K - $419K
|
14.5K
$413K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
13.6KNew |
$351K - $395K
|
13.6K
$389K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
13.1K+ 27.32% |
$337K - $378K
|
60.9K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
11.5KNew |
$296K - $332K
|
11.5K
$327K
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
9.77K+ 3.1% |
$252K - $283K
|
325K
$9.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
7.71K+ 39.46% |
$199K - $223K
|
27.3K
$778K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
6.8K+ 15.3% |
$175K - $197K
|
51.2K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.5K+ 29.33% |
$116K - $130K
|
19.8K
$567K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3.27KNew |
$84.3K - $94.6K
|
3.27K
$93.3K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.84KNew |
$73.3K - $82.3K
|
2.84K
$81.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.07K+ 214.8% |
$27.7K - $31.1K
|
1.57K
$45K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
711+ 2.21% |
$18.3K - $20.6K
|
32.8K
$938K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
592New |
$15.3K - $17.2K
|
592
$16.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
540+ 593.41% |
$13.9K - $15.6K
|
631
$18K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
156+ 0.05% |
$4.02K - $4.52K
|
332K
$9.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
70+ 0.73% |
$1.81K - $2.03K
|
9.62K
$275K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
68+ 1.03% |
$1.75K - $1.97K
|
6.66K
$190K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
33+ 0.16% |
$851 - $956
|
20.6K
$589K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
697KNew |
$17.9M - $18.9M
|
697K
$19.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
283K+ 360.6% |
$7.28M - $7.65M
|
361K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
239KNew |
$6.15M - $6.47M
|
239K
$6.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
187KNew |
$4.8M - $5.05M
|
187K
$5.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
122KNew |
$3.13M - $3.29M
|
122K
$3.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
109K+ 939.54% |
$2.8M - $2.94M
|
120K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
95.9KNew |
$2.47M - $2.6M
|
95.9K
$2.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
73KNew |
$1.88M - $1.98M
|
73K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
61.6K+ 144.43% |
$1.59M - $1.67M
|
104K
$2.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
44.6KNew |
$1.15M - $1.21M
|
44.6K
$1.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.4K+ 13.74% |
$1.01M - $1.07M
|
326K
$9.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34KNew |
$874K - $919K
|
34K
$970K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
30KNew |
$772K - $812K
|
30K
$857K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
30KNew |
$772K - $812K
|
30K
$857K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
29.2K+ 51.75% |
$750K - $789K
|
85.5K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27.1K+ 2153.06% |
$696K - $733K
|
28.3K
$809K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20.3K+ 93.99% |
$522K - $549K
|
41.9K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20K+ 666.67% |
$515K - $541K
|
23K
$657K
|
|
|
Nov 13, 2024
Q3 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
19.1KNew |
$491K - $517K
|
19.1K
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
18.4KNew |
$472K - $497K
|
18.4K
$524K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.5K+ 3862.67% |
$373K - $392K
|
14.9K
$424K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
12.3KNew |
$318K - $334K
|
12.3K
$353K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
11.7KNew |
$302K - $317K
|
11.7K
$335K
|
|