Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-22.1K- 6.77% |
$571K - $641K
|
304K
$8.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-6.18K- 13.67% |
$159K - $179K
|
39K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-3.12K- 6.25% |
$80.5K - $90.4K
|
46.8K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-585- 3.04% |
$15.1K - $16.9K
|
18.6K
$531K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-519- 5.83% |
$13.4K - $15K
|
8.38K
$239K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-491- 4.0% |
$12.7K - $14.2K
|
11.8K
$336K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-352- 4.23% |
$9.08K - $10.2K
|
7.96K
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-155- 0.18% |
$4K - $4.49K
|
87.1K
$2.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-86- 0.94% |
$2.22K - $2.49K
|
9.1K
$259K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-25.8K- 32.25% |
$663K - $697K
|
54.1K
$1.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-19.4K- 48.95% |
$500K - $526K
|
20.3K
$577K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.5K- 2.76% |
$346K - $364K
|
474K
$13.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.81K- 37.34% |
$227K - $238K
|
14.8K
$421K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.57K- 32.63% |
$143K - $151K
|
11.5K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.98K- 39.44% |
$50.9K - $53.6K
|
3.04K
$86.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.98K- 39.39% |
$50.9K - $53.5K
|
3.04K
$86.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-393- 2.0% |
$10.1K - $10.6K
|
19.3K
$549K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-373- 2.23% |
$9.6K - $10.1K
|
16.4K
$466K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-343- 45.19% |
$8.83K - $9.29K
|
416
$11.9K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-169- 3.54% |
$4.35K - $4.57K
|
4.61K
$131K
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-10.3K- 25.43% |
$261K - $292K
|
30.4K
$865K
|
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-1.6K- 15.11% |
$40.4K - $45.2K
|
8.99K
$256K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-924- 99.78% |
$23.3K - $26.1K
|
2
$57
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-212- 57.3% |
$5.36K - $5.98K
|
158
$4.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-33- 55.0% |
$834 - $932
|
27
$770
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.94K- 87.59% |
$116K - $127K
|
700
$20K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.6K- 15.29% |
$249K - $293K
|
58.8K
$1.67M
|
|
|
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
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-9.72K- 22.32% |
$243K - $269K
|
33.8K
$964K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.11K- 13.11% |
$27.7K - $30.6K
|
7.34K
$209K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-119K- 86.68% |
$2.78M - $3.08M
|
18.3K
$521K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-20.5K- 64.43% |
$478K - $529K
|
11.3K
$322K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-19.4K- 70.15% |
$452K - $500K
|
8.24K
$235K
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.77K- 38.48% |
$135K - $149K
|
9.23K
$263K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.77K- 12.08% |
$41.2K - $45.6K
|
12.8K
$366K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-825- 1.49% |
$19.3K - $21.3K
|
54.4K
$1.55M
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-24.2K- 67.82% |
$567K - $682K
|
11.5K
$327K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-13K- 24.11% |
$305K - $366K
|
41K
$1.17M
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-73.7K- 90.28% |
$1.92M - $2.21M
|
7.93K
$226K
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-30.3K- 25.01% |
$788K - $910K
|
90.8K
$2.59M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-10.8K- 44.59% |
$280K - $323K
|
13.4K
$381K
|
|