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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-209K- 62.37% |
$5.56M - $6.24M
|
126K
$3.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-110K- 84.29% |
$2.92M - $3.28M
|
20.4K
$574K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-23.2K- 18.86% |
$617K - $693K
|
99.7K
$2.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-6.37K- 3.75% |
$169K - $190K
|
164K
$4.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.05K- 8.37% |
$134K - $151K
|
55.3K
$1.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.87K- 12.73% |
$130K - $146K
|
33.4K
$937K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-2.98K- 24.82% |
$79.3K - $89.1K
|
9.03K
$254K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2.48K- 5.9% |
$66.1K - $74.2K
|
39.6K
$1.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.63K- 3.2% |
$43.5K - $48.8K
|
49.3K
$1.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-320- 8.79% |
$8.52K - $9.57K
|
3.32K
$93.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-163- 0.84% |
$4.34K - $4.87K
|
19.2K
$539K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-325K- 47.84% |
$9.04M - $9.82M
|
354K
$9.95M
|
|
|
May 13, 2025
Q1 2025
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-73.4K- 52.3% |
$2.04M - $2.22M
|
67K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-30.5K- 6.72% |
$847K - $920K
|
423K
$11.9M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 47.33% |
$299K - $325K
|
12K
$336K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-8.72K- 46.76% |
$242K - $263K
|
9.93K
$279K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.86K- 1.47% |
$191K - $207K
|
459K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.56K- 33.14% |
$182K - $198K
|
13.2K
$371K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-5.26K- 13.49% |
$146K - $159K
|
33.7K
$947K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.18K- 41.73% |
$144K - $156K
|
7.23K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-1.59K- 10.35% |
$44.3K - $48.2K
|
13.8K
$388K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.19K- 3.52% |
$33.1K - $36K
|
32.6K
$916K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-970- 43.46% |
$27K - $29.3K
|
1.26K
$35.4K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-465- 3.09% |
$12.9K - $14K
|
14.6K
$410K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-394- 0.43% |
$11K - $11.9K
|
92K
$2.58M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-392- 42.7% |
$10.9K - $11.8K
|
526
$14.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-192- 50.0% |
$5.34K - $5.8K
|
192
$5.39K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-159- 1.65% |
$4.42K - $4.8K
|
9.46K
$266K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-133- 6.7% |
$3.7K - $4.02K
|
1.85K
$52K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-91- 0.47% |
$2.53K - $2.75K
|
19.2K
$538K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-64.7K- 84.04% |
$1.67M - $1.87M
|
12.3K
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-841- 37.29% |
$21.7K - $24.4K
|
1.41K
$39.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-519- 5.83% |
$13.4K - $15K
|
8.38K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-500- 4.76% |
$12.9K - $14.5K
|
10K
$281K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-352- 4.23% |
$9.08K - $10.2K
|
7.96K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-86- 0.94% |
$2.22K - $2.49K
|
9.1K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-31- 0.3% |
$800 - $898
|
10.2K
$287K
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-169- 3.54% |
$4.35K - $4.57K
|
4.61K
$129K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-1.6K- 15.11% |
$40.4K - $45.2K
|
8.99K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-212- 57.3% |
$5.36K - $5.98K
|
158
$4.44K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.6K- 15.29% |
$249K - $293K
|
58.8K
$1.65M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-108- 17.53% |
$2.54K - $2.98K
|
508
$14.3K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-9.72K- 22.32% |
$243K - $269K
|
33.8K
$950K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.11K- 13.11% |
$27.7K - $30.6K
|
7.34K
$206K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-119K- 86.68% |
$2.78M - $3.08M
|
18.3K
$513K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-19.4K- 70.15% |
$452K - $500K
|
8.24K
$231K
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.77K- 38.48% |
$135K - $149K
|
9.23K
$259K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.77K- 12.08% |
$41.2K - $45.6K
|
12.8K
$361K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-13K- 24.11% |
$305K - $366K
|
41K
$1.15M
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-73.7K- 90.28% |
$1.92M - $2.21M
|
7.93K
$223K
|
|