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 |
---|---|---|---|---|---|---|---|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-343- 45.19% |
$8.83K - $9.29K
|
416
$10.9K
|
|
Q2 2024 | |||||||
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-56.9K- 84.7% |
$1.44M - $1.61M
|
10.3K
$269K
|
|
Aug 12, 2024
Q2 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-49.2K- 38.1% |
$1.24M - $1.39M
|
79.9K
$2.09M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-46.3K- 13.89% |
$1.17M - $1.31M
|
287K
$7.52M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-32.2K- 6.18% |
$813K - $908K
|
488K
$12.8M
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-11.2K- 58.79% |
$283K - $316K
|
7.85K
$206K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.34K- 8.56% |
$185K - $207K
|
78.4K
$2.05M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.81K- 19.68% |
$122K - $136K
|
19.6K
$515K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.72K- 20.92% |
$119K - $133K
|
17.8K
$467K
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-1.6K- 15.11% |
$40.4K - $45.2K
|
8.99K
$235K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-924- 99.78% |
$23.3K - $26.1K
|
2
$52.4
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-784- 0.48% |
$19.8K - $22.1K
|
163K
$4.27M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-212- 57.3% |
$5.36K - $5.98K
|
158
$4.14K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-209- 1.23% |
$5.28K - $5.9K
|
16.8K
$441K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-33- 55.0% |
$834 - $932
|
27
$707
|
|
Q1 2024 | |||||||
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-7.19K- 12.02% |
$169K - $185K
|
52.6K
$1.38M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.94K- 87.59% |
$116K - $127K
|
700
$18.3K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-750- 95.3% |
$17.6K - $19.3K
|
37
$969
|
|
Q4 2023 | |||||||
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.6K- 15.29% |
$249K - $293K
|
58.8K
$1.54M
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-5.33K- 88.69% |
$125K - $147K
|
680
$17.8K
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-108- 17.53% |
$2.54K - $2.98K
|
508
$13.3K
|
|
Q3 2023 | |||||||
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-9.72K- 22.32% |
$243K - $269K
|
33.8K
$886K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.16K- 11.48% |
$28.9K - $31.9K
|
8.91K
$233K
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.11K- 13.11% |
$27.7K - $30.6K
|
7.34K
$192K
|
|
Q2 2023 | |||||||
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-119K- 86.68% |
$2.78M - $3.08M
|
18.3K
$479K
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-20.5K- 64.43% |
$478K - $529K
|
11.3K
$296K
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-19.4K- 70.15% |
$452K - $500K
|
8.24K
$216K
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.77K- 38.48% |
$135K - $149K
|
9.23K
$242K
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.77K- 12.08% |
$41.2K - $45.6K
|
12.8K
$336K
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-825- 1.49% |
$19.3K - $21.3K
|
54.4K
$1.42M
|
|
Q1 2023 | |||||||
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-24.2K- 67.82% |
$567K - $682K
|
11.5K
$301K
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-13K- 24.11% |
$305K - $366K
|
41K
$1.07M
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-73.7K- 90.28% |
$1.92M - $2.21M
|
7.93K
$208K
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-30.3K- 25.01% |
$788K - $910K
|
90.8K
$2.38M
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-10.8K- 44.59% |
$280K - $323K
|
13.4K
$350K
|