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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-230K- 96.82% |
$6.11M - $6.86M
|
7.54K
$207K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-209K- 62.37% |
$5.56M - $6.24M
|
126K
$3.46M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-184K- 26.05% |
$4.9M - $5.5M
|
522K
$14.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-158K- 91.85% |
$4.21M - $4.73M
|
14.1K
$386K
|
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-145K- 78.64% |
$3.87M - $4.34M
|
39.5K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-110K- 84.29% |
$2.92M - $3.28M
|
20.4K
$560K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-72.2K- 68.77% |
$1.92M - $2.16M
|
32.8K
$899K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-52.7K- 99.06% |
$1.4M - $1.58M
|
500
$13.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-33.5K- 54.26% |
$891K - $1M
|
28.2K
$774K
|
|
|
Aug 07, 2025
Q2 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-30.1K- 23.61% |
$801K - $900K
|
97.5K
$2.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-25.6K- 35.29% |
$681K - $765K
|
46.9K
$1.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-23.2K- 18.86% |
$617K - $693K
|
99.7K
$2.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-21.8K- 23.12% |
$580K - $651K
|
72.4K
$1.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-20.7K- 99.73% |
$550K - $617K
|
55
$1.51K
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-18.8K- 6.65% |
$500K - $561K
|
264K
$7.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-12.4K- 71.15% |
$331K - $372K
|
5.05K
$138K
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-10.6K- 8.92% |
$282K - $317K
|
108K
$2.97M
|
|
|
Jul 30, 2025
Q2 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-10.5K- 5.27% |
$278K - $313K
|
188K
$5.16M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.4K- 95.95% |
$276K - $311K
|
439
$12K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.64K- 6.95% |
$256K - $288K
|
129K
$3.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.47K- 55.69% |
$252K - $283K
|
7.53K
$207K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.22K- 99.64% |
$219K - $246K
|
30
$823
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-7.47K- 26.6% |
$199K - $223K
|
20.6K
$565K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.57K- 1.85% |
$175K - $196K
|
348K
$9.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-6.37K- 3.75% |
$169K - $190K
|
164K
$4.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.05K- 8.37% |
$134K - $151K
|
55.3K
$1.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.87K- 12.73% |
$130K - $146K
|
33.4K
$915K
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-3.29K- 12.0% |
$87.6K - $98.4K
|
24.1K
$662K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.26K- 8.39% |
$86.7K - $97.4K
|
35.6K
$976K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-2.98K- 24.82% |
$79.3K - $89.1K
|
9.03K
$248K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2.48K- 5.9% |
$66.1K - $74.2K
|
39.6K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.16K- 22.08% |
$57.4K - $64.5K
|
7.62K
$209K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.63K- 3.2% |
$43.5K - $48.8K
|
49.3K
$1.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-1.61K- 67.88% |
$42.8K - $48.1K
|
761
$20.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.49K- 4.01% |
$39.8K - $44.7K
|
35.8K
$981K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.36K- 2.81% |
$36.1K - $40.5K
|
46.8K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.26K- 99.84% |
$33.5K - $37.7K
|
2
$54.9
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-900- 74.94% |
$23.9K - $26.9K
|
301
$8.26K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-500- 3.11% |
$13.3K - $15K
|
15.6K
$428K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-375- 20.24% |
$9.98K - $11.2K
|
1.48K
$40.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-373- 1.14% |
$9.93K - $11.2K
|
32.3K
$885K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-320- 8.79% |
$8.52K - $9.57K
|
3.32K
$91.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-302- 2.43% |
$8.04K - $9.03K
|
12.1K
$332K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-273- 2.67% |
$7.26K - $8.16K
|
9.95K
$273K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-182- 1.32% |
$4.84K - $5.44K
|
13.6K
$374K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-163- 0.84% |
$4.34K - $4.87K
|
19.2K
$526K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-157- 1.31% |
$4.18K - $4.69K
|
11.8K
$324K
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-40- 0.03% |
$1.06K - $1.2K
|
142K
$3.9M
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-73.4K- 52.3% |
$2.04M - $2.22M
|
67K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-30.5K- 6.72% |
$847K - $920K
|
423K
$11.6M
|
|