Purchases and Sales Made in Q4 2024 in Simplify Exch Traded Fds Simpl (CTA)
This table provides information about the institutional ownership of Simplify Exch Traded Fds Simpl (CTA) during Q4 2024. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCH TRADED FDS SIMPL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
565K+ 589.23% |
$14.6M - $16.4M
|
661K
$19.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
371KNew |
$9.57M - $10.7M
|
371K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
255KNew |
$6.58M - $7.38M
|
255K
$7.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
193KNew |
$4.98M - $5.6M
|
193K
$5.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
181KNew |
$4.67M - $5.24M
|
181K
$5.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
166K+ 5466.58% |
$4.29M - $4.82M
|
169K
$5.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
162KNew |
$4.18M - $4.7M
|
162K
$4.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
160K+ 131.47% |
$4.13M - $4.63M
|
282K
$8.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
124KNew |
$3.19M - $3.58M
|
124K
$3.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
121KNew |
$3.13M - $3.52M
|
121K
$3.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
108KNew |
$2.78M - $3.12M
|
108K
$3.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
104K+ 28.87% |
$2.69M - $3.02M
|
465K
$13.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
101KNew |
$2.6M - $2.92M
|
101K
$3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
94K+ 28.79% |
$2.42M - $2.72M
|
420K
$12.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
90.8KNew |
$2.34M - $2.63M
|
90.8K
$2.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
86.3K+ 159.39% |
$2.23M - $2.5M
|
140K
$4.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
45.6KNew |
$1.18M - $1.32M
|
45.6K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43.6K+ 41.82% |
$1.13M - $1.26M
|
148K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41.5K+ 279.19% |
$1.07M - $1.2M
|
56.3K
$1.68M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
38.5KNew |
$994K - $1.12M
|
38.5K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
34K+ 83.56% |
$878K - $986K
|
74.8K
$2.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
32.5K+ 110.75% |
$839K - $942K
|
61.9K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
32.1KNew |
$828K - $930K
|
32.1K
$955K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
30.2K+ 128.75% |
$779K - $875K
|
53.7K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
29.3KNew |
$756K - $849K
|
29.3K
$872K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
23.5KNew |
$605K - $680K
|
23.5K
$698K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
22.8K+ 25.48% |
$589K - $662K
|
112K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.3KNew |
$497K - $558K
|
19.3K
$573K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
17.8K+ 26.49% |
$458K - $515K
|
84.8K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.6KNew |
$454K - $509K
|
17.6K
$523K
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
17.3KNew |
$447K - $502K
|
17.3K
$516K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
15.4KNew |
$397K - $446K
|
15.4K
$458K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14.5KNew |
$373K - $419K
|
14.5K
$430K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
13.6KNew |
$351K - $395K
|
13.6K
$405K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
13.1K+ 27.32% |
$337K - $378K
|
60.9K
$1.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
12.8KNew |
$329K - $370K
|
12.8K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12.4KNew |
$320K - $360K
|
12.4K
$369K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
11.5KNew |
$296K - $332K
|
11.5K
$341K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.2KNew |
$288K - $323K
|
11.2K
$332K
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
10.7K+ 6.34% |
$277K - $311K
|
180K
$5.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
9.77K+ 3.1% |
$252K - $283K
|
325K
$9.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
8.65KNew |
$223K - $251K
|
8.65K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.96KNew |
$205K - $230K
|
7.96K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
7.71K+ 39.46% |
$199K - $223K
|
27.3K
$811K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.83K+ 7.99% |
$176K - $198K
|
92.3K
$2.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
6.8K+ 15.3% |
$175K - $197K
|
51.2K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
4.84K+ 41.31% |
$125K - $140K
|
16.6K
$493K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.5K+ 29.33% |
$116K - $130K
|
19.8K
$591K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.81K+ 12.71% |
$98.4K - $110K
|
33.8K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.75K+ 31.86% |
$96.6K - $108K
|
15.5K
$461K
|