Latest Institutional Transactions on Simplify Exchange Traded Fds T (CYA)
This table provides information on the latest institutional transactions involving Simplify Exchange Traded Fds T (CYA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3New |
$0.6 - $17.9
|
3
$0
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$20 - $596
|
100
$0
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
11KNew |
$2.21K - $65.8K
|
11K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
45.5KNew |
$9.1K - $271K
|
45.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
121K+ 726.33% |
$24.1K - $719K
|
137K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.01MNew |
$203K - $6.04M
|
1.01M
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-69.7K- 77.08% |
$13.9K - $415K
|
20.7K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
3.5MNew |
$700K - $20.9M
|
3.5M
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2KNew |
$400 - $11.9K
|
2K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
23.7KNew |
$4.74K - $141K
|
23.7K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-110K- 82.93% |
$22K - $655K
|
22.6K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.6K+ 64.2% |
$2.32K - $69.2K
|
29.7K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76.2K+ 31.43% |
$15.2K - $454K
|
319K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
134KNew |
$26.7K - $796K
|
134K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
20.1KNew |
$4.01K - $120K
|
20.1K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-30K- 15.21% |
$5.99K - $179K
|
167K
$0
|
|
| Q3 2023 | |||||||
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
45.3KNew |
$189K - $296K
|
45.3K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.1K- 96.09% |
$155K - $243K
|
1.51K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-16.6K- 94.85% |
$69.2K - $108K
|
899
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$41.8K - $65.4K
|
10K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
12K+ 17.78% |
$50.2K - $78.5K
|
79.5K
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-210Closed |
$1.23K - $1.94K
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
893New |
$5.22K - $8.23K
|
893
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
35.3KNew |
$206K - $325K
|
35.3K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
9New |
$52.6 - $83
|
9
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
415New |
$2.42K - $3.83K
|
415
$0
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
48.3KNew |
$282K - $445K
|
48.3K
$0
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.63K- 86.76% |
$43.1K - $54.1K
|
706
$0
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
587+ 5.51% |
$5.46K - $6.87K
|
11.2K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
160New |
$1.49K - $1.87K
|
160
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-306- 1.06% |
$3.58K - $4.48K
|
28.6K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
4.48K+ 27.03% |
$52.3K - $65.5K
|
21K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 1.96% |
$11.7 - $14.6
|
52
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.39KNew |
N/A
|
9.39K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
340New |
N/A
|
340
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
16K+ 3.11% |
N/A
|
531K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.88KNew |
N/A
|
2.88K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
44.2K+ 4.95% |
N/A
|
936K
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
18.3K+ 6.07% |
N/A
|
320K
$0
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-44K- 71.99% |
N/A
|
17.1K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$0
|
|
| Q1 2022 | |||||||
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.68K- 99.26% |
N/A
|
20
$0
|
|
|
May 10, 2022
Q1 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
21KNew |
N/A
|
21K
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-2.88KClosed |
N/A
|
0
$0
|
|