Latest Institutional Purchases of Simplify Exchange Traded Fds T (CYA)
This list provides information on the latest institutional transactions involving Simplify Exchange Traded Fds T (CYA) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
3.5MNew |
$700K - $20.9M
|
3.5M
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.01MNew |
$203K - $6.04M
|
1.01M
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
134KNew |
$26.7K - $796K
|
134K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
121K+ 726.33% |
$24.1K - $719K
|
137K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76.2K+ 31.43% |
$15.2K - $454K
|
319K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
45.5KNew |
$9.1K - $271K
|
45.5K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
23.7KNew |
$4.74K - $141K
|
23.7K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
20.1KNew |
$4.01K - $120K
|
20.1K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.6K+ 64.2% |
$2.32K - $69.2K
|
29.7K
$0
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
11KNew |
$2.21K - $65.8K
|
11K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2KNew |
$400 - $11.9K
|
2K
$0
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$20 - $596
|
100
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3New |
$0.6 - $17.9
|
3
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
45.3KNew |
$189K - $296K
|
45.3K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
12K+ 17.78% |
$50.2K - $78.5K
|
79.5K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$41.8K - $65.4K
|
10K
$0
|
|
| Q2 2023 | |||||||
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
48.3KNew |
$282K - $445K
|
48.3K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
35.3KNew |
$206K - $325K
|
35.3K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
893New |
$5.22K - $8.23K
|
893
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
415New |
$2.42K - $3.83K
|
415
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
9New |
$52.6 - $83
|
9
$0
|
|
| Q1 2023 | |||||||
|
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
|
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 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
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
16K+ 3.11% |
N/A
|
531K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.39KNew |
N/A
|
9.39K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.88KNew |
N/A
|
2.88K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
340New |
N/A
|
340
$0
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$0
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
21KNew |
N/A
|
21K
$0
|
|