Purchases and Sales Made in Q2 2024 in Simplify Exch Traded Fds Simpl (CTA)
This table provides information about the institutional ownership of Simplify Exch Traded Fds Simpl (CTA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
56.4KNew |
$1.42M - $1.59M
|
56.4K
$1.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
51.1KNew |
$1.29M - $1.44M
|
51.1K
$1.48M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
43.8KNew |
$1.11M - $1.24M
|
43.8K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
42.7KNew |
$1.08M - $1.2M
|
42.7K
$1.24M
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
41.8KNew |
$1.06M - $1.18M
|
41.8K
$1.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
40.4KNew |
$1.02M - $1.14M
|
40.4K
$1.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
39.7KNew |
$1M - $1.12M
|
39.7K
$1.15M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
23K+ 63.71% |
$580K - $648K
|
59K
$1.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.2K+ 179.95% |
$383K - $428K
|
23.6K
$685K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.3K+ 507.62% |
$360K - $403K
|
17.1K
$496K
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
14K+ 56.61% |
$354K - $395K
|
38.7K
$1.13M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.1KNew |
$330K - $369K
|
13.1K
$379K
|
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
12.2K+ 4.48% |
$309K - $345K
|
285K
$8.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.6KNew |
$292K - $327K
|
11.6K
$336K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10K+ 2.67% |
$253K - $282K
|
385K
$11.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
9.55KNew |
$241K - $270K
|
9.55K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.68K+ 67.26% |
$219K - $245K
|
21.6K
$627K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
8.19K+ 73.62% |
$207K - $231K
|
19.3K
$561K
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
7.3K+ 25.34% |
$184K - $206K
|
36.1K
$1.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4.33K+ 966.96% |
$109K - $122K
|
4.78K
$139K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.04K+ 410.26% |
$102K - $114K
|
5.02K
$146K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.04K+ 410.26% |
$102K - $114K
|
5.02K
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4K+ 391.48% |
$101K - $113K
|
5.02K
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3KNew |
$75.8K - $84.7K
|
3K
$87.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.99K+ 13.82% |
$50.3K - $56.2K
|
16.4K
$476K
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.77K+ 1.81% |
$44.8K - $50K
|
99.8K
$2.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.7K+ 28.62% |
$43K - $48K
|
7.64K
$222K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
1.33K+ 3.38% |
$33.6K - $37.5K
|
40.7K
$1.18M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
1.24K+ 7.98% |
$31.2K - $34.9K
|
16.7K
$486K
|
|
|
Oct 18, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
929+ 0.57% |
$23.5K - $26.2K
|
165K
$4.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
929+ 0.57% |
$23.5K - $26.2K
|
165K
$4.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
787New |
$19.9K - $22.2K
|
787
$22.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
509+ 15.58% |
$12.9K - $14.4K
|
3.78K
$110K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
494+ 2.69% |
$12.5K - $13.9K
|
18.9K
$548K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
388+ 3.11% |
$9.8K - $11K
|
12.9K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
375New |
$9.48K - $10.6K
|
375
$10.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
329+ 76.51% |
$8.31K - $9.29K
|
759
$22K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
270+ 1.83% |
$6.82K - $7.62K
|
15K
$437K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
258+ 25.83% |
$6.52K - $7.28K
|
1.26K
$36.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
98New |
$2.48K - $2.77K
|
98
$2.85K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-33- 55.0% |
$834 - $932
|
27
$784
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-209- 1.23% |
$5.28K - $5.9K
|
16.8K
$489K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-212- 57.3% |
$5.36K - $5.98K
|
158
$4.59K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-784- 0.48% |
$19.8K - $22.1K
|
163K
$4.74M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-924- 99.78% |
$23.3K - $26.1K
|
2
$58.1
|
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-1.6K- 15.11% |
$40.4K - $45.2K
|
8.99K
$261K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.72K- 20.92% |
$119K - $133K
|
17.8K
$518K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.81K- 19.68% |
$122K - $136K
|
19.6K
$571K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.34K- 8.56% |
$185K - $207K
|
78.4K
$2.28M
|