Purchases and Sales Made in Q3 2024 in Simplify Exch Traded Fds Simpl (CTA)

CTA Quotes by TradingView

This table provides information about the institutional ownership of Simplify Exch Traded Fds Simpl (CTA) during Q3 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
Nov 13, 2024 Q3 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
697K
New
$17.9M - $18.9M
697K $20.2M
Oct 24, 2024 Q3 2024
Astor Investment Management LLC

BUY
 -
327K
New
$8.4M - $8.84M
327K $9.49M
Nov 06, 2024 Q3 2024
Envestnet Asset Management Inc

BUY
 -
283K
+ 360.6%
$7.28M - $7.65M
361K $10.5M
Nov 14, 2024 Q3 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
239K
New
$6.15M - $6.47M
239K $6.94M
Oct 15, 2024 Q3 2024
Beacon Capital Management, Inc.

BUY
 -
187K
New
$4.8M - $5.05M
187K $5.42M
Nov 12, 2024 Q3 2024
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
122K
New
$3.13M - $3.29M
122K $3.53M
Nov 01, 2024 Q3 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
109K
+ 939.54%
$2.8M - $2.94M
120K $3.49M
Nov 14, 2024 Q3 2024
Ae Wealth Management LLC

BUY
 -
95.9K
New
$2.47M - $2.6M
95.9K $2.79M
Oct 23, 2024 Q3 2024
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
73K
New
$1.88M - $1.98M
73K $2.12M
Nov 14, 2024 Q3 2024
Steward Partners Investment Advisory, LLC

BUY
 -
61.6K
+ 144.43%
$1.59M - $1.67M
104K $3.03M
Nov 12, 2024 Q3 2024
Optivise Advisory Services LLC

Franklin, TN
BUY
 -
40.7K
New
$1.05M - $1.1M
40.7K $1.18M
Nov 08, 2024 Q3 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
39.4K
+ 13.74%
$1.01M - $1.07M
326K $9.48M
Nov 14, 2024 Q3 2024
Jane Street Group, LLC

New York, NY
BUY
 -
34K
New
$874K - $919K
34K $987K
Oct 11, 2024 Q3 2024
Org Wealth Partners, LLC

Dallas, TX
BUY
 -
32.1K
New
$827K - $870K
32.1K $933K
Oct 09, 2024 Q3 2024
Peak Financial Advisors LLC

BUY
 -
30.1K
+ 10.55%
$773K - $814K
315K $9.15M
Nov 12, 2024 Q3 2024
Wealthgarden F.S. LLC

El Segundo, CA
BUY
 -
30K
New
$772K - $812K
30K $872K
Nov 12, 2024 Q3 2024
Nwam LLC

Mercer Island, WA
BUY
 -
30K
New
$772K - $812K
30K $872K
Nov 06, 2024 Q3 2024
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
29.2K
+ 51.75%
$750K - $789K
85.5K $2.48M
Nov 12, 2024 Q3 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
27.1K
+ 2153.06%
$696K - $733K
28.3K $823K
Nov 13, 2024 Q3 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
20.3K
+ 93.99%
$522K - $549K
41.9K $1.22M
Nov 13, 2024 Q3 2024
Bank Of Montreal

Toronto, A6
BUY
 -
20K
+ 666.67%
$515K - $541K
23K $668K
Nov 04, 2024 Q3 2024
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
19.2K
New
$495K - $521K
19.2K $559K
Nov 13, 2024 Q3 2024
Discovery Capital Management, LLC

South Norwalk, CT
BUY
 -
19.1K
New
$491K - $517K
19.1K $555K
Nov 14, 2024 Q3 2024
Betterment LLC

New York, NY
BUY
 -
18.4K
New
$472K - $497K
18.4K $533K
Nov 14, 2024 Q3 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
14.5K
+ 3862.67%
$373K - $392K
14.9K $432K
Nov 04, 2024 Q3 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
13K
+ 79.07%
$334K - $351K
29.4K $853K
Oct 25, 2024 Q3 2024
Great Diamond Partners, LLC

BUY
 -
12.3K
New
$318K - $334K
12.3K $359K
Oct 21, 2024 Q3 2024
Wt Wealth Management

BUY
 -
11.7K
New
$302K - $317K
11.7K $340K
Oct 24, 2024 Q3 2024
Davenport & CO LLC

BUY
 -
11K
New
$283K - $297K
11K $319K
Nov 12, 2024 Q3 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
10.5K
New
$270K - $284K
10.5K $305K
Nov 04, 2024 Q3 2024
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
10.2K
New
$263K - $277K
10.2K $297K
Nov 13, 2024 Q3 2024
Kestra Advisory Services, LLC

BUY
 -
10.1K
New
$259K - $273K
10.1K $293K
Nov 13, 2024 Q3 2024
Csenge Advisory Group

BUY
 -
9.55K
New
$246K - $258K
9.55K $277K
Oct 25, 2024 Q3 2024
Andina Capital Management, LLC

Lehi, UT
BUY
 -
9.54K
+ 23.63%
$245K - $258K
49.9K $1.45M
Nov 08, 2024 Q3 2024
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
9.19K
New
$236K - $249K
9.19K $267K
Nov 08, 2024 Q3 2024
Howard Bailey Securities, LLC

Fort Wayne, IN
BUY
 -
8.9K
New
$229K - $241K
8.9K $258K
Oct 10, 2024 Q3 2024
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
8.32K
New
$214K - $225K
8.32K $242K
Nov 07, 2024 Q3 2024
New York Life Investment Management LLC

New York, NY
BUY
 -
8.05K
+ 13.64%
$207K - $218K
67.1K $1.95M
Oct 21, 2024 Q3 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
6.59K
New
$170K - $178K
6.59K $191K
Oct 22, 2024 Q3 2024
Private Advisor Group, LLC

BUY
 -
5.63K
+ 31.55%
$145K - $152K
23.5K $682K
Nov 08, 2024 Q3 2024
Moors & Cabot, Inc.

Boston, MA
BUY
 -
5.55K
+ 70.7%
$143K - $150K
13.4K $389K
Oct 18, 2024 Q3 2024
Longview Financial Advisors, Inc.

Huntsville, AL
BUY
 -
4.2K
+ 2.55%
$108K - $114K
169K $4.91M
Oct 08, 2024 Q3 2024
Cwm, LLC

BUY
 -
4.12K
+ 53.87%
$106K - $111K
11.8K $342K
Oct 15, 2024 Q3 2024
Fma Wealth Management, LLC

Duxbury, MA
BUY
 -
3.79K
+ 10.49%
$97.4K - $102K
39.9K $1.16M
Oct 31, 2024 Q3 2024
Aries Wealth Management

BUY
 -
3.7K
+ 9.08%
$95.2K - $100K
44.4K $1.29M
Nov 04, 2024 Q3 2024
Sharp Financial Services, LLC

Horsham, PA
BUY
 -
3.38K
+ 8.07%
$86.8K - $91.4K
45.2K $1.31M
Oct 28, 2024 Q3 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.9K
New
$74.6K - $78.5K
2.9K $84.2K
Nov 13, 2024 Q3 2024
Truist Financial Corp

BUY
 -
2.32K
+ 13.8%
$59.7K - $62.9K
19.1K $556K
Nov 13, 2024 Q3 2024
Cibc Private Wealth Group, LLC

BUY
 -
2.26K
New
$58K - $61K
2.26K $65.5K

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