Purchases and Sales Made in Q3 2024 in Simplify Exch Traded Fds Simpl (CTA)
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 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
2K+ 5.16% |
$51.5K - $54.1K
|
40.7K
$1.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.73K+ 16.82% |
$44.5K - $46.8K
|
12K
$349K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.72K+ 9.1% |
$44.2K - $46.5K
|
20.6K
$598K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.17KNew |
$30.2K - $31.8K
|
1.17K
$34.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
909New |
$23.4K - $24.6K
|
909
$26.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
569+ 4.42% |
$14.6K - $15.4K
|
13.4K
$390K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
471New |
$12.1K - $12.7K
|
471
$13.7K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
431+ 11.42% |
$11.1K - $11.7K
|
4.21K
$122K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
425New |
$10.9K - $11.5K
|
425
$12.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
314+ 2.09% |
$8.08K - $8.5K
|
15.3K
$446K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
236+ 29.99% |
$6.07K - $6.39K
|
1.02K
$29.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
221+ 1.14% |
$5.69K - $5.98K
|
19.5K
$568K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
154New |
$3.96K - $4.17K
|
154
$4.47K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-169- 3.54% |
$4.35K - $4.57K
|
4.61K
$134K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-343- 45.19% |
$8.83K - $9.29K
|
416
$12.1K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-373- 2.23% |
$9.6K - $10.1K
|
16.4K
$475K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-393- 2.0% |
$10.1K - $10.6K
|
19.3K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.98K- 39.39% |
$50.9K - $53.5K
|
3.04K
$88.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.98K- 39.44% |
$50.9K - $53.6K
|
3.04K
$88.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-3.27K- 6.39% |
$84K - $88.4K
|
47.8K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.57K- 32.63% |
$143K - $151K
|
11.5K
$334K
|
|
|
Oct 15, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-8.58K- 5.2% |
$221K - $232K
|
156K
$4.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.81K- 37.34% |
$227K - $238K
|
14.8K
$429K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-10.1K- 10.15% |
$260K - $274K
|
89.7K
$2.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.5K- 2.76% |
$346K - $364K
|
474K
$13.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-19.4K- 48.95% |
$500K - $526K
|
20.3K
$588K
|
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-25.8K- 32.25% |
$663K - $697K
|
54.1K
$1.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-31.5K- 71.98% |
$812K - $854K
|
12.3K
$357K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-53.5K- 13.89% |
$1.38M - $1.45M
|
331K
$9.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-75.9K- 46.54% |
$1.95M - $2.06M
|
87.2K
$2.53M
|