Purchases and Sales Made in Q4 2024 in Simplify Exch Traded Fds Simpl (CTA)
This table provides information about the institutional ownership of Simplify Exch Traded Fds Simpl (CTA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.75K+ 31.86% |
$96.6K - $108K
|
15.5K
$460K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.51K+ 1.47% |
$90.5K - $102K
|
243K
$7.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3.27KNew |
$84.3K - $94.6K
|
3.27K
$96.9K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
2.89K+ 17.67% |
$74.6K - $83.7K
|
19.2K
$571K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.84KNew |
$73.3K - $82.3K
|
2.84K
$84.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.45K+ 12.74% |
$63.3K - $71.1K
|
21.7K
$644K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.23K+ 111500.0% |
$57.5K - $64.6K
|
2.23K
$66.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.11K+ 72.86% |
$54.5K - $61.2K
|
5.01K
$149K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.01K+ 2.75% |
$51.8K - $58.1K
|
75K
$2.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.65K+ 12.31% |
$42.6K - $47.8K
|
15.1K
$447K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.49KNew |
$38.5K - $43.2K
|
1.49K
$44.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.28K+ 8.68% |
$33.1K - $37.2K
|
16.1K
$477K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.07K+ 214.8% |
$27.7K - $31.1K
|
1.57K
$46.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
963+ 94.13% |
$24.8K - $27.9K
|
1.99K
$58.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
927+ 5.05% |
$23.9K - $26.9K
|
19.3K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
918New |
$23.7K - $26.6K
|
918
$27.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
832+ 4.35% |
$21.5K - $24.1K
|
20K
$593K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
781+ 6.79% |
$20.1K - $22.6K
|
12.3K
$364K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
711+ 2.21% |
$18.3K - $20.6K
|
32.8K
$974K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
669+ 6.63% |
$17.3K - $19.4K
|
10.8K
$319K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
650+ 138.0% |
$16.8K - $18.8K
|
1.12K
$33.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
592New |
$15.3K - $17.2K
|
592
$17.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
540+ 593.41% |
$13.9K - $15.6K
|
631
$18.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
481New |
$12.4K - $13.9K
|
481
$14.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
340+ 0.18% |
$8.77K - $9.85K
|
187K
$5.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
156+ 0.05% |
$4.02K - $4.52K
|
332K
$9.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
113+ 0.28% |
$2.92K - $3.27K
|
40K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
112+ 0.83% |
$2.89K - $3.24K
|
13.6K
$402K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
70+ 0.73% |
$1.81K - $2.03K
|
9.62K
$285K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
68+ 1.03% |
$1.75K - $1.97K
|
6.66K
$198K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
33+ 0.16% |
$851 - $956
|
20.6K
$612K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-31- 0.3% |
$800 - $898
|
10.2K
$303K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-85- 2.02% |
$2.19K - $2.46K
|
4.12K
$122K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-86- 0.94% |
$2.22K - $2.49K
|
9.1K
$270K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-155- 0.18% |
$4K - $4.49K
|
87.1K
$2.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-352- 4.23% |
$9.08K - $10.2K
|
7.96K
$236K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-491- 4.0% |
$12.7K - $14.2K
|
11.8K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-500- 4.76% |
$12.9K - $14.5K
|
10K
$297K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-519- 5.83% |
$13.4K - $15K
|
8.38K
$249K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-585- 3.04% |
$15.1K - $16.9K
|
18.6K
$553K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-657- 1.61% |
$17K - $19K
|
40K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-841- 37.29% |
$21.7K - $24.4K
|
1.41K
$42K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.62K- 13.47% |
$41.7K - $46.8K
|
10.4K
$308K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-3.12K- 6.25% |
$80.5K - $90.4K
|
46.8K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.59K- 19.73% |
$144K - $162K
|
22.7K
$674K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-6.18K- 13.67% |
$159K - $179K
|
39K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-7.28K- 16.3% |
$188K - $211K
|
37.4K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.47K- 6.21% |
$193K - $216K
|
113K
$3.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17K- 2.44% |
$438K - $492K
|
680K
$20.2M
|