Latest Institutional Purchases of Simplify Exch.Trad Fds Simplif (CDX)
This list provides information on the latest institutional transactions involving Simplify Exch.Trad Fds Simplif (CDX) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
132K+ 25.71% |
$2.99M - $3.04M
|
647K
$14.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
34.1K+ 4.74% |
$770K - $782K
|
753K
$17.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
30KNew |
$679K - $689K
|
30K
$680K
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
26.7K+ 136.23% |
$604K - $613K
|
46.3K
$1.05M
|
|
|
Jan 22, 2026
Q4 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
15.1K+ 7.72% |
$341K - $346K
|
210K
$4.77M
|
|
|
Jan 20, 2026
Q4 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
11.3KNew |
$256K - $259K
|
11.3K
$256K
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
6.61K+ 7.88% |
$149K - $152K
|
90.4K
$2.05M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.99K+ 2.43% |
$135K - $137K
|
252K
$5.71M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.03K+ 8.62% |
$23.3K - $23.6K
|
13K
$294K
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
675+ 7.07% |
$15.3K - $15.5K
|
10.2K
$231K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
67+ 0.06% |
$1.51K - $1.54K
|
116K
$2.62M
|
|
| Q3 2025 | |||||||
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
755K+ 301.47% |
$17.2M - $17.6M
|
1.01M
$22.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
375K+ 88.86% |
$8.53M - $8.74M
|
796K
$18M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
210KNew |
$4.78M - $4.9M
|
210K
$4.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
200KNew |
$4.56M - $4.67M
|
200K
$4.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
180K+ 20.81% |
$4.09M - $4.19M
|
1.04M
$23.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
179KNew |
$4.08M - $4.18M
|
179K
$4.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
165KNew |
$3.75M - $3.84M
|
165K
$3.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
134KNew |
$3.06M - $3.13M
|
134K
$3.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
124KNew |
$2.82M - $2.89M
|
124K
$2.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
106K+ 126.27% |
$2.42M - $2.48M
|
190K
$4.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
97.6K+ 139.78% |
$2.22M - $2.28M
|
167K
$3.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
96.6KNew |
$2.2M - $2.25M
|
96.6K
$2.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
94.9KNew |
$2.16M - $2.21M
|
94.9K
$2.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
67.2K+ 155.71% |
$1.53M - $1.57M
|
110K
$2.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
61.8K+ 271.28% |
$1.41M - $1.44M
|
84.5K
$1.91M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
58.1KNew |
$1.32M - $1.35M
|
58.1K
$1.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
49K+ 51.75% |
$1.12M - $1.14M
|
144K
$3.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
41.1KNew |
$937K - $959K
|
41.1K
$931K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39.2KNew |
$892K - $914K
|
39.2K
$887K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.6KNew |
$880K - $901K
|
38.6K
$875K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
37.3KNew |
$849K - $869K
|
37.3K
$844K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
37K+ 10.82% |
$842K - $863K
|
379K
$8.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
37K+ 155.47% |
$842K - $863K
|
60.8K
$1.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
33.3KNew |
$759K - $777K
|
33.3K
$755K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
21.6KNew |
$492K - $504K
|
21.6K
$489K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
21K+ 1105.26% |
$478K - $490K
|
22.9K
$519K
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
17.9KNew |
$409K - $418K
|
17.9K
$406K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.4KNew |
$397K - $407K
|
17.4K
$395K
|
|
|
Nov 13, 2025
Q3 2025
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
16.6KNew |
$378K - $387K
|
16.6K
$375K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.5K+ 99.98% |
$375K - $384K
|
32.9K
$746K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.3KNew |
$370K - $379K
|
16.3K
$368K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.1K+ 71.35% |
$367K - $375K
|
38.6K
$875K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.2K+ 58.73% |
$301K - $309K
|
35.7K
$809K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
12.7KNew |
$289K - $296K
|
12.7K
$288K
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
10.9KNew |
$248K - $254K
|
10.9K
$247K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.57K+ 8.22% |
$218K - $223K
|
126K
$2.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
9.46KNew |
$216K - $221K
|
9.46K
$214K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.98K+ 17.15% |
$182K - $186K
|
54.5K
$1.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.82K+ 1.31% |
$110K - $112K
|
374K
$8.46M
|
|