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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.41K+ 4.24% |
$77.7K - $79.5K
|
83.8K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.19K+ 34.73% |
$72.6K - $74.3K
|
12.4K
$280K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.38K+ 24.93% |
$54.3K - $55.6K
|
11.9K
$271K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2K+ 95.24% |
$45.6K - $46.7K
|
4.1K
$92.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
890+ 9.3% |
$20.3K - $20.8K
|
10.5K
$237K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
795+ 2.25% |
$18.1K - $18.5K
|
36.2K
$819K
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
473+ 2.16% |
$10.8K - $11K
|
22.4K
$508K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
463+ 2.09% |
$10.5K - $10.8K
|
22.7K
$513K
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
453New |
$10.3K - $10.6K
|
453
$10.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
70New |
$1.59K - $1.63K
|
70
$1.59K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
65New |
$1.48K - $1.52K
|
65
$1.47K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45New |
$1.03K - $1.05K
|
45
$1.02K
|
|
| Q2 2025 | |||||||
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.9MNew |
$63.1M - $72.2M
|
2.9M
$65.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
53.2KNew |
$1.16M - $1.32M
|
53.2K
$1.21M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
26.1KNew |
$569K - $650K
|
26.1K
$592K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
17.9KNew |
$390K - $445K
|
17.9K
$405K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.7KNew |
$299K - $342K
|
13.7K
$311K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.27KNew |
$49.5K - $56.6K
|
2.27K
$51.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.77KNew |
$38.4K - $44K
|
1.77K
$40K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.04KNew |
$22.6K - $25.8K
|
1.04K
$23.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
858+ 2.05% |
$18.7K - $21.4K
|
42.8K
$969K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$21.8 - $24.9
|
2
$45.3
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.05K+ 38.78% |
$199K - $210K
|
32.4K
$734K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
804New |
$17.6K - $18.7K
|
804
$18.2K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
111New |
$2.43K - $2.58K
|
111
$2.51K
|
|
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20New |
$439 - $464
|
20
$453
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
35.7K+ 17.52% |
$778K - $852K
|
239K
$5.42M
|
|
| Q1 2024 | |||||||
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
141+ 1.53% |
$3.19K - $3.29K
|
9.33K
$211K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.8KNew |
$400K - $414K
|
18.8K
$425K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1New |
$21.2 - $22.8
|
1
$22.7
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
200New |
$4.86K - $5.06K
|
200
$4.53K
|
|