Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-46.1K- 45.2% |
$1.04M - $1.06M
|
56K
$1.27M
|
|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-44.4K- 25.55% |
$1M - $1.02M
|
130K
$2.93M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.58K- 0.54% |
$35.6K - $36.2K
|
289K
$6.55M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-932- 1.6% |
$21.1K - $21.4K
|
57.3K
$1.3M
|
|
| Q3 2025 | |||||||
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.8K- 22.25% |
$473K - $484K
|
72.6K
$1.64M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.82K- 1.66% |
$133K - $136K
|
345K
$7.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-528Closed |
$12K - $12.3K
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-122- 20.2% |
$2.68K - $2.83K
|
482
$10.9K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-9- 10.0% |
$197 - $209
|
81
$1.83K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-75.5K- 5.49% |
$1.65M - $1.8M
|
1.3M
$29.4M
|
|
| Q3 2024 | |||||||
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-94.9K- 98.63% |
$2.19M - $2.28M
|
1.32K
$29.9K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-33- 27.97% |
$708 - $757
|
85
$1.93K
|
|