Latest Institutional Transactions on Simplify Exch Traded Fds Simpl (CTA)
This table provides information on the latest institutional transactions involving Simplify Exch Traded Fds Simpl (CTA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
451+ 4.85% |
$11.9K - $12.8K
|
9.75K
$266K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-555- 39.25% |
$14.7K - $15.8K
|
859
$23.4K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.3KNew |
$167K - $179K
|
6.3K
$172K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-41.3K- 58.35% |
$1.09M - $1.17M
|
29.5K
$804K
|
|
|
Nov 17, 2025
Q3 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
304KNew |
$8.05M - $8.65M
|
304K
$8.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.7K+ 10.79% |
$470K - $505K
|
182K
$4.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-161- 14.16% |
$4.26K - $4.58K
|
976
$26.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-110- 22.87% |
$2.91K - $3.13K
|
371
$10.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-804K- 46.52% |
$21.3M - $22.9M
|
924K
$25.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.84K+ 2.1% |
$154K - $166K
|
283K
$7.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.1KNew |
$292K - $314K
|
11.1K
$301K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.7K+ 11.42% |
$707K - $760K
|
261K
$7.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.88K+ 10.71% |
$103K - $110K
|
40.1K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
938+ 6.89% |
$24.8K - $26.7K
|
14.6K
$397K
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
21K+ 6.77% |
$556K - $597K
|
331K
$9.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.43K+ 255.78% |
$223K - $240K
|
11.7K
$320K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
141+ 1.45% |
$3.73K - $4.01K
|
9.87K
$269K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.24K+ 18.41% |
$112K - $121K
|
27.3K
$744K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
127K+ 59.14% |
$3.36M - $3.62M
|
342K
$9.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
7.86KNew |
$208K - $223K
|
7.86K
$214K
|
|
|
Nov 14, 2025
Q3 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
7.87K+ 16.86% |
$208K - $224K
|
54.6K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
845New |
$22.4K - $24K
|
845
$23K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.17K+ 23.34% |
$57.4K - $61.7K
|
11.5K
$313K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3KNew |
$79.4K - $85.3K
|
3K
$81.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
247New |
$6.54K - $7.02K
|
247
$6.74K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
289+ 0.81% |
$7.65K - $8.22K
|
35.9K
$978K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-82.2K- 65.47% |
$2.17M - $2.34M
|
43.3K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-59- 0.25% |
$1.56K - $1.68K
|
23.7K
$645K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33KNew |
$873K - $938K
|
33K
$900K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.3KNew |
$300K - $322K
|
11.3K
$309K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
115+ 26.2% |
$3.04K - $3.27K
|
554
$15.1K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
2.28K+ 10.13% |
$60.4K - $64.9K
|
24.8K
$677K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.7K+ 22.29% |
$441K - $474K
|
91.5K
$2.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
8.43K+ 5.99% |
$223K - $240K
|
149K
$4.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
85.4K+ 44.47% |
$2.26M - $2.43M
|
277K
$7.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.29K+ 1.51% |
$34.1K - $36.7K
|
86.6K
$2.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.44K+ 4783.33% |
$38K - $40.8K
|
1.47K
$40K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-622- 5.26% |
$16.5K - $17.7K
|
11.2K
$305K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.18KNew |
$190K - $204K
|
7.18K
$196K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.14K- 2.63% |
$242K - $260K
|
339K
$9.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.4K- 31.46% |
$63.4K - $68.1K
|
5.22K
$142K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1.43K+ 71450.0% |
$37.8K - $40.6K
|
1.43K
$39K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.1K+ 27.45% |
$268K - $288K
|
47.1K
$1.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
29.9KNew |
$792K - $851K
|
29.9K
$816K
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.48K- 22.1% |
$92K - $98.9K
|
12.3K
$334K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
119+ 0.6% |
$3.15K - $3.38K
|
20K
$545K
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
19.4KNew |
$514K - $552K
|
19.4K
$529K
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-46.7K- 15.56% |
$1.24M - $1.33M
|
254K
$6.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.02K+ 6.63% |
$79.8K - $85.7K
|
48.5K
$1.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
10.8K+ 24.46% |
$285K - $306K
|
54.7K
$1.49M
|
|