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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.67K- 67.73% |
$98.7K - $107K
|
1.75K
$47.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-126K- 89.85% |
$3.39M - $3.68M
|
14.2K
$388K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.16K+ 0.94% |
$31.2K - $33.9K
|
125K
$3.41M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.5K- 23.83% |
$335K - $364K
|
39.8K
$1.09M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-643- 6.97% |
$17.3K - $18.8K
|
8.58K
$234K
|
|
|
Jan 20, 2026
Q4 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4.95K+ 1.7% |
$133K - $145K
|
297K
$8.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
6.1K+ 11.16% |
$164K - $178K
|
60.7K
$1.66M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.64K- 11.15% |
$125K - $135K
|
36.9K
$1.01M
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
12.1K+ 41.13% |
$325K - $353K
|
41.5K
$1.13M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
325+ 0.2% |
$8.74K - $9.49K
|
165K
$4.49M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-174- 0.93% |
$4.68K - $5.08K
|
18.4K
$503K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-196- 0.68% |
$5.27K - $5.73K
|
28.6K
$779K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-175- 0.38% |
$4.7K - $5.11K
|
45.9K
$1.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.76K+ 5.19% |
$128K - $139K
|
96.4K
$2.63M
|
|
|
Jan 13, 2026
Q4 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.05K+ 3.75% |
$55K - $59.7K
|
56.6K
$1.54M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
309+ 15.61% |
$8.31K - $9.03K
|
2.29K
$62.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
2.41K+ 0.41% |
$64.7K - $70.3K
|
583K
$15.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-23K- 25.63% |
$619K - $672K
|
66.8K
$1.82M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-97.2K- 89.77% |
$2.61M - $2.84M
|
11.1K
$302K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.73K+ 16.11% |
$154K - $167K
|
41.3K
$1.13M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
140K+ 385.9% |
$3.77M - $4.1M
|
177K
$4.81M
|
|
|
Jan 08, 2026
Q4 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
5.59K+ 4.47% |
$150K - $163K
|
131K
$3.57M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-208K- 65.29% |
$5.59M - $6.08M
|
111K
$3.02M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
890KNew |
$23.9M - $26M
|
890K
$24.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
592K+ 25.73% |
$15.9M - $17.3M
|
2.89M
$78.9M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.32K+ 12.37% |
$62.4K - $67.8K
|
21.1K
$575K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
24+ 0.1% |
$645 - $701
|
24.8K
$676K
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
7.69K+ 25.14% |
$207K - $225K
|
38.3K
$1.04M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-7.07K- 18.53% |
$190K - $206K
|
31.1K
$847K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
54.5K+ 156.16% |
$1.44M - $1.55M
|
89.4K
$2.44M
|
|
|
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
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-41.3K- 58.35% |
$1.09M - $1.17M
|
29.5K
$804K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.3KNew |
$167K - $179K
|
6.3K
$172K
|
|
|
Nov 17, 2025
Q3 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
304KNew |
$8.05M - $8.65M
|
304K
$8.3M
|
|
|
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
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-804K- 46.52% |
$21.3M - $22.9M
|
924K
$25.2M
|
|
|
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
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-161- 14.16% |
$4.26K - $4.58K
|
976
$26.6K
|
|
|
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
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.1KNew |
$292K - $314K
|
11.1K
$301K
|
|
|
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
|
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
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.24K+ 18.41% |
$112K - $121K
|
27.3K
$744K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
7.86KNew |
$208K - $223K
|
7.86K
$214K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
115+ 26.2% |
$3.04K - $3.27K
|
554
$15.1K
|
|