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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
781+ 6.79% |
$20.1K - $22.6K
|
12.3K
$357K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.11K+ 72.86% |
$54.5K - $61.2K
|
5.01K
$146K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
160K+ 131.47% |
$4.13M - $4.63M
|
282K
$8.18M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.51K+ 1.47% |
$90.5K - $102K
|
243K
$7.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.65K+ 12.31% |
$42.6K - $47.8K
|
15.1K
$437K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.45K+ 12.74% |
$63.3K - $71.1K
|
21.7K
$631K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
121KNew |
$3.13M - $3.52M
|
121K
$3.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.47K- 6.21% |
$193K - $216K
|
113K
$3.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43.6K+ 41.82% |
$1.13M - $1.26M
|
148K
$4.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
193KNew |
$4.98M - $5.6M
|
193K
$5.61M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.2KNew |
$288K - $323K
|
11.2K
$324K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-85- 2.02% |
$2.19K - $2.46K
|
4.12K
$120K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.75K+ 31.86% |
$96.6K - $108K
|
15.5K
$450K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
4.84K+ 41.31% |
$125K - $140K
|
16.6K
$481K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.81K+ 12.71% |
$98.4K - $110K
|
33.8K
$983K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
17.8K+ 26.49% |
$458K - $515K
|
84.8K
$2.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
12.8KNew |
$329K - $370K
|
12.8K
$371K
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
113+ 0.28% |
$2.92K - $3.27K
|
40K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.01K+ 2.75% |
$51.8K - $58.1K
|
75K
$2.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
108KNew |
$2.78M - $3.12M
|
108K
$3.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-352- 4.23% |
$9.08K - $10.2K
|
7.96K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.49KNew |
$38.5K - $43.2K
|
1.49K
$43.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
10.7K+ 6.34% |
$277K - $311K
|
180K
$5.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
181KNew |
$4.67M - $5.24M
|
181K
$5.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
30.2K+ 128.75% |
$779K - $875K
|
53.7K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
832+ 4.35% |
$21.5K - $24.1K
|
20K
$580K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
162KNew |
$4.18M - $4.7M
|
162K
$4.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
371KNew |
$9.57M - $10.7M
|
371K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-585- 3.04% |
$15.1K - $16.9K
|
18.6K
$542K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
540+ 593.41% |
$13.9K - $15.6K
|
631
$18.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
70+ 0.73% |
$1.81K - $2.03K
|
9.62K
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
6.8K+ 15.3% |
$175K - $197K
|
51.2K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-519- 5.83% |
$13.4K - $15K
|
8.38K
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
11.5KNew |
$296K - $332K
|
11.5K
$333K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-86- 0.94% |
$2.22K - $2.49K
|
9.1K
$264K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
156+ 0.05% |
$4.02K - $4.52K
|
332K
$9.63M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.84KNew |
$73.3K - $82.3K
|
2.84K
$82.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
29.3KNew |
$756K - $849K
|
29.3K
$851K
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-22.1K- 6.77% |
$571K - $641K
|
304K
$8.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
32.1KNew |
$828K - $930K
|
32.1K
$932K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.07K+ 214.8% |
$27.7K - $31.1K
|
1.57K
$45.7K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14.5KNew |
$373K - $419K
|
14.5K
$420K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-3.12K- 6.25% |
$80.5K - $90.4K
|
46.8K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
13.6KNew |
$351K - $395K
|
13.6K
$396K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
7.71K+ 39.46% |
$199K - $223K
|
27.3K
$792K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
124KNew |
$3.19M - $3.58M
|
124K
$3.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
68+ 1.03% |
$1.75K - $1.97K
|
6.66K
$193K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-6.18K- 13.67% |
$159K - $179K
|
39K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
592New |
$15.3K - $17.2K
|
592
$17.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
13.1K+ 27.32% |
$337K - $378K
|
60.9K
$1.77M
|