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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
61.6K+ 144.43% |
$1.59M - $1.67M
|
104K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
239KNew |
$6.15M - $6.47M
|
239K
$6.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
18.4KNew |
$472K - $497K
|
18.4K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.98K- 39.44% |
$50.9K - $53.6K
|
3.04K
$86.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.98K- 39.39% |
$50.9K - $53.5K
|
3.04K
$86.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
95.9KNew |
$2.47M - $2.6M
|
95.9K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.5K+ 3862.67% |
$373K - $392K
|
14.9K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
2K+ 5.16% |
$51.5K - $54.1K
|
40.7K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34KNew |
$874K - $919K
|
34K
$968K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20K+ 666.67% |
$515K - $541K
|
23K
$656K
|
|
|
Nov 13, 2024
Q3 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
19.1KNew |
$491K - $517K
|
19.1K
$544K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.1KNew |
$259K - $273K
|
10.1K
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.26KNew |
$58K - $61K
|
2.26K
$64.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
697KNew |
$17.9M - $18.9M
|
697K
$19.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.57K- 32.63% |
$143K - $151K
|
11.5K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
471New |
$12.1K - $12.7K
|
471
$13.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-393- 2.0% |
$10.1K - $10.6K
|
19.3K
$549K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20.3K+ 93.99% |
$522K - $549K
|
41.9K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
30KNew |
$772K - $812K
|
30K
$855K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
122KNew |
$3.13M - $3.29M
|
122K
$3.47M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-373- 2.23% |
$9.6K - $10.1K
|
16.4K
$466K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
30KNew |
$772K - $812K
|
30K
$855K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27.1K+ 2153.06% |
$696K - $733K
|
28.3K
$807K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10.5KNew |
$270K - $284K
|
10.5K
$299K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.55K+ 70.7% |
$143K - $150K
|
13.4K
$382K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.4K+ 13.74% |
$1.01M - $1.07M
|
326K
$9.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
236+ 29.99% |
$6.07K - $6.39K
|
1.02K
$29.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
44.6KNew |
$1.15M - $1.21M
|
44.6K
$1.27M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
8.05K+ 13.64% |
$207K - $218K
|
67.1K
$1.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
283K+ 360.6% |
$7.28M - $7.65M
|
361K
$10.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-25.8K- 32.25% |
$663K - $697K
|
54.1K
$1.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
909New |
$23.4K - $24.6K
|
909
$25.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
29.2K+ 51.75% |
$750K - $789K
|
85.5K
$2.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.2KNew |
$263K - $277K
|
10.2K
$292K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
109K+ 939.54% |
$2.8M - $2.94M
|
120K
$3.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-19.4K- 48.95% |
$500K - $526K
|
20.3K
$577K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.9KNew |
$74.6K - $78.5K
|
2.9K
$82.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
154New |
$3.96K - $4.17K
|
154
$4.39K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
12.3KNew |
$318K - $334K
|
12.3K
$352K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
11KNew |
$283K - $297K
|
11K
$313K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.17KNew |
$30.2K - $31.8K
|
1.17K
$33.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.73K+ 16.82% |
$44.5K - $46.8K
|
12K
$342K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
11.7KNew |
$302K - $317K
|
11.7K
$334K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.81K- 37.34% |
$227K - $238K
|
14.8K
$421K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
569+ 4.42% |
$14.6K - $15.4K
|
13.4K
$383K
|
|
|
Oct 15, 2024
Q3 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
187KNew |
$4.8M - $5.05M
|
187K
$5.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
425New |
$10.9K - $11.5K
|
425
$12.1K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-343- 45.19% |
$8.83K - $9.29K
|
416
$11.9K
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-10.3K- 25.43% |
$261K - $292K
|
30.4K
$865K
|
|