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 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-46.1K- 98.48% |
$1.22M - $1.31M
|
712
$19.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.12K+ 3.43% |
$29.6K - $31.8K
|
33.7K
$918K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-116K- 52.7% |
$3.07M - $3.3M
|
104K
$2.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-562- 73.85% |
$14.9K - $16K
|
199
$5.43K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.4K+ 4.73% |
$353K - $380K
|
296K
$8.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
776KNew |
$20.5M - $22.1M
|
776K
$21.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-15.5K- 99.75% |
$411K - $442K
|
39
$1.06K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.9K- 2.45% |
$554K - $595K
|
833K
$22.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-129- 0.1% |
$3.41K - $3.67K
|
129K
$3.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
1.13K+ 0.6% |
$29.9K - $32.1K
|
189K
$5.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.7K+ 13.4% |
$389K - $418K
|
124K
$3.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.54K- 0.85% |
$147K - $158K
|
643K
$17.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.67K+ 5.24% |
$44.2K - $47.5K
|
33.6K
$915K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.02K- 0.95% |
$133K - $143K
|
526K
$14.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
9.35K+ 52.97% |
$248K - $266K
|
27K
$737K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.29K+ 1.51% |
$34.1K - $36.7K
|
86.6K
$2.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
19.4KNew |
$514K - $552K
|
19.4K
$529K
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-53.5K- 20.29% |
$1.41M - $1.52M
|
210K
$5.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-215- 0.51% |
$5.69K - $6.11K
|
41.6K
$1.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
8.47KNew |
$224K - $241K
|
8.47K
$231K
|
|
|
Nov 10, 2025
Q3 2025
|
Aries Wealth Management
|
SELL
|
- |
-390- 0.7% |
$10.3K - $11.1K
|
55.1K
$1.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
234New |
$6.19K - $6.65K
|
234
$6.38K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
189KNew |
$5.01M - $5.38M
|
189K
$5.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
26.6K+ 13.0% |
$705K - $758K
|
232K
$6.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
10.6K+ 51.21% |
$279K - $300K
|
31.2K
$850K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
304KNew |
$8.04M - $8.63M
|
304K
$8.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
16.2K+ 8.9% |
$429K - $461K
|
198K
$5.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
57.7KNew |
$1.53M - $1.64M
|
57.7K
$1.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
236K+ 235980.0% |
$6.24M - $6.71M
|
236K
$6.44M
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-246K- 33.14% |
$6.52M - $7M
|
497K
$13.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-29.5K- 24.31% |
$779K - $837K
|
91.7K
$2.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
7.26KNew |
$192K - $206K
|
7.26K
$198K
|
|
|
Nov 07, 2025
Q3 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
4.44K+ 3.97% |
$118K - $126K
|
116K
$3.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.04K- 3.21% |
$107K - $115K
|
122K
$3.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
9.79K+ 15.34% |
$259K - $278K
|
73.6K
$2.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-19K- 67.31% |
$502K - $540K
|
9.22K
$252K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.39K+ 11.49% |
$143K - $153K
|
52.3K
$1.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.08K+ 0.88% |
$28.5K - $30.6K
|
124K
$3.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-7.87K- 10.91% |
$208K - $224K
|
64.3K
$1.75M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.87K- 2.74% |
$155K - $167K
|
208K
$5.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
20.6K+ 142.32% |
$544K - $585K
|
35K
$955K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.9K- 77.76% |
$50.2K - $54K
|
543
$14.8K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
43.1K+ 8.26% |
$1.14M - $1.23M
|
565K
$15.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
75+ 0.37% |
$1.98K - $2.13K
|
20.5K
$559K
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
95.4K+ 24.11% |
$2.53M - $2.71M
|
491K
$13.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-13.3K- 48.99% |
$352K - $379K
|
13.9K
$378K
|
|
|
Nov 05, 2025
Q3 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-15.5K- 15.87% |
$409K - $440K
|
82K
$2.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
16.3K+ 19.38% |
$433K - $465K
|
101K
$2.75M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.37K- 4.94% |
$62.7K - $67.4K
|
45.6K
$1.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
72.4K+ 203.52% |
$1.91M - $2.06M
|
108K
$2.94M
|
|