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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.18K- 12.99% |
$190K - $204K
|
48.1K
$1.31M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-12.6K- 17.4% |
$333K - $358K
|
59.8K
$1.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
13.2K+ 17.28% |
$350K - $376K
|
89.8K
$2.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.5K+ 0.92% |
$39.8K - $42.7K
|
164K
$4.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
228K+ 122.04% |
$6.04M - $6.49M
|
415K
$11.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
3.8K+ 7.08% |
$100K - $108K
|
57.5K
$1.57M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-42K- 50.08% |
$1.11M - $1.19M
|
41.9K
$1.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
236K+ 9.92% |
$6.24M - $6.7M
|
2.61M
$71.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-964- 2.12% |
$25.5K - $27.4K
|
44.6K
$1.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.81K+ 16.25% |
$154K - $165K
|
41.6K
$1.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-53- 0.24% |
$1.4K - $1.51K
|
21.6K
$590K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
307+ 45.08% |
$8.12K - $8.73K
|
988
$26.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
271+ 0.72% |
$7.17K - $7.7K
|
38.1K
$1.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-1.89K- 0.96% |
$49.9K - $53.6K
|
194K
$5.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.17K+ 12.5% |
$110K - $119K
|
37.5K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6.55K+ 58.69% |
$173K - $186K
|
17.7K
$483K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7.01K+ 51.65% |
$185K - $199K
|
20.6K
$561K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
15.4K+ 82.1% |
$406K - $436K
|
34.1K
$929K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.42KNew |
$143K - $154K
|
5.42K
$148K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
915+ 2.64% |
$24.2K - $26K
|
35.5K
$969K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.06K+ 0.33% |
$27.9K - $30K
|
319K
$8.69M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-8.77K- 13.56% |
$232K - $249K
|
55.9K
$1.52M
|
|
|
Oct 08, 2025
Q3 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
40.4K+ 7.48% |
$1.07M - $1.15M
|
581K
$15.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-3.08K- 2.16% |
$81.5K - $87.6K
|
139K
$3.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
32.8K+ 43.48% |
$868K - $933K
|
108K
$2.95M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
18.8KNew |
$497K - $534K
|
18.8K
$512K
|
|
|
Oct 06, 2025
Q3 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
22K+ 21.26% |
$581K - $624K
|
125K
$3.41M
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
17.5K+ 133.63% |
$463K - $498K
|
30.6K
$835K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.47K- 3.72% |
$39K - $41.9K
|
38.1K
$1.04M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-72.2K- 68.77% |
$1.92M - $2.16M
|
32.8K
$894K
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-2.81K- 53.42% |
$74.8K - $84K
|
2.45K
$66.8K
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
BUY
|
- |
6.42K+ 28.93% |
$171K - $192K
|
28.6K
$780K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-52.7K- 99.06% |
$1.4M - $1.58M
|
500
$13.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
108KNew |
$2.88M - $3.24M
|
108K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.13KNew |
$243K - $273K
|
9.13K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
56.8K+ 773.84% |
$1.51M - $1.7M
|
64.2K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-500- 3.11% |
$13.3K - $15K
|
15.6K
$425K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
137KNew |
$3.65M - $4.1M
|
137K
$3.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-10.6K- 8.92% |
$282K - $317K
|
108K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.23K+ 1256.12% |
$32.8K - $36.8K
|
1.33K
$36.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5.62KNew |
$150K - $168K
|
5.62K
$153K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
34.4KNew |
$916K - $1.03M
|
34.4K
$939K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-273- 2.67% |
$7.26K - $8.16K
|
9.95K
$271K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-302- 2.43% |
$8.04K - $9.03K
|
12.1K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
68New |
$1.81K - $2.03K
|
68
$1.85K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-230K- 96.82% |
$6.11M - $6.86M
|
7.54K
$206K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.87K+ 6.94% |
$49.7K - $55.8K
|
28.8K
$785K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-900- 74.94% |
$23.9K - $26.9K
|
301
$8.21K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
184+ 95.83% |
$4.9K - $5.5K
|
376
$10.3K
|
|