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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
459New |
$12.2K - $13.7K
|
459
$12.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
146+ 1.54% |
$3.89K - $4.37K
|
9.6K
$262K
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-12.4K- 71.15% |
$331K - $372K
|
5.05K
$138K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
897+ 7.85% |
$23.9K - $26.8K
|
12.3K
$336K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.9KNew |
$318K - $357K
|
11.9K
$326K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
55K+ 89.37% |
$1.46M - $1.65M
|
117K
$3.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
11.8K+ 1652.94% |
$314K - $353K
|
12.5K
$341K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-20.7K- 99.73% |
$550K - $617K
|
55
$1.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-145K- 78.64% |
$3.87M - $4.34M
|
39.5K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.63K- 3.2% |
$43.5K - $48.8K
|
49.3K
$1.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-6.37K- 3.75% |
$169K - $190K
|
164K
$4.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
711New |
$18.9K - $21.3K
|
711
$19.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
729New |
$19.4K - $21.8K
|
729
$19.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.26K+ 2.85% |
$86.7K - $97.4K
|
118K
$3.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-2.98K- 24.82% |
$79.3K - $89.1K
|
9.03K
$246K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
905+ 22.5% |
$24.1K - $27.1K
|
4.93K
$134K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
489New |
$13K - $14.6K
|
489
$13.3K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-30.5K- 6.72% |
$847K - $920K
|
423K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
65.1KNew |
$1.81M - $1.97M
|
65.1K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.49K+ 17.23% |
$41.4K - $45K
|
10.1K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
15KNew |
$417K - $453K
|
15K
$409K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.14KNew |
$199K - $216K
|
7.14K
$195K
|
|
|
May 13, 2025
Q1 2025
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-73.4K- 52.3% |
$2.04M - $2.22M
|
67K
$1.83M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.47KNew |
$96.5K - $105K
|
3.47K
$94.7K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-465- 3.09% |
$12.9K - $14K
|
14.6K
$398K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
30New |
$834 - $906
|
30
$818
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
100New |
$2.78K - $3.02K
|
100
$2.73K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
403+ 2.96% |
$11.2K - $12.2K
|
14K
$382K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
291KNew |
$8.08M - $8.78M
|
291K
$7.92M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
81.4KNew |
$2.26M - $2.46M
|
81.4K
$2.22M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-392- 42.7% |
$10.9K - $11.8K
|
526
$14.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
8.67KNew |
$241K - $262K
|
8.67K
$236K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-394- 0.43% |
$11K - $11.9K
|
92K
$2.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
548New |
$15.2K - $16.6K
|
548
$14.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
22.3K+ 36.67% |
$621K - $674K
|
83.2K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.61K+ 178.99% |
$128K - $139K
|
7.18K
$196K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
187K+ 151.09% |
$5.2M - $5.65M
|
311K
$8.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.6KNew |
$296K - $321K
|
10.6K
$290K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
474New |
$13.2K - $14.3K
|
474
$12.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
16.2KNew |
$451K - $489K
|
16.2K
$442K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-500- 4.76% |
$12.9K - $14.5K
|
10K
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-31- 0.3% |
$800 - $898
|
10.2K
$278K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.2KNew |
$288K - $323K
|
11.2K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-352- 4.23% |
$9.08K - $10.2K
|
7.96K
$217K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.49KNew |
$38.5K - $43.2K
|
1.49K
$40.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-519- 5.83% |
$13.4K - $15K
|
8.38K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-86- 0.94% |
$2.22K - $2.49K
|
9.1K
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.84KNew |
$73.3K - $82.3K
|
2.84K
$77.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
592New |
$15.3K - $17.2K
|
592
$16.1K
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-169- 3.54% |
$4.35K - $4.57K
|
4.61K
$126K
|
|