Latest Institutional Purchases of Simplify Exch Traded Fds Simpl (CTA)

CTA Quotes by TradingView

This list provides information on the latest institutional transactions involving Simplify Exch Traded Fds Simpl (CTA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 24, 2024 Q3 2024
Astor Investment Management LLC

BUY
 -
327K
New
$8.4M - $8.84M
327K $8.9M
Oct 15, 2024 Q3 2024
Beacon Capital Management, Inc.

BUY
 -
187K
New
$4.8M - $5.05M
187K $5.09M
Oct 23, 2024 Q3 2024
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
73K
New
$1.88M - $1.98M
73K $1.99M
Oct 11, 2024 Q3 2024
Org Wealth Partners, LLC

Dallas, TX
BUY
 -
32.1K
New
$827K - $870K
32.1K $875K
Oct 09, 2024 Q3 2024
Peak Financial Advisors LLC

BUY
 -
30.1K
+ 10.55%
$773K - $814K
315K $8.58M
Oct 25, 2024 Q3 2024
Great Diamond Partners, LLC

BUY
 -
12.3K
New
$318K - $334K
12.3K $337K
Oct 21, 2024 Q3 2024
Wt Wealth Management

BUY
 -
11.7K
New
$302K - $317K
11.7K $319K
Oct 24, 2024 Q3 2024
Davenport & CO LLC

BUY
 -
11K
New
$283K - $297K
11K $299K
Oct 25, 2024 Q3 2024
Andina Capital Management, LLC

Lehi, UT
BUY
 -
9.54K
+ 23.63%
$245K - $258K
49.9K $1.36M
Oct 10, 2024 Q3 2024
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
8.32K
New
$214K - $225K
8.32K $227K
Oct 22, 2024 Q3 2024
Private Advisor Group, LLC

BUY
 -
5.63K
+ 31.55%
$145K - $152K
23.5K $639K
Oct 18, 2024 Q3 2024
Longview Financial Advisors, Inc.

Huntsville, AL
BUY
 -
4.2K
+ 2.55%
$108K - $114K
169K $4.61M
Oct 08, 2024 Q3 2024
Cwm, LLC

BUY
 -
4.12K
+ 53.87%
$106K - $111K
11.8K $320K
Oct 15, 2024 Q3 2024
Fma Wealth Management, LLC

Duxbury, MA
BUY
 -
3.79K
+ 10.49%
$97.4K - $102K
39.9K $1.09M
Oct 28, 2024 Q3 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.9K
New
$74.6K - $78.5K
2.9K $79K
Oct 23, 2024 Q3 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
1.73K
+ 16.82%
$44.5K - $46.8K
12K $327K
Oct 23, 2024 Q3 2024
Cambridge Advisors Inc.

BUY
 -
1.72K
+ 9.1%
$44.2K - $46.5K
20.6K $561K
Oct 24, 2024 Q3 2024
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
1.17K
New
$30.2K - $31.8K
1.17K $32K
Oct 15, 2024 Q3 2024
Mgo One Seven LLC

Beachwood, OH
BUY
 -
569
+ 4.42%
$14.6K - $15.4K
13.4K $366K
Oct 07, 2024 Q3 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
425
New
$10.9K - $11.5K
425 $11.6K
Oct 09, 2024 Q3 2024
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
314
+ 2.09%
$8.08K - $8.5K
15.3K $418K
Oct 22, 2024 Q3 2024
Brighton Jones LLC

BUY
 -
221
+ 1.14%
$5.69K - $5.98K
19.5K $532K
Oct 25, 2024 Q3 2024
Aspire Private Capital, LLC

BUY
 -
154
New
$3.96K - $4.17K
154 $4.2K
Oct 10, 2024 Q3 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q2 2024
Aug 02, 2024 Q2 2024
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
56.4K
New
$1.42M - $1.59M
56.4K $1.54M
Jul 19, 2024 Q2 2024
Sfg Wealth Management, Llc.

BUY
 -
51.1K
New
$1.29M - $1.44M
51.1K $1.39M
Aug 08, 2024 Q2 2024
Steward Partners Investment Advisory, LLC

BUY
 -
42.7K
New
$1.08M - $1.2M
42.7K $1.16M
Aug 02, 2024 Q2 2024
Money Concepts Capital Corp

BUY
 -
39.7K
New
$1M - $1.12M
39.7K $1.08M
Aug 05, 2024 Q2 2024
New York Life Investment Management LLC

New York, NY
BUY
 -
23K
+ 63.71%
$580K - $648K
59K $1.61M
Aug 13, 2024 Q2 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
14.3K
+ 507.62%
$360K - $403K
17.1K $465K
Aug 14, 2024 Q2 2024
Css LLC

Chicago, IL
BUY
 -
14K
+ 56.61%
$354K - $395K
38.7K $1.06M
Aug 15, 2024 Q2 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
13.1K
New
$330K - $369K
13.1K $356K
Aug 13, 2024 Q2 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
11.6K
New
$292K - $327K
11.6K $315K
Aug 02, 2024 Q2 2024
Ferguson Shapiro LLC

BUY
 -
9.55K
New
$241K - $270K
9.55K $260K
Aug 14, 2024 Q2 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
8.68K
+ 67.26%
$219K - $245K
21.6K $588K
Jul 22, 2024 Q2 2024
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
4.33K
+ 966.96%
$109K - $122K
4.78K $130K
Oct 17, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
4.04K
+ 410.26%
$102K - $114K
5.02K $137K
Aug 14, 2024 Q2 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
4K
+ 391.48%
$101K - $113K
5.02K $137K
Aug 14, 2024 Q2 2024
Bank Of Montreal

Toronto, A6
BUY
 -
3K
New
$75.8K - $84.7K
3K $81.8K
Aug 09, 2024 Q2 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.99K
+ 13.82%
$50.3K - $56.2K
16.4K $447K
Aug 02, 2024 Q2 2024
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
1.77K
+ 1.81%
$44.8K - $50K
99.8K $2.72M
Jul 25, 2024 Q2 2024
Aries Wealth Management

BUY
 -
1.33K
+ 3.38%
$33.6K - $37.5K
40.7K $1.11M
Aug 02, 2024 Q2 2024
National Bank Of Canada

BUY
 -
1.24K
+ 7.98%
$31.2K - $34.9K
16.7K $456K
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
509
+ 15.58%
$12.9K - $14.4K
3.78K $103K
Aug 14, 2024 Q2 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
375
New
$9.48K - $10.6K
375 $10.2K
Aug 12, 2024 Q2 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
258
+ 25.83%
$6.52K - $7.28K
1.26K $34.3K
Aug 14, 2024 Q2 2024
Wfa Of San Diego, LLC

BUY
 -
98
New
$2.48K - $2.77K
98 $2.67K
Q1 2024
May 09, 2024 Q1 2024
Nwam LLC

Mercer Island, WA
BUY
 -
26.3K
New
$618K - $677K
26.3K $716K
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
14.6K
New
$344K - $378K
14.6K $399K

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