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
Feb 07, 2025 Q4 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
3.51K
+ 1.47%
$90.5K - $102K
243K $7.26M
Jan 14, 2025 Q4 2024
Decker Retirement Planning Inc.

Levi, UT
BUY
 -
3.27K
New
$84.3K - $94.6K
3.27K $97.8K
Feb 12, 2025 Q4 2024
National Bank Of Canada

BUY
 -
2.89K
+ 17.67%
$74.6K - $83.7K
19.2K $576K
Jan 23, 2025 Q4 2024
New Wave Wealth Advisors LLC

Springdale, AR
BUY
 -
2.84K
New
$73.3K - $82.3K
2.84K $85.1K
Feb 07, 2025 Q4 2024
Avantax Advisory Services, Inc.

BUY
 -
2.45K
+ 12.74%
$63.3K - $71.1K
21.7K $650K
Feb 14, 2025 Q4 2024
Comerica Bank

BUY
 -
2.23K
+ 111500.0%
$57.5K - $64.6K
2.23K $66.8K
Feb 07, 2025 Q4 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.11K
+ 72.86%
$54.5K - $61.2K
5.01K $150K
Feb 03, 2025 Q4 2024
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
2.01K
+ 2.75%
$51.8K - $58.1K
75K $2.25M
Feb 07, 2025 Q4 2024
Moors & Cabot, Inc.

Boston, MA
BUY
 -
1.65K
+ 12.31%
$42.6K - $47.8K
15.1K $451K
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
1.49K
New
$38.5K - $43.2K
1.49K $44.7K
Jan 21, 2025 Q4 2024
Geneos Wealth Management Inc.

BUY
 -
1.07K
+ 214.8%
$27.7K - $31.1K
1.57K $47.1K
Feb 14, 2025 Q4 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
963
+ 94.13%
$24.8K - $27.9K
1.99K $59.5K
Feb 14, 2025 Q4 2024
Betterment LLC

New York, NY
BUY
 -
927
+ 5.05%
$23.9K - $26.9K
19.3K $577K
Feb 13, 2025 Q4 2024
Quest 10 Wealth Builders, Inc.

Fuquay Varina, VA
BUY
 -
918
New
$23.7K - $26.6K
918 $27.5K
Jan 31, 2025 Q4 2024
Truist Financial Corp

BUY
 -
832
+ 4.35%
$21.5K - $24.1K
20K $598K
Feb 07, 2025 Q4 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
781
+ 6.79%
$20.1K - $22.6K
12.3K $368K
Jan 10, 2025 Q4 2024
Org Wealth Partners, LLC

Dallas, TX
BUY
 -
711
+ 2.21%
$18.3K - $20.6K
32.8K $983K
Feb 10, 2025 Q4 2024
Kestra Advisory Services, LLC

BUY
 -
669
+ 6.63%
$17.3K - $19.4K
10.8K $322K
Feb 13, 2025 Q4 2024
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
650
+ 138.0%
$16.8K - $18.8K
1.12K $33.6K
Jan 17, 2025 Q4 2024
Global Trust Asset Management, LLC

BUY
 -
592
New
$15.3K - $17.2K
592 $17.7K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
540
+ 593.41%
$13.9K - $15.6K
631 $18.9K
Feb 14, 2025 Q4 2024
Mpwm Advisory Solutions, LLC

Alpharetta, GA
BUY
 -
481
New
$12.4K - $13.9K
481 $14.4K
Feb 11, 2025 Q4 2024
Beacon Capital Management, Inc.

BUY
 -
340
+ 0.18%
$8.77K - $9.85K
187K $5.6M
Jan 23, 2025 Q4 2024
Clear Creek Financial Management, LLC

BUY
 -
156
+ 0.05%
$4.02K - $4.52K
332K $9.93M
Feb 03, 2025 Q4 2024
Fma Wealth Management, LLC

Duxbury, MA
BUY
 -
113
+ 0.28%
$2.92K - $3.27K
40K $1.2M
Feb 14, 2025 Q4 2024
Mgo One Seven LLC

Beachwood, OH
BUY
 -
112
+ 0.83%
$2.89K - $3.24K
13.6K $406K
Jan 30, 2025 Q4 2024
Csenge Advisory Group

BUY
 -
70
+ 0.73%
$1.81K - $2.03K
9.62K $288K
Jan 17, 2025 Q4 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
68
+ 1.03%
$1.75K - $1.97K
6.66K $199K
Jan 16, 2025 Q4 2024
Cambridge Advisors Inc.

BUY
 -
33
+ 0.16%
$851 - $956
20.6K $618K
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q3 2024
Nov 14, 2024 Q3 2024
Jane Street Group, LLC

New York, NY
BUY
 -
34K
New
$874K - $919K
34K $1.02M
Nov 12, 2024 Q3 2024
Wealthgarden F.S. LLC

El Segundo, CA
BUY
 -
30K
New
$772K - $812K
30K $899K
Nov 13, 2024 Q3 2024
Bank Of Montreal

Toronto, A6
BUY
 -
20K
+ 666.67%
$515K - $541K
23K $689K
Nov 13, 2024 Q3 2024
Discovery Capital Management, LLC

South Norwalk, CT
BUY
 -
19.1K
New
$491K - $517K
19.1K $572K
Oct 25, 2024 Q3 2024
Great Diamond Partners, LLC

BUY
 -
12.3K
New
$318K - $334K
12.3K $370K
Oct 24, 2024 Q3 2024
Davenport & CO LLC

BUY
 -
11K
New
$283K - $297K
11K $329K
Oct 24, 2024 Q3 2024
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
1.17K
New
$30.2K - $31.8K
1.17K $35.2K
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
909
New
$23.4K - $24.6K
909 $27.2K
Oct 07, 2024 Q3 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
425
New
$10.9K - $11.5K
425 $12.7K
Oct 25, 2024 Q3 2024
Aspire Private Capital, LLC

BUY
 -
154
New
$3.96K - $4.17K
154 $4.61K
Q2 2024
Aug 15, 2024 Q2 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
13.1K
New
$330K - $369K
13.1K $391K
Aug 02, 2024 Q2 2024
Ferguson Shapiro LLC

BUY
 -
9.55K
New
$241K - $270K
9.55K $286K
Aug 14, 2024 Q2 2024
Wfa Of San Diego, LLC

BUY
 -
98
New
$2.48K - $2.77K
98 $2.94K
Q1 2024
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
14.6K
New
$344K - $378K
14.6K $438K
May 10, 2024 Q1 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
2.58K
New
$60.6K - $66.4K
2.58K $77.1K
Apr 18, 2024 Q1 2024
Mv Capital Management, Inc.

BUY
 -
101
New
$2.38K - $2.6K
101 $3.02K
Apr 15, 2024 Q1 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2
+ 0.1%
$47.1 - $51.6
1.92K $57.4K
May 14, 2024 Q1 2024
Cambria Investment Management, L.P.

BUY
 -
1
+ 0.0%
$23.5 - $25.8
42.8K $1.28M
Q4 2023
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
117
New
$2.75K - $3.23K
117 $3.5K

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