Latest Institutional Purchases of Simplify Exch Traded Fds Simpl (CTA)
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 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
13.2K+ 17.28% |
$350K - $376K
|
89.8K
$2.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.6K+ 154.46% |
$308K - $331K
|
19.2K
$523K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.3KNew |
$300K - $322K
|
11.3K
$309K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
11.2K+ 21.81% |
$296K - $318K
|
62.5K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.1KNew |
$292K - $314K
|
11.1K
$301K
|
|
|
Nov 12, 2025
Q3 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
10.8K+ 24.46% |
$285K - $306K
|
54.7K
$1.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
10.6K+ 51.21% |
$279K - $300K
|
31.2K
$850K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.1K+ 27.45% |
$268K - $288K
|
47.1K
$1.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
9.79K+ 15.34% |
$259K - $278K
|
73.6K
$2.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
9.35K+ 52.97% |
$248K - $266K
|
27K
$737K
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
8.48K+ 8.5% |
$224K - $241K
|
108K
$2.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
8.47KNew |
$224K - $241K
|
8.47K
$231K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.43K+ 255.78% |
$223K - $240K
|
11.7K
$320K
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
8.43K+ 5.99% |
$223K - $240K
|
149K
$4.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
7.87K+ 16.86% |
$208K - $224K
|
54.6K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
7.86KNew |
$208K - $223K
|
7.86K
$214K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
7.61KNew |
$201K - $216K
|
7.61K
$208K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.55KNew |
$200K - $215K
|
7.55K
$206K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
7.26KNew |
$192K - $206K
|
7.26K
$198K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.18KNew |
$190K - $204K
|
7.18K
$196K
|
|
|
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
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6.55K+ 58.69% |
$173K - $186K
|
17.7K
$483K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.48K+ 43.26% |
$171K - $184K
|
21.4K
$585K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.3KNew |
$167K - $179K
|
6.3K
$172K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
5.97K+ 1489.28% |
$158K - $170K
|
6.37K
$174K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.84K+ 2.1% |
$154K - $166K
|
283K
$7.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.81K+ 16.25% |
$154K - $165K
|
41.6K
$1.13M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.42KNew |
$143K - $154K
|
5.42K
$148K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.39K+ 11.49% |
$143K - $153K
|
52.3K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
5.15K+ 10.41% |
$136K - $146K
|
54.6K
$1.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
4.64K+ 19.22% |
$123K - $132K
|
28.8K
$785K
|
|
|
Nov 07, 2025
Q3 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
4.44K+ 3.97% |
$118K - $126K
|
116K
$3.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.41K+ 3.24% |
$117K - $125K
|
140K
$3.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.24K+ 18.41% |
$112K - $121K
|
27.3K
$744K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.17K+ 12.5% |
$110K - $119K
|
37.5K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.88K+ 10.71% |
$103K - $110K
|
40.1K
$1.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
3.8K+ 7.08% |
$100K - $108K
|
57.5K
$1.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
3.47K+ 8.15% |
$91.8K - $98.6K
|
46K
$1.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
3.44K+ 6.71% |
$90.9K - $97.7K
|
54.6K
$1.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
3.2K+ 39.57% |
$84.6K - $90.9K
|
11.3K
$307K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.02K+ 6.63% |
$79.8K - $85.7K
|
48.5K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3KNew |
$79.4K - $85.3K
|
3K
$81.8K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
2.28K+ 10.13% |
$60.4K - $64.9K
|
24.8K
$677K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.17K+ 23.34% |
$57.4K - $61.7K
|
11.5K
$313K
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.67K+ 5.24% |
$44.2K - $47.5K
|
33.6K
$915K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.5K+ 0.92% |
$39.8K - $42.7K
|
164K
$4.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.44K+ 4783.33% |
$38K - $40.8K
|
1.47K
$40K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1.43K+ 71450.0% |
$37.8K - $40.6K
|
1.43K
$39K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.29K+ 1.51% |
$34.1K - $36.7K
|
86.6K
$2.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.29K+ 1.51% |
$34.1K - $36.7K
|
86.6K
$2.36M
|
|