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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
1.13K+ 0.6% |
$29.9K - $32.1K
|
189K
$5.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.12K+ 3.43% |
$29.6K - $31.8K
|
33.7K
$918K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.08K+ 0.88% |
$28.5K - $30.6K
|
124K
$3.38M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.06K+ 0.33% |
$27.9K - $30K
|
319K
$8.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
938+ 6.89% |
$24.8K - $26.7K
|
14.6K
$397K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
915+ 2.64% |
$24.2K - $26K
|
35.5K
$969K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
845New |
$22.4K - $24K
|
845
$23K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
502+ 33.96% |
$13.3K - $14.3K
|
1.98K
$54K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
451+ 4.85% |
$11.9K - $12.8K
|
9.75K
$266K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
373+ 2.73% |
$9.87K - $10.6K
|
14K
$382K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
307+ 45.08% |
$8.12K - $8.73K
|
988
$26.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
289+ 0.81% |
$7.65K - $8.22K
|
35.9K
$978K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
271+ 0.72% |
$7.17K - $7.7K
|
38.1K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
247New |
$6.54K - $7.02K
|
247
$6.74K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
234New |
$6.19K - $6.65K
|
234
$6.38K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
171+ 9.78% |
$4.52K - $4.86K
|
1.92K
$52.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
141+ 1.45% |
$3.73K - $4.01K
|
9.87K
$269K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
119+ 0.6% |
$3.15K - $3.38K
|
20K
$545K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
115+ 26.2% |
$3.04K - $3.27K
|
554
$15.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
75+ 0.37% |
$1.98K - $2.13K
|
20.5K
$559K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
33New |
$873 - $938
|
33
$900
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
19+ 0.06% |
$503 - $540
|
32.3K
$880K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$26.5 - $28.4
|
1
$27.3
|
|
| Q2 2025 | |||||||
|
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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
108KNew |
$2.88M - $3.24M
|
108K
$2.95M
|
|
|
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 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
55K+ 89.37% |
$1.46M - $1.65M
|
117K
$3.18M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
34.4KNew |
$916K - $1.03M
|
34.4K
$939K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.9KNew |
$318K - $357K
|
11.9K
$326K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
11.8K+ 1652.94% |
$314K - $353K
|
12.5K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.13KNew |
$243K - $273K
|
9.13K
$249K
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
BUY
|
- |
6.42K+ 28.93% |
$171K - $192K
|
28.6K
$780K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5.62KNew |
$150K - $168K
|
5.62K
$153K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.26K+ 2.85% |
$86.7K - $97.4K
|
118K
$3.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.87K+ 6.94% |
$49.7K - $55.8K
|
28.8K
$785K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.23K+ 1256.12% |
$32.8K - $36.8K
|
1.33K
$36.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
905+ 22.5% |
$24.1K - $27.1K
|
4.93K
$134K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
897+ 7.85% |
$23.9K - $26.8K
|
12.3K
$336K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
729New |
$19.4K - $21.8K
|
729
$19.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
711New |
$18.9K - $21.3K
|
711
$19.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
489New |
$13K - $14.6K
|
489
$13.3K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
459New |
$12.2K - $13.7K
|
459
$12.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
184+ 95.83% |
$4.9K - $5.5K
|
376
$10.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
146+ 1.54% |
$3.89K - $4.37K
|
9.6K
$262K
|
|
|
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
|
|
| Q1 2025 | |||||||
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
291KNew |
$8.08M - $8.78M
|
291K
$7.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
187K+ 151.09% |
$5.2M - $5.65M
|
311K
$8.47M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
81.4KNew |
$2.26M - $2.46M
|
81.4K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
65.1KNew |
$1.81M - $1.97M
|
65.1K
$1.77M
|
|