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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
22.3K+ 36.67% |
$621K - $674K
|
83.2K
$2.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
16.2KNew |
$451K - $489K
|
16.2K
$442K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
15KNew |
$417K - $453K
|
15K
$409K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.6KNew |
$296K - $321K
|
10.6K
$290K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
8.67KNew |
$241K - $262K
|
8.67K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.14KNew |
$199K - $216K
|
7.14K
$195K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.61K+ 178.99% |
$128K - $139K
|
7.18K
$196K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.47KNew |
$96.5K - $105K
|
3.47K
$94.7K
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.49K+ 17.23% |
$41.4K - $45K
|
10.1K
$277K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
548New |
$15.2K - $16.6K
|
548
$14.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
474New |
$13.2K - $14.3K
|
474
$12.9K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
403+ 2.96% |
$11.2K - $12.2K
|
14K
$382K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
100New |
$2.78K - $3.02K
|
100
$2.73K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
30New |
$834 - $906
|
30
$818
|
|
| Q4 2024 | |||||||
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.2KNew |
$288K - $323K
|
11.2K
$304K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.84KNew |
$73.3K - $82.3K
|
2.84K
$77.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.49KNew |
$38.5K - $43.2K
|
1.49K
$40.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
592New |
$15.3K - $17.2K
|
592
$16.1K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
30KNew |
$772K - $812K
|
30K
$818K
|
|
|
Nov 13, 2024
Q3 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
19.1KNew |
$491K - $517K
|
19.1K
$521K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
11KNew |
$283K - $297K
|
11K
$300K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
909New |
$23.4K - $24.6K
|
909
$24.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
425New |
$10.9K - $11.5K
|
425
$11.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
154New |
$3.96K - $4.17K
|
154
$4.2K
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
9.55KNew |
$241K - $270K
|
9.55K
$260K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
14.6KNew |
$344K - $378K
|
14.6K
$399K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
101New |
$2.38K - $2.6K
|
101
$2.75K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.1% |
$47.1 - $51.6
|
1.92K
$52.3K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
177KNew |
$4.42M - $4.89M
|
177K
$4.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
148KNew |
$3.7M - $4.1M
|
148K
$4.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19KNew |
$474K - $525K
|
19K
$518K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.28KNew |
$182K - $201K
|
7.28K
$199K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
23.5KNew |
$549K - $608K
|
23.5K
$641K
|
|
| Q4 2022 | |||||||
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
566KNew |
$14.7M - $17M
|
566K
$15.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
26.3KNew |
$683K - $789K
|
26.3K
$716K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
22.4KNew |
$582K - $673K
|
22.4K
$611K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
19KNew |
$494K - $570K
|
19K
$518K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
12.9KNew |
$336K - $388K
|
12.9K
$352K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.95K+ 3.6% |
$155K - $179K
|
171K
$4.67M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.79KNew |
$150K - $174K
|
5.79K
$158K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
459New |
$11.9K - $13.8K
|
459
$12.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
127New |
$3.3K - $3.82K
|
127
$3.46K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
4New |
$104 - $120
|
4
$109
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
329KNew |
$9.13M - $9.92M
|
329K
$8.98M
|
|
|
Oct 31, 2022
Q3 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
142KNew |
$3.93M - $4.27M
|
142K
$3.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
41.5KNew |
$1.15M - $1.25M
|
41.5K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
21.1KNew |
$585K - $635K
|
21.1K
$575K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.59KNew |
$211K - $229K
|
7.59K
$207K
|
|