Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-804K- 46.52% |
$21.3M - $22.9M
|
924K
$25.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-308K- 25.73% |
$8.16M - $8.77M
|
890K
$24.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-291K- 45.25% |
$7.69M - $8.26M
|
352K
$9.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-246K- 33.14% |
$6.52M - $7M
|
497K
$13.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-116K- 52.7% |
$3.07M - $3.3M
|
104K
$2.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-82.2K- 65.47% |
$2.17M - $2.34M
|
43.3K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-53.5K- 20.29% |
$1.41M - $1.52M
|
210K
$5.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-46.7K- 15.56% |
$1.24M - $1.33M
|
254K
$6.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-46.1K- 98.48% |
$1.22M - $1.31M
|
712
$19.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-42K- 50.08% |
$1.11M - $1.19M
|
41.9K
$1.14M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-41.3K- 58.35% |
$1.09M - $1.17M
|
29.5K
$804K
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-40.2K- 25.54% |
$1.06M - $1.14M
|
117K
$3.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-29.5K- 24.31% |
$779K - $837K
|
91.7K
$2.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.9K- 2.45% |
$554K - $595K
|
833K
$22.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-20K- 66.23% |
$530K - $570K
|
10.2K
$279K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-19K- 67.31% |
$502K - $540K
|
9.22K
$252K
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-15.5K- 99.75% |
$411K - $442K
|
39
$1.06K
|
|
|
Nov 05, 2025
Q3 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-15.5K- 15.87% |
$409K - $440K
|
82K
$2.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-13.3K- 48.99% |
$352K - $379K
|
13.9K
$378K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-12.6K- 17.4% |
$333K - $358K
|
59.8K
$1.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-10.9K- 31.63% |
$290K - $311K
|
23.7K
$645K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.4K- 4.7% |
$249K - $267K
|
190K
$5.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.14K- 2.63% |
$242K - $260K
|
339K
$9.24M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-8.77K- 13.56% |
$232K - $249K
|
55.9K
$1.52M
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-7.87K- 10.91% |
$208K - $224K
|
64.3K
$1.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.18K- 12.99% |
$190K - $204K
|
48.1K
$1.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-5.98K- 33.69% |
$158K - $170K
|
11.8K
$321K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.87K- 2.74% |
$155K - $167K
|
208K
$5.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.54K- 0.85% |
$147K - $158K
|
643K
$17.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.02K- 0.95% |
$133K - $143K
|
526K
$14.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.04K- 3.21% |
$107K - $115K
|
122K
$3.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.48K- 22.1% |
$92K - $98.9K
|
12.3K
$334K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-3.08K- 2.16% |
$81.5K - $87.6K
|
139K
$3.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.4K- 31.46% |
$63.4K - $68.1K
|
5.22K
$142K
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.37K- 4.94% |
$62.7K - $67.4K
|
45.6K
$1.24M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.9K- 77.76% |
$50.2K - $54K
|
543
$14.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-1.89K- 0.96% |
$49.9K - $53.6K
|
194K
$5.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.52K- 2.32% |
$40.2K - $43.2K
|
64K
$1.74M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.47K- 3.72% |
$39K - $41.9K
|
38.1K
$1.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-964- 2.12% |
$25.5K - $27.4K
|
44.6K
$1.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-622- 5.26% |
$16.5K - $17.7K
|
11.2K
$305K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-580- 4.13% |
$15.3K - $16.5K
|
13.5K
$367K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-569- 2.97% |
$15.1K - $16.2K
|
18.6K
$508K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-562- 73.85% |
$14.9K - $16K
|
199
$5.43K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-555- 39.25% |
$14.7K - $15.8K
|
859
$23.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Aries Wealth Management
|
SELL
|
- |
-390- 0.7% |
$10.3K - $11.1K
|
55.1K
$1.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-300- 0.85% |
$7.94K - $8.53K
|
34.8K
$950K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-218- 7.03% |
$5.77K - $6.2K
|
2.89K
$78.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-215- 0.51% |
$5.69K - $6.11K
|
41.6K
$1.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-201- 6.05% |
$5.32K - $5.71K
|
3.12K
$85.1K
|
|