Purchases and Sales Made in Q2 2022 in Simplify ETF Simplify Int Rate (PFIX)
This table provides information about the institutional ownership of Simplify ETF Simplify Int Rate (PFIX) during Q2 2022. The information is specifically focused on institutions that hold shares of SIMPLIFY ETF SIMPLIFY INT RATE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
574KNew |
$27.5M - $37M
|
574K
$28.7M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
133KNew |
$6.34M - $8.55M
|
133K
$6.61M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
128KNew |
$6.14M - $8.28M
|
128K
$6.41M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
105KNew |
$5.03M - $6.78M
|
105K
$5.25M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
103K+ 311.82% |
$4.93M - $6.65M
|
136K
$6.79M
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
64.6KNew |
$3.09M - $4.17M
|
64.6K
$3.22M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
55KNew |
$2.63M - $3.54M
|
55K
$2.74M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
49.5KNew |
$2.37M - $3.19M
|
49.5K
$2.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
33.4KNew |
$1.6M - $2.15M
|
33.4K
$1.67M
|
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
33.2K+ 116.17% |
$1.59M - $2.14M
|
61.9K
$3.09M
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
27.5KNew |
$1.31M - $1.77M
|
27.5K
$1.37M
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
24.1K+ 444.47% |
$1.15M - $1.55M
|
29.5K
$1.47M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
23.8K+ 9449.21% |
$1.14M - $1.54M
|
24.1K
$1.2M
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
23.8K+ 34.32% |
$1.14M - $1.53M
|
93.1K
$4.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.5K+ 79.86% |
$1.12M - $1.51M
|
52.8K
$2.64M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
23.1KNew |
$1.1M - $1.49M
|
23.1K
$1.15M
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
21.7KNew |
$1.04M - $1.4M
|
21.7K
$1.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.5K+ 209.48% |
$836K - $1.13M
|
25.8K
$1.29M
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
BUY
|
- |
14.1KNew |
$674K - $909K
|
14.1K
$703K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
13.5K+ 329.06% |
$646K - $871K
|
17.6K
$879K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.8KNew |
$613K - $826K
|
12.8K
$640K
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
11.8KNew |
$562K - $758K
|
11.8K
$586K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.66KNew |
$462K - $623K
|
9.66K
$482K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
9.17KNew |
$439K - $591K
|
9.17K
$458K
|
|
|
Aug 11, 2022
Q2 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
9.15K+ 5.45% |
$438K - $590K
|
177K
$8.84M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.7KNew |
$416K - $561K
|
8.7K
$434K
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.66KNew |
$366K - $494K
|
7.66K
$382K
|
|
|
Aug 08, 2022
Q2 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.4KNew |
$354K - $477K
|
7.4K
$369K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.48K+ 216.59% |
$310K - $418K
|
9.47K
$472K
|
|
|
Aug 12, 2022
Q2 2022
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
6KNew |
$287K - $387K
|
6K
$299K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.48KNew |
$262K - $353K
|
5.48K
$273K
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.14KNew |
$246K - $332K
|
5.14K
$257K
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.3KNew |
$206K - $277K
|
4.3K
$215K
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.67KNew |
$176K - $237K
|
3.67K
$183K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.67KNew |
$176K - $237K
|
3.67K
$183K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
3.59KNew |
$171K - $231K
|
3.59K
$179K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.35K+ 62.05% |
$160K - $216K
|
8.76K
$437K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.5KNew |
$120K - $161K
|
2.5K
$125K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
647+ 2.94% |
$30.9K - $41.7K
|
22.7K
$1.13M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
627New |
$30K - $40.4K
|
627
$31.3K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
600New |
$28.7K - $38.7K
|
600
$29.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
454New |
$21.7K - $29.3K
|
454
$22.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
450New |
$21.5K - $29K
|
450
$22.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
250New |
$12K - $16.1K
|
250
$12.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
200New |
$9.56K - $12.9K
|
200
$9.98K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
175New |
$8.37K - $11.3K
|
175
$8.73K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
132+ 84.62% |
$6.31K - $8.51K
|
288
$14.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
23New |
$1.1K - $1.48K
|
23
$1.15K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
10New |
$478 - $645
|
10
$499
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|