Purchases and Sales Made in Q2 2024 in Simplify ETF Simplify Int Rate (PFIX)
This table provides information about the institutional ownership of Simplify ETF Simplify Int Rate (PFIX) during Q2 2024. 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 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
482KNew |
$21.2M - $26.7M
|
482K
$24.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.7K+ 69.75% |
$1.17M - $1.48M
|
65K
$3.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
15.1KNew |
$662K - $834K
|
15.1K
$753K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.83K+ 1912.06% |
$431K - $543K
|
10.3K
$516K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.46K+ 229.78% |
$283K - $357K
|
9.27K
$463K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5.76KNew |
$253K - $319K
|
5.76K
$287K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.76KNew |
$253K - $319K
|
5.76K
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.28KNew |
$232K - $292K
|
5.28K
$264K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.44K+ 54.95% |
$151K - $190K
|
9.71K
$485K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1KNew |
$43.9K - $55.3K
|
1K
$49.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
880New |
$38.6K - $48.7K
|
880
$43.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
874+ 1.27% |
$38.4K - $48.3K
|
69.9K
$3.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
868+ 7.81% |
$38.1K - $48K
|
12K
$598K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
627New |
$27.5K - $34.7K
|
627
$31.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
220+ 1.31% |
$9.65K - $12.2K
|
17K
$849K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
200New |
$8.78K - $11.1K
|
200
$9.98K
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
125+ 0.13% |
$5.49K - $6.91K
|
94K
$4.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
103+ 51.5% |
$4.52K - $5.7K
|
303
$15.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
79New |
$3.47K - $4.37K
|
79
$3.94K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
39New |
$1.71K - $2.16K
|
39
$1.95K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
20+ 1.25% |
$878 - $1.11K
|
1.63K
$81.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14+ 28.0% |
$614 - $774
|
64
$3.19K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5New |
$219 - $277
|
5
$250
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$43.9 - $55.3
|
2
$99.8
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16- 1.21% |
$702 - $885
|
1.31K
$65.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-80- 66.12% |
$3.51K - $4.42K
|
41
$2.05K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-309- 75.74% |
$13.6K - $17.1K
|
99
$4.94K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-309- 75.74% |
$13.6K - $17.1K
|
99
$4.94K
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-527- 3.41% |
$23.1K - $29.1K
|
14.9K
$746K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.01K- 74.14% |
$44.3K - $55.8K
|
352
$17.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.89K- 90.93% |
$83.1K - $105K
|
189
$9.43K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.2K- 12.64% |
$96.5K - $122K
|
15.2K
$758K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.73K- 62.45% |
$295K - $372K
|
4.04K
$202K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-16.4K- 90.52% |
$719K - $906K
|
1.72K
$85.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-25K- 73.31% |
$1.1M - $1.38M
|
9.1K
$454K
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-41.5K- 21.2% |
$1.82M - $2.3M
|
154K
$7.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-45.8K- 76.22% |
$2.01M - $2.53M
|
14.3K
$713K
|