Purchases and Sales Made in Q4 2022 in Simplify ETF Simplify Int Rate (PFIX)
This table provides information about the institutional ownership of Simplify ETF Simplify Int Rate (PFIX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.87M+ 216.02% |
$114M - $163M
|
2.74M
$137M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
129KNew |
$7.86M - $11.3M
|
129K
$6.46M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
106KNew |
$6.44M - $9.24M
|
106K
$5.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
60.8KNew |
$3.69M - $5.29M
|
60.8K
$3.03M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
58.3KNew |
$3.54M - $5.08M
|
58.3K
$2.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
46.6K+ 214.89% |
$2.83M - $4.06M
|
68.3K
$3.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Vista Finance, LLC
|
BUY
|
- |
35.5KNew |
$2.15M - $3.09M
|
35.5K
$1.77M
|
|
|
Feb 06, 2023
Q4 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
33.7KNew |
$2.05M - $2.94M
|
33.7K
$1.68M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.8K+ 316.33% |
$1.57M - $2.25M
|
34K
$1.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
21KNew |
$1.27M - $1.83M
|
21K
$1.05M
|
|
|
Feb 03, 2023
Q4 2022
|
Ibex Investors LLC
|
BUY
|
- |
16.8KNew |
$1.02M - $1.46M
|
16.8K
$836K
|
|
|
Jan 11, 2023
Q4 2022
|
Moulton Wealth Management, Inc
|
BUY
|
- |
14.9KNew |
$904K - $1.3M
|
14.9K
$743K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.9K+ 10.97% |
$780K - $1.12M
|
130K
$6.49M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10KNew |
$607K - $871K
|
10K
$499K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.79KNew |
$533K - $765K
|
8.79K
$438K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.61K+ 55.41% |
$523K - $750K
|
24.1K
$1.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.58KNew |
$521K - $747K
|
8.58K
$428K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.3K+ 7.4% |
$443K - $635K
|
106K
$5.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.69KNew |
$406K - $583K
|
6.69K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.66K+ 13.19% |
$283K - $406K
|
40K
$1.99M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
4.61K+ 26.7% |
$280K - $401K
|
21.9K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.4KNew |
$267K - $383K
|
4.4K
$219K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.45KNew |
$210K - $301K
|
3.45K
$172K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.35KNew |
$203K - $292K
|
3.35K
$167K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.35KNew |
$203K - $291K
|
3.35K
$167K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.24K+ 42.02% |
$197K - $282K
|
11K
$546K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.93KNew |
$178K - $255K
|
2.93K
$146K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.5KNew |
$91.1K - $131K
|
1.5K
$74.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
520+ 52.95% |
$31.6K - $45.3K
|
1.5K
$74.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
503New |
$30.5K - $43.8K
|
503
$25.1K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
350New |
$21.2K - $30.5K
|
350
$17.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
350New |
$21.2K - $30.5K
|
350
$17.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
235New |
$14.3K - $20.5K
|
235
$11.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
154+ 3.09% |
$9.35K - $13.4K
|
5.14K
$257K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
118+ 1.31% |
$7.16K - $10.3K
|
9.16K
$457K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
113+ 5.5% |
$6.86K - $9.84K
|
2.17K
$108K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
109+ 0.08% |
$6.62K - $9.49K
|
132K
$6.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
22+ 0.1% |
$1.34K - $1.92K
|
21.9K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13New |
$789 - $1.13K
|
13
$649
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.4% |
$121 - $174
|
503
$25.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.57% |
$60.7 - $87.1
|
176
$8.78K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13- 46.43% |
$789 - $1.13K
|
15
$749
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-475- 9.27% |
$28.8K - $41.4K
|
4.65K
$232K
|
|
|
Jan 27, 2023
Q4 2022
|
Triad Investment Management
|
SELL
|
- |
-523- 4.57% |
$31.7K - $45.5K
|
10.9K
$544K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-1.87K- 27.74% |
$114K - $163K
|
4.87K
$243K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.9K- 27.56% |
$115K - $166K
|
5K
$250K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.68K- 44.32% |
$163K - $234K
|
3.37K
$168K
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-2.74K- 32.04% |
$166K - $238K
|
5.8K
$289K
|