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 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.12K- 26.31% |
$250K - $359K
|
11.5K
$578K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.98K- 32.2% |
$363K - $521K
|
12.6K
$631K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.03K- 57.82% |
$366K - $525K
|
4.4K
$220K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.91K- 14.05% |
$480K - $688K
|
48.4K
$2.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.64K- 93.89% |
$585K - $839K
|
627
$31.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.8K- 61.17% |
$957K - $1.37M
|
10K
$501K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.8K- 55.4% |
$1.08M - $1.55M
|
14.4K
$719K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-18.3K- 86.27% |
$1.11M - $1.59M
|
2.91K
$146K
|
|
|
Feb 10, 2023
Q4 2022
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-21.7K- 26.48% |
$1.32M - $1.89M
|
60.3K
$3.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.3K- 60.19% |
$1.59M - $2.29M
|
17.4K
$869K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-68K- 99.35% |
$4.13M - $5.93M
|
447
$22.4K
|