Latest Institutional Transactions on Simplify ETF Simplify Int Rate (PFIX)
This table provides information on the latest institutional transactions involving Simplify ETF Simplify Int Rate (PFIX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
11.8KNew |
$471K - $621K
|
11.8K
$531K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
3.96KNew |
$158K - $208K
|
3.96K
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1- 2.56% |
$39.9 - $52.7
|
38
$1.71K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
429New |
$17.1K - $22.6K
|
429
$19.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
820+ 7.75% |
$32.7K - $43.2K
|
11.4K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.68KNew |
$66.9K - $88.3K
|
1.68K
$75.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71- 71.72% |
$2.84K - $3.74K
|
28
$1.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
538New |
$21.5K - $28.3K
|
538
$24.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2K+ 13.01% |
$79.8K - $105K
|
17.4K
$782K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-81.7K- 30.15% |
$3.26M - $4.3M
|
189K
$8.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
36.5KNew |
$1.46M - $1.92M
|
36.5K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
44New |
$1.76K - $2.32K
|
44
$1.98K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.47KNew |
$258K - $341K
|
6.47K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.47KNew |
$258K - $341K
|
6.47K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
4.61KNew |
$184K - $243K
|
4.61K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-2.5K- 26.32% |
$99.8K - $132K
|
7K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.25KNew |
$289K - $382K
|
7.25K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4New |
$160 - $211
|
4
$180
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
19.2KNew |
$765K - $1.01M
|
19.2K
$863K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-3.41K- 33.28% |
$136K - $180K
|
6.84K
$308K
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
53.2KNew |
$2.12M - $2.8M
|
53.2K
$2.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
58.5KNew |
$2.33M - $3.08M
|
58.5K
$2.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
399K+ 605.18% |
$15.9M - $21M
|
465K
$20.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
34New |
$1.36K - $1.79K
|
34
$1.53K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.22K+ 9.85% |
$288K - $380K
|
80.5K
$3.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-678- 50.71% |
$27.1K - $35.7K
|
659
$29.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
25.3KNew |
$1.01M - $1.33M
|
25.3K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.93KNew |
$357K - $470K
|
8.93K
$402K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
500+ 909.09% |
$20K - $26.3K
|
555
$25K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-183- 14.45% |
$7.31K - $9.64K
|
1.08K
$48.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.13KClosed |
$44.9K - $59.2K
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
712+ 0.67% |
$28.4K - $37.5K
|
108K
$4.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
110KNew |
$4.39M - $5.79M
|
110K
$4.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-103- 33.99% |
$4.11K - $5.42K
|
200
$9.01K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
802New |
$32K - $42.2K
|
802
$36.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 7.04% |
$48.8K - $64.4K
|
18.6K
$837K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.9KNew |
$514K - $678K
|
12.9K
$580K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-134- 8.25% |
$5.35K - $7.06K
|
1.49K
$67.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-147K- 93.53% |
$5.86M - $7.73M
|
10.2K
$457K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.37KNew |
$294K - $388K
|
7.37K
$332K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.61K+ 27.3% |
$144K - $190K
|
16.8K
$758K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.84KNew |
$193K - $255K
|
4.84K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
680+ 4.33% |
$27.2K - $35.8K
|
16.4K
$738K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.3K- 99.56% |
$386K - $525K
|
46
$2.07K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8- 47.06% |
$300 - $408
|
9
$405
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
142KNew |
$5.3M - $7.21M
|
142K
$6.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
88.5KNew |
$3.32M - $4.51M
|
88.5K
$3.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$37.5 - $51
|
1
$45
|
|