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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.78K+ 672.56% |
$443K - $610K
|
11.2K
$524K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
13.3KNew |
$604K - $832K
|
13.3K
$622K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-50- 0.98% |
$2.27K - $3.12K
|
5.08K
$237K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
449+ 1603.57% |
$20.3K - $28K
|
477
$22.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.45K- 14.28% |
$65.5K - $90.3K
|
8.68K
$405K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-94.3K- 75.02% |
$4.27M - $5.89M
|
31.4K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-837- 7.65% |
$37.9K - $52.2K
|
10.1K
$471K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-673- 98.54% |
$30.5K - $42K
|
10
$466
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
27KNew |
$1.22M - $1.69M
|
27K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12.3KNew |
$557K - $768K
|
12.3K
$574K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.4KNew |
$700K - $964K
|
15.4K
$720K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.33K+ 24.52% |
$242K - $333K
|
27.1K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
800New |
$36.3K - $49.9K
|
800
$37.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.06K+ 19.14% |
$184K - $254K
|
25.3K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.6K+ 2.62% |
$482K - $664K
|
417K
$19.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.3KNew |
$604K - $832K
|
13.3K
$622K
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2.07K- 18.65% |
$93.7K - $129K
|
9.02K
$421K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1KNew |
$45.5K - $62.7K
|
1K
$46.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-2K- 33.33% |
$90.6K - $125K
|
4K
$187K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-260- 7.14% |
$11.8K - $16.2K
|
3.38K
$158K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
14+ 350.0% |
$634 - $874
|
18
$840
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.8KNew |
$760K - $1.05M
|
16.8K
$782K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.5KNew |
$113K - $156K
|
2.5K
$117K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
457+ 228.5% |
$20.7K - $28.5K
|
657
$30.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
4.32KNew |
$196K - $270K
|
4.32K
$201K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.72K+ 62.71% |
$395K - $544K
|
22.6K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
20.9KNew |
$946K - $1.3M
|
20.9K
$974K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6- 17.65% |
$272 - $375
|
28
$1.31K
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
26.2KNew |
$1.19M - $1.63M
|
26.2K
$1.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.42K- 7.98% |
$291K - $401K
|
74K
$3.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
4.26K+ 3462.6% |
$193K - $266K
|
4.38K
$204K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.83KNew |
$219K - $302K
|
4.83K
$225K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-49.7K- 85.31% |
$2.25M - $3.1M
|
8.56K
$399K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 9.75% |
$60.9K - $83.9K
|
15.1K
$706K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-865- 39.14% |
$39.2K - $54K
|
1.35K
$62.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
125+ 3.02% |
$5.67K - $7.8K
|
4.27K
$199K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
13.6KNew |
$617K - $850K
|
13.6K
$635K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.87KNew |
$221K - $304K
|
4.87K
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
520+ 0.47% |
$23.6K - $32.5K
|
110K
$5.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.34KNew |
$60.5K - $83.4K
|
1.34K
$62.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
642+ 4.05% |
$29.1K - $40.1K
|
16.5K
$769K
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
47.9K+ 132.86% |
$2.17M - $2.99M
|
84K
$3.92M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$4.44K - $5.71K
|
100
$4.66K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
900New |
$40K - $51.4K
|
900
$42K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-1.44K- 2.7% |
$63.9K - $82.1K
|
51.8K
$2.41M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-73- 6.74% |
$3.24K - $4.17K
|
1.01K
$47.1K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8New |
$355 - $457
|
8
$373
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23KNew |
$1.02M - $1.31M
|
23K
$1.07M
|
|