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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
154New |
$7.01K - $9.34K
|
154
$7.46K
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-520- 15.38% |
$23.7K - $31.5K
|
2.86K
$138K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.04K+ 9.24% |
$47.3K - $63K
|
12.3K
$594K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.5K- 14.83% |
$68.2K - $90.9K
|
8.6K
$416K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
132New |
$6.01K - $8.01K
|
132
$6.39K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-326- 68.34% |
$14.8K - $19.8K
|
151
$7.31K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
73.7K+ 599.5% |
$3.36M - $4.47M
|
86K
$4.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
250+ 2.88% |
$11.4K - $15.2K
|
8.93K
$432K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.3KNew |
$1.33M - $1.78M
|
29.3K
$1.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.4K- 60.94% |
$702K - $935K
|
9.88K
$478K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-46- 0.95% |
$2.09K - $2.79K
|
4.79K
$232K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
342New |
$15.6K - $20.7K
|
342
$16.6K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
80New |
$3.64K - $4.85K
|
80
$3.87K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
390New |
$17.8K - $23.7K
|
390
$18.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-13.1K- 98.55% |
$598K - $797K
|
193
$9.34K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
658+ 6580.0% |
$30K - $39.9K
|
668
$32.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
4K+ 100.0% |
$182K - $243K
|
8K
$387K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-285K- 68.3% |
$13M - $17.3M
|
132K
$6.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-4.29K- 97.95% |
$195K - $260K
|
90
$4.36K
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
192KNew |
$8.73M - $11.6M
|
192K
$9.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100+ 15.22% |
$4.55K - $6.07K
|
757
$36.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24K+ 143.46% |
$1.1M - $1.46M
|
40.8K
$1.98M
|
|
|
Nov 12, 2025
Q3 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
1.62K+ 29.94% |
$73.8K - $98.3K
|
7.03K
$340K
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
149+ 11.15% |
$6.79K - $9.04K
|
1.49K
$71.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
1.39K+ 15.45% |
$63.5K - $84.6K
|
10.4K
$504K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.1KNew |
$594K - $792K
|
13.1K
$632K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
6New |
$273 - $364
|
6
$290
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
41K+ 196.34% |
$1.87M - $2.49M
|
61.9K
$2.99M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
823+ 10287.5% |
$37.5K - $49.9K
|
831
$40.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.5K- 5.73% |
$68.3K - $91K
|
24.7K
$1.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 6.83% |
$47.1K - $62.7K
|
16.2K
$783K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
75.8K+ 885.56% |
$3.45M - $4.6M
|
84.4K
$4.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
19New |
$865 - $1.15K
|
19
$920
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4- 14.29% |
$182 - $243
|
24
$1.16K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-600- 44.61% |
$27.3K - $36.4K
|
745
$36.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
15.9KNew |
$723K - $963K
|
15.9K
$768K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
919+ 5.57% |
$41.9K - $55.7K
|
17.4K
$843K
|
|
|
Oct 27, 2025
Q3 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
1.82K+ 2.17% |
$82.9K - $110K
|
85.8K
$4.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.12K- 9.61% |
$324K - $432K
|
66.9K
$3.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.49K- 99.64% |
$114K - $151K
|
9
$436
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
5.97KNew |
$272K - $362K
|
5.97K
$289K
|
|
|
Oct 14, 2025
Q3 2025
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
1.8K+ 1.63% |
$82K - $109K
|
112K
$5.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.67K+ 1382.7% |
$349K - $466K
|
8.23K
$398K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
674+ 534.92% |
$30.5K - $42.1K
|
800
$38.7K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2New |
$90.6 - $125
|
2
$96.8
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-50- 0.98% |
$2.27K - $3.12K
|
5.08K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.33K+ 24.52% |
$242K - $333K
|
27.1K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-94.3K- 75.02% |
$4.27M - $5.89M
|
31.4K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1KNew |
$45.5K - $62.7K
|
1K
$48.6K
|
|