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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.46K- 26.86% |
$154K - $198K
|
9.42K
$439K
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
5.41KNew |
$240K - $309K
|
5.41K
$252K
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-2.53K- 24.88% |
$112K - $144K
|
7.63K
$356K
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-60- 4.02% |
$2.67K - $3.43K
|
1.43K
$66.7K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1- 2.56% |
$39.9 - $52.7
|
38
$1.77K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
429New |
$17.1K - $22.6K
|
429
$20K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
538New |
$21.5K - $28.3K
|
538
$25.1K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
820+ 7.75% |
$32.7K - $43.2K
|
11.4K
$532K
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
4.61KNew |
$184K - $243K
|
4.61K
$215K
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.47KNew |
$258K - $341K
|
6.47K
$302K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.47KNew |
$258K - $341K
|
6.47K
$302K
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
34New |
$1.36K - $1.79K
|
34
$1.59K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
500+ 909.09% |
$20K - $26.3K
|
555
$25.9K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.93KNew |
$357K - $470K
|
8.93K
$417K
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
25.3KNew |
$1.01M - $1.33M
|
25.3K
$1.18M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.13KClosed |
$44.9K - $59.2K
|
0
$0
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
802New |
$32K - $42.2K
|
802
$37.4K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.37KNew |
$294K - $388K
|
7.37K
$344K
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.61K+ 27.3% |
$144K - $190K
|
16.8K
$785K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.84KNew |
$193K - $255K
|
4.84K
$226K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
142KNew |
$5.3M - $7.21M
|
142K
$6.6M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
88.5KNew |
$3.32M - $4.51M
|
88.5K
$4.13M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.39KNew |
$202K - $274K
|
5.39K
$251K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$37.5 - $51
|
1
$46.6
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
652New |
$24.4K - $33.2K
|
652
$30.4K
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
22.2KNew |
$831K - $1.13M
|
22.2K
$1.03M
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.68K- 97.67% |
$62.8K - $85.4K
|
40
$1.87K
|
|
Q2 2024 | |||||||
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
200New |
$8.78K - $11.1K
|
200
$9.33K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
79New |
$3.47K - $4.37K
|
79
$3.68K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-80- 66.12% |
$3.51K - $4.42K
|
41
$1.91K
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.2K- 12.64% |
$96.5K - $122K
|
15.2K
$709K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
627New |
$27.5K - $34.7K
|
627
$29.2K
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5New |
$219 - $277
|
5
$233
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1KNew |
$43.9K - $55.3K
|
1K
$46.6K
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
868+ 7.81% |
$38.1K - $48K
|
12K
$559K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
200New |
$8.78K - $11.1K
|
200
$9.33K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.04K+ 19.11% |
$163K - $205K
|
25.2K
$1.17M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5New |
$202 - $253
|
5
$233
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.13KNew |
$45.7K - $57.2K
|
1.13K
$52.7K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.73KNew |
$110K - $138K
|
2.73K
$127K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
CALL |
30KNew |
$1.21M - $1.52M
|
30K
$1.4M
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
100New |
$4.04K - $5.07K
|
100
$4.66K
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
400New |
$16.2K - $20.3K
|
400
$18.7K
|
|
Q4 2023 | |||||||
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
81New |
$3.14K - $9.03K
|
81
$3.78K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4New |
$155 - $446
|
4
$187
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
27.1KNew |
$1.05M - $3.02M
|
27.1K
$1.26M
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
99New |
$3.84K - $11K
|
99
$4.62K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.89K- 34.62% |
$344K - $990K
|
16.8K
$783K
|
|
Feb 14, 2024
Q4 2023
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
3.49KNew |
$135K - $389K
|
3.49K
$163K
|
|
Feb 14, 2024
Q4 2023
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
PUT |
11KNew |
$426K - $1.23M
|
11K
$513K
|