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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.67K+ 38.39% |
$227K - $351K
|
13.2K
$602K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.04KNew |
$126K - $195K
|
2.04K
$92.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.14K- 31.91% |
$194K - $300K
|
6.7K
$305K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.31KNew |
$143K - $221K
|
2.31K
$105K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6New |
$371 - $573
|
6
$273
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
155New |
$9.58K - $14.8K
|
155
$7.06K
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.57K- 24.87% |
$96.8K - $150K
|
4.73K
$216K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$61.8 - $95.5
|
1
$45.5
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
133KNew |
$7.95M - $9.15M
|
133K
$6.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.92KNew |
$294K - $338K
|
4.92K
$224K
|
|
|
Aug 10, 2023
Q2 2023
|
Vista Finance, LLC
|
SELL
|
- |
-554- 1.89% |
$33.1K - $38.1K
|
28.7K
$1.31M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
12.3KNew |
$733K - $843K
|
12.3K
$559K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5KNew |
$299K - $344K
|
5K
$228K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
193New |
$11.5K - $13.3K
|
193
$8.79K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
20New |
$1.19K - $1.37K
|
20
$911
|
|
|
Jul 10, 2023
Q2 2023
|
Triad Investment Management
|
SELL
|
- |
-35- 0.24% |
$2.09K - $2.41K
|
14.4K
$655K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
41New |
$2.4K - $2.86K
|
41
$1.87K
|
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
56.6K+ 167.61% |
$3.32M - $3.95M
|
90.3K
$4.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.2% |
$58.7 - $69.9
|
504
$23K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
172New |
$10.1K - $12K
|
172
$7.83K
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-9.45K- 45.09% |
$554K - $660K
|
11.5K
$524K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-431- 96.42% |
$25.3K - $30.1K
|
16
$729
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10KNew |
$607K - $871K
|
10K
$456K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.35KNew |
$203K - $291K
|
3.35K
$152K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.57% |
$60.7 - $87.1
|
176
$8.02K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.24K+ 42.02% |
$197K - $282K
|
11K
$499K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.35KNew |
$203K - $292K
|
3.35K
$153K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
118+ 1.31% |
$7.16K - $10.3K
|
9.16K
$417K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.5KNew |
$91.1K - $131K
|
1.5K
$68.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Ibex Investors LLC
|
BUY
|
- |
16.8KNew |
$1.02M - $1.46M
|
16.8K
$763K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
129KNew |
$7.86M - $11.3M
|
129K
$5.89M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-18.3K- 86.27% |
$1.11M - $1.59M
|
2.91K
$132K
|
|
|
Jan 11, 2023
Q4 2022
|
Moulton Wealth Management, Inc
|
BUY
|
- |
14.9KNew |
$904K - $1.3M
|
14.9K
$678K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
13.5KNew |
$649K - $923K
|
13.5K
$616K
|
|
|
Nov 14, 2022
Q3 2022
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-7.7K- 56.2% |
$369K - $525K
|
6K
$273K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.87KNew |
$186K - $264K
|
3.87K
$176K
|
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3.21KNew |
$154K - $219K
|
3.21K
$146K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
50New |
$2.4K - $3.41K
|
50
$2.28K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
111+ 38.54% |
$5.33K - $7.57K
|
399
$18.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
500New |
$24K - $34.1K
|
500
$22.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
196New |
$9.4K - $13.4K
|
196
$8.93K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
12.5KNew |
$600K - $852K
|
12.5K
$569K
|
|
|
Oct 26, 2022
Q3 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
108KNew |
$5.16M - $7.34M
|
108K
$4.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-8.41K- 71.53% |
$403K - $573K
|
3.35K
$152K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
600New |
$28.7K - $38.7K
|
600
$27.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-20Closed |
$956 - $1.29K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
27.5KNew |
$1.31M - $1.77M
|
27.5K
$1.25M
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
23New |
$1.1K - $1.48K
|
23
$1.05K
|
|
|
Aug 09, 2022
Q2 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
454New |
$21.7K - $29.3K
|
454
$20.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.67KNew |
$176K - $237K
|
3.67K
$167K
|
|