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 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
15.5KNew |
$600K - $1.73M
|
15.5K
$722K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
53.2KNew |
$2.06M - $5.93M
|
53.2K
$2.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.03K- 23.55% |
$350K - $1.01M
|
29.3K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-12.9K- 30.54% |
$500K - $1.44M
|
29.3K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7New |
$271 - $780
|
7
$326
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
13.1KNew |
$509K - $1.47M
|
13.1K
$613K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
11.9KNew |
$460K - $1.32M
|
11.9K
$554K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
358New |
$13.9K - $39.9K
|
358
$16.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
11New |
$426 - $1.23K
|
11
$513
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4KNew |
$155K - $446K
|
4K
$187K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7New |
$271 - $780
|
7
$326
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.54K- 6.18% |
$281K - $434K
|
69K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
743+ 5.29% |
$45.9K - $71K
|
14.8K
$689K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-606- 13.52% |
$37.4K - $57.9K
|
3.88K
$181K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-349- 4.6% |
$21.6K - $33.3K
|
7.24K
$338K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-152- 3.91% |
$9.39K - $14.5K
|
3.74K
$174K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2+ 0.4% |
$124 - $191
|
508
$23.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.89KNew |
$549K - $849K
|
8.89K
$415K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-500- 14.92% |
$30.9K - $47.8K
|
2.85K
$133K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.67K+ 38.39% |
$227K - $351K
|
13.2K
$617K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.04KNew |
$126K - $195K
|
2.04K
$95.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.14K- 31.91% |
$194K - $300K
|
6.7K
$312K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.31KNew |
$143K - $221K
|
2.31K
$108K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6New |
$371 - $573
|
6
$280
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.57K- 24.87% |
$96.8K - $150K
|
4.73K
$221K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$61.8 - $95.5
|
1
$46.6
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
133KNew |
$7.95M - $9.15M
|
133K
$6.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Vista Finance, LLC
|
SELL
|
- |
-554- 1.89% |
$33.1K - $38.1K
|
28.7K
$1.34M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
12.3KNew |
$733K - $843K
|
12.3K
$572K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5KNew |
$299K - $344K
|
5K
$233K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
193New |
$11.5K - $13.3K
|
193
$9K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
20New |
$1.19K - $1.37K
|
20
$933
|
|
|
Jul 10, 2023
Q2 2023
|
Triad Investment Management
|
SELL
|
- |
-35- 0.24% |
$2.09K - $2.41K
|
14.4K
$671K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
41New |
$2.4K - $2.86K
|
41
$1.91K
|
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
56.6K+ 167.61% |
$3.32M - $3.95M
|
90.3K
$4.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.2% |
$58.7 - $69.9
|
504
$23.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
172New |
$10.1K - $12K
|
172
$8.02K
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-9.45K- 45.09% |
$554K - $660K
|
11.5K
$537K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-431- 96.42% |
$25.3K - $30.1K
|
16
$746
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10KNew |
$607K - $871K
|
10K
$467K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.35KNew |
$203K - $291K
|
3.35K
$156K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.57% |
$60.7 - $87.1
|
176
$8.21K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.24K+ 42.02% |
$197K - $282K
|
11K
$511K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.35KNew |
$203K - $292K
|
3.35K
$156K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
118+ 1.31% |
$7.16K - $10.3K
|
9.16K
$427K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.5KNew |
$91.1K - $131K
|
1.5K
$70K
|
|
|
Feb 03, 2023
Q4 2022
|
Ibex Investors LLC
|
BUY
|
- |
16.8KNew |
$1.02M - $1.46M
|
16.8K
$781K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
129KNew |
$7.86M - $11.3M
|
129K
$6.04M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-18.3K- 86.27% |
$1.11M - $1.59M
|
2.91K
$136K
|
|
|
Jan 11, 2023
Q4 2022
|
Moulton Wealth Management, Inc
|
BUY
|
- |
14.9KNew |
$904K - $1.3M
|
14.9K
$694K
|
|