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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-6.44KClosed |
$308K - $415K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.4KNew |
$354K - $477K
|
7.4K
$337K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.5KNew |
$120K - $161K
|
2.5K
$114K
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
BUY
|
- |
14.1KNew |
$674K - $909K
|
14.1K
$642K
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
SELL
|
- |
-9.1K- 43.86% |
$435K - $587K
|
11.7K
$531K
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
21.7KNew |
$1.04M - $1.4M
|
21.7K
$987K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
200New |
$9.56K - $12.9K
|
200
$9.11K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
3.59KNew |
$171K - $231K
|
3.59K
$163K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
450New |
$21.5K - $29K
|
450
$20.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
10New |
$478 - $645
|
10
$455
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
250New |
$12K - $16.1K
|
250
$11.4K
|
|
| Q1 2022 | |||||||
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.53K- 84.48% |
$97.4K - $129K
|
464
$21.1K
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
88.5KNew |
$3.41M - $4.52M
|
88.5K
$4.03M
|
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-10.8KClosed |
$418K - $554K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-6.6KClosed |
$254K - $337K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.11KClosed |
$235K - $312K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-22.3KClosed |
$861K - $1.14M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.5KClosed |
$57.8K - $76.6K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
145New |
$5.44K - $6.11K
|
145
$6.6K
|
|
|
Jan 12, 2022
Q4 2021
|
Rye Brook Capital LLC
|
SELL
|
- |
-25.4KClosed |
$954K - $1.07M
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-13.7KClosed |
$513K - $576K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$771K - $828K
|
20K
$911K
|
|
| Q2 2021 | |||||||
|
Jan 02, 2024
Q2 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.43K- 66.83% |
$142K - $174K
|
1.7K
$77.4K
|
|