Latest Institutional Purchases of Simplify ETF Simplify Int Rate (PFIX)
This list provides information on the latest institutional transactions involving Simplify ETF Simplify Int Rate (PFIX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
192KNew |
$8.73M - $11.6M
|
192K
$9.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
75.8K+ 885.56% |
$3.45M - $4.6M
|
84.4K
$4.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
73.7K+ 599.5% |
$3.36M - $4.47M
|
86K
$4.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
41K+ 196.34% |
$1.87M - $2.49M
|
61.9K
$2.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.3KNew |
$1.33M - $1.78M
|
29.3K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24K+ 143.46% |
$1.1M - $1.46M
|
40.8K
$1.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
15.9KNew |
$723K - $963K
|
15.9K
$768K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.1KNew |
$594K - $792K
|
13.1K
$632K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.67K+ 1382.7% |
$349K - $466K
|
8.23K
$398K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
5.97KNew |
$272K - $362K
|
5.97K
$289K
|
|
|
Nov 13, 2025
Q3 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
4K+ 100.0% |
$182K - $243K
|
8K
$387K
|
|
|
Oct 27, 2025
Q3 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
1.82K+ 2.17% |
$82.9K - $110K
|
85.8K
$4.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
1.8K+ 1.63% |
$82K - $109K
|
112K
$5.43M
|
|
|
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
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
1.39K+ 15.45% |
$63.5K - $84.6K
|
10.4K
$504K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.04K+ 9.24% |
$47.3K - $63K
|
12.3K
$594K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 6.83% |
$47.1K - $62.7K
|
16.2K
$783K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
919+ 5.57% |
$41.9K - $55.7K
|
17.4K
$843K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
823+ 10287.5% |
$37.5K - $49.9K
|
831
$40.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
658+ 6580.0% |
$30K - $39.9K
|
668
$32.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
390New |
$17.8K - $23.7K
|
390
$18.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
342New |
$15.6K - $20.7K
|
342
$16.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
250+ 2.88% |
$11.4K - $15.2K
|
8.93K
$432K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
154New |
$7.01K - $9.34K
|
154
$7.46K
|
|
|
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 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
132New |
$6.01K - $8.01K
|
132
$6.39K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100+ 15.22% |
$4.55K - $6.07K
|
757
$36.6K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
80New |
$3.64K - $4.85K
|
80
$3.87K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
19New |
$865 - $1.15K
|
19
$920
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
6New |
$273 - $364
|
6
$290
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
27KNew |
$1.22M - $1.69M
|
27K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.4KNew |
$700K - $964K
|
15.4K
$748K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
13.6KNew |
$617K - $850K
|
13.6K
$659K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.3KNew |
$604K - $832K
|
13.3K
$645K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.72K+ 62.71% |
$395K - $544K
|
22.6K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.33K+ 24.52% |
$242K - $333K
|
27.1K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.87KNew |
$221K - $304K
|
4.87K
$236K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
4.32KNew |
$196K - $270K
|
4.32K
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1KNew |
$45.5K - $62.7K
|
1K
$48.6K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
674+ 534.92% |
$30.5K - $42.1K
|
800
$38.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
125+ 3.02% |
$5.67K - $7.8K
|
4.27K
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
14+ 350.0% |
$634 - $874
|
18
$871
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2New |
$90.6 - $125
|
2
$96.8
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
900New |
$40K - $51.4K
|
900
$43.6K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$4.44K - $5.71K
|
100
$4.84K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
25.3KNew |
$1.01M - $1.33M
|
25.3K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.93KNew |
$357K - $470K
|
8.93K
$432K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.37KNew |
$294K - $388K
|
7.37K
$357K
|
|