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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
217K+ 114.54% |
$9.64M - $12.4M
|
406K
$24.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23KNew |
$1.02M - $1.31M
|
23K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.2KNew |
$943K - $1.21M
|
21.2K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.9KNew |
$618K - $794K
|
13.9K
$848K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.1KNew |
$450K - $578K
|
10.1K
$618K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.4K+ 1275.27% |
$373K - $480K
|
9.06K
$553K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
5.41KNew |
$240K - $309K
|
5.41K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.39K+ 25.28% |
$195K - $251K
|
21.7K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
4.14KNew |
$184K - $236K
|
4.14K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.69K+ 50.95% |
$164K - $211K
|
10.9K
$667K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.21KNew |
$98.2K - $126K
|
2.21K
$135K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
900New |
$40K - $51.4K
|
900
$54.9K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
123New |
$5.46K - $7.02K
|
123
$7.5K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$4.44K - $5.71K
|
100
$6.1K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8New |
$355 - $457
|
8
$488
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
25.3KNew |
$1.01M - $1.33M
|
25.3K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
19.2KNew |
$765K - $1.01M
|
19.2K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.93KNew |
$357K - $470K
|
8.93K
$545K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.37KNew |
$294K - $388K
|
7.37K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.47KNew |
$258K - $341K
|
6.47K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.47KNew |
$258K - $341K
|
6.47K
$395K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.84KNew |
$193K - $255K
|
4.84K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
4.61KNew |
$184K - $243K
|
4.61K
$281K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.61K+ 27.3% |
$144K - $190K
|
16.8K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
820+ 7.75% |
$32.7K - $43.2K
|
11.4K
$696K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
802New |
$32K - $42.2K
|
802
$48.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
712+ 0.67% |
$28.4K - $37.5K
|
108K
$6.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
538New |
$21.5K - $28.3K
|
538
$32.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
500+ 909.09% |
$20K - $26.3K
|
555
$33.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
429New |
$17.1K - $22.6K
|
429
$26.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
34New |
$1.36K - $1.79K
|
34
$2.07K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4New |
$160 - $211
|
4
$244
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
142KNew |
$5.3M - $7.21M
|
142K
$8.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
88.5KNew |
$3.32M - $4.51M
|
88.5K
$5.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
22.2KNew |
$831K - $1.13M
|
22.2K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.39KNew |
$202K - $274K
|
5.39K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
652New |
$24.4K - $33.2K
|
652
$39.8K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1KNew |
$43.9K - $55.3K
|
1K
$61K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
868+ 7.81% |
$38.1K - $48K
|
12K
$731K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
627New |
$27.5K - $34.7K
|
627
$38.2K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
200New |
$8.78K - $11.1K
|
200
$12.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
200New |
$8.78K - $11.1K
|
200
$12.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
79New |
$3.47K - $4.37K
|
79
$4.82K
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
71+ 253.57% |
$3.12K - $3.93K
|
99
$6.04K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5New |
$219 - $277
|
5
$305
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
CALL |
30KNew |
$1.21M - $1.52M
|
30K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.04K+ 19.11% |
$163K - $205K
|
25.2K
$1.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.73KNew |
$110K - $138K
|
2.73K
$166K
|
|