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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.9KNew |
$514K - $678K
|
12.9K
$678K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.37KNew |
$294K - $388K
|
7.37K
$388K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.84KNew |
$193K - $255K
|
4.84K
$255K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.61K+ 27.3% |
$144K - $190K
|
16.8K
$886K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 7.04% |
$48.8K - $64.4K
|
18.6K
$979K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
802New |
$32K - $42.2K
|
802
$42.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
680+ 4.33% |
$27.2K - $35.8K
|
16.4K
$863K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
142KNew |
$5.3M - $7.21M
|
142K
$7.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
88.5KNew |
$3.32M - $4.51M
|
88.5K
$4.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
56.8K+ 623.88% |
$2.13M - $2.89M
|
65.9K
$3.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
22.2KNew |
$831K - $1.13M
|
22.2K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
13K+ 13.8% |
$486K - $661K
|
107K
$5.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10.3KNew |
$384K - $522K
|
10.3K
$540K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.39KNew |
$202K - $274K
|
5.39K
$284K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.42K+ 4.9% |
$128K - $174K
|
73.3K
$3.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
1.1K+ 13.1% |
$41.2K - $56K
|
9.5K
$500K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
652New |
$24.4K - $33.2K
|
652
$34.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
266+ 1.76% |
$9.96K - $13.6K
|
15.4K
$808K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.46K+ 229.78% |
$283K - $357K
|
9.27K
$488K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5.76KNew |
$253K - $319K
|
5.76K
$303K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.76KNew |
$253K - $319K
|
5.76K
$303K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.28KNew |
$232K - $292K
|
5.28K
$278K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.44K+ 54.95% |
$151K - $190K
|
9.71K
$511K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1KNew |
$43.9K - $55.3K
|
1K
$52.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
868+ 7.81% |
$38.1K - $48K
|
12K
$631K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
627New |
$27.5K - $34.7K
|
627
$33K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
200New |
$8.78K - $11.1K
|
200
$10.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
200New |
$8.78K - $11.1K
|
200
$10.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
79New |
$3.47K - $4.37K
|
79
$4.16K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
39New |
$1.71K - $2.16K
|
39
$2.05K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5New |
$219 - $277
|
5
$263
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
CALL |
30KNew |
$1.21M - $1.52M
|
30K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.04K+ 19.11% |
$163K - $205K
|
25.2K
$1.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.73KNew |
$110K - $138K
|
2.73K
$143K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.13KNew |
$45.7K - $57.2K
|
1.13K
$59.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
400New |
$16.2K - $20.3K
|
400
$21.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
100New |
$4.04K - $5.07K
|
100
$5.27K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5New |
$202 - $253
|
5
$263
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
77KNew |
$2.98M - $8.58M
|
77K
$4.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
53.2KNew |
$2.06M - $5.93M
|
53.2K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
27.1KNew |
$1.05M - $3.02M
|
27.1K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
15.5KNew |
$600K - $1.73M
|
15.5K
$815K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
13.1KNew |
$509K - $1.47M
|
13.1K
$692K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
11.9KNew |
$460K - $1.32M
|
11.9K
$625K
|
|
|
Feb 14, 2024
Q4 2023
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
PUT |
11KNew |
$426K - $1.23M
|
11K
$579K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4KNew |
$155K - $446K
|
4K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
3.49KNew |
$135K - $389K
|
3.49K
$184K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
358New |
$13.9K - $39.9K
|
358
$18.8K
|
|