Latest Institutional Purchases of Simplify ETF Simplify Int Rate (PFIX)

PFIX Quotes by TradingView

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
Aug 05, 2024 Q2 2024
Tctc Holdings, LLC

Dallas, TX
BUY
 -
5
New
$219 - $277
5 $273
Q1 2024
Apr 30, 2024 Q1 2024
Private Advisor Group, LLC

BUY
 CALL
30K
New
$1.21M - $1.52M
30K $1.64M
May 14, 2024 Q1 2024
Centaurus Financial, Inc.

BUY
 -
4.04K
+ 19.11%
$163K - $205K
25.2K $1.37M
Apr 30, 2024 Q1 2024
Private Advisor Group, LLC

BUY
 -
2.73K
New
$110K - $138K
2.73K $149K
May 01, 2024 Q1 2024
Palisade Asset Management, LLC

BUY
 -
1.13K
New
$45.7K - $57.2K
1.13K $61.7K
Apr 12, 2024 Q1 2024
Global Trust Asset Management, LLC

BUY
 -
400
New
$16.2K - $20.3K
400 $21.8K
Apr 23, 2024 Q1 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
100
New
$4.04K - $5.07K
100 $5.46K
May 10, 2024 Q1 2024
Cibc Private Wealth Group, LLC

BUY
 -
5
New
$202 - $253
5 $273
Q4 2023
Feb 13, 2024 Q4 2023
Benchmark Investment Advisors LLC

Chicago, IL
BUY
 -
53.2K
New
$2.06M - $5.93M
53.2K $2.9M
Feb 14, 2024 Q4 2023
Retirement Group, LLC

BUY
 -
27.1K
New
$1.05M - $3.02M
27.1K $1.48M
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
13.1K
New
$509K - $1.47M
13.1K $718K
Feb 02, 2024 Q4 2023
Truist Financial Corp

BUY
 -
11.9K
New
$460K - $1.32M
11.9K $648K
Feb 14, 2024 Q4 2023
Torno Capital, LLC

Cohasset, MA
BUY
 PUT
11K
New
$426K - $1.23M
11K $601K
Jan 24, 2024 Q4 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
4K
New
$155K - $446K
4K $218K
Feb 14, 2024 Q4 2023
Torno Capital, LLC

Cohasset, MA
BUY
 -
3.49K
New
$135K - $389K
3.49K $191K
Feb 01, 2024 Q4 2023
Larson Financial Group LLC

BUY
 -
358
New
$13.9K - $39.9K
358 $19.5K
Feb 14, 2024 Q4 2023
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
99
New
$3.84K - $11K
99 $5.41K
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
81
New
$3.14K - $9.03K
81 $4.42K
Jan 31, 2024 Q4 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
11
New
$426 - $1.23K
11 $601
Feb 12, 2024 Q4 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
7
New
$271 - $780
7 $382
Jan 23, 2024 Q4 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
7
New
$271 - $780
7 $382
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
4
New
$155 - $446
4 $218
Q3 2023
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
8.89K
New
$549K - $849K
8.89K $485K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
3.67K
+ 38.39%
$227K - $351K
13.2K $722K
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

BUY
 -
2.31K
New
$143K - $221K
2.31K $126K
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
2.04K
New
$126K - $195K
2.04K $111K
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
743
+ 5.29%
$45.9K - $71K
14.8K $807K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
155
New
$9.58K - $14.8K
155 $8.46K
Oct 17, 2023 Q3 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
6
New
$371 - $573
6 $328
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
2
+ 0.4%
$124 - $191
508 $27.7K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
1
New
$61.8 - $95.5
1 $54.6
Q2 2023
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
133K
New
$7.95M - $9.15M
133K $7.27M
Aug 07, 2023 Q2 2023
James Investment Research Inc

BUY
 -
12.3K
New
$733K - $843K
12.3K $670K
Jul 19, 2023 Q2 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
5K
New
$299K - $344K
5K $273K
Aug 11, 2023 Q2 2023
Hrt Financial LP

New York, NY
BUY
 -
4.92K
New
$294K - $338K
4.92K $269K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
193
New
$11.5K - $13.3K
193 $10.5K
Jul 11, 2023 Q2 2023
Fny Investment Advisers, LLC

BUY
 -
20
New
$1.19K - $1.37K
20 $1.09K
Q1 2023
May 04, 2023 Q1 2023
Tmd Wealth Management, LLC

BUY
 -
56.6K
+ 167.61%
$3.32M - $3.95M
90.3K $4.93M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
172
New
$10.1K - $12K
172 $9.39K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
41
New
$2.4K - $2.86K
41 $2.24K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
1
+ 0.2%
$58.7 - $69.9
504 $27.5K
Q4 2022
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
129K
New
$7.86M - $11.3M
129K $7.07M
Feb 03, 2023 Q4 2022
Ibex Investors LLC

BUY
 -
16.8K
New
$1.02M - $1.46M
16.8K $915K
Jan 11, 2023 Q4 2022
Moulton Wealth Management, Inc

BUY
 -
14.9K
New
$904K - $1.3M
14.9K $813K
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
10K
New
$607K - $871K
10K $546K
Feb 13, 2023 Q4 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
3.35K
New
$203K - $292K
3.35K $183K
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
3.35K
New
$203K - $291K
3.35K $183K
Feb 15, 2023 Q4 2022
Toroso Investments, LLC

Massapequa, NY
BUY
 -
3.24K
+ 42.02%
$197K - $282K
11K $598K
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
1.5K
New
$91.1K - $131K
1.5K $81.9K

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