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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7New |
$271 - $780
|
7
$349
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7New |
$271 - $780
|
7
$349
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4New |
$155 - $446
|
4
$200
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
61.5K+ 503.72% |
$3.8M - $5.87M
|
73.7K
$3.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.89KNew |
$549K - $849K
|
8.89K
$444K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.67K+ 38.39% |
$227K - $351K
|
13.2K
$660K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.52KNew |
$217K - $336K
|
3.52K
$175K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.31KNew |
$143K - $221K
|
2.31K
$115K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.04KNew |
$126K - $195K
|
2.04K
$102K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
743+ 5.29% |
$45.9K - $71K
|
14.8K
$737K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
155New |
$9.58K - $14.8K
|
155
$7.73K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
55New |
$3.4K - $5.25K
|
55
$2.74K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6New |
$371 - $573
|
6
$299
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2+ 0.4% |
$124 - $191
|
508
$25.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$61.8 - $95.5
|
1
$49.9
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
133KNew |
$7.95M - $9.15M
|
133K
$6.64M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
12.3KNew |
$733K - $843K
|
12.3K
$612K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.83KNew |
$527K - $607K
|
8.83K
$441K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5KNew |
$299K - $344K
|
5K
$250K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.92KNew |
$294K - $338K
|
4.92K
$245K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
193New |
$11.5K - $13.3K
|
193
$9.63K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
20New |
$1.19K - $1.37K
|
20
$998
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
173KNew |
$10.1M - $12.1M
|
173K
$8.62M
|
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
56.6K+ 167.61% |
$3.32M - $3.95M
|
90.3K
$4.51M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
172New |
$10.1K - $12K
|
172
$8.58K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
41New |
$2.4K - $2.86K
|
41
$2.05K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.2% |
$58.7 - $69.9
|
504
$25.1K
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
129KNew |
$7.86M - $11.3M
|
129K
$6.46M
|
|
|
Feb 03, 2023
Q4 2022
|
Ibex Investors LLC
|
BUY
|
- |
16.8KNew |
$1.02M - $1.46M
|
16.8K
$836K
|
|
|
Jan 11, 2023
Q4 2022
|
Moulton Wealth Management, Inc
|
BUY
|
- |
14.9KNew |
$904K - $1.3M
|
14.9K
$743K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10KNew |
$607K - $871K
|
10K
$499K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.35KNew |
$203K - $292K
|
3.35K
$167K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.35KNew |
$203K - $291K
|
3.35K
$167K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.24K+ 42.02% |
$197K - $282K
|
11K
$546K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.5KNew |
$91.1K - $131K
|
1.5K
$74.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
118+ 1.31% |
$7.16K - $10.3K
|
9.16K
$457K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.57% |
$60.7 - $87.1
|
176
$8.78K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
108KNew |
$5.16M - $7.34M
|
108K
$5.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
13.5KNew |
$649K - $923K
|
13.5K
$675K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
12.5KNew |
$600K - $852K
|
12.5K
$624K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.87KNew |
$186K - $264K
|
3.87K
$193K
|
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3.21KNew |
$154K - $219K
|
3.21K
$160K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
500New |
$24K - $34.1K
|
500
$25K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
196New |
$9.4K - $13.4K
|
196
$9.78K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
111+ 38.54% |
$5.33K - $7.57K
|
399
$19.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
50New |
$2.4K - $3.41K
|
50
$2.5K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
27.5KNew |
$1.31M - $1.77M
|
27.5K
$1.37M
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
21.7KNew |
$1.04M - $1.4M
|
21.7K
$1.08M
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
BUY
|
- |
14.1KNew |
$674K - $909K
|
14.1K
$703K
|
|
|
Aug 08, 2022
Q2 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.4KNew |
$354K - $477K
|
7.4K
$369K
|
|