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
Feb 11, 2025 Q4 2024
Runnymede Capital Advisors, Inc.

Dublin, OH
BUY
 -
34
New
$1.36K - $1.79K
34 $1.59K
Q3 2024
Nov 14, 2024 Q3 2024
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
142K
New
$5.3M - $7.21M
142K $6.6M
Nov 13, 2024 Q3 2024
Bank Of Montreal

Toronto, A6
BUY
 -
88.5K
New
$3.32M - $4.51M
88.5K $4.13M
Nov 12, 2024 Q3 2024
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
22.2K
New
$831K - $1.13M
22.2K $1.03M
Nov 13, 2024 Q3 2024
Gts Securities LLC

New York, NY
BUY
 -
5.39K
New
$202K - $274K
5.39K $251K
Nov 12, 2024 Q3 2024
Foster Dykema Cabot & Partners, LLC

Waltham, MA
BUY
 -
652
New
$24.4K - $33.2K
652 $30.4K
Q2 2024
Jul 30, 2024 Q2 2024
Mirae Asset Global Investments Co., Ltd.

BUY
 -
1K
New
$43.9K - $55.3K
1K $46.6K
Jul 30, 2024 Q2 2024
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
868
+ 7.81%
$38.1K - $48K
12K $559K
Aug 08, 2024 Q2 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
627
New
$27.5K - $34.7K
627 $29.2K
Nov 01, 2024 Q2 2024
Belvedere Trading LLC

BUY
 PUT
200
New
$8.78K - $11.1K
200 $9.33K
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
79
New
$3.47K - $4.37K
79 $3.68K
Aug 05, 2024 Q2 2024
Tctc Holdings, LLC

Dallas, TX
BUY
 -
5
New
$219 - $277
5 $233
Q1 2024
Apr 30, 2024 Q1 2024
Private Advisor Group, LLC

BUY
 CALL
30K
New
$1.21M - $1.52M
30K $1.4M
May 14, 2024 Q1 2024
Centaurus Financial, Inc.

BUY
 -
4.04K
+ 19.11%
$163K - $205K
25.2K $1.17M
Apr 30, 2024 Q1 2024
Private Advisor Group, LLC

BUY
 -
2.73K
New
$110K - $138K
2.73K $127K
May 01, 2024 Q1 2024
Palisade Asset Management, LLC

BUY
 -
1.13K
New
$45.7K - $57.2K
1.13K $52.7K
Apr 12, 2024 Q1 2024
Global Trust Asset Management, LLC

BUY
 -
400
New
$16.2K - $20.3K
400 $18.7K
Apr 23, 2024 Q1 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
100
New
$4.04K - $5.07K
100 $4.66K
May 10, 2024 Q1 2024
Cibc Private Wealth Group, LLC

BUY
 -
5
New
$202 - $253
5 $233
Q4 2023
Feb 13, 2024 Q4 2023
Benchmark Investment Advisors LLC

Chicago, IL
BUY
 -
53.2K
New
$2.06M - $5.93M
53.2K $2.48M
Feb 14, 2024 Q4 2023
Retirement Group, LLC

BUY
 -
27.1K
New
$1.05M - $3.02M
27.1K $1.26M
Feb 13, 2024 Q4 2023
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
15.5K
New
$600K - $1.73M
15.5K $722K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
13.1K
New
$509K - $1.47M
13.1K $613K
Feb 02, 2024 Q4 2023
Truist Financial Corp

BUY
 -
11.9K
New
$460K - $1.32M
11.9K $554K
Feb 14, 2024 Q4 2023
Torno Capital, LLC

Cohasset, MA
BUY
 PUT
11K
New
$426K - $1.23M
11K $513K
Jan 24, 2024 Q4 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
4K
New
$155K - $446K
4K $187K
Feb 14, 2024 Q4 2023
Torno Capital, LLC

Cohasset, MA
BUY
 -
3.49K
New
$135K - $389K
3.49K $163K
Feb 01, 2024 Q4 2023
Larson Financial Group LLC

BUY
 -
358
New
$13.9K - $39.9K
358 $16.7K
Feb 14, 2024 Q4 2023
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
99
New
$3.84K - $11K
99 $4.62K
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
81
New
$3.14K - $9.03K
81 $3.78K
Jan 31, 2024 Q4 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
11
New
$426 - $1.23K
11 $513
Feb 12, 2024 Q4 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
7
New
$271 - $780
7 $326
Jan 23, 2024 Q4 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
7
New
$271 - $780
7 $326
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
4
New
$155 - $446
4 $187
Q3 2023
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
8.89K
New
$549K - $849K
8.89K $415K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
3.67K
+ 38.39%
$227K - $351K
13.2K $617K
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

BUY
 -
2.31K
New
$143K - $221K
2.31K $108K
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
2.04K
New
$126K - $195K
2.04K $95.1K
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
743
+ 5.29%
$45.9K - $71K
14.8K $689K
Oct 17, 2023 Q3 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
6
New
$371 - $573
6 $280
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
2
+ 0.4%
$124 - $191
508 $23.7K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
1
New
$61.8 - $95.5
1 $46.6
Q2 2023
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
133K
New
$7.95M - $9.15M
133K $6.21M
Aug 07, 2023 Q2 2023
James Investment Research Inc

BUY
 -
12.3K
New
$733K - $843K
12.3K $572K
Jul 19, 2023 Q2 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
5K
New
$299K - $344K
5K $233K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
193
New
$11.5K - $13.3K
193 $9K
Jul 11, 2023 Q2 2023
Fny Investment Advisers, LLC

BUY
 -
20
New
$1.19K - $1.37K
20 $933
Q1 2023
May 04, 2023 Q1 2023
Tmd Wealth Management, LLC

BUY
 -
56.6K
+ 167.61%
$3.32M - $3.95M
90.3K $4.21M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
172
New
$10.1K - $12K
172 $8.02K

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