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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
13.5KNew |
$649K - $923K
|
13.5K
$644K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
12.5KNew |
$600K - $852K
|
12.5K
$595K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.87KNew |
$186K - $264K
|
3.87K
$184K
|
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3.21KNew |
$154K - $219K
|
3.21K
$153K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
500New |
$24K - $34.1K
|
500
$23.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
196New |
$9.4K - $13.4K
|
196
$9.33K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
111+ 38.54% |
$5.33K - $7.57K
|
399
$19K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
50New |
$2.4K - $3.41K
|
50
$2.38K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
27.5KNew |
$1.31M - $1.77M
|
27.5K
$1.31M
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
21.7KNew |
$1.04M - $1.4M
|
21.7K
$1.03M
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
BUY
|
- |
14.1KNew |
$674K - $909K
|
14.1K
$671K
|
|
|
Aug 08, 2022
Q2 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.4KNew |
$354K - $477K
|
7.4K
$352K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.67KNew |
$176K - $237K
|
3.67K
$175K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
3.59KNew |
$171K - $231K
|
3.59K
$171K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.5KNew |
$120K - $161K
|
2.5K
$119K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
600New |
$28.7K - $38.7K
|
600
$28.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
454New |
$21.7K - $29.3K
|
454
$21.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
450New |
$21.5K - $29K
|
450
$21.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
250New |
$12K - $16.1K
|
250
$11.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
200New |
$9.56K - $12.9K
|
200
$9.52K
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
23New |
$1.1K - $1.48K
|
23
$1.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
10New |
$478 - $645
|
10
$476
|
|
| Q1 2022 | |||||||
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
88.5KNew |
$3.41M - $4.52M
|
88.5K
$4.22M
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
145New |
$5.44K - $6.11K
|
145
$6.9K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$771K - $828K
|
20K
$952K
|
|