Purchases and Sales Made in Q1 2022 in Simplify ETF Simplify Int Rate (PFIX)
This table provides information about the institutional ownership of Simplify ETF Simplify Int Rate (PFIX) during Q1 2022. The information is specifically focused on institutions that hold shares of SIMPLIFY ETF SIMPLIFY INT RATE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
168KNew |
$6.47M - $8.58M
|
168K
$8.78M
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
88.5KNew |
$3.41M - $4.52M
|
88.5K
$4.63M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
60.4K+ 676.66% |
$2.33M - $3.08M
|
69.3K
$3.62M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
33.1KNew |
$1.27M - $1.69M
|
33.1K
$1.73M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22KNew |
$849K - $1.12M
|
22K
$1.15M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
13.6K+ 137.02% |
$523K - $693K
|
23.5K
$1.23M
|
|
|
May 16, 2022
Q1 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
12KNew |
$462K - $613K
|
12K
$627K
|
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
9K+ 76.6% |
$347K - $460K
|
20.8K
$1.08M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.34KNew |
$322K - $426K
|
8.34K
$436K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
7.61KNew |
$293K - $389K
|
7.61K
$398K
|
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
6.44KNew |
$248K - $329K
|
6.44K
$337K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.07K+ 196.98% |
$234K - $310K
|
9.15K
$479K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
5.42KNew |
$209K - $277K
|
5.42K
$283K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.4KNew |
$208K - $276K
|
5.4K
$283K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4.1KNew |
$158K - $209K
|
4.1K
$214K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.39K+ 8.84% |
$92K - $122K
|
29.4K
$1.54M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.78K+ 11.21% |
$68.6K - $90.9K
|
17.7K
$923K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.5K+ 19.65% |
$57.9K - $76.8K
|
9.15K
$479K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1.14K+ 38.2% |
$43.7K - $58K
|
4.11K
$215K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
594+ 2.53% |
$22.9K - $30.3K
|
24.1K
$1.26M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
500New |
$19.3K - $25.5K
|
500
$26.1K
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
25+ 19.08% |
$964 - $1.28K
|
156
$8.16K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
20New |
$771 - $1.02K
|
20
$1.05K
|
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
BUY
|
- |
5+ 0.18% |
$193 - $255
|
2.81K
$147K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-200Closed |
$7.71K - $10.2K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-550- 44.0% |
$21.2K - $28.1K
|
700
$36.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-627Closed |
$24.2K - $32K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1K- 18.18% |
$38.5K - $51.1K
|
4.5K
$235K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.5KClosed |
$57.8K - $76.6K
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.53K- 84.48% |
$97.4K - $129K
|
464
$24.3K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-3.32K- 18.24% |
$128K - $170K
|
14.9K
$778K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.11KClosed |
$235K - $312K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-6.6KClosed |
$254K - $337K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-10.8KClosed |
$418K - $554K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.6KClosed |
$677K - $897K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-22.3KClosed |
$861K - $1.14M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-40.1KClosed |
$1.54M - $2.05M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-76.6K- 72.81% |
$2.95M - $3.91M
|
28.6K
$1.5M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-124KClosed |
$4.79M - $6.35M
|
0
$0
|