Purchases and Sales Made in Q1 2023 in Simplify ETF Simplify Int Rate (PFIX)

PFIX Quotes by TradingView

This table provides information about the institutional ownership of Simplify ETF Simplify Int Rate (PFIX) during Q1 2023. 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
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
173K
New
$10.1M - $12.1M
173K $9.03M
May 04, 2023 Q1 2023
Tmd Wealth Management, LLC

BUY
 -
56.6K
+ 167.61%
$3.32M - $3.95M
90.3K $4.72M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
40.7K
New
$2.38M - $2.84M
40.7K $2.13M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
39.9K
+ 345.79%
$2.34M - $2.79M
51.5K $2.69M
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
35.7K
+ 811.28%
$2.09M - $2.49M
40.1K $2.1M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
35.7K
+ 811.28%
$2.09M - $2.49M
40.1K $2.1M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
20.8K
+ 94.75%
$1.22M - $1.45M
42.7K $2.23M
May 10, 2023 Q1 2023
Simplify Asset Management Inc.

New York, NY
BUY
 -
19.4K
+ 32.12%
$1.14M - $1.35M
79.7K $4.16M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
17.8K
+ 13.51%
$1.04M - $1.24M
149K $7.8M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
16.1K
+ 23.58%
$945K - $1.13M
84.5K $4.42M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
12.3K
New
$719K - $856K
12.3K $641K
May 15, 2023 Q1 2023
Walleye Capital LLC

Plymouth, MN
BUY
 -
11K
+ 190.5%
$648K - $772K
16.8K $881K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
10K
New
$587K - $699K
10K $523K
Apr 27, 2023 Q1 2023
Simplex Trading, LLC

BUY
 -
6.68K
New
$392K - $467K
6.68K $349K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
4.19K
+ 8.66%
$246K - $293K
52.6K $2.75M
Jul 10, 2023 Q1 2023
Triad Investment Management

BUY
 -
3.5K
+ 32.11%
$205K - $245K
14.4K $754K
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
2.16K
+ 25.11%
$126K - $151K
10.7K $561K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.88K
+ 64.2%
$110K - $131K
4.81K $252K
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
1.32K
+ 26.4%
$77.4K - $92.2K
6.32K $330K
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
910
+ 10.36%
$53.4K - $63.6K
9.7K $507K
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
771
+ 51.33%
$45.2K - $53.9K
2.27K $119K
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
300
+ 600.0%
$17.6K - $21K
350 $18.3K
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
253
+ 2.01%
$14.8K - $17.7K
12.9K $672K
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
238
New
$14K - $16.6K
238 $12.4K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
172
New
$10.1K - $12K
172 $8.99K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
41
New
$2.4K - $2.86K
41 $2.14K
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1
+ 0.2%
$58.7 - $69.9
504 $26.3K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
1
+ 0.2%
$58.7 - $69.9
504 $26.3K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-214
- 91.06%
$12.6K - $15K
21 $1.1K
Apr 12, 2023 Q1 2023
National Bank Of Canada

SELL
 -
-431
- 96.42%
$25.3K - $30.1K
16 $836
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-719
- 13.98%
$42.2K - $50.2K
4.42K $231K
May 10, 2023 Q1 2023
S.A. Mason LLC

SELL
 -
-905
- 41.74%
$53.1K - $63.2K
1.26K $66K
May 15, 2023 Q1 2023
Bison Wealth, LLC

SELL
 -
-1.05K
- 21.5%
$61.5K - $73.2K
3.83K $200K
May 12, 2023 Q1 2023
Ubs Group Ag

SELL
 -
-1.23K
- 36.6%
$72.4K - $86.2K
2.14K $112K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-4.98K
- 74.45%
$292K - $348K
1.71K $89.3K
May 11, 2023 Q1 2023
Vista Finance, LLC

SELL
 -
-6.22K
- 17.52%
$365K - $434K
29.3K $1.53M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-7.76K
- 44.7%
$455K - $542K
9.6K $502K
Apr 17, 2023 Q1 2023
Stegent Equity Advisors, Inc.

Houston, TX
SELL
 -
-9.45K
- 45.09%
$554K - $660K
11.5K $602K
Apr 12, 2023 Q1 2023
Worth Asset Management, LLC

SELL
 -
-11.1K
- 50.92%
$653K - $778K
10.7K $561K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

SELL
 -
-16.9K
- 49.63%
$989K - $1.18M
17.1K $895K
May 16, 2023 Q1 2023
Colony Group LLC

Boston, MA
SELL
 -
-18.7K
- 17.63%
$1.1M - $1.31M
87.3K $4.56M
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-19.9K
- 82.23%
$1.16M - $1.39M
4.29K $224K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-25.2K
- 63.04%
$1.48M - $1.76M
14.8K $772K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-79.3K
- 60.99%
$4.65M - $5.54M
50.7K $2.65M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-92.1K
- 86.82%
$5.4M - $6.43M
14K $731K
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
SELL
 -
-1.62M
- 58.9%
$94.8M - $113M
1.13M $58.9M

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