Purchases and Sales Made in Q1 2024 in Simplify ETF Simplify Int Rate (PFIX)
This table provides information about the institutional ownership of Simplify ETF Simplify Int Rate (PFIX) during Q1 2024. 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 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
239K+ 448.91% |
$9.66M - $12.1M
|
292K
$14.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
196KNew |
$7.92M - $9.93M
|
196K
$9.78M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
93.9KNew |
$3.8M - $4.76M
|
93.9K
$4.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
38.3KNew |
$1.55M - $1.94M
|
38.3K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.7K+ 227.04% |
$957K - $1.2M
|
34.1K
$1.7M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
17.8K+ 6655.22% |
$721K - $904K
|
18.1K
$903K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17.4KNew |
$704K - $881K
|
17.4K
$868K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11.1KNew |
$449K - $563K
|
11.1K
$554K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.54K+ 779.1% |
$386K - $483K
|
10.8K
$537K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.84K+ 133.32% |
$357K - $448K
|
15.5K
$772K
|
|
|
May 13, 2024
Q1 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
8.4KNew |
$340K - $426K
|
8.4K
$419K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.69K+ 12.54% |
$311K - $389K
|
69K
$3.44M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.78KNew |
$193K - $242K
|
4.78K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.04K+ 19.11% |
$163K - $205K
|
25.2K
$1.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4K+ 31.29% |
$162K - $203K
|
16.8K
$838K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.72K+ 6.59% |
$150K - $188K
|
60.1K
$3M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.73KNew |
$110K - $138K
|
2.73K
$136K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.21K+ 23.87% |
$48.9K - $61.2K
|
6.27K
$313K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.13KNew |
$45.7K - $57.2K
|
1.13K
$56.4K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
954+ 51.37% |
$38.6K - $48.3K
|
2.81K
$140K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
400New |
$16.2K - $20.3K
|
400
$20K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
400+ 41.62% |
$16.2K - $20.3K
|
1.36K
$67.9K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
391+ 42.04% |
$15.8K - $19.8K
|
1.32K
$65.9K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
327+ 25.59% |
$13.2K - $16.6K
|
1.61K
$80.1K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
309+ 312.12% |
$12.5K - $15.7K
|
408
$20.4K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
278+ 213.85% |
$11.2K - $14.1K
|
408
$20.4K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
278+ 213.85% |
$11.2K - $14.1K
|
408
$20.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
100New |
$4.04K - $5.07K
|
100
$4.99K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5New |
$202 - $253
|
5
$250
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-83- 83.0% |
$3.36K - $4.2K
|
17
$848
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-117- 49.16% |
$4.73K - $5.93K
|
121
$6.04K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-300- 85.71% |
$12.1K - $15.2K
|
50
$2.5K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.86K- 47.12% |
$75.1K - $94K
|
2.08K
$104K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.98K- 85.28% |
$120K - $151K
|
514
$25.6K
|