Purchases and Sales Made in Q4 2024 in Simplify ETF Simplify Int Rate (PFIX)
This table provides information about the institutional ownership of Simplify ETF Simplify Int Rate (PFIX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
399K+ 605.18% |
$15.9M - $21M
|
465K
$21.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
110KNew |
$4.39M - $5.79M
|
110K
$5.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
58.5KNew |
$2.33M - $3.08M
|
58.5K
$2.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
53.2KNew |
$2.12M - $2.8M
|
53.2K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
36.5KNew |
$1.46M - $1.92M
|
36.5K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
25.3KNew |
$1.01M - $1.33M
|
25.3K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
19.2KNew |
$765K - $1.01M
|
19.2K
$901K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.9KNew |
$514K - $678K
|
12.9K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
11.8KNew |
$471K - $621K
|
11.8K
$555K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.93KNew |
$357K - $470K
|
8.93K
$420K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.37KNew |
$294K - $388K
|
7.37K
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.25KNew |
$289K - $382K
|
7.25K
$341K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.22K+ 9.85% |
$288K - $380K
|
80.5K
$3.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.47KNew |
$258K - $341K
|
6.47K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.47KNew |
$258K - $341K
|
6.47K
$304K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.84KNew |
$193K - $255K
|
4.84K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
4.61KNew |
$184K - $243K
|
4.61K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
3.96KNew |
$158K - $208K
|
3.96K
$186K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.61K+ 27.3% |
$144K - $190K
|
16.8K
$792K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2K+ 13.01% |
$79.8K - $105K
|
17.4K
$816K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.68KNew |
$66.9K - $88.3K
|
1.68K
$78.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 7.04% |
$48.8K - $64.4K
|
18.6K
$874K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
820+ 7.75% |
$32.7K - $43.2K
|
11.4K
$536K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
802New |
$32K - $42.2K
|
802
$37.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
712+ 0.67% |
$28.4K - $37.5K
|
108K
$5.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
680+ 4.33% |
$27.2K - $35.8K
|
16.4K
$771K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
538New |
$21.5K - $28.3K
|
538
$25.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
500+ 909.09% |
$20K - $26.3K
|
555
$26.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
429New |
$17.1K - $22.6K
|
429
$20.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
44New |
$1.76K - $2.32K
|
44
$2.07K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
34New |
$1.36K - $1.79K
|
34
$1.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4New |
$160 - $211
|
4
$188
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1- 2.56% |
$39.9 - $52.7
|
38
$1.79K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71- 71.72% |
$2.84K - $3.74K
|
28
$1.32K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-103- 33.99% |
$4.11K - $5.42K
|
200
$9.41K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-134- 8.25% |
$5.35K - $7.06K
|
1.49K
$70.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-183- 14.45% |
$7.31K - $9.64K
|
1.08K
$50.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-678- 50.71% |
$27.1K - $35.7K
|
659
$31K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.13KClosed |
$44.9K - $59.2K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-2.5K- 26.32% |
$99.8K - $132K
|
7K
$329K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-3.41K- 33.28% |
$136K - $180K
|
6.84K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-81.7K- 30.15% |
$3.26M - $4.3M
|
189K
$8.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-147K- 93.53% |
$5.86M - $7.73M
|
10.2K
$478K
|