Latest Institutional Purchases of Simplify ETF Simplify Int Rate (PFIX)

PFIX Quotes by TradingView

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
Feb 13, 2025 Q4 2024
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
6.47K
New
$258K - $341K
6.47K $313K
Feb 13, 2025 Q4 2024
Belpointe Asset Management LLC

BUY
 -
6.47K
New
$258K - $341K
6.47K $313K
Jan 17, 2025 Q4 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
4.84K
New
$193K - $255K
4.84K $234K
Feb 13, 2025 Q4 2024
Defined Financial Planning LLC

San Rafael, CA
BUY
 -
4.61K
New
$184K - $243K
4.61K $223K
Jan 21, 2025 Q4 2024
Park Edge Advisors, LLC

Cleveland, OH
BUY
 -
3.61K
+ 27.3%
$144K - $190K
16.8K $815K
Feb 14, 2025 Q4 2024
Integrated Wealth Concepts LLC

BUY
 -
820
+ 7.75%
$32.7K - $43.2K
11.4K $552K
Jan 28, 2025 Q4 2024
Archer Investment Corp

BUY
 -
802
New
$32K - $42.2K
802 $38.8K
Feb 14, 2025 Q4 2024
Comerica Bank

BUY
 -
538
New
$21.5K - $28.3K
538 $26K
Feb 14, 2025 Q4 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
429
New
$17.1K - $22.6K
429 $20.8K
Feb 11, 2025 Q4 2024
Runnymede Capital Advisors, Inc.

Dublin, OH
BUY
 -
34
New
$1.36K - $1.79K
34 $1.65K
Q3 2024
Nov 12, 2024 Q3 2024
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
22.2K
New
$831K - $1.13M
22.2K $1.07M
Nov 13, 2024 Q3 2024
Gts Securities LLC

New York, NY
BUY
 -
5.39K
New
$202K - $274K
5.39K $261K
Nov 12, 2024 Q3 2024
Foster Dykema Cabot & Partners, LLC

Waltham, MA
BUY
 -
652
New
$24.4K - $33.2K
652 $31.6K
Q2 2024
Jul 30, 2024 Q2 2024
Mirae Asset Global Investments Co., Ltd.

BUY
 -
1K
New
$43.9K - $55.3K
1K $48.4K
Jul 30, 2024 Q2 2024
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
868
+ 7.81%
$38.1K - $48K
12K $580K
Aug 08, 2024 Q2 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
627
New
$27.5K - $34.7K
627 $30.4K
Nov 01, 2024 Q2 2024
Belvedere Trading LLC

BUY
 PUT
200
New
$8.78K - $11.1K
200 $9.68K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
200
New
$8.78K - $11.1K
200 $9.68K
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
79
New
$3.47K - $4.37K
79 $3.82K
Aug 05, 2024 Q2 2024
Tctc Holdings, LLC

Dallas, TX
BUY
 -
5
New
$219 - $277
5 $242
Q1 2024
Apr 30, 2024 Q1 2024
Private Advisor Group, LLC

BUY
 CALL
30K
New
$1.21M - $1.52M
30K $1.45M
May 14, 2024 Q1 2024
Centaurus Financial, Inc.

BUY
 -
4.04K
+ 19.11%
$163K - $205K
25.2K $1.22M
Apr 30, 2024 Q1 2024
Private Advisor Group, LLC

BUY
 -
2.73K
New
$110K - $138K
2.73K $132K
May 01, 2024 Q1 2024
Palisade Asset Management, LLC

BUY
 -
1.13K
New
$45.7K - $57.2K
1.13K $54.7K
Apr 12, 2024 Q1 2024
Global Trust Asset Management, LLC

BUY
 -
400
New
$16.2K - $20.3K
400 $19.4K
Apr 23, 2024 Q1 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
100
New
$4.04K - $5.07K
100 $4.84K
May 10, 2024 Q1 2024
Cibc Private Wealth Group, LLC

BUY
 -
5
New
$202 - $253
5 $242
Q4 2023
Feb 13, 2024 Q4 2023
Benchmark Investment Advisors LLC

Chicago, IL
BUY
 -
53.2K
New
$2.06M - $5.93M
53.2K $2.58M
Feb 14, 2024 Q4 2023
Retirement Group, LLC

BUY
 -
27.1K
New
$1.05M - $3.02M
27.1K $1.31M
Feb 13, 2024 Q4 2023
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
15.5K
New
$600K - $1.73M
15.5K $749K
Feb 02, 2024 Q4 2023
Truist Financial Corp

BUY
 -
11.9K
New
$460K - $1.32M
11.9K $575K
Feb 14, 2024 Q4 2023
Torno Capital, LLC

Cohasset, MA
BUY
 PUT
11K
New
$426K - $1.23M
11K $533K
Jan 24, 2024 Q4 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
4K
New
$155K - $446K
4K $194K
Feb 14, 2024 Q4 2023
Torno Capital, LLC

Cohasset, MA
BUY
 -
3.49K
New
$135K - $389K
3.49K $169K
Feb 01, 2024 Q4 2023
Larson Financial Group LLC

BUY
 -
358
New
$13.9K - $39.9K
358 $17.3K
Feb 14, 2024 Q4 2023
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
99
New
$3.84K - $11K
99 $4.79K
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
81
New
$3.14K - $9.03K
81 $3.92K
Jan 31, 2024 Q4 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
11
New
$426 - $1.23K
11 $533
Feb 12, 2024 Q4 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
7
New
$271 - $780
7 $339
Jan 23, 2024 Q4 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
7
New
$271 - $780
7 $339
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
4
New
$155 - $446
4 $194
Q3 2023
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
8.89K
New
$549K - $849K
8.89K $430K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
3.67K
+ 38.39%
$227K - $351K
13.2K $640K
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

BUY
 -
2.31K
New
$143K - $221K
2.31K $112K
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
2.04K
New
$126K - $195K
2.04K $98.7K
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
743
+ 5.29%
$45.9K - $71K
14.8K $715K
Oct 17, 2023 Q3 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
6
New
$371 - $573
6 $290
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
2
+ 0.4%
$124 - $191
508 $24.6K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
1
New
$61.8 - $95.5
1 $48.4

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