Latest Institutional Sells of Simplify ETF Simplify Int Rate (PFIX)
This list provides information on the latest institutional transactions involving Simplify ETF Simplify Int Rate (PFIX) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-51.8K- 79.66% |
$1.94M - $2.64M
|
13.2K
$641K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.68K- 97.67% |
$62.8K - $85.4K
|
40
$1.94K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 14.06% |
$337 - $459
|
55
$2.67K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-45.8K- 76.22% |
$2.01M - $2.53M
|
14.3K
$694K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-25K- 73.31% |
$1.1M - $1.38M
|
9.1K
$441K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.73K- 62.45% |
$295K - $372K
|
4.04K
$196K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-4.3K- 30.28% |
$189K - $238K
|
9.9K
$480K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.2K- 12.64% |
$96.5K - $122K
|
15.2K
$737K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.89K- 90.93% |
$83.1K - $105K
|
189
$9.17K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.01K- 74.14% |
$44.3K - $55.8K
|
352
$17.1K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-309- 75.74% |
$13.6K - $17.1K
|
99
$4.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-80- 66.12% |
$3.51K - $4.42K
|
41
$1.99K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16- 1.21% |
$702 - $885
|
1.31K
$63.3K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-83- 83.0% |
$3.36K - $4.2K
|
17
$825
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.2K- 68.06% |
$588K - $1.69M
|
7.12K
$345K
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-12.9K- 30.54% |
$500K - $1.44M
|
29.3K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.03K- 23.55% |
$350K - $1.01M
|
29.3K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.89K- 34.62% |
$344K - $990K
|
16.8K
$814K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.54K- 6.18% |
$281K - $434K
|
69K
$3.35M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.14K- 31.91% |
$194K - $300K
|
6.7K
$325K
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.57K- 24.87% |
$96.8K - $150K
|
4.73K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-606- 13.52% |
$37.4K - $57.9K
|
3.88K
$188K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-500- 14.92% |
$30.9K - $47.8K
|
2.85K
$138K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-349- 4.6% |
$21.6K - $33.3K
|
7.24K
$351K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-152- 3.91% |
$9.39K - $14.5K
|
3.74K
$181K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Vista Finance, LLC
|
SELL
|
- |
-554- 1.89% |
$33.1K - $38.1K
|
28.7K
$1.39M
|
|
|
Jul 10, 2023
Q2 2023
|
Triad Investment Management
|
SELL
|
- |
-35- 0.24% |
$2.09K - $2.41K
|
14.4K
$698K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-9.45K- 45.09% |
$554K - $660K
|
11.5K
$558K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-431- 96.42% |
$25.3K - $30.1K
|
16
$776
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-214- 91.06% |
$12.6K - $15K
|
21
$1.02K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-18.3K- 86.27% |
$1.11M - $1.59M
|
2.91K
$141K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-8.41K- 71.53% |
$403K - $573K
|
3.35K
$162K
|
|
|
Nov 14, 2022
Q3 2022
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-7.7K- 56.2% |
$369K - $525K
|
6K
$291K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
SELL
|
- |
-9.1K- 43.86% |
$435K - $587K
|
11.7K
$565K
|
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-6.44KClosed |
$308K - $415K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-20Closed |
$956 - $1.29K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-22.3KClosed |
$861K - $1.14M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-10.8KClosed |
$418K - $554K
|
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
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.11KClosed |
$235K - $312K
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.53K- 84.48% |
$97.4K - $129K
|
464
$22.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.5KClosed |
$57.8K - $76.6K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 12, 2022
Q4 2021
|
Rye Brook Capital LLC
|
SELL
|
- |
-25.4KClosed |
$954K - $1.07M
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-13.7KClosed |
$513K - $576K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jan 02, 2024
Q2 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.43K- 66.83% |
$142K - $174K
|
1.7K
$82.5K
|
|