Simplify Exchange Traded Fds H HEQT

HEQT Quotes by TradingView
Institutional shares held 7.18 Million
0 calls
0 puts
Total value of holdings $202M
$0 calls
$0 puts
# of Institutions 49

Quarterly Institutional Activity in HEQT

Shares Bought
Shares Sold
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Top Institutions Holding HEQT

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Latest Institutional Activity in HEQT

Top Purchases

Q1 2025
Farther Finance Advisors, LLC Shares Held: 170K ($4.77M)
170K Shares purchased
New Holding
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 116K ($3.27M)
116K Shares purchased
New Holding
Q1 2025
Bay Rivers Group Shares Held: 14.1K ($395K)
1.07K Shares purchased
8.23% Added
Q4 2024
Lpl Financial LLC Shares Held: 1.09M ($30.5M)
719K Shares purchased
195.62% Added
Q4 2024
Wealth Plan Investment Management, LLC Shares Held: 600K ($16.9M)
236K Shares purchased
64.99% Added
View All Buyers

Top Sells

Q4 2024
Financial Enhancement Group LLC Shares Held: 59.9K ($1.68M)
376K Shares sold
86.25% Reduced
Q4 2024
Proficio Capital Partners LLC Shares Held: 10.5K ($294K)
298K Shares sold
96.61% Reduced
Q4 2024
Private Advisor Group, LLC Shares Held: 697K ($19.6M)
188K Shares sold
21.22% Reduced
Q4 2024
Commonwealth Equity Services, LLC Shares Held: 37.9K ($1.06M)
46.5K Shares sold
55.13% Reduced
Q4 2024
Wealth Plan Partners, LLC Shares Held: 534K ($15M)
29.9K Shares sold
5.3% Reduced
View All Sellers

About HEQT

HEQT Chart by TradingView
HEQT Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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Track Activities on HEQT