Latest Institutional Transactions on Simplify Exchange Traded Fds H (HEQT)
This table provides information on the latest institutional transactions involving Simplify Exchange Traded Fds H (HEQT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.27K+ 0.95% |
$65.3K - $68.7K
|
242K
$6.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
94.6K+ 65.56% |
$2.72M - $2.86M
|
239K
$6.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.8KNew |
$224K - $236K
|
7.8K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
141+ 0.26% |
$4.05K - $4.26K
|
55.3K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
11.8KNew |
$340K - $358K
|
11.8K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
116+ 0.78% |
$3.33K - $3.51K
|
15K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.4KNew |
$441K - $464K
|
15.4K
$442K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
49.8K+ 64.73% |
$1.43M - $1.5M
|
127K
$3.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
9.97KNew |
$286K - $301K
|
9.97K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
17.6KNew |
$506K - $532K
|
17.6K
$507K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
76.6KNew |
$2.2M - $2.32M
|
76.6K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.18K- 26.26% |
$235K - $247K
|
23K
$662K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.5KNew |
$389K - $409K
|
13.5K
$390K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
392+ 12.11% |
$11.3K - $11.8K
|
3.63K
$105K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.7K- 1.84% |
$106K - $112K
|
197K
$5.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
89.2K+ 282.4% |
$2.56M - $2.7M
|
121K
$3.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
719K+ 195.62% |
$20.7M - $21.7M
|
1.09M
$31.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
13KNew |
$373K - $392K
|
13K
$374K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
380New |
$10.9K - $11.5K
|
380
$10.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-46.5K- 55.13% |
$1.34M - $1.41M
|
37.9K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
131K+ 76.44% |
$3.75M - $3.95M
|
301K
$8.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-811- 3.28% |
$23.3K - $24.5K
|
23.9K
$690K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.14K+ 1.79% |
$90.3K - $95K
|
179K
$5.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.18KNew |
$33.8K - $35.5K
|
1.18K
$33.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-298K- 96.61% |
$8.57M - $9.01M
|
10.5K
$302K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-2.95K- 18.47% |
$84.8K - $89.1K
|
13K
$375K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
28+ 0.51% |
$804 - $846
|
5.48K
$158K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
36.3K+ 7.72% |
$1.04M - $1.1M
|
507K
$14.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.65K- 18.81% |
$76K - $79.9K
|
11.4K
$329K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-188K- 21.22% |
$5.39M - $5.67M
|
697K
$20.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1KNew |
$28.7K - $30.2K
|
1K
$28.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-29.9K- 5.3% |
$860K - $904K
|
534K
$15.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
236K+ 64.99% |
$6.79M - $7.14M
|
600K
$17.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
33.8KNew |
$971K - $1.02M
|
33.8K
$973K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.85K+ 6.26% |
$283K - $298K
|
167K
$4.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-2.74K- 0.53% |
$78.7K - $82.7K
|
517K
$14.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
13KNew |
$373K - $393K
|
13K
$375K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
16K+ 42.37% |
$458K - $482K
|
53.6K
$1.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
50.9K+ 40.76% |
$1.46M - $1.54M
|
176K
$5.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
90.5K+ 27.86% |
$2.6M - $2.74M
|
416K
$12M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-376K- 86.25% |
$10.8M - $11.4M
|
59.9K
$1.73M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.33% |
$26.7 - $28.9
|
301
$8.67K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.7K- 37.31% |
$447K - $483K
|
28.1K
$810K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.2K- 10.92% |
$326K - $353K
|
99.6K
$2.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-525- 12.56% |
$14K - $15.2K
|
3.66K
$105K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.1KNew |
$190K - $205K
|
7.1K
$205K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.79K- 40.84% |
$128K - $138K
|
6.94K
$200K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.1K+ 21.18% |
$378K - $408K
|
80.8K
$2.33M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.7KNew |
$404K - $435K
|
15.7K
$451K
|
|