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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
13.4K+ 5.58% |
$404K - $420K
|
254K
$8.04M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
116+ 0.23% |
$3.48K - $3.63K
|
50.9K
$1.61M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-44.4K- 99.12% |
$1.33M - $1.39M
|
396
$12.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-433- 41.2% |
$13K - $13.5K
|
618
$19.5K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-73- 12.65% |
$2.19K - $2.28K
|
504
$15.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.22% |
$30 - $31.3
|
454
$14.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.53K+ 23.35% |
$106K - $110K
|
18.6K
$589K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-73.8K- 75.62% |
$2.22M - $2.31M
|
23.8K
$753K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.95K+ 6.7% |
$239K - $248K
|
127K
$4M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.11K- 8.31% |
$63.2K - $65.9K
|
23.2K
$735K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.5K+ 15.13% |
$315K - $328K
|
79.8K
$2.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-202K- 60.46% |
$6.06M - $6.31M
|
132K
$4.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.7K+ 1.48% |
$51.2K - $53.3K
|
117K
$3.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
40KNew |
$1.2M - $1.25M
|
40K
$1.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
851+ 5.72% |
$25.5K - $26.6K
|
15.7K
$497K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.29K+ 26.51% |
$68.8K - $71.7K
|
10.9K
$346K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.42K+ 79.91% |
$193K - $201K
|
14.4K
$457K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
650New |
$19.5K - $20.3K
|
650
$20.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-50.1K- 19.61% |
$1.5M - $1.57M
|
205K
$6.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
118+ 1.44% |
$3.54K - $3.69K
|
8.31K
$263K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28KNew |
$840K - $875K
|
28K
$884K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-64.6K- 33.02% |
$1.94M - $2.02M
|
131K
$4.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
545+ 54.5% |
$16.4K - $17K
|
1.55K
$48.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-222K- 35.4% |
$6.68M - $6.95M
|
406K
$12.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-22.1K- 88.58% |
$663K - $690K
|
2.85K
$89.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.45K- 2.72% |
$134K - $139K
|
159K
$5.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
2.51K+ 11.57% |
$75.5K - $78.6K
|
24.2K
$766K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-60.8K- 23.52% |
$1.83M - $1.9M
|
198K
$6.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
75KNew |
$2.25M - $2.35M
|
75K
$2.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27.2K+ 337.5% |
$817K - $851K
|
35.3K
$1.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.79K+ 2.55% |
$53.7K - $55.9K
|
71.8K
$2.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-160- 6.14% |
$4.8K - $5K
|
2.45K
$77.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.34KNew |
$40.2K - $41.9K
|
1.34K
$42.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
900+ 26.17% |
$27K - $28.1K
|
4.34K
$137K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.63K+ 10.33% |
$169K - $176K
|
60.1K
$1.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-279K- 96.0% |
$8.39M - $8.73M
|
11.6K
$368K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
109K+ 79.46% |
$3.28M - $3.42M
|
247K
$7.8M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-93- 0.05% |
$2.79K - $2.91K
|
173K
$5.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
719+ 5.94% |
$21.6K - $22.5K
|
12.8K
$405K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8.14K+ 48.52% |
$244K - $255K
|
24.9K
$788K
|
|
|
Nov 05, 2025
Q3 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.52K+ 1.13% |
$45.6K - $47.5K
|
136K
$4.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.02K+ 6.73% |
$241K - $251K
|
127K
$4.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-206K- 58.05% |
$6.18M - $6.44M
|
149K
$4.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-497- 5.33% |
$14.9K - $15.5K
|
8.84K
$279K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-65- 0.97% |
$1.95K - $2.03K
|
6.66K
$211K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.6K- 0.7% |
$138K - $144K
|
654K
$20.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6K+ 1.88% |
$180K - $188K
|
325K
$10.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-1.67K- 0.62% |
$50K - $52.1K
|
268K
$8.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
3.12KNew |
$93.5K - $97.4K
|
3.12K
$98.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
57.7KNew |
$1.73M - $1.8M
|
57.7K
$1.82M
|
|