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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
80.5KNew |
$2.42M - $2.52M
|
80.5K
$2.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.6K- 48.81% |
$499K - $520K
|
17.4K
$551K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.22% |
$30 - $31.3
|
463
$14.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
9.76KNew |
$293K - $305K
|
9.76K
$308K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-8.75K- 41.15% |
$263K - $274K
|
12.5K
$396K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
88.1KNew |
$2.65M - $2.76M
|
88.1K
$2.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.02KNew |
$241K - $251K
|
8.02K
$254K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.69K- 5.08% |
$50.7K - $52.8K
|
31.6K
$998K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
10K+ 1.74% |
$302K - $314K
|
586K
$18.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-165K- 99.97% |
$4.97M - $5.17M
|
56
$1.77K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-7.4K- 5.02% |
$222K - $231K
|
140K
$4.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
350+ 0.3% |
$10.5K - $10.9K
|
117K
$3.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
7.22K+ 5.88% |
$217K - $226K
|
130K
$4.11M
|
|
|
Oct 07, 2025
Q3 2025
|
Bay Rivers Group
|
BUY
|
- |
2.1K+ 14.48% |
$62.9K - $65.5K
|
16.6K
$524K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.33K- 40.99% |
$63.5K - $70.1K
|
3.36K
$106K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.42KNew |
$229K - $253K
|
8.42K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
304New |
$8.27K - $9.14K
|
304
$9.61K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
59.2K+ 844.94% |
$1.61M - $1.78M
|
66.2K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-329- 1.35% |
$8.96K - $9.89K
|
24K
$759K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.5KNew |
$449K - $496K
|
16.5K
$521K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
14.6KNew |
$397K - $438K
|
14.6K
$461K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-608- 49.19% |
$16.5K - $18.3K
|
628
$19.9K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
49.2KNew |
$1.34M - $1.48M
|
49.2K
$1.56M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
62.5K+ 253.94% |
$1.7M - $1.88M
|
87.1K
$2.75M
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-142K- 86.01% |
$3.85M - $4.25M
|
23K
$728K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
44+ 1.19% |
$1.2K - $1.32K
|
3.75K
$118K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.75K- 17.96% |
$47.7K - $52.7K
|
8.01K
$253K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
152KNew |
$4.14M - $4.57M
|
152K
$4.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-350K- 41.66% |
$9.52M - $10.5M
|
490K
$15.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
140KNew |
$3.81M - $4.2M
|
140K
$4.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.8KNew |
$403K - $445K
|
14.8K
$468K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.85M- 99.95% |
$50.4M - $55.6M
|
901
$28.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
30.9KNew |
$840K - $927K
|
30.9K
$976K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
492New |
$13.4K - $14.8K
|
492
$15.6K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
962New |
$27.4K - $29.4K
|
962
$30.4K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.63KNew |
$246K - $263K
|
8.63K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
70New |
$1.99K - $2.14K
|
70
$2.21K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
400+ 105.26% |
$11.4K - $12.2K
|
780
$24.7K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
18.3KNew |
$520K - $558K
|
18.3K
$578K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.31KNew |
$37.3K - $40K
|
1.31K
$41.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
75.4KNew |
$2.15M - $2.3M
|
75.4K
$2.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
36.9KNew |
$1.05M - $1.13M
|
36.9K
$1.17M
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
17.6KNew |
$506K - $532K
|
17.6K
$557K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-298K- 96.61% |
$8.57M - $9.01M
|
10.5K
$331K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-2.95K- 18.47% |
$84.8K - $89.1K
|
13K
$412K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-525- 12.56% |
$14K - $15.2K
|
3.66K
$116K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.1KNew |
$190K - $205K
|
7.1K
$225K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.79K- 40.84% |
$128K - $138K
|
6.94K
$219K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2025
Q2 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-542KClosed |
$14M - $15M
|
0
$0
|
|