Latest Institutional Purchases of Simplify Exchange Traded Fds H (HEQT)
This list provides information on the latest institutional transactions involving Simplify Exchange Traded Fds H (HEQT) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
236K+ 64.99% |
$6.79M - $7.14M
|
600K
$18M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
131K+ 76.44% |
$3.75M - $3.95M
|
301K
$9.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
90.5K+ 27.86% |
$2.6M - $2.74M
|
416K
$12.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
50.9K+ 40.76% |
$1.46M - $1.54M
|
176K
$5.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
36.3K+ 7.72% |
$1.04M - $1.1M
|
507K
$15.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
33.8KNew |
$971K - $1.02M
|
33.8K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
16K+ 42.37% |
$458K - $482K
|
53.6K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
13KNew |
$373K - $393K
|
13K
$391K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.85K+ 6.26% |
$283K - $298K
|
167K
$5.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.14K+ 1.79% |
$90.3K - $95K
|
179K
$5.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.18KNew |
$33.8K - $35.5K
|
1.18K
$35.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1KNew |
$28.7K - $30.2K
|
1K
$30.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
380New |
$10.9K - $11.5K
|
380
$11.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
28+ 0.51% |
$804 - $846
|
5.48K
$165K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
134K+ 1277.5% |
$3.58M - $3.87M
|
144K
$4.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.7K+ 16.73% |
$1.41M - $1.52M
|
368K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
18.6K+ 31.9% |
$497K - $537K
|
76.9K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
14.9KNew |
$399K - $431K
|
14.9K
$449K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.1K+ 21.18% |
$378K - $408K
|
80.8K
$2.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.1KNew |
$190K - $205K
|
7.1K
$214K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
3.11K+ 1.32% |
$83.2K - $89.9K
|
240K
$7.21M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.47K+ 319.43% |
$65.9K - $71.2K
|
3.24K
$97.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.33% |
$26.7 - $28.9
|
301
$9.05K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
29.5KNew |
$761K - $820K
|
29.5K
$887K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.7KNew |
$404K - $435K
|
15.7K
$471K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.05KNew |
$233K - $251K
|
9.05K
$272K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
286New |
$7.37K - $7.94K
|
286
$8.6K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
5.1MNew |
$128M - $135M
|
5.1M
$153M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
855KNew |
$21.5M - $22.7M
|
855K
$25.7M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
367K+ 209.65% |
$9.23M - $9.72M
|
542K
$16.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
181KNew |
$4.55M - $4.79M
|
181K
$5.43M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
128KNew |
$3.21M - $3.38M
|
128K
$3.84M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
122KNew |
$3.07M - $3.23M
|
122K
$3.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
83.6KNew |
$2.1M - $2.21M
|
83.6K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
77.9KNew |
$1.96M - $2.06M
|
77.9K
$2.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
65.4KNew |
$1.65M - $1.73M
|
65.4K
$1.97M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
59.6KNew |
$1.5M - $1.58M
|
59.6K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
47.7KNew |
$1.2M - $1.26M
|
47.7K
$1.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
29.1KNew |
$732K - $770K
|
29.1K
$874K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
25.4KNew |
$640K - $673K
|
25.4K
$764K
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
BUY
|
- |
11.5KNew |
$288K - $304K
|
11.5K
$345K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
10.3KNew |
$258K - $272K
|
10.3K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.55KNew |
$190K - $200K
|
7.55K
$227K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.31KNew |
$134K - $141K
|
5.31K
$160K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.39K+ 20.37% |
$60.2K - $63.4K
|
14.1K
$425K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
376New |
$9.46K - $9.96K
|
376
$11.3K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
279New |
$7.02K - $7.39K
|
279
$8.39K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
220New |
$5.54K - $5.83K
|
220
$6.61K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
197New |
$4.96K - $5.22K
|
197
$5.92K
|
|