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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
109K+ 79.46% |
$3.28M - $3.42M
|
247K
$7.8M
|
|
|
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 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
80.5KNew |
$2.42M - $2.52M
|
80.5K
$2.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
75KNew |
$2.25M - $2.35M
|
75K
$2.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
57.7KNew |
$1.73M - $1.8M
|
57.7K
$1.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
40KNew |
$1.2M - $1.25M
|
40K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28KNew |
$840K - $875K
|
28K
$884K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27.2K+ 337.5% |
$817K - $851K
|
35.3K
$1.12M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
13.4K+ 5.58% |
$404K - $420K
|
254K
$8.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.5K+ 15.13% |
$315K - $328K
|
79.8K
$2.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
10K+ 1.74% |
$302K - $314K
|
586K
$18.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
9.76KNew |
$293K - $305K
|
9.76K
$308K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8.14K+ 48.52% |
$244K - $255K
|
24.9K
$788K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.02KNew |
$241K - $251K
|
8.02K
$254K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.02K+ 6.73% |
$241K - $251K
|
127K
$4.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.95K+ 6.7% |
$239K - $248K
|
127K
$4M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
7.22K+ 5.88% |
$217K - $226K
|
130K
$4.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.42K+ 79.91% |
$193K - $201K
|
14.4K
$457K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6K+ 1.88% |
$180K - $188K
|
325K
$10.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.63K+ 10.33% |
$169K - $176K
|
60.1K
$1.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.53K+ 23.35% |
$106K - $110K
|
18.6K
$589K
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
3.12KNew |
$93.5K - $97.4K
|
3.12K
$98.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
2.51K+ 11.57% |
$75.5K - $78.6K
|
24.2K
$766K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.29K+ 26.51% |
$68.8K - $71.7K
|
10.9K
$346K
|
|
|
Oct 07, 2025
Q3 2025
|
Bay Rivers Group
|
BUY
|
- |
2.1K+ 14.48% |
$62.9K - $65.5K
|
16.6K
$524K
|
|
|
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 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.7K+ 1.48% |
$51.2K - $53.3K
|
117K
$3.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.52K+ 1.13% |
$45.6K - $47.5K
|
136K
$4.29M
|
|
|
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 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
851+ 5.72% |
$25.5K - $26.6K
|
15.7K
$497K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
719+ 5.94% |
$21.6K - $22.5K
|
12.8K
$405K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
650New |
$19.5K - $20.3K
|
650
$20.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
545+ 54.5% |
$16.4K - $17K
|
1.55K
$48.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
350+ 0.3% |
$10.5K - $10.9K
|
117K
$3.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
118+ 1.44% |
$3.54K - $3.69K
|
8.31K
$263K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
116+ 0.23% |
$3.48K - $3.63K
|
50.9K
$1.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.22% |
$30 - $31.3
|
463
$14.6K
|
|
| Q2 2025 | |||||||
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
152KNew |
$4.14M - $4.57M
|
152K
$4.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
140KNew |
$3.81M - $4.2M
|
140K
$4.42M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
62.5K+ 253.94% |
$1.7M - $1.88M
|
87.1K
$2.75M
|
|
|
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 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
49.2KNew |
$1.34M - $1.48M
|
49.2K
$1.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
30.9KNew |
$840K - $927K
|
30.9K
$976K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.5KNew |
$449K - $496K
|
16.5K
$521K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.8KNew |
$403K - $445K
|
14.8K
$468K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
14.6KNew |
$397K - $438K
|
14.6K
$461K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.42KNew |
$229K - $253K
|
8.42K
$266K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
492New |
$13.4K - $14.8K
|
492
$15.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
304New |
$8.27K - $9.14K
|
304
$9.61K
|
|