Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-19.9K- 17.06% |
$616K - $634K
|
96.7K
$3.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-12K- 8.54% |
$371K - $382K
|
128K
$4.05M
|
|
| Q3 2025 | |||||||
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-279K- 96.0% |
$8.39M - $8.73M
|
11.6K
$368K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-222K- 35.4% |
$6.68M - $6.95M
|
406K
$12.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-206K- 58.05% |
$6.18M - $6.44M
|
149K
$4.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-202K- 60.46% |
$6.06M - $6.31M
|
132K
$4.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-165K- 99.97% |
$4.97M - $5.17M
|
56
$1.77K
|
|
|
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 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
|
Private Advisor Group, LLC
|
SELL
|
- |
-60.8K- 23.52% |
$1.83M - $1.9M
|
198K
$6.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-50.1K- 19.61% |
$1.5M - $1.57M
|
205K
$6.49M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-44.4K- 99.12% |
$1.33M - $1.39M
|
396
$12.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-22.1K- 88.58% |
$663K - $690K
|
2.85K
$89.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.6K- 48.81% |
$499K - $520K
|
17.4K
$551K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-8.75K- 41.15% |
$263K - $274K
|
12.5K
$396K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.6K- 0.7% |
$138K - $144K
|
654K
$20.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.45K- 2.72% |
$134K - $139K
|
159K
$5.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.11K- 8.31% |
$63.2K - $65.9K
|
23.2K
$735K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.69K- 5.08% |
$50.7K - $52.8K
|
31.6K
$998K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-1.67K- 0.62% |
$50K - $52.1K
|
268K
$8.47M
|
|
|
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 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-433- 41.2% |
$13K - $13.5K
|
618
$19.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-160- 6.14% |
$4.8K - $5K
|
2.45K
$77.3K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-93- 0.05% |
$2.79K - $2.91K
|
173K
$5.46M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-73- 12.65% |
$2.19K - $2.28K
|
504
$15.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-65- 0.97% |
$1.95K - $2.03K
|
6.66K
$211K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.22% |
$30 - $31.3
|
454
$14.4K
|
|
| Q2 2025 | |||||||
|
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 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-350K- 41.66% |
$9.52M - $10.5M
|
490K
$15.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-142K- 86.01% |
$3.85M - $4.25M
|
23K
$728K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.33K- 40.99% |
$63.5K - $70.1K
|
3.36K
$106K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.75K- 17.96% |
$47.7K - $52.7K
|
8.01K
$253K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-608- 49.19% |
$16.5K - $18.3K
|
628
$19.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-329- 1.35% |
$8.96K - $9.89K
|
24K
$759K
|
|
| Q4 2024 | |||||||
|
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 | |||||||
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.79K- 40.84% |
$128K - $138K
|
6.94K
$219K
|
|
|
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
|
|
| Q2 2024 | |||||||
|
Jul 31, 2025
Q2 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-542KClosed |
$14M - $15M
|
0
$0
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-170K- 90.0% |
$4.29M - $4.51M
|
18.9K
$598K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-34.1K- 13.72% |
$858K - $903K
|
214K
$6.78M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-11.4K- 99.97% |
$286K - $301K
|
3
$94.8
|
|
| Q4 2023 | |||||||
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-56.8K- 87.7% |
$1.35M - $1.48M
|
7.97K
$252K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.49K- 20.98% |
$58.9K - $64.8K
|
9.36K
$296K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.76K- 4.11% |
$116K - $120K
|
111K
$3.51M
|
|