Purchases and Sales Made in Q1 2024 in Simplify Exchange Traded Fds H (HEQT)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds H (HEQT) during Q1 2024. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCHANGE TRADED FDS H.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
5.1MNew |
$128M - $135M
|
5.1M
$154M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
855KNew |
$21.5M - $22.7M
|
855K
$25.9M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
428KNew |
$10.8M - $11.3M
|
428K
$12.9M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
367K+ 209.65% |
$9.23M - $9.72M
|
542K
$16.4M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
329K+ 359.31% |
$8.27M - $8.71M
|
420K
$12.7M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
292K+ 818.19% |
$7.36M - $7.74M
|
328K
$9.92M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
214KNew |
$5.39M - $5.68M
|
214K
$6.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
189KNew |
$4.76M - $5.01M
|
189K
$5.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
181KNew |
$4.55M - $4.79M
|
181K
$5.47M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
131K+ 808.4% |
$3.29M - $3.46M
|
147K
$4.44M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
128KNew |
$3.21M - $3.38M
|
128K
$3.86M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
122KNew |
$3.07M - $3.23M
|
122K
$3.69M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.7K+ 312.22% |
$2.21M - $2.32M
|
116K
$3.5M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
85.9KNew |
$2.16M - $2.28M
|
85.9K
$2.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
83.6KNew |
$2.1M - $2.21M
|
83.6K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
77.9KNew |
$1.96M - $2.06M
|
77.9K
$2.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
65.4KNew |
$1.65M - $1.73M
|
65.4K
$1.98M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
59.6KNew |
$1.5M - $1.58M
|
59.6K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
53.3KNew |
$1.34M - $1.41M
|
53.3K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
47.7KNew |
$1.2M - $1.26M
|
47.7K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
40.6K+ 405.36% |
$1.02M - $1.07M
|
50.6K
$1.53M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
35.7K+ 18.21% |
$897K - $945K
|
231K
$7M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
33.6KNew |
$845K - $890K
|
33.6K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
29.1KNew |
$732K - $770K
|
29.1K
$880K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.6K+ 70.95% |
$644K - $678K
|
61.7K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
25.4KNew |
$640K - $673K
|
25.4K
$769K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.9K+ 11.29% |
$627K - $661K
|
246K
$7.43M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.1KNew |
$405K - $427K
|
16.1K
$487K
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
BUY
|
- |
11.5KNew |
$288K - $304K
|
11.5K
$347K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
10.5KNew |
$263K - $277K
|
10.5K
$317K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
10.3KNew |
$258K - $272K
|
10.3K
$310K
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.91K+ 2.51% |
$224K - $236K
|
364K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.55KNew |
$190K - $200K
|
7.55K
$228K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.22K+ 5.28% |
$182K - $191K
|
144K
$4.35M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.31KNew |
$134K - $141K
|
5.31K
$161K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.94K+ 4.05% |
$124K - $131K
|
127K
$3.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.91KNew |
$123K - $130K
|
4.91K
$148K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.46K+ 12.65% |
$112K - $118K
|
39.7K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.39K+ 20.37% |
$60.2K - $63.4K
|
14.1K
$428K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
376New |
$9.46K - $9.96K
|
376
$11.4K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
279New |
$7.02K - $7.39K
|
279
$8.44K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
220New |
$5.54K - $5.83K
|
220
$6.65K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
197New |
$4.96K - $5.22K
|
197
$5.96K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$25.2 - $26.5
|
1
$30.2
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-96- 0.1% |
$2.42K - $2.54K
|
93.2K
$2.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-267- 0.81% |
$6.72K - $7.07K
|
32.5K
$983K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-299- 99.67% |
$7.52K - $7.92K
|
1
$30.2
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-299- 99.67% |
$7.52K - $7.92K
|
1
$30.2
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-473- 0.64% |
$11.9K - $12.5K
|
73.6K
$2.23M
|