Purchases and Sales Made in Q4 2023 in Simplify Exchange Traded Fds H (HEQT)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds H (HEQT) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
63K+ 208.02% |
$1.49M - $1.64M
|
93.3K
$2.82M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38.8K+ 21.3% |
$919K - $1.01M
|
221K
$6.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
35.3KNew |
$836K - $919K
|
35.3K
$1.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
32.8KNew |
$777K - $854K
|
32.8K
$991K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
30K+ 20.7% |
$711K - $782K
|
175K
$5.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.6K+ 23.98% |
$559K - $614K
|
122K
$3.69M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
21.7K+ 12.46% |
$514K - $566K
|
196K
$5.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
20.3KNew |
$481K - $529K
|
20.3K
$613K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.6K+ 7.03% |
$322K - $354K
|
207K
$6.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.8KNew |
$278K - $306K
|
11.8K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$255K - $280K
|
10.8K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.4K+ 58.49% |
$246K - $270K
|
28.1K
$849K
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
10KNew |
$237K - $261K
|
10K
$303K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
9.75KNew |
$231K - $254K
|
9.75K
$295K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
6.3K+ 21.38% |
$149K - $164K
|
35.7K
$1.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.85K+ 55.67% |
$139K - $152K
|
16.3K
$494K
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
4.81K+ 14.75% |
$114K - $125K
|
37.4K
$1.13M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.84K+ 1.09% |
$91.1K - $100K
|
355K
$10.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.13K+ 14.09% |
$74.2K - $81.6K
|
25.4K
$767K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.22K+ 308.06% |
$52.6K - $57.8K
|
2.94K
$88.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
997+ 0.74% |
$23.6K - $26K
|
137K
$4.13M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
283New |
$6.71K - $7.37K
|
283
$8.56K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
23+ 0.2% |
$545 - $599
|
11.4K
$344K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-300- 9.26% |
$7.11K - $7.82K
|
2.94K
$88.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-365- 2.21% |
$8.65K - $9.51K
|
16.2K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.46K- 1.93% |
$34.6K - $38.1K
|
74.1K
$2.24M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.11K- 0.38% |
$50K - $54.9K
|
547K
$16.6M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.49K- 20.98% |
$58.9K - $64.8K
|
9.36K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-5.69K- 2.71% |
$135K - $148K
|
204K
$6.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.9K- 4.19% |
$258K - $283K
|
248K
$7.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41.4K- 53.44% |
$982K - $1.08M
|
36.1K
$1.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-56.8K- 87.7% |
$1.35M - $1.48M
|
7.97K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-356K- 79.57% |
$8.44M - $9.28M
|
91.5K
$2.77M
|