Purchases and Sales Made in Q1 2025 in Simplify Exchange Traded Fds H (HEQT)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds H (HEQT) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
1.85MNew |
$52.8M - $56.5M
|
1.85M
$54.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
323K+ 62.54% |
$9.2M - $9.86M
|
840K
$24.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
197KNew |
$5.61M - $6.02M
|
197K
$5.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
170KNew |
$4.84M - $5.18M
|
170K
$5.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
169K+ 140.17% |
$4.82M - $5.17M
|
290K
$8.55M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
163K+ 213.31% |
$4.65M - $4.99M
|
240K
$7.08M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
123K+ 17.68% |
$3.51M - $3.76M
|
820K
$24.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
119K+ 10.92% |
$3.38M - $3.62M
|
1.21M
$35.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
116KNew |
$3.32M - $3.55M
|
116K
$3.43M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
106K+ 818.58% |
$3.02M - $3.24M
|
119K
$3.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
102K+ 191.0% |
$2.92M - $3.13M
|
156K
$4.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
75.4KNew |
$2.15M - $2.3M
|
75.4K
$2.22M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
58.1K+ 171.97% |
$1.65M - $1.77M
|
91.9K
$2.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
51.2K+ 377.88% |
$1.46M - $1.56M
|
64.7K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48KNew |
$1.37M - $1.46M
|
48K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
40.9KNew |
$1.17M - $1.25M
|
40.9K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
36.9KNew |
$1.05M - $1.13M
|
36.9K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
33K+ 6.5% |
$939K - $1.01M
|
540K
$15.9M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
29.7KNew |
$846K - $907K
|
29.7K
$876K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
26.2K+ 43.79% |
$748K - $801K
|
86.2K
$2.54M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
24.6KNew |
$701K - $751K
|
24.6K
$725K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
24.3KNew |
$693K - $743K
|
24.3K
$718K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
19.2KNew |
$547K - $586K
|
19.2K
$566K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
18.3KNew |
$520K - $558K
|
18.3K
$539K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$311K - $333K
|
10.9K
$322K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 3.55% |
$304K - $326K
|
312K
$9.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
10.3KNew |
$294K - $315K
|
10.3K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.63KNew |
$246K - $263K
|
8.63K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.48KNew |
$241K - $259K
|
8.48K
$250K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
8.29K+ 6.54% |
$236K - $253K
|
135K
$3.98M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.87KNew |
$224K - $240K
|
7.87K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.34K+ 3.54% |
$180K - $193K
|
185K
$5.46M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.52K+ 10.98% |
$71.9K - $77K
|
25.5K
$752K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.02KNew |
$57.4K - $61.5K
|
2.02K
$59.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.31KNew |
$37.3K - $40K
|
1.31K
$38.6K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.21K+ 1.22% |
$34.5K - $37K
|
101K
$2.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
1.07K+ 8.23% |
$30.5K - $32.7K
|
14.1K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
962New |
$27.4K - $29.4K
|
962
$28.4K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
577New |
$16.4K - $17.6K
|
577
$17K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
436+ 0.08% |
$12.4K - $13.3K
|
535K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
400New |
$11.4K - $12.2K
|
400
$11.8K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
400+ 105.26% |
$11.4K - $12.2K
|
780
$23K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
104+ 1.33% |
$2.96K - $3.17K
|
7.91K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
70New |
$1.99K - $2.14K
|
70
$2.06K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
61+ 5.19% |
$1.74K - $1.86K
|
1.24K
$36.4K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-191- 5.26% |
$5.44K - $5.83K
|
3.44K
$101K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-225- 0.94% |
$6.41K - $6.87K
|
23.7K
$699K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-288- 1.91% |
$8.2K - $8.79K
|
14.8K
$435K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-701- 5.92% |
$20K - $21.4K
|
11.1K
$329K
|