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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-885- 2.34% |
$25.2K - $27K
|
37K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 0.43% |
$29.4K - $31.5K
|
241K
$7.1M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.5K- 15.06% |
$42.7K - $45.8K
|
8.47K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.65K- 14.46% |
$47K - $50.4K
|
9.76K
$288K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.78K- 32.44% |
$50.6K - $54.3K
|
3.7K
$109K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.59K- 8.29% |
$131K - $140K
|
50.7K
$1.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.16K- 50.0% |
$147K - $157K
|
5.16K
$152K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.35K- 54.39% |
$238K - $255K
|
7K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-11.1K- 6.34% |
$317K - $340K
|
165K
$4.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-26.4K- 15.78% |
$751K - $805K
|
141K
$4.15M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-43.4K- 18.15% |
$1.24M - $1.32M
|
196K
$5.77M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-44.8K- 22.72% |
$1.28M - $1.37M
|
152K
$4.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-67.5K- 16.24% |
$1.92M - $2.06M
|
348K
$10.3M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-137K- 22.87% |
$3.91M - $4.19M
|
463K
$13.6M
|