Latest Institutional Transactions on Simplify Exchange Traded Fds H (HEQT)
This table provides information on the latest institutional transactions involving Simplify Exchange Traded Fds H (HEQT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.71K- 2.66% |
$147K - $159K
|
209K
$6M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.7KNew |
$404K - $435K
|
15.7K
$450K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-29- 0.04% |
$748 - $805
|
73.6K
$2.12M
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.73K+ 1.36% |
$70.3K - $75.7K
|
203K
$5.82M
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.05KNew |
$233K - $251K
|
9.05K
$260K
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
7.75K+ 15.33% |
$200K - $215K
|
58.3K
$1.68M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35K- 23.85% |
$903K - $972K
|
112K
$3.21M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-726- 14.8% |
$18.7K - $20.2K
|
4.18K
$120K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.9K- 8.49% |
$538K - $580K
|
225K
$6.47M
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
286New |
$7.37K - $7.94K
|
286
$8.22K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-41.1K- 47.81% |
$1.06M - $1.14M
|
44.8K
$1.29M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-23.1K- 68.81% |
$596K - $642K
|
10.5K
$301K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-75- 8.85% |
$1.93K - $2.08K
|
772
$22.2K
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-33.2K- 62.27% |
$855K - $921K
|
20.1K
$578K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.65K+ 0.67% |
$94.1K - $101K
|
546K
$15.7M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.49K- 1.23% |
$116K - $125K
|
360K
$10.3M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.3K- 47.53% |
$756K - $814K
|
32.4K
$931K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
47.8K+ 37.69% |
$1.23M - $1.33M
|
175K
$5.02M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
199K+ 172.05% |
$5.13M - $5.53M
|
315K
$9.05M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
19.9KNew |
$513K - $553K
|
19.9K
$573K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
201K+ 505.93% |
$5.18M - $5.58M
|
241K
$6.92M
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
5.11K+ 2.21% |
$132K - $142K
|
237K
$6.8M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.37K- 27.14% |
$113K - $121K
|
11.7K
$337K
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
4.04K+ 14.08% |
$104K - $112K
|
32.7K
$941K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-103K- 50.82% |
$2.66M - $2.87M
|
99.9K
$2.87M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.35K+ 1.03% |
$112K - $121K
|
424K
$12.2M
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-199- 2.45% |
$5.13K - $5.53K
|
7.92K
$228K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.71K+ 3.97% |
$147K - $159K
|
149K
$4.3M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-391- 2.66% |
$10.1K - $10.9K
|
14.3K
$411K
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
8.54K+ 26.26% |
$220K - $237K
|
41K
$1.18M
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
78.1K+ 18.27% |
$2.01M - $2.17M
|
506K
$14.5M
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
2.98K+ 3.2% |
$76.9K - $82.8K
|
96.1K
$2.76M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
66.7KNew |
$1.72M - $1.85M
|
66.7K
$1.92M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
42.9K+ 13.07% |
$1.11M - $1.19M
|
371K
$10.7M
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
3.48K+ 188.71% |
$89.6K - $96.5K
|
5.32K
$153K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
29.5KNew |
$761K - $820K
|
29.5K
$849K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-299- 99.67% |
$7.52K - $7.92K
|
1
$28.8
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.39K+ 20.37% |
$60.2K - $63.4K
|
14.1K
$407K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
197New |
$4.96K - $5.22K
|
197
$5.66K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
279New |
$7.02K - $7.39K
|
279
$8.02K
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
77.9KNew |
$1.96M - $2.06M
|
77.9K
$2.24M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
25.4KNew |
$640K - $673K
|
25.4K
$731K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
855KNew |
$21.5M - $22.7M
|
855K
$24.6M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.55KNew |
$190K - $200K
|
7.55K
$217K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-34.1K- 13.72% |
$858K - $903K
|
214K
$6.16M
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
47.7KNew |
$1.2M - $1.26M
|
47.7K
$1.37M
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
10.3KNew |
$258K - $272K
|
10.3K
$295K
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-11.4K- 99.97% |
$286K - $301K
|
3
$86.3
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
122KNew |
$3.07M - $3.23M
|
122K
$3.51M
|