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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-701- 5.92% |
$20K - $21.4K
|
11.1K
$319K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
33K+ 6.5% |
$939K - $1.01M
|
540K
$15.5M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
58.1K+ 171.97% |
$1.65M - $1.77M
|
91.9K
$2.63M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
24.6KNew |
$701K - $751K
|
24.6K
$704K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.78K- 32.44% |
$50.6K - $54.3K
|
3.7K
$106K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
8.29K+ 6.54% |
$236K - $253K
|
135K
$3.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
102K+ 191.0% |
$2.92M - $3.13M
|
156K
$4.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-26.4K- 15.78% |
$751K - $805K
|
141K
$4.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
197KNew |
$5.61M - $6.02M
|
197K
$5.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
169K+ 140.17% |
$4.82M - $5.17M
|
290K
$8.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
51.2K+ 377.88% |
$1.46M - $1.56M
|
64.7K
$1.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
75.4KNew |
$2.15M - $2.3M
|
75.4K
$2.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.31KNew |
$37.3K - $40K
|
1.31K
$37.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-67.5K- 16.24% |
$1.92M - $2.06M
|
348K
$9.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
19.2KNew |
$547K - $586K
|
19.2K
$550K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.16K- 50.0% |
$147K - $157K
|
5.16K
$148K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
26.2K+ 43.79% |
$748K - $801K
|
86.2K
$2.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
1.85MNew |
$52.8M - $56.5M
|
1.85M
$53M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
36.9KNew |
$1.05M - $1.13M
|
36.9K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$311K - $333K
|
10.9K
$312K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
323K+ 62.54% |
$9.2M - $9.86M
|
840K
$24M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
116KNew |
$3.32M - $3.55M
|
116K
$3.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
170KNew |
$4.84M - $5.18M
|
170K
$4.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
1.07K+ 8.23% |
$30.5K - $32.7K
|
14.1K
$403K
|
|
| Q4 2024 | |||||||
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.27K+ 0.95% |
$65.3K - $68.7K
|
242K
$6.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
94.6K+ 65.56% |
$2.72M - $2.86M
|
239K
$6.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.8KNew |
$224K - $236K
|
7.8K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
141+ 0.26% |
$4.05K - $4.26K
|
55.3K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
116+ 0.78% |
$3.33K - $3.51K
|
15K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.4KNew |
$441K - $464K
|
15.4K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
9.97KNew |
$286K - $301K
|
9.97K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
17.6KNew |
$506K - $532K
|
17.6K
$504K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
76.6KNew |
$2.2M - $2.32M
|
76.6K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.18K- 26.26% |
$235K - $247K
|
23K
$658K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.7K- 1.84% |
$106K - $112K
|
197K
$5.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
392+ 12.11% |
$11.3K - $11.8K
|
3.63K
$104K
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
13KNew |
$373K - $392K
|
13K
$371K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
719K+ 195.62% |
$20.7M - $21.7M
|
1.09M
$31.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-46.5K- 55.13% |
$1.34M - $1.41M
|
37.9K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
380New |
$10.9K - $11.5K
|
380
$10.9K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
131K+ 76.44% |
$3.75M - $3.95M
|
301K
$8.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-811- 3.28% |
$23.3K - $24.5K
|
23.9K
$685K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.14K+ 1.79% |
$90.3K - $95K
|
179K
$5.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.18KNew |
$33.8K - $35.5K
|
1.18K
$33.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-298K- 96.61% |
$8.57M - $9.01M
|
10.5K
$300K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-2.95K- 18.47% |
$84.8K - $89.1K
|
13K
$373K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-188K- 21.22% |
$5.39M - $5.67M
|
697K
$19.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.65K- 18.81% |
$76K - $79.9K
|
11.4K
$327K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1KNew |
$28.7K - $30.2K
|
1K
$28.6K
|
|