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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
36.5K+ 42.36% |
$994K - $1.1M
|
123K
$3.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
30.9KNew |
$840K - $927K
|
30.9K
$929K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.3K- 2.53% |
$117K - $129K
|
165K
$4.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
13.8K+ 123.55% |
$375K - $414K
|
24.9K
$750K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-198- 0.17% |
$5.39K - $5.95K
|
116K
$3.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
399+ 2.84% |
$10.9K - $12K
|
14.5K
$436K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
492New |
$13.4K - $14.8K
|
492
$14.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-8.5K- 5.45% |
$231K - $255K
|
148K
$4.44M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
40.9KNew |
$1.17M - $1.25M
|
40.9K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
24.3KNew |
$693K - $743K
|
24.3K
$733K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
104+ 1.33% |
$2.96K - $3.17K
|
7.91K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-288- 1.91% |
$8.2K - $8.79K
|
14.8K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
962New |
$27.4K - $29.4K
|
962
$29K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.63KNew |
$246K - $263K
|
8.63K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.48KNew |
$241K - $259K
|
8.48K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-11.1K- 6.34% |
$317K - $340K
|
165K
$4.96M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48KNew |
$1.37M - $1.46M
|
48K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
400New |
$11.4K - $12.2K
|
400
$12K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
70New |
$1.99K - $2.14K
|
70
$2.11K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
163K+ 213.31% |
$4.65M - $4.99M
|
240K
$7.23M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.35K- 54.39% |
$238K - $255K
|
7K
$211K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-44.8K- 22.72% |
$1.28M - $1.37M
|
152K
$4.59M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.59K- 8.29% |
$131K - $140K
|
50.7K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-43.4K- 18.15% |
$1.24M - $1.32M
|
196K
$5.89M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.34K+ 3.54% |
$180K - $193K
|
185K
$5.58M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
577New |
$16.4K - $17.6K
|
577
$17.4K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-191- 5.26% |
$5.44K - $5.83K
|
3.44K
$104K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
106K+ 818.58% |
$3.02M - $3.24M
|
119K
$3.59M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.87KNew |
$224K - $240K
|
7.87K
$237K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 3.55% |
$304K - $326K
|
312K
$9.4M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
436+ 0.08% |
$12.4K - $13.3K
|
535K
$16.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-137K- 22.87% |
$3.91M - $4.19M
|
463K
$13.9M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
29.7KNew |
$846K - $907K
|
29.7K
$895K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.65K- 14.46% |
$47K - $50.4K
|
9.76K
$294K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-885- 2.34% |
$25.2K - $27K
|
37K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
400+ 105.26% |
$11.4K - $12.2K
|
780
$23.5K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
119K+ 10.92% |
$3.38M - $3.62M
|
1.21M
$36.3M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
61+ 5.19% |
$1.74K - $1.86K
|
1.24K
$37.2K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.52K+ 10.98% |
$71.9K - $77K
|
25.5K
$768K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.5K- 15.06% |
$42.7K - $45.8K
|
8.47K
$255K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
18.3KNew |
$520K - $558K
|
18.3K
$550K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
123K+ 17.68% |
$3.51M - $3.76M
|
820K
$24.7M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 0.43% |
$29.4K - $31.5K
|
241K
$7.26M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-225- 0.94% |
$6.41K - $6.87K
|
23.7K
$714K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.02KNew |
$57.4K - $61.5K
|
2.02K
$60.7K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
8.29K+ 6.54% |
$236K - $253K
|
135K
$4.06M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.78K- 32.44% |
$50.6K - $54.3K
|
3.7K
$111K
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
24.6KNew |
$701K - $751K
|
24.6K
$741K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
58.1K+ 171.97% |
$1.65M - $1.77M
|
91.9K
$2.77M
|
|