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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
134K+ 1277.5% |
$3.58M - $3.87M
|
144K
$4.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.4K- 25.06% |
$493K - $533K
|
55.2K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.21K+ 0.69% |
$32.4K - $35K
|
176K
$5.21M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-54K- 24.02% |
$1.44M - $1.56M
|
171K
$5.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.33% |
$26.7 - $28.9
|
301
$8.91K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
14.9KNew |
$399K - $431K
|
14.9K
$442K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.7K- 37.31% |
$447K - $483K
|
28.1K
$833K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.2K- 10.92% |
$326K - $353K
|
99.6K
$2.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-177K- 85.06% |
$4.74M - $5.13M
|
31.2K
$923K
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
18.6K+ 31.9% |
$497K - $537K
|
76.9K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.8K- 0.89% |
$48.1K - $51.9K
|
201K
$5.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.7K+ 16.73% |
$1.41M - $1.52M
|
368K
$10.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-245- 1.71% |
$6.55K - $7.08K
|
14.1K
$416K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-525- 12.56% |
$14K - $15.2K
|
3.66K
$108K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.47K+ 319.43% |
$65.9K - $71.2K
|
3.24K
$95.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-788- 2.43% |
$21.1K - $22.8K
|
31.6K
$935K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
3.11K+ 1.32% |
$83.2K - $89.9K
|
240K
$7.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
18.7K+ 3.44% |
$501K - $541K
|
564K
$16.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.05K+ 1.13% |
$108K - $117K
|
364K
$10.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.1KNew |
$190K - $205K
|
7.1K
$210K
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
28.7K+ 29.84% |
$767K - $829K
|
125K
$3.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
403K+ 1232.15% |
$10.8M - $11.6M
|
436K
$12.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
13.6K+ 2.69% |
$363K - $392K
|
519K
$15.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-99.4K- 23.43% |
$2.66M - $2.87M
|
325K
$9.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.37K- 8.21% |
$90.1K - $97.3K
|
37.7K
$1.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-4.13K- 20.55% |
$110K - $119K
|
16K
$473K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
644K+ 267.34% |
$17.2M - $18.6M
|
884K
$26.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.79K- 40.84% |
$128K - $138K
|
6.94K
$206K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.5K- 15.55% |
$416K - $449K
|
84.4K
$2.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.83K+ 5.24% |
$209K - $226K
|
157K
$4.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
4.83K+ 24.25% |
$129K - $139K
|
24.7K
$733K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
99.9K+ 26.93% |
$2.67M - $2.89M
|
471K
$13.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
135+ 2.54% |
$3.61K - $3.9K
|
5.45K
$161K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.1K+ 21.18% |
$378K - $408K
|
80.8K
$2.39M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.7KNew |
$404K - $435K
|
15.7K
$464K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.05KNew |
$233K - $251K
|
9.05K
$268K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
286New |
$7.37K - $7.94K
|
286
$8.47K
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-199- 2.45% |
$5.13K - $5.53K
|
7.92K
$234K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
29.5KNew |
$761K - $820K
|
29.5K
$874K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.39K+ 20.37% |
$60.2K - $63.4K
|
14.1K
$419K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
197New |
$4.96K - $5.22K
|
197
$5.83K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
77.9KNew |
$1.96M - $2.06M
|
77.9K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
25.4KNew |
$640K - $673K
|
25.4K
$753K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
855KNew |
$21.5M - $22.7M
|
855K
$25.3M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
279New |
$7.02K - $7.39K
|
279
$8.26K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.55KNew |
$190K - $200K
|
7.55K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-34.1K- 13.72% |
$858K - $903K
|
214K
$6.35M
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
47.7KNew |
$1.2M - $1.26M
|
47.7K
$1.41M
|
|