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
|
Cwm, LLC
|
BUY
|
- |
33K+ 6.5% |
$939K - $1.01M
|
540K
$16.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
197KNew |
$5.61M - $6.02M
|
197K
$5.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-26.4K- 15.78% |
$751K - $805K
|
141K
$4.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
169K+ 140.17% |
$4.82M - $5.17M
|
290K
$8.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
51.2K+ 377.88% |
$1.46M - $1.56M
|
64.7K
$1.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.31KNew |
$37.3K - $40K
|
1.31K
$39.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-67.5K- 16.24% |
$1.92M - $2.06M
|
348K
$10.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
75.4KNew |
$2.15M - $2.3M
|
75.4K
$2.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
19.2KNew |
$547K - $586K
|
19.2K
$578K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.16K- 50.0% |
$147K - $157K
|
5.16K
$155K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$311K - $333K
|
10.9K
$329K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
36.9KNew |
$1.05M - $1.13M
|
36.9K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
1.85MNew |
$52.8M - $56.5M
|
1.85M
$55.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
323K+ 62.54% |
$9.2M - $9.86M
|
840K
$25.3M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.97K+ 1.96% |
$56.7K - $59.6K
|
103K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
17.6KNew |
$506K - $532K
|
17.6K
$530K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-298K- 96.61% |
$8.57M - $9.01M
|
10.5K
$315K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-2.95K- 18.47% |
$84.8K - $89.1K
|
13K
$392K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1KNew |
$28.7K - $30.2K
|
1K
$30.1K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.33% |
$26.7 - $28.9
|
301
$9.06K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-525- 12.56% |
$14K - $15.2K
|
3.66K
$110K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.1KNew |
$190K - $205K
|
7.1K
$214K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.79K- 40.84% |
$128K - $138K
|
6.94K
$209K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.05KNew |
$233K - $251K
|
9.05K
$272K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
286New |
$7.37K - $7.94K
|
286
$8.61K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
29.5KNew |
$761K - $820K
|
29.5K
$889K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
197New |
$4.96K - $5.22K
|
197
$5.93K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
279New |
$7.02K - $7.39K
|
279
$8.4K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
855KNew |
$21.5M - $22.7M
|
855K
$25.7M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
25.4KNew |
$640K - $673K
|
25.4K
$766K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.39K+ 20.37% |
$60.2K - $63.4K
|
14.1K
$426K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
77.9KNew |
$1.96M - $2.06M
|
77.9K
$2.35M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
10.3KNew |
$258K - $272K
|
10.3K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
47.7KNew |
$1.2M - $1.26M
|
47.7K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-34.1K- 13.72% |
$858K - $903K
|
214K
$6.45M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.55KNew |
$190K - $200K
|
7.55K
$227K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-11.4K- 99.97% |
$286K - $301K
|
3
$90.3
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
122KNew |
$3.07M - $3.23M
|
122K
$3.68M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
59.6KNew |
$1.5M - $1.58M
|
59.6K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
367K+ 209.65% |
$9.23M - $9.72M
|
542K
$16.3M
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
BUY
|
- |
11.5KNew |
$288K - $304K
|
11.5K
$345K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
128KNew |
$3.21M - $3.38M
|
128K
$3.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
220New |
$5.54K - $5.83K
|
220
$6.62K
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-170K- 90.0% |
$4.29M - $4.51M
|
18.9K
$570K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
29.1KNew |
$732K - $770K
|
29.1K
$876K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
376New |
$9.46K - $9.96K
|
376
$11.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
65.4KNew |
$1.65M - $1.73M
|
65.4K
$1.97M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
181KNew |
$4.55M - $4.79M
|
181K
$5.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
83.6KNew |
$2.1M - $2.21M
|
83.6K
$2.52M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.31KNew |
$134K - $141K
|
5.31K
$160K
|
|