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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
20.3KNew |
$481K - $529K
|
20.3K
$611K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.13K+ 14.09% |
$74.2K - $81.6K
|
25.4K
$764K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.49K- 20.98% |
$58.9K - $64.8K
|
9.36K
$282K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-56.8K- 87.7% |
$1.35M - $1.48M
|
7.97K
$240K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
283New |
$6.71K - $7.37K
|
283
$8.52K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
24.4KNew |
$595K - $616K
|
24.4K
$735K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.76K- 4.11% |
$116K - $120K
|
111K
$3.34M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
315+ 0.28% |
$7.68K - $7.96K
|
115K
$3.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
20New |
$487 - $505
|
20
$602
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
14KNew |
$330K - $347K
|
14K
$421K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.77KNew |
$89.1K - $93.6K
|
3.77K
$114K
|
|
| Q4 2022 | |||||||
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
22.5KNew |
$502K - $541K
|
22.5K
$678K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
35.6K+ 29.67% |
$795K - $856K
|
156K
$4.69M
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Ovata Capital Management LTD
|
BUY
|
- |
400K+ 100.0% |
$9.12M - $9.67M
|
800K
$24.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.57KNew |
$58.5K - $62.1K
|
2.57K
$77.4K
|
|