Latest Institutional Purchases of Simplify Exchange Traded Fds H (HEQT)
This list provides information on the latest institutional transactions involving Simplify Exchange Traded Fds H (HEQT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
196K+ 42.32% |
$5.33M - $5.88M
|
659K
$20.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
178K+ 193.53% |
$4.84M - $5.34M
|
270K
$8.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
152KNew |
$4.14M - $4.57M
|
152K
$4.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
140KNew |
$3.81M - $4.2M
|
140K
$4.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
111K+ 1413.11% |
$3.03M - $3.34M
|
119K
$3.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
94K+ 39.15% |
$2.56M - $2.82M
|
334K
$10.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
93.8K+ 47.59% |
$2.55M - $2.82M
|
291K
$8.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
69.3KNew |
$1.89M - $2.08M
|
69.3K
$2.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.4K+ 22.21% |
$1.75M - $1.94M
|
355K
$10.8M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
62.5K+ 253.94% |
$1.7M - $1.88M
|
87.1K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
59.9K+ 30.61% |
$1.63M - $1.8M
|
256K
$7.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
59.2K+ 844.94% |
$1.61M - $1.78M
|
66.2K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49.7K+ 103.55% |
$1.35M - $1.49M
|
97.6K
$2.99M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
49.2KNew |
$1.34M - $1.48M
|
49.2K
$1.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
36.5K+ 42.36% |
$994K - $1.1M
|
123K
$3.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
36K+ 6.66% |
$979K - $1.08M
|
576K
$17.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
30.9KNew |
$840K - $927K
|
30.9K
$944K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.5KNew |
$449K - $496K
|
16.5K
$504K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
16.4K+ 4094.25% |
$446K - $492K
|
16.8K
$513K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.1KNew |
$411K - $454K
|
15.1K
$462K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.8KNew |
$403K - $445K
|
14.8K
$453K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
14.6KNew |
$397K - $438K
|
14.6K
$446K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
14K+ 73.12% |
$382K - $422K
|
33.3K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
13.8K+ 123.55% |
$375K - $414K
|
24.9K
$762K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
11.6K+ 7.63% |
$316K - $349K
|
164K
$5.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.3K+ 5.56% |
$280K - $310K
|
196K
$5.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.65KNew |
$235K - $260K
|
8.65K
$264K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.06KNew |
$220K - $242K
|
8.06K
$247K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.3K+ 8.19% |
$144K - $159K
|
70K
$2.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.65K+ 4.62% |
$127K - $140K
|
105K
$3.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.17K+ 80.92% |
$114K - $125K
|
9.33K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.36KNew |
$91.4K - $101K
|
3.36K
$103K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.19K+ 10.94% |
$32.5K - $35.9K
|
12.1K
$370K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
492New |
$13.4K - $14.8K
|
492
$15K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
462New |
$12.6K - $13.9K
|
462
$14.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
399+ 2.84% |
$10.9K - $12K
|
14.5K
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
304New |
$8.27K - $9.14K
|
304
$9.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
285+ 3.6% |
$7.76K - $8.56K
|
8.19K
$250K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
154+ 51.16% |
$4.19K - $4.63K
|
455
$13.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
111+ 0.75% |
$3.02K - $3.34K
|
14.9K
$455K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
50+ 0.1% |
$1.36K - $1.5K
|
50.8K
$1.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
44+ 1.19% |
$1.2K - $1.32K
|
3.75K
$115K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
75.4KNew |
$2.15M - $2.3M
|
75.4K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
40.9KNew |
$1.17M - $1.25M
|
40.9K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
36.9KNew |
$1.05M - $1.13M
|
36.9K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
18.3KNew |
$520K - $558K
|
18.3K
$559K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.63KNew |
$246K - $263K
|
8.63K
$264K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.31KNew |
$37.3K - $40K
|
1.31K
$40.1K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
962New |
$27.4K - $29.4K
|
962
$29.4K
|
|