Latest Institutional Purchases of Simplify Exchange Traded Fds H (HEQT)

HEQT Quotes by TradingView

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
 -
152K
New
$4.14M - $4.57M
152K $4.65M
Jul 22, 2025 Q2 2025
Belpointe Asset Management LLC

BUY
 -
140K
New
$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
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
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
 -
30.9K
New
$840K - $927K
30.9K $944K
Aug 08, 2025 Q2 2025
Gts Securities LLC

New York, NY
BUY
 -
15.1K
New
$411K - $454K
15.1K $462K
Jul 17, 2025 Q2 2025
Pfg Investments, LLC

Woodbury, NY
BUY
 -
14.8K
New
$403K - $445K
14.8K $453K
Aug 14, 2025 Q2 2025
Old Mission Capital LLC

BUY
 -
14.6K
New
$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 12, 2025 Q2 2025
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
8.06K
New
$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 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
 -
492
New
$13.4K - $14.8K
492 $15K
Aug 12, 2025 Q2 2025
Global Retirement Partners, LLC

BUY
 -
462
New
$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
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
 -
0
New
$0 - $0
0 $0
Q1 2025
Apr 25, 2025 Q1 2025
Wise Wealth Partners

Phoenix, AZ
BUY
 -
75.4K
New
$2.15M - $2.3M
75.4K $2.3M
May 14, 2025 Q1 2025
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
48K
New
$1.37M - $1.46M
48K $1.47M
May 15, 2025 Q1 2025
Advisory Services Network, LLC

BUY
 -
40.9K
New
$1.17M - $1.25M
40.9K $1.25M
Apr 23, 2025 Q1 2025
Sfg Wealth Management, Llc.

BUY
 -
36.9K
New
$1.05M - $1.13M
36.9K $1.13M
May 15, 2025 Q1 2025
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
24.3K
New
$693K - $743K
24.3K $744K
May 06, 2025 Q1 2025
Advisors Preferred, LLC

Rockville, MD
BUY
 -
18.3K
New
$520K - $558K
18.3K $559K
May 15, 2025 Q1 2025
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
8.63K
New
$246K - $263K
8.63K $264K
May 15, 2025 Q1 2025
Mariner, LLC

Overland Park, KS
BUY
 -
8.48K
New
$241K - $259K
8.48K $259K
May 01, 2025 Q1 2025
Harmony Asset Management LLC

Scottsdale, AZ
BUY
 -
8.29K
+ 6.54%
$236K - $253K
135K $4.13M
Apr 25, 2025 Q1 2025
Morton Brown Family Wealth, LLC

BUY
 -
1.31K
New
$37.3K - $40K
1.31K $40.1K
May 15, 2025 Q1 2025
Kiker Wealth Management, LLC

Jasper, GA
BUY
 -
962
New
$27.4K - $29.4K
962 $29.4K
May 12, 2025 Q1 2025
National Bank Of Canada

BUY
 -
577
New
$16.4K - $17.6K
577 $17.6K
May 14, 2025 Q1 2025
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
400
New
$11.4K - $12.2K
400 $12.2K
May 08, 2025 Q1 2025
Harbour Investments, Inc.

Madison, WI
BUY
 -
400
+ 105.26%
$11.4K - $12.2K
780 $23.9K
May 15, 2025 Q1 2025
Betterment LLC

New York, NY
BUY
 -
104
+ 1.33%
$2.96K - $3.17K
7.91K $242K
May 14, 2025 Q1 2025
Comerica Bank

BUY
 -
70
New
$1.99K - $2.14K
70 $2.14K
Q4 2024
Feb 13, 2025 Q4 2024
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
17.6K
New
$506K - $532K
17.6K $539K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
1K
New
$28.7K - $30.2K
1K $30.6K
Q3 2024
Nov 04, 2024 Q3 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
7.1K
New
$190K - $205K
7.1K $217K

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