Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-170K- 90.0% |
$4.29M - $4.51M
|
18.9K
$529K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-34.1K- 13.72% |
$858K - $903K
|
214K
$5.99M
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-11.4K- 99.97% |
$286K - $301K
|
3
$83.9
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-8.76K- 23.4% |
$220K - $232K
|
28.7K
$802K
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.37K- 0.98% |
$135K - $142K
|
542K
$15.1M
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.44K- 2.17% |
$112K - $118K
|
200K
$5.59M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.72K- 1.8% |
$93.7K - $98.6K
|
203K
$5.68M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.09K- 71.17% |
$52.6K - $55.4K
|
847
$23.7K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.65K- 10.12% |
$41.6K - $43.8K
|
14.7K
$411K
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1.64K- 16.79% |
$41.2K - $43.4K
|
8.11K
$227K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-473- 0.64% |
$11.9K - $12.5K
|
73.6K
$2.06M
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-267- 0.81% |
$6.72K - $7.07K
|
32.5K
$908K
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-96- 0.1% |
$2.42K - $2.54K
|
93.2K
$2.6M
|
|
Q4 2023 | |||||||
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-56.8K- 87.7% |
$1.35M - $1.48M
|
7.97K
$223K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.49K- 20.98% |
$58.9K - $64.8K
|
9.36K
$262K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.76K- 4.11% |
$116K - $120K
|
111K
$3.1M
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-2- 0.11% |
$48.7 - $50.5
|
1.84K
$51.5K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.1K- 61.33% |
$333K - $350K
|
8.89K
$249K
|