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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.85M- 99.95% |
$50.4M - $55.6M
|
901
$27.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-350K- 41.66% |
$9.52M - $10.5M
|
490K
$14.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-211K- 60.48% |
$5.73M - $6.33M
|
138K
$4.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-8.5K- 5.45% |
$231K - $255K
|
148K
$4.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.3K- 2.53% |
$117K - $129K
|
165K
$5.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-198- 0.17% |
$5.39K - $5.95K
|
116K
$3.53M
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-137K- 22.87% |
$3.91M - $4.19M
|
463K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-44.8K- 22.72% |
$1.28M - $1.37M
|
152K
$4.62M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-43.4K- 18.15% |
$1.24M - $1.32M
|
196K
$5.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-26.4K- 15.78% |
$751K - $805K
|
141K
$4.27M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-11.1K- 6.34% |
$317K - $340K
|
165K
$4.99M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.35K- 54.39% |
$238K - $255K
|
7K
$212K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.16K- 50.0% |
$147K - $157K
|
5.16K
$156K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.59K- 8.29% |
$131K - $140K
|
50.7K
$1.54M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.78K- 32.44% |
$50.6K - $54.3K
|
3.7K
$112K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.65K- 14.46% |
$47K - $50.4K
|
9.76K
$296K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.5K- 15.06% |
$42.7K - $45.8K
|
8.47K
$257K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 0.43% |
$29.4K - $31.5K
|
241K
$7.31M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-885- 2.34% |
$25.2K - $27K
|
37K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-288- 1.91% |
$8.2K - $8.79K
|
14.8K
$448K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-225- 0.94% |
$6.41K - $6.87K
|
23.7K
$719K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-191- 5.26% |
$5.44K - $5.83K
|
3.44K
$104K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-298K- 96.61% |
$8.57M - $9.01M
|
10.5K
$318K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-2.95K- 18.47% |
$84.8K - $89.1K
|
13K
$395K
|
|
| Q3 2024 | |||||||
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.79K- 40.84% |
$128K - $138K
|
6.94K
$211K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-525- 12.56% |
$14K - $15.2K
|
3.66K
$111K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-170K- 90.0% |
$4.29M - $4.51M
|
18.9K
$574K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-34.1K- 13.72% |
$858K - $903K
|
214K
$6.5M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-11.4K- 99.97% |
$286K - $301K
|
3
$91
|
|
| Q4 2023 | |||||||
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-56.8K- 87.7% |
$1.35M - $1.48M
|
7.97K
$242K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.49K- 20.98% |
$58.9K - $64.8K
|
9.36K
$284K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.76K- 4.11% |
$116K - $120K
|
111K
$3.37M
|
|