Purchases and Sales Made in Q1 2023 in Simplify Exchange Traded Fds H (HEQT)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds H (HEQT) during Q1 2023. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCHANGE TRADED FDS H.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
170K+ 869.62% |
$3.82M - $4.03M
|
189K
$5.54M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
136K+ 708.21% |
$3.05M - $3.22M
|
155K
$4.53M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
105KNew |
$2.35M - $2.48M
|
105K
$3.06M
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
69.2K+ 18.87% |
$1.55M - $1.64M
|
436K
$12.7M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23KNew |
$516K - $545K
|
23K
$672K
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
21.6KNew |
$486K - $513K
|
21.6K
$632K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
19.3KNew |
$433K - $457K
|
19.3K
$563K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15K+ 34.64% |
$336K - $355K
|
58.2K
$1.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.6K+ 13.87% |
$305K - $322K
|
111K
$3.25M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13K+ 8.6% |
$293K - $309K
|
165K
$4.81M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
12.8KNew |
$287K - $303K
|
12.8K
$374K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
7.52K+ 15.88% |
$169K - $178K
|
54.9K
$1.6M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.52K+ 12.55% |
$169K - $178K
|
67.5K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.09K+ 1.39% |
$91.8K - $97K
|
297K
$8.7M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
3.91KNew |
$87.9K - $92.8K
|
3.91K
$114K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.47K+ 2.57% |
$78K - $82.4K
|
139K
$4.05M
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.89K+ 5.91% |
$42.5K - $44.9K
|
33.9K
$991K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
100New |
$2.25K - $2.37K
|
100
$2.92K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
64+ 2.04% |
$1.44K - $1.52K
|
3.21K
$93.7K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.02% |
$44.9 - $47.4
|
11.3K
$332K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-141K- 44.54% |
$3.16M - $3.34M
|
175K
$5.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-143K- 34.47% |
$3.21M - $3.39M
|
272K
$7.94M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-390K- 40.51% |
$8.76M - $9.25M
|
573K
$16.7M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-424K- 54.92% |
$9.52M - $10.1M
|
348K
$10.2M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-597K- 61.99% |
$13.4M - $14.1M
|
366K
$10.7M
|