Purchases and Sales Made in Q2 2023 in Simplify Exchange Traded Fds H (HEQT)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds H (HEQT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
251K+ 12430.96% |
$5.94M - $6.24M
|
253K
$7.62M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
167K+ 112.23% |
$3.95M - $4.15M
|
316K
$9.51M
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
157K+ 724.28% |
$3.7M - $3.88M
|
178K
$5.36M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
134KNew |
$3.16M - $3.32M
|
134K
$4.03M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
114KNew |
$2.7M - $2.84M
|
114K
$3.44M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
94.7K+ 34.89% |
$2.24M - $2.35M
|
366K
$11M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
74.8K+ 53.95% |
$1.77M - $1.86M
|
213K
$6.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.4K+ 38.43% |
$528K - $555K
|
80.5K
$2.42M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20.5KNew |
$483K - $507K
|
20.5K
$615K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.5KNew |
$365K - $384K
|
15.5K
$465K
|
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
14KNew |
$330K - $347K
|
14K
$421K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
13.3K+ 24.21% |
$314K - $330K
|
68.2K
$2.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.3K+ 19.69% |
$314K - $330K
|
80.7K
$2.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.45K+ 4.0% |
$105K - $110K
|
116K
$3.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.13K+ 128.92% |
$97.6K - $103K
|
7.34K
$221K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.77KNew |
$89.1K - $93.6K
|
3.77K
$113K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.89KNew |
$44.7K - $47K
|
1.89K
$56.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.84KNew |
$43.6K - $45.7K
|
1.84K
$55.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.74K+ 1.66% |
$41.1K - $43.1K
|
106K
$3.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$23.6 - $24.8
|
1
$30.1
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-195- 1.53% |
$4.61K - $4.84K
|
12.6K
$378K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.75K- 0.92% |
$64.9K - $68.2K
|
295K
$8.86M
|
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-3.46K- 10.21% |
$81.7K - $85.8K
|
30.4K
$915K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.85K- 2.56% |
$115K - $120K
|
185K
$5.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.78K- 3.73% |
$136K - $143K
|
149K
$4.48M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-7.05K- 36.57% |
$166K - $175K
|
12.2K
$367K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.1K- 61.33% |
$333K - $350K
|
8.89K
$267K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-164K- 99.43% |
$3.87M - $4.06M
|
939
$28.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-175K- 30.52% |
$4.13M - $4.34M
|
398K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-268K- 77.12% |
$6.34M - $6.66M
|
79.6K
$2.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-364K- 99.45% |
$8.59M - $9.03M
|
2.02K
$60.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-403K- 92.37% |
$9.51M - $9.99M
|
33.3K
$1M
|