Purchases and Sales Made in Q2 2024 in Simplify Exchange Traded Fds H (HEQT)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds H (HEQT) during Q2 2024. 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 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
201K+ 505.93% |
$5.18M - $5.58M
|
241K
$7.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
199K+ 172.05% |
$5.13M - $5.53M
|
315K
$9.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
78.1K+ 18.27% |
$2.01M - $2.17M
|
506K
$14.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
66.7KNew |
$1.72M - $1.85M
|
66.7K
$1.95M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
47.8K+ 37.69% |
$1.23M - $1.33M
|
175K
$5.11M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
42.9K+ 13.07% |
$1.11M - $1.19M
|
371K
$10.8M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
29.5KNew |
$761K - $820K
|
29.5K
$863K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
19.9KNew |
$513K - $553K
|
19.9K
$582K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.7KNew |
$404K - $435K
|
15.7K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.05KNew |
$233K - $251K
|
9.05K
$265K
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
8.54K+ 26.26% |
$220K - $237K
|
41K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
7.75K+ 15.33% |
$200K - $215K
|
58.3K
$1.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.71K+ 3.97% |
$147K - $159K
|
149K
$4.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
5.11K+ 2.21% |
$132K - $142K
|
237K
$6.92M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.35K+ 1.03% |
$112K - $121K
|
424K
$12.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
4.04K+ 14.08% |
$104K - $112K
|
32.7K
$957K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.65K+ 0.67% |
$94.1K - $101K
|
546K
$16M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
3.48K+ 188.71% |
$89.6K - $96.5K
|
5.32K
$155K
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
2.98K+ 3.2% |
$76.9K - $82.8K
|
96.1K
$2.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.73K+ 1.36% |
$70.3K - $75.7K
|
203K
$5.92M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
299+ 29900.0% |
$7.71K - $8.3K
|
300
$8.77K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
299+ 29900.0% |
$7.71K - $8.3K
|
300
$8.77K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
286New |
$7.37K - $7.94K
|
286
$8.36K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-29- 0.04% |
$748 - $805
|
73.6K
$2.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-75- 8.85% |
$1.93K - $2.08K
|
772
$22.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-199- 2.45% |
$5.13K - $5.53K
|
7.92K
$231K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-391- 2.66% |
$10.1K - $10.9K
|
14.3K
$418K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-726- 14.8% |
$18.7K - $20.2K
|
4.18K
$122K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.47K- 76.16% |
$63.6K - $68.5K
|
772
$22.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.37K- 27.14% |
$113K - $121K
|
11.7K
$343K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.49K- 1.23% |
$116K - $125K
|
360K
$10.5M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.71K- 2.66% |
$147K - $159K
|
209K
$6.1M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.9K- 8.49% |
$538K - $580K
|
225K
$6.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-23.1K- 68.81% |
$596K - $642K
|
10.5K
$306K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.3K- 47.53% |
$756K - $814K
|
32.4K
$947K
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-33.2K- 62.27% |
$855K - $921K
|
20.1K
$588K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35K- 23.85% |
$903K - $972K
|
112K
$3.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-41.1K- 47.81% |
$1.06M - $1.14M
|
44.8K
$1.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-103K- 50.82% |
$2.66M - $2.87M
|
99.9K
$2.92M
|