Purchases and Sales Made in Q3 2022 in Simplify Exchange Traded Fds H (HEQT)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds H (HEQT) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
961KNew |
$21.9M - $23.2M
|
961K
$28.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
761KNew |
$17.3M - $18.4M
|
761K
$22.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Ovata Capital Management LTD
|
BUY
|
- |
400K+ 100.0% |
$9.12M - $9.67M
|
800K
$24M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28.7K+ 49.99% |
$654K - $694K
|
86.1K
$2.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
9K+ 5.09% |
$205K - $217K
|
186K
$5.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.39KNew |
$168K - $179K
|
7.39K
$222K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7.27KNew |
$166K - $176K
|
7.27K
$219K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.77K+ 1.29% |
$154K - $164K
|
533K
$16M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
5.79K+ 16.44% |
$132K - $140K
|
41K
$1.23M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.57KNew |
$58.5K - $62.1K
|
2.57K
$77.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
351New |
$8K - $8.48K
|
351
$10.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
350+ 75.76% |
$7.98K - $8.46K
|
812
$24.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-146- 0.95% |
$3.33K - $3.53K
|
15.2K
$458K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-906- 5.81% |
$20.6K - $21.9K
|
14.7K
$442K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.62K- 3.7% |
$105K - $112K
|
120K
$3.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-94.6K- 41.31% |
$2.16M - $2.29M
|
134K
$4.04M
|