Purchases and Sales Made in Q3 2024 in Simplify Exchange Traded Fds H (HEQT)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds H (HEQT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
644K+ 267.34% |
$17.2M - $18.6M
|
884K
$25.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
403K+ 1232.15% |
$10.8M - $11.6M
|
436K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
134K+ 1277.5% |
$3.58M - $3.87M
|
144K
$4.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
99.9K+ 26.93% |
$2.67M - $2.89M
|
471K
$13.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.7K+ 16.73% |
$1.41M - $1.52M
|
368K
$10.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
28.7K+ 29.84% |
$767K - $829K
|
125K
$3.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
18.7K+ 3.44% |
$501K - $541K
|
564K
$16.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
18.6K+ 31.9% |
$497K - $537K
|
76.9K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
14.9KNew |
$399K - $431K
|
14.9K
$437K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.1K+ 21.18% |
$378K - $408K
|
80.8K
$2.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
13.6K+ 2.69% |
$363K - $392K
|
519K
$15.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.83K+ 5.24% |
$209K - $226K
|
157K
$4.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.1KNew |
$190K - $205K
|
7.1K
$208K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
4.83K+ 24.25% |
$129K - $139K
|
24.7K
$724K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.05K+ 1.13% |
$108K - $117K
|
364K
$10.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
3.11K+ 1.32% |
$83.2K - $89.9K
|
240K
$7.01M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.47K+ 319.43% |
$65.9K - $71.2K
|
3.24K
$94.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.47K+ 319.43% |
$65.9K - $71.2K
|
3.24K
$94.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.21K+ 0.69% |
$32.4K - $35K
|
176K
$5.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
135+ 2.54% |
$3.61K - $3.9K
|
5.45K
$159K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.33% |
$26.7 - $28.9
|
301
$8.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-245- 1.71% |
$6.55K - $7.08K
|
14.1K
$411K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-525- 12.56% |
$14K - $15.2K
|
3.66K
$107K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-788- 2.43% |
$21.1K - $22.8K
|
31.6K
$924K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.8K- 0.89% |
$48.1K - $51.9K
|
201K
$5.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.37K- 8.21% |
$90.1K - $97.3K
|
37.7K
$1.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-4.13K- 20.55% |
$110K - $119K
|
16K
$467K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.79K- 40.84% |
$128K - $138K
|
6.94K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.2K- 10.92% |
$326K - $353K
|
99.6K
$2.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.5K- 15.55% |
$416K - $449K
|
84.4K
$2.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.7K- 37.31% |
$447K - $483K
|
28.1K
$822K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.4K- 25.06% |
$493K - $533K
|
55.2K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-54K- 24.02% |
$1.44M - $1.56M
|
171K
$5M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-99.4K- 23.43% |
$2.66M - $2.87M
|
325K
$9.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-177K- 85.06% |
$4.74M - $5.13M
|
31.2K
$911K
|