Purchases and Sales Made in Q4 2024 in Simplify Exchange Traded Fds H (HEQT)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds H (HEQT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
298K+ 2848.0% |
$8.57M - $9.01M
|
309K
$9.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
236K+ 64.99% |
$6.79M - $7.14M
|
600K
$18M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
90.5K+ 27.86% |
$2.6M - $2.74M
|
416K
$12.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
50.9K+ 40.76% |
$1.46M - $1.54M
|
176K
$5.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
36.3K+ 7.72% |
$1.04M - $1.1M
|
507K
$15.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
33.8KNew |
$971K - $1.02M
|
33.8K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
16K+ 42.37% |
$458K - $482K
|
53.6K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
13KNew |
$373K - $393K
|
13K
$391K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.85K+ 6.26% |
$283K - $298K
|
167K
$5.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1KNew |
$28.7K - $30.2K
|
1K
$30.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
28+ 0.51% |
$804 - $846
|
5.48K
$165K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.65K- 18.81% |
$76K - $79.9K
|
11.4K
$343K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-2.74K- 0.53% |
$78.7K - $82.7K
|
517K
$15.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-29.9K- 5.3% |
$860K - $904K
|
534K
$16.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-188K- 21.22% |
$5.39M - $5.67M
|
697K
$20.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-376K- 86.25% |
$10.8M - $11.4M
|
59.9K
$1.8M
|