Purchases and Sales Made in Q4 2023 in Fidelity Covington Tr Msci Com (FCOM)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Com (FCOM) during Q4 2023. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI COM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
419K+ 67.63% |
$16M - $18.8M
|
1.04M
$54.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
198K+ 12.82% |
$7.53M - $8.87M
|
1.74M
$91.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
75.3K+ 156.64% |
$2.86M - $3.37M
|
123K
$6.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
59.6K+ 42.13% |
$2.26M - $2.67M
|
201K
$10.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
43KNew |
$1.64M - $1.93M
|
43K
$2.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
36.9K+ 106.39% |
$1.4M - $1.65M
|
71.6K
$3.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.3K+ 159.46% |
$1.15M - $1.36M
|
49.3K
$2.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.8K+ 10.7% |
$983K - $1.16M
|
267K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
24.4KNew |
$928K - $1.09M
|
24.4K
$1.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
18K+ 19.7% |
$685K - $807K
|
109K
$5.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.1K+ 107.69% |
$649K - $765K
|
32.9K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
17KNew |
$647K - $763K
|
17K
$893K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
15.4KNew |
$584K - $688K
|
15.4K
$805K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
13.7K+ 115.74% |
$519K - $612K
|
25.5K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.5K+ 5.28% |
$515K - $607K
|
270K
$14.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
12K+ 31.6% |
$456K - $538K
|
50K
$2.62M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11.4KNew |
$434K - $511K
|
11.4K
$598K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.1K+ 28.7% |
$421K - $495K
|
49.6K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
9.11K+ 48.13% |
$346K - $408K
|
28K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.93KNew |
$339K - $400K
|
8.93K
$468K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
7.49K+ 14.73% |
$285K - $336K
|
58.3K
$3.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.11K+ 63.46% |
$270K - $319K
|
18.3K
$960K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.87K+ 71.76% |
$261K - $308K
|
16.4K
$862K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.59K+ 2.9% |
$251K - $295K
|
234K
$12.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
6.54KNew |
$249K - $293K
|
6.54K
$343K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
6.4K+ 13.8% |
$243K - $286K
|
52.7K
$2.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.03KNew |
$229K - $270K
|
6.03K
$316K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.89KNew |
$224K - $264K
|
5.89K
$309K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.19KNew |
$197K - $232K
|
5.19K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.97KNew |
$189K - $223K
|
4.97K
$260K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.79K+ 10.43% |
$144K - $170K
|
40.1K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.99K+ 298900.0% |
$114K - $134K
|
2.99K
$157K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.68KNew |
$102K - $120K
|
2.68K
$140K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.29K+ 20.89% |
$86.9K - $102K
|
13.2K
$693K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.98KNew |
$75.1K - $88.5K
|
1.98K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.97K+ 3.02% |
$74.8K - $88.2K
|
67.1K
$3.52M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.82K+ 34.6% |
$69.4K - $81.7K
|
7.1K
$372K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.6KNew |
$60.9K - $71.7K
|
1.6K
$83.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.44K+ 7.89% |
$54.7K - $64.5K
|
19.7K
$1.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
BUY
|
- |
1.2K+ 6.02% |
$45.7K - $53.8K
|
21.2K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.16K+ 8.99% |
$44K - $51.8K
|
14K
$735K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
939+ 3.91% |
$35.7K - $42.1K
|
25K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
920New |
$35K - $41.2K
|
920
$48.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
661New |
$25.1K - $29.6K
|
661
$34.7K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
653+ 408.13% |
$24.8K - $29.3K
|
813
$42.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
519+ 0.96% |
$19.7K - $23.3K
|
54.7K
$2.87M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
501New |
$19.1K - $22.4K
|
501
$26.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
476+ 38.11% |
$18.1K - $21.3K
|
1.73K
$90.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
308+ 1.89% |
$11.7K - $13.8K
|
16.6K
$870K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
294New |
$11.2K - $13.2K
|
294
$15.4K
|
|