Purchases and Sales Made in Q3 2024 in Fidelity Covington Tr (FGRO)
This table provides information about the institutional ownership of Fidelity Covington Tr (FGRO) during Q3 2024. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
222KNew |
$4.68M - $5.46M
|
222K
$4.97M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
51.9K+ 6.49% |
$1.09M - $1.28M
|
852K
$19.1M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
49.4K+ 5489.44% |
$1.04M - $1.22M
|
50.3K
$1.13M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35.3KNew |
$744K - $869K
|
35.3K
$790K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
26.6KNew |
$561K - $655K
|
26.6K
$596K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.1K+ 14.55% |
$444K - $518K
|
166K
$3.71M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
19.5KNew |
$411K - $480K
|
19.5K
$436K
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
15.9K+ 7.94% |
$336K - $392K
|
216K
$4.85M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.9K+ 1.05% |
$250K - $292K
|
1.14M
$25.5M
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
9.8K+ 13.57% |
$207K - $241K
|
82K
$1.84M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.57K+ 6.35% |
$202K - $236K
|
160K
$3.59M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.54KNew |
$201K - $235K
|
9.54K
$214K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.81KNew |
$186K - $217K
|
8.81K
$197K
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
7.77K+ 4.7% |
$164K - $191K
|
173K
$3.88M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.1K+ 10.44% |
$65.3K - $76.3K
|
32.8K
$734K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.8K+ 2166.67% |
$59K - $68.8K
|
2.92K
$65.5K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.54K+ 18.48% |
$53.5K - $62.4K
|
16.3K
$364K
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.53K+ 5.0% |
$53.4K - $62.3K
|
53.2K
$1.19M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.48K+ 35.8% |
$52.3K - $61.1K
|
9.41K
$211K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.53K+ 3.82% |
$32.3K - $37.7K
|
41.6K
$932K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.53K+ 19.72% |
$32.2K - $37.6K
|
9.26K
$208K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
994+ 0.71% |
$21K - $24.5K
|
141K
$3.17M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
533+ 291.26% |
$11.2K - $13.1K
|
716
$16K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5+ 3.11% |
$106 - $123
|
166
$3.72K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-20- 0.19% |
$422 - $493
|
10.5K
$235K
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-78- 0.54% |
$1.65K - $1.92K
|
14.4K
$322K
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-541- 4.88% |
$11.4K - $13.3K
|
10.5K
$236K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-684- 24.58% |
$14.4K - $16.8K
|
2.1K
$47K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1K- 3.33% |
$21.1K - $24.6K
|
29K
$650K
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.49K- 13.47% |
$31.5K - $36.8K
|
9.6K
$215K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.99K- 19.52% |
$63K - $73.6K
|
12.3K
$276K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.26K- 6.48% |
$153K - $179K
|
105K
$2.34M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.81K- 11.06% |
$207K - $242K
|
78.9K
$1.77M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-23.3K- 64.34% |
$491K - $573K
|
12.9K
$289K
|