Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Mat (FMAT)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Mat (FMAT) during Q4 2024. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI MAT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
11New |
$527 - $607
|
11
$527
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10+ 0.15% |
$479 - $552
|
6.8K
$326K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.41% |
$95.8 - $110
|
484
$23.2K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.13% |
$95.8 - $110
|
1.51K
$72.2K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.18% |
$47.9 - $55.2
|
552
$26.5K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 42.86% |
$288 - $331
|
8
$384
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-8- 0.27% |
$383 - $441
|
2.91K
$139K
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-60- 0.35% |
$2.88K - $3.31K
|
17.3K
$828K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-70- 0.64% |
$3.35K - $3.86K
|
10.9K
$524K
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-70- 1.44% |
$3.35K - $3.86K
|
4.8K
$230K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-74- 9.12% |
$3.55K - $4.08K
|
737
$35.3K
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-104- 1.08% |
$4.98K - $5.74K
|
9.5K
$456K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-116- 1.05% |
$5.56K - $6.4K
|
10.9K
$525K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-156Closed |
$7.48K - $8.61K
|
0
$0
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-274- 20.82% |
$13.1K - $15.1K
|
1.04K
$50K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-313- 3.74% |
$15K - $17.3K
|
8.05K
$386K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-331- 7.17% |
$15.9K - $18.3K
|
4.29K
$205K
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-426- 3.11% |
$20.4K - $23.5K
|
13.3K
$637K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-486- 3.11% |
$23.3K - $26.8K
|
15.1K
$726K
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-495- 4.25% |
$23.7K - $27.3K
|
11.2K
$535K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-737- 2.68% |
$35.3K - $40.7K
|
26.8K
$1.28M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-834- 22.26% |
$40K - $46K
|
2.91K
$140K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.16K- 5.69% |
$55.7K - $64.1K
|
19.3K
$923K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.35K- 17.3% |
$64.7K - $74.5K
|
6.46K
$310K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.63K- 2.91% |
$78K - $89.8K
|
54.2K
$2.6M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.7K- 25.99% |
$81.4K - $93.7K
|
4.84K
$232K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.89K- 1.64% |
$90.6K - $104K
|
114K
$5.45M
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.9K- 3.7% |
$91.1K - $105K
|
49.5K
$2.37M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.97K- 7.88% |
$142K - $164K
|
34.7K
$1.66M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.14K- 20.53% |
$198K - $228K
|
16K
$769K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.63K- 38.62% |
$222K - $255K
|
7.36K
$353K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.83K- 99.98% |
$232K - $267K
|
1
$48
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.88K- 4.93% |
$378K - $435K
|
152K
$7.28M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.46K- 14.48% |
$406K - $467K
|
50K
$2.4M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.8K- 41.85% |
$1.57M - $1.81M
|
45.5K
$2.18M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-43.3K- 49.12% |
$2.07M - $2.39M
|
44.8K
$2.15M
|