Purchases and Sales Made in Q1 2022 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q1 2022. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI REA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
6.63K+ 2.63% |
$198K - $228K
|
259K
$6.96M
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
6.61K+ 476.91% |
$198K - $228K
|
8K
$215K
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
6.33K+ 12.63% |
$189K - $218K
|
56.4K
$1.52M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.48K+ 9.03% |
$134K - $154K
|
54.1K
$1.45M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.26K+ 12.48% |
$128K - $147K
|
38.4K
$1.03M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.78K+ 37.55% |
$113K - $130K
|
13.9K
$372K
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
3.2K+ 21.18% |
$95.7K - $110K
|
18.3K
$491K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.16KNew |
$94.5K - $109K
|
3.16K
$84.9K
|
|
May 12, 2022
Q1 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3.15K+ 1.23% |
$94.1K - $108K
|
258K
$6.93M
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.08KNew |
$92.1K - $106K
|
3.08K
$82.7K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.08K+ 14.23% |
$92K - $106K
|
24.7K
$663K
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
2.7KNew |
$80.7K - $92.9K
|
2.7K
$72.5K
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
BUY
|
- |
2.67K+ 24.2% |
$79.8K - $91.9K
|
13.7K
$368K
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.64K+ 4.85% |
$79K - $91K
|
57.1K
$1.53M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.54K+ 23.28% |
$76.1K - $87.6K
|
13.5K
$362K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
2.09KNew |
$62.5K - $72K
|
2.09K
$56.2K
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.9K+ 950.0% |
$56.8K - $65.5K
|
2.1K
$56.4K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.89K+ 13.31% |
$56.5K - $65K
|
16.1K
$432K
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.85KNew |
$55.2K - $63.6K
|
1.85K
$49.6K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.67KNew |
$50K - $57.6K
|
1.67K
$44.9K
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
1.55KNew |
$46.2K - $53.2K
|
1.55K
$41.5K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.42K+ 4.27% |
$42.3K - $48.7K
|
34.6K
$929K
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.19K+ 16.08% |
$35.5K - $40.9K
|
8.58K
$230K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.05KNew |
$31.5K - $36.2K
|
1.05K
$28.3K
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.05K+ 6.82% |
$31.4K - $36.1K
|
16.4K
$441K
|
|
May 03, 2022
Q1 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.02K+ 12.44% |
$30.6K - $35.3K
|
9.26K
$249K
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
894+ 0.6% |
$26.7K - $30.8K
|
150K
$4.03M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
862+ 76.9% |
$25.8K - $29.7K
|
1.98K
$53.3K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
750New |
$22.4K - $25.8K
|
750
$20.2K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
669+ 99.41% |
$20K - $23K
|
1.34K
$36.1K
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
630+ 0.8% |
$18.8K - $21.7K
|
79K
$2.12M
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
626+ 80.46% |
$18.7K - $21.6K
|
1.4K
$37.7K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
621+ 0.46% |
$18.6K - $21.4K
|
135K
$3.62M
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
616New |
$18.4K - $21.2K
|
616
$16.6K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
559New |
$16.7K - $19.3K
|
559
$15K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
508New |
$15.2K - $17.5K
|
508
$13.6K
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
476+ 0.98% |
$14.2K - $16.4K
|
49.1K
$1.32M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
461+ 1.27% |
$13.8K - $15.9K
|
36.7K
$986K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
374+ 0.9% |
$11.2K - $12.9K
|
41.8K
$1.12M
|
|
Apr 08, 2022
Q1 2022
|
Lynch & Associates
|
BUY
|
- |
320+ 4.18% |
$9.57K - $11K
|
7.98K
$214K
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
309+ 2.14% |
$9.25K - $10.6K
|
14.8K
$397K
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
300New |
$8.98K - $10.3K
|
300
$8.06K
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
281New |
$8.41K - $9.68K
|
281
$7.55K
|
|
May 16, 2022
Q1 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
271New |
$8.11K - $9.34K
|
271
$7.28K
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
230New |
$6.88K - $7.92K
|
230
$6.18K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
173+ 1.93% |
$5.18K - $5.96K
|
9.12K
$245K
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
150+ 0.57% |
$4.49K - $5.17K
|
26.4K
$710K
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
116+ 56.31% |
$3.47K - $4K
|
322
$8.65K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
98New |
$2.93K - $3.38K
|
98
$2.63K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
80+ 307.69% |
$2.39K - $2.76K
|
106
$2.85K
|