Purchases and Sales Made in Q2 2022 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
393KNew |
$10.2M - $13.2M
|
393K
$10.6M
|
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
94.8K+ 105.6% |
$2.47M - $3.19M
|
185K
$4.96M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
93.5K+ 38.36% |
$2.43M - $3.14M
|
337K
$9.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
82.2KNew |
$2.14M - $2.76M
|
82.2K
$2.21M
|
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
79.3K+ 188.09% |
$2.06M - $2.67M
|
122K
$3.26M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
63.3KNew |
$1.64M - $2.13M
|
63.3K
$1.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
56.7K+ 30.68% |
$1.47M - $1.9M
|
241K
$6.48M
|
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
56.4KNew |
$1.47M - $1.9M
|
56.4K
$1.52M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.8K+ 35.85% |
$1.4M - $1.81M
|
204K
$5.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
52.7K+ 4053.58% |
$1.37M - $1.77M
|
54K
$1.45M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.5K+ 5.59% |
$1.31M - $1.7M
|
954K
$25.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.3K+ 239.76% |
$1.02M - $1.32M
|
55.6K
$1.49M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
38.4K+ 28.91% |
$998K - $1.29M
|
171K
$4.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32K+ 155.87% |
$832K - $1.07M
|
52.5K
$1.41M
|
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
BUY
|
- |
30.1KNew |
$782K - $1.01M
|
30.1K
$808K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.8K+ 22.13% |
$774K - $1M
|
164K
$4.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.8K+ 22.13% |
$774K - $1M
|
164K
$4.42M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.6K+ 13.2% |
$613K - $792K
|
202K
$5.43M
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
22.6K+ 7.01% |
$588K - $760K
|
345K
$9.28M
|
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
22.3K+ 272.69% |
$580K - $749K
|
30.5K
$819K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
18.4K+ 33.99% |
$478K - $618K
|
72.5K
$1.95M
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
17.3KNew |
$451K - $582K
|
17.3K
$466K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.4KNew |
$400K - $517K
|
15.4K
$413K
|
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
15.3KNew |
$399K - $515K
|
15.3K
$412K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
15.2K+ 103.17% |
$396K - $511K
|
30K
$805K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
14.1K+ 19.73% |
$366K - $473K
|
85.5K
$2.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
13.9K+ 9.77% |
$360K - $466K
|
156K
$4.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.5K+ 41.7% |
$298K - $385K
|
38.9K
$1.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.1K+ 73.06% |
$290K - $374K
|
26.4K
$709K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
11K+ 524.29% |
$286K - $370K
|
13.1K
$352K
|
|
|
Aug 03, 2022
Q2 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
10.7K+ 2.38% |
$279K - $361K
|
461K
$12.4M
|
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
10.7KNew |
$279K - $360K
|
10.7K
$288K
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
9.96KNew |
$259K - $335K
|
9.96K
$268K
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
9.07K+ 20.16% |
$236K - $305K
|
54.1K
$1.45M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.02K+ 10.86% |
$235K - $303K
|
92.1K
$2.47M
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
8.98KNew |
$234K - $302K
|
8.98K
$241K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
8.77K+ 15.54% |
$228K - $295K
|
65.2K
$1.75M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.98K+ 11.06% |
$207K - $268K
|
80.2K
$2.15M
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
BUY
|
- |
7.83KNew |
$204K - $263K
|
7.83K
$210K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
7.74K+ 52.45% |
$201K - $260K
|
22.5K
$605K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.31K+ 12.17% |
$190K - $246K
|
67.4K
$1.81M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.58KNew |
$171K - $221K
|
6.58K
$177K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
6.58KNew |
$171K - $221K
|
6.58K
$177K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.04K+ 12.29% |
$157K - $203K
|
55.2K
$1.48M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
5.79KNew |
$151K - $195K
|
5.79K
$156K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.67K+ 5.61% |
$147K - $191K
|
107K
$2.87M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.04K+ 36.97% |
$131K - $169K
|
18.7K
$502K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.01K+ 13.05% |
$130K - $168K
|
43.4K
$1.17M
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
4.28K+ 53.46% |
$111K - $144K
|
12.3K
$330K
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.93K+ 6.89% |
$102K - $132K
|
61K
$1.64M
|