Purchases and Sales Made in Q3 2022 in Fidelity Covington Tr Msci Rea (FREL)

FREL Quotes by TradingView

This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q3 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
Oct 26, 2022 Q3 2022
Udine Wealth Management, Inc.

BUY
 -
175K
New
$4.14M - $5.33M
175K $4.7M
Oct 25, 2022 Q3 2022
Ae Wealth Management LLC

BUY
 -
170K
+ 246.09%
$4.01M - $5.17M
239K $6.41M
Nov 10, 2022 Q3 2022
Hilltop Wealth Advisors, LLC

BUY
 -
157K
New
$3.71M - $4.78M
157K $4.21M
Nov 09, 2022 Q3 2022
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
93.8K
New
$2.22M - $2.86M
93.8K $2.52M
Oct 26, 2022 Q3 2022
Adamsbrown Wealth Consultants LLC

BUY
 -
53.6K
+ 44.09%
$1.27M - $1.63M
175K $4.7M
May 14, 2024 Q3 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
38.1K
+ 58.87%
$900K - $1.16M
103K $2.76M
Nov 10, 2022 Q3 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
38.1K
+ 58.87%
$900K - $1.16M
103K $2.76M
Nov 14, 2022 Q3 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
35.4K
+ 63.64%
$837K - $1.08M
91K $2.45M
Nov 14, 2022 Q3 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
34.7K
+ 5.19%
$821K - $1.06M
704K $18.9M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
31.9K
+ 92.09%
$754K - $972K
66.5K $1.79M
Oct 06, 2022 Q3 2022
Uma Financial Services, Inc.

BUY
 -
23.5K
+ 17.09%
$556K - $716K
161K $4.33M
Mar 23, 2023 Q3 2022
Prostatis Group LLC

Hanover, MD
BUY
 -
23.3K
+ 12.65%
$552K - $711K
208K $5.59M
Nov 14, 2022 Q3 2022
Apexium Financial, LP

BUY
 -
23.3K
+ 77.6%
$552K - $711K
53.4K $1.43M
Nov 09, 2022 Q3 2022
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
22.3K
+ 10.11%
$527K - $679K
243K $6.52M
Oct 26, 2022 Q3 2022
Galvin, Gaustad & Stein, LLC

BUY
 -
20K
+ 32.76%
$473K - $609K
81K $2.18M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
18.3K
+ 9.0%
$434K - $559K
222K $5.97M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
18.3K
+ 7.7%
$432K - $557K
256K $6.87M
Nov 10, 2022 Q3 2022
Truefg, LLC

Cedar Park, TX
BUY
 -
16.1K
+ 4.66%
$380K - $490K
361K $9.7M
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
14.5K
+ 33.44%
$343K - $442K
57.9K $1.56M
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
14.5K
+ 7.18%
$343K - $442K
217K $5.82M
Nov 14, 2022 Q3 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
14.4K
New
$341K - $439K
14.4K $387K
Nov 14, 2022 Q3 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
14.3K
New
$338K - $436K
14.3K $384K
Oct 16, 2023 Q3 2022
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
14.2K
+ 44.78%
$335K - $432K
45.9K $1.23M
Nov 08, 2022 Q3 2022
Black Diamond Financial, LLC

BUY
 -
14.2K
+ 5.88%
$335K - $432K
256K $6.87M
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
14.2K
+ 16.61%
$335K - $431K
99.4K $2.67M
Nov 15, 2022 Q3 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
14K
New
$331K - $426K
14K $376K
Nov 10, 2022 Q3 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
13.7K
+ 25.34%
$323K - $417K
67.6K $1.82M
Nov 15, 2022 Q3 2022
Mai Capital Management

BUY
 -
13.3K
+ 3.86%
$315K - $406K
359K $9.64M
Nov 22, 2022 Q3 2022
Eagle Bay Advisors LLC

New York, NY
BUY
 -
12.4K
+ 29.05%
$293K - $377K
55K $1.48M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
12.2K
+ 19.67%
$288K - $371K
74K $1.99M
Nov 01, 2022 Q3 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
11.7K
+ 6.82%
$276K - $356K
183K $4.91M
Nov 08, 2022 Q3 2022
Curi Wealth Management, LLC

BUY
 -
11.2K
+ 17.22%
$265K - $342K
76.4K $2.05M
Nov 14, 2022 Q3 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
9.04K
New
$214K - $275K
9.04K $243K
Oct 05, 2022 Q3 2022
Keel Point, LLC

Huntsville, AL
BUY
 -
8.57K
New
$203K - $261K
8.57K $230K
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
8.42K
+ 10.5%
$199K - $257K
88.6K $2.38M
Nov 14, 2022 Q3 2022
Nwam LLC

Mercer Island, WA
BUY
 -
7.68K
+ 17.52%
$182K - $234K
51.5K $1.38M
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
7.45K
+ 61.51%
$176K - $227K
19.6K $526K
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
BUY
 -
7.19K
+ 2.08%
$170K - $219K
353K $9.47M
Nov 09, 2022 Q3 2022
Citizens & Northern Corp

BUY
 -
6.96K
+ 1.3%
$165K - $212K
544K $14.6M
Nov 03, 2022 Q3 2022
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
5.77K
+ 5.1%
$136K - $176K
119K $3.19M
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
5.6K
New
$132K - $171K
5.6K $150K
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
5.53K
+ 10.88%
$131K - $168K
56.3K $1.51M
Nov 07, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
5.13K
New
$121K - $156K
5.13K $138K
Oct 31, 2022 Q3 2022
J.W. Cole Advisors, Inc.

BUY
 -
4.59K
+ 4.29%
$108K - $140K
111K $2.99M
Nov 14, 2022 Q3 2022
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
4.53K
+ 2.91%
$107K - $138K
160K $4.31M
Nov 10, 2022 Q3 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
4.43K
+ 2.1%
$105K - $135K
215K $5.78M
Oct 26, 2022 Q3 2022
Blue Barn Wealth, LLC

BUY
 -
4.31K
+ 7.47%
$102K - $131K
61.9K $1.66M
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
4.09K
+ 15.5%
$96.6K - $125K
30.5K $819K
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
4.02K
+ 42.44%
$95.1K - $123K
13.5K $363K

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