Purchases and Sales Made in Q3 2024 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q3 2024. 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 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-52- 1.19% |
$1.3K - $1.56K
|
4.32K
$116K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-60- 29.13% |
$1.5K - $1.8K
|
146
$3.91K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-82- 0.42% |
$2.06K - $2.46K
|
19.6K
$525K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-166- 36.48% |
$4.16K - $4.97K
|
289
$7.74K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-186- 0.18% |
$4.66K - $5.57K
|
102K
$2.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-190- 0.35% |
$4.76K - $5.69K
|
53.9K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-191- 4.29% |
$4.79K - $5.72K
|
4.27K
$114K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-244- 2.85% |
$6.12K - $7.31K
|
8.31K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-257- 1.34% |
$6.44K - $7.69K
|
18.9K
$507K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-318- 3.66% |
$7.97K - $9.52K
|
8.36K
$224K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-342- 0.24% |
$8.57K - $10.2K
|
141K
$3.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-386- 2.01% |
$9.68K - $11.6K
|
18.8K
$504K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-393- 3.63% |
$9.85K - $11.8K
|
10.4K
$279K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-400- 72.73% |
$10K - $12K
|
150
$4.02K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-424- 3.01% |
$10.6K - $12.7K
|
13.7K
$366K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-427- 1.72% |
$10.7K - $12.8K
|
24.5K
$655K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-434- 0.47% |
$10.9K - $13K
|
92.9K
$2.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-536- 0.43% |
$13.4K - $16K
|
123K
$3.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-581- 1.15% |
$14.6K - $17.4K
|
49.8K
$1.33M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-585- 0.3% |
$14.7K - $17.5K
|
192K
$5.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-594- 7.36% |
$14.9K - $17.8K
|
7.47K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-629- 3.28% |
$15.8K - $18.8K
|
18.5K
$496K
|
|
|
Nov 13, 2024
Q3 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-731- 2.64% |
$18.3K - $21.9K
|
26.9K
$721K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-820- 0.24% |
$20.6K - $24.6K
|
343K
$9.18M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-847- 0.62% |
$21.2K - $25.4K
|
136K
$3.64M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-918- 74.51% |
$23K - $27.5K
|
314
$8.41K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-932- 9.64% |
$23.4K - $27.9K
|
8.74K
$234K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.07K- 7.46% |
$26.8K - $32.1K
|
13.3K
$356K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.14K- 7.38% |
$28.6K - $34.1K
|
14.3K
$383K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.2K- 7.08% |
$30.1K - $36K
|
15.8K
$422K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.29K- 3.57% |
$32.4K - $38.7K
|
34.9K
$934K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.48K- 42.09% |
$37.1K - $44.3K
|
2.04K
$54.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.63K- 16.03% |
$40.8K - $48.7K
|
8.53K
$228K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.72K- 14.86% |
$43K - $51.4K
|
9.84K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.75K- 8.37% |
$43.9K - $52.5K
|
19.2K
$514K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.87K- 4.43% |
$46.8K - $55.8K
|
40.2K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.96K- 26.97% |
$74.1K - $88.5K
|
8K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.2K- 2.91% |
$80.2K - $95.8K
|
107K
$2.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
SELL
|
- |
-3.22K- 25.02% |
$80.8K - $96.5K
|
9.66K
$259K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.39K- 25.63% |
$84.9K - $101K
|
9.83K
$263K
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-3.41K- 4.66% |
$85.4K - $102K
|
69.7K
$1.87M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.57K- 5.81% |
$89.4K - $107K
|
57.9K
$1.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.69K- 5.25% |
$92.6K - $111K
|
66.6K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4.13K- 32.02% |
$104K - $124K
|
8.78K
$235K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.34K- 8.64% |
$109K - $130K
|
45.9K
$1.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.34K- 8.64% |
$109K - $130K
|
45.9K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.97K- 7.47% |
$150K - $179K
|
74K
$1.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-7.25K- 39.57% |
$182K - $217K
|
11.1K
$296K
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-7.93K- 5.17% |
$199K - $237K
|
145K
$3.89M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.03K- 2.96% |
$201K - $240K
|
263K
$7.05M
|