Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
17+ 0.82% |
$452 - $507
|
2.1K
$55.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
16+ 533.33% |
$426 - $478
|
19
$500
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
11+ 6.67% |
$293 - $328
|
176
$4.64K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
7+ 0.84% |
$186 - $209
|
838
$22.1K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
6+ 0.0% |
$160 - $179
|
192K
$5.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6+ 0.86% |
$160 - $179
|
705
$18.6K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.04% |
$79.8 - $89.6
|
8.37K
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 5.13% |
$53.2 - $59.7
|
41
$1.08K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2+ 0.69% |
$53.2 - $59.7
|
291
$7.66K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 4.0% |
$26.6 - $29.9
|
26
$685
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.71% |
$26.6 - $29.9
|
142
$3.74K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.6% |
$26.6 - $29.9
|
168
$4.43K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1- 50.0% |
$26.6 - $29.9
|
1
$26.3
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-41- 0.11% |
$1.09K - $1.22K
|
37.9K
$997K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-87- 22.37% |
$2.32K - $2.6K
|
302
$7.95K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-120- 38.22% |
$3.19K - $3.58K
|
194
$5.11K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-157- 37.03% |
$4.18K - $4.69K
|
267
$7.03K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-164- 0.13% |
$4.36K - $4.9K
|
129K
$3.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-181- 4.24% |
$4.82K - $5.4K
|
4.09K
$108K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-182- 0.97% |
$4.84K - $5.43K
|
18.6K
$491K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-192- 1.67% |
$5.11K - $5.73K
|
11.3K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-245- 2.79% |
$6.52K - $7.31K
|
8.53K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-246- 23.75% |
$6.55K - $7.34K
|
790
$20.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-293- 3.03% |
$7.8K - $8.75K
|
9.36K
$247K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-294- 1.73% |
$7.82K - $8.78K
|
16.7K
$439K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-318- 0.48% |
$8.46K - $9.49K
|
65.3K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-322- 3.09% |
$8.57K - $9.61K
|
10.1K
$266K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-351- 0.16% |
$9.34K - $10.5K
|
224K
$5.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-375- 1.98% |
$9.98K - $11.2K
|
18.6K
$489K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-391- 2.11% |
$10.4K - $11.7K
|
18.1K
$478K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-417- 7.72% |
$11.1K - $12.4K
|
4.99K
$131K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-468- 3.27% |
$12.5K - $14K
|
13.8K
$364K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-469- 16.44% |
$12.5K - $14K
|
2.38K
$62.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-493- 6.16% |
$13.1K - $14.7K
|
7.51K
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-590- 3.01% |
$15.7K - $17.6K
|
19K
$501K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-629- 6.85% |
$16.7K - $18.8K
|
8.55K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-726- 1.95% |
$19.3K - $21.7K
|
36.5K
$962K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-766- 4.44% |
$20.4K - $22.9K
|
16.5K
$434K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-877- 7.92% |
$23.3K - $26.2K
|
10.2K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-929- 1.17% |
$24.7K - $27.7K
|
78.8K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.2K- 7.6% |
$31.9K - $35.7K
|
14.6K
$383K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.22K- 2.27% |
$32.5K - $36.4K
|
52.5K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.43K- 14.52% |
$38K - $42.6K
|
8.4K
$221K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.53K- 0.49% |
$40.8K - $45.8K
|
311K
$8.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.55K- 4.45% |
$41.3K - $46.3K
|
33.3K
$877K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.66K- 4.16% |
$44.1K - $49.5K
|
38.2K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.95K- 3.29% |
$51.9K - $58.2K
|
57.4K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.15K- 15.7% |
$57.2K - $64.1K
|
11.5K
$304K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.3K- 18.11% |
$61.2K - $68.7K
|
10.4K
$274K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.72K- 2.2% |
$72.4K - $81.2K
|
121K
$3.18M
|