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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.01K- 16.0% |
$80.1K - $89.8K
|
15.8K
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.44K- 6.38% |
$91.6K - $103K
|
50.5K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.45K- 6.94% |
$91.9K - $103K
|
46.3K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3.7K- 26.52% |
$98.4K - $110K
|
10.2K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-4.45K- 6.15% |
$118K - $133K
|
67.9K
$1.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4.54K- 2.36% |
$121K - $136K
|
188K
$5.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.32K- 27.81% |
$141K - $159K
|
13.8K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.45K- 2.45% |
$172K - $193K
|
257K
$7.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.52K- 5.07% |
$200K - $224K
|
141K
$3.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-7.84K- 11.47% |
$208K - $234K
|
60.5K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.96K- 31.91% |
$238K - $267K
|
19.1K
$541K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-12.1K- 51.6% |
$322K - $361K
|
11.3K
$321K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-12.3K- 29.17% |
$329K - $369K
|
30K
$849K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-12.9K- 2.86% |
$342K - $384K
|
437K
$12.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-14.2K- 9.58% |
$378K - $424K
|
134K
$3.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-14.7K- 21.98% |
$390K - $437K
|
52K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-17.3K- 5.04% |
$460K - $516K
|
326K
$9.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.9K- 10.89% |
$502K - $563K
|
154K
$4.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-21.1K- 2.63% |
$562K - $631K
|
783K
$22.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-21.3K- 61.7% |
$566K - $634K
|
13.2K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-25.4K- 34.76% |
$676K - $759K
|
47.7K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-26.3K- 39.53% |
$700K - $786K
|
40.3K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-29.2K- 72.49% |
$776K - $871K
|
11.1K
$314K
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-32.3K- 22.22% |
$859K - $964K
|
113K
$3.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-39.9K- 2.95% |
$1.06M - $1.19M
|
1.31M
$37.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-118K- 90.81% |
$3.13M - $3.51M
|
11.9K
$337K
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.12M- 96.3% |
$29.7M - $33.3M
|
42.9K
$1.21M
|