Latest Institutional Transactions on Fidelity Covington Tr Blue Chi (FBCG)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Blue Chi (FBCG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
69.5KNew |
$2.78M - $3.38M
|
69.5K
$3.32M
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
526+ 4.77% |
$21K - $25.6K
|
11.5K
$551K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
47.5K+ 5.37% |
$1.9M - $2.32M
|
933K
$44.6M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.08KNew |
$363K - $442K
|
9.08K
$434K
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
31.8KNew |
$1.27M - $1.55M
|
31.8K
$1.52M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.1K+ 225.78% |
$1.36M - $1.66M
|
49.1K
$2.35M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.35M+ 16.2% |
$54M - $65.7M
|
9.69M
$462M
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.72K+ 35.74% |
$189K - $230K
|
17.9K
$857K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
68New |
$2.72K - $3.31K
|
68
$3.25K
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.88KNew |
$75.1K - $91.5K
|
1.88K
$89.7K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
309K+ 169.49% |
$12.3M - $15M
|
491K
$23.5M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
33.5K+ 50.93% |
$1.34M - $1.63M
|
99.1K
$4.73M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
429K+ 19.22% |
$17.2M - $20.9M
|
2.66M
$127M
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.93KNew |
$77.2K - $94.1K
|
1.93K
$92.3K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.51K+ 961.89% |
$260K - $317K
|
7.19K
$343K
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
8.55K+ 11.5% |
$342K - $416K
|
82.9K
$3.96M
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
39New |
$1.56K - $1.9K
|
39
$1.86K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.03K- 1.6% |
$41.2K - $50.3K
|
63.3K
$3.02M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.25K+ 13.51% |
$170K - $207K
|
35.7K
$1.7M
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1.94K+ 9.75% |
$77.3K - $94.2K
|
21.8K
$1.04M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
54New |
$2.16K - $2.63K
|
54
$2.58K
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11KNew |
$440K - $536K
|
11K
$525K
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
68New |
$2.72K - $3.31K
|
68
$3.25K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33.1K+ 136.41% |
$1.32M - $1.61M
|
57.3K
$2.74M
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-180- 3.01% |
$7.19K - $8.77K
|
5.81K
$277K
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.07K+ 4.34% |
$42.7K - $52K
|
25.7K
$1.23M
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
31.7K+ 290.12% |
$1.27M - $1.54M
|
42.6K
$2.04M
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
23.7K+ 16.07% |
$946K - $1.15M
|
171K
$8.16M
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-13.9K- 1.64% |
$556K - $678K
|
836K
$39.9M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.74K+ 61.64% |
$389K - $474K
|
25.5K
$1.22M
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
42.9K+ 34.59% |
$1.72M - $2.09M
|
167K
$7.98M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-90K- 98.4% |
$3.6M - $4.38M
|
1.46K
$69.7K
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
5.71K+ 107.76% |
$228K - $278K
|
11K
$526K
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.04M- 61.85% |
$41.6M - $50.7M
|
642K
$30.6M
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
68K+ 96.92% |
$2.72M - $3.31M
|
138K
$6.59M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
102K+ 43.4% |
$4.08M - $4.97M
|
337K
$16.1M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
69.5K+ 22.43% |
$2.78M - $3.38M
|
379K
$18.1M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
239+ 75.63% |
$9.55K - $11.6K
|
555
$26.5K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.26K- 10.5% |
$250K - $305K
|
53.4K
$2.55M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-107K- 33.52% |
$4.28M - $5.21M
|
212K
$10.1M
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
27.3K+ 43.54% |
$1.09M - $1.33M
|
89.9K
$4.29M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
108K+ 186.65% |
$4.32M - $5.27M
|
166K
$7.93M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
7.03K+ 21.57% |
$281K - $342K
|
39.6K
$1.89M
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
70.5KNew |
$2.82M - $3.43M
|
70.5K
$3.37M
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
850+ 0.2% |
$34K - $41.4K
|
427K
$20.4M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
300+ 4.25% |
$12K - $14.6K
|
7.37K
$352K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
9.39KNew |
$375K - $457K
|
9.39K
$448K
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.1M+ 19.71% |
$44M - $53.6M
|
6.68M
$319M
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
255+ 0.95% |
$10.2K - $12.4K
|
27K
$1.29M
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.62K- 12.2% |
$64.6K - $78.7K
|
11.6K
$555K
|