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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
337+ 6.78% |
$14.2K - $16.3K
|
5.31K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
333K+ 72.71% |
$14M - $16.1M
|
791K
$30.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
26.7KNew |
$1.12M - $1.29M
|
26.7K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
31.4KNew |
$1.32M - $1.52M
|
31.4K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.17K+ 22.33% |
$133K - $153K
|
17.3K
$670K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
4.03K+ 3.4% |
$169K - $194K
|
122K
$4.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
8.72K+ 13.28% |
$367K - $421K
|
74.3K
$2.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
91.4KNew |
$3.84M - $4.42M
|
91.4K
$3.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.5KNew |
$1.83M - $2.1M
|
43.5K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-200- 10.67% |
$8.41K - $9.66K
|
1.68K
$64.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.44K+ 0.22% |
$102K - $118K
|
1.12M
$43.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
156K+ 2895.67% |
$6.56M - $7.53M
|
161K
$6.23M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
336+ 1.35% |
$14.1K - $16.2K
|
25.3K
$976K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.4K+ 13.72% |
$1.57M - $1.81M
|
310K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
35New |
$1.47K - $1.69K
|
35
$1.35K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.3KNew |
$139K - $159K
|
3.3K
$127K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.55K+ 2.87% |
$233K - $268K
|
199K
$7.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.38K+ 18.75% |
$100K - $115K
|
15.1K
$583K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.28M+ 172.66% |
$222M - $255M
|
8.34M
$322M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
396KNew |
$16.7M - $19.1M
|
396K
$15.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.17K+ 18.35% |
$91.3K - $105K
|
14K
$541K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$4.21K - $4.83K
|
100
$3.86K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
47New |
$1.98K - $2.27K
|
47
$1.82K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.72KNew |
$198K - $228K
|
4.72K
$182K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
136K+ 44.13% |
$5.71M - $6.56M
|
443K
$17.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.1K+ 14.05% |
$2.32M - $2.66M
|
447K
$17.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
96.5KNew |
$4.06M - $4.66M
|
96.5K
$3.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.27K- 6.01% |
$53.4K - $61.3K
|
19.8K
$766K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.1KNew |
$510K - $586K
|
12.1K
$469K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
121K+ 35.23% |
$5.08M - $5.84M
|
464K
$17.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.8K+ 31.69% |
$160K - $184K
|
15.8K
$611K
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
426KNew |
$17.9M - $20.6M
|
426K
$16.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
BUY
|
- |
70.1KNew |
$2.95M - $3.39M
|
70.1K
$2.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
2+ 0.45% |
$84.1 - $96.6
|
445
$17.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.07K+ 18.08% |
$86.9K - $99.8K
|
13.5K
$521K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
109KNew |
$4.59M - $5.27M
|
109K
$4.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
362K+ 19.35% |
$15.2M - $17.5M
|
2.23M
$86.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.56K+ 0.85% |
$65.6K - $75.3K
|
185K
$7.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.19K+ 20.89% |
$176K - $202K
|
24.2K
$937K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
173+ 0.49% |
$7.27K - $8.36K
|
35.5K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
95.1K+ 5.08% |
$4M - $4.59M
|
1.97M
$76M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
331+ 67.28% |
$13.9K - $16K
|
823
$31.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
22New |
$925 - $1.06K
|
22
$850
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
49.2KNew |
$2.07M - $2.38M
|
49.2K
$1.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
31.1K+ 89.91% |
$1.31M - $1.5M
|
65.7K
$2.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.37K+ 909.29% |
$268K - $307K
|
7.07K
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.31K- 9.33% |
$307K - $353K
|
71K
$2.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
9.06KNew |
$381K - $438K
|
9.06K
$350K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
941New |
$39.6K - $45.5K
|
941
$36.4K
|