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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
6.88KNew |
$246K - $295K
|
6.88K
$326K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.5KNew |
$1.56M - $1.86M
|
43.5K
$2.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.24KNew |
$259K - $310K
|
7.24K
$343K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
700New |
$25K - $30K
|
700
$33.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
21.9KNew |
$784K - $940K
|
21.9K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
SELL
|
- |
-6.03K- 36.44% |
$215K - $258K
|
10.5K
$498K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-73- 98.65% |
$2.61K - $3.13K
|
1
$47.4
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
52.3K+ 2631.15% |
$1.87M - $2.24M
|
54.3K
$2.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-61- 59.22% |
$2.18K - $2.61K
|
42
$1.99K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.87KNew |
$210K - $251K
|
5.87K
$278K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
200+ 2.92% |
$7.15K - $8.57K
|
7.05K
$334K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
33New |
$1.18K - $1.41K
|
33
$1.56K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
7.6KNew |
$272K - $326K
|
7.6K
$360K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.53KNew |
$162K - $194K
|
4.53K
$215K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.07K- 14.55% |
$34.4K - $41.5K
|
6.28K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17.7KNew |
$568K - $686K
|
17.7K
$837K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
200New |
$6.44K - $7.77K
|
200
$9.48K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.5K+ 21.63% |
$627K - $757K
|
110K
$5.19M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
110K+ 630.75% |
$3.53M - $4.26M
|
127K
$6.03M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-150- 23.44% |
$4.83K - $5.83K
|
490
$23.2K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
180New |
$5.79K - $6.99K
|
180
$8.53K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
20.2K+ 71.15% |
$649K - $784K
|
48.5K
$2.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
281New |
$9.05K - $10.9K
|
281
$13.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-802- 99.88% |
$25.8K - $31.1K
|
1
$47.4
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.1K- 2.79% |
$35.4K - $42.8K
|
38.3K
$1.82M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
400New |
$12.9K - $15.5K
|
400
$19K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
191New |
$6.15K - $7.42K
|
191
$9.05K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-48.9K- 66.6% |
$1.36M - $1.64M
|
24.5K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
148New |
$4.1K - $4.96K
|
148
$7.02K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-673- 2.37% |
$18.6K - $22.5K
|
27.7K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.59KNew |
$183K - $221K
|
6.59K
$312K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
392New |
$10.9K - $13.1K
|
392
$18.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
102KNew |
$2.83M - $3.42M
|
102K
$4.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-296- 39.31% |
$8.2K - $9.91K
|
457
$21.7K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
235New |
$6.69K - $7.37K
|
235
$11.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-200- 59.7% |
$5.69K - $6.27K
|
135
$6.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
168KNew |
$4.78M - $5.27M
|
168K
$7.96M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.5K+ 250.0% |
$71.2K - $78.4K
|
3.5K
$166K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-956- 16.76% |
$23.4K - $28.4K
|
4.75K
$225K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
300+ 0.78% |
$6.23K - $7.64K
|
39K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5- 0.37% |
$104 - $127
|
1.35K
$63.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.26KNew |
$26.2K - $32.1K
|
1.26K
$59.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-113- 15.01% |
$2.35K - $2.88K
|
640
$30.3K
|
|
| Q4 2022 | |||||||
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-67.6KClosed |
$1.39M - $1.58M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
176New |
$3.62K - $4.12K
|
176
$8.34K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.27KNew |
$46.5K - $53.1K
|
2.27K
$107K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1New |
$20.6 - $23.4
|
1
$47.4
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
160New |
$3.29K - $3.75K
|
160
$7.58K
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
103KNew |
$2.12M - $2.41M
|
103K
$4.88M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
11.2K+ 4.78% |
$240K - $298K
|
245K
$11.6M
|
|