Latest Institutional Purchases of Fidelity Covington Tr Blue Chi (FBCG)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Blue Chi (FBCG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
289+ 3.77% |
$11.6K - $14.1K
|
7.95K
$320K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
255+ 2.12% |
$10.2K - $12.4K
|
12.3K
$495K
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
142+ 0.97% |
$5.68K - $6.92K
|
14.8K
$595K
|
|
Q4 2024 | |||||||
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
5.58MNew |
$235M - $270M
|
5.58M
$225M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.28M+ 172.66% |
$222M - $255M
|
8.34M
$336M
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
426KNew |
$17.9M - $20.6M
|
426K
$17.2M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
362K+ 19.35% |
$15.2M - $17.5M
|
2.23M
$90M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
346K+ 64.17% |
$14.6M - $16.7M
|
885K
$35.7M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
333K+ 72.71% |
$14M - $16.1M
|
791K
$31.9M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
215K+ 443.08% |
$9.02M - $10.4M
|
263K
$10.6M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
188K+ 75.34% |
$7.89M - $9.06M
|
437K
$17.6M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
156K+ 2895.67% |
$6.56M - $7.53M
|
161K
$6.5M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
143K+ 15.47% |
$6.02M - $6.91M
|
1.07M
$43M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
136K+ 44.13% |
$5.71M - $6.56M
|
443K
$17.9M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
121K+ 35.23% |
$5.08M - $5.84M
|
464K
$18.7M
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
110K+ 14.9% |
$4.64M - $5.33M
|
850K
$34.3M
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
109KNew |
$4.59M - $5.27M
|
109K
$4.4M
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
97.5K+ 196.04% |
$4.1M - $4.71M
|
147K
$5.93M
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
96.5KNew |
$4.06M - $4.66M
|
96.5K
$3.89M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
95.1K+ 5.08% |
$4M - $4.59M
|
1.97M
$79.3M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
91.4KNew |
$3.84M - $4.42M
|
91.4K
$3.68M
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
BUY
|
- |
70.1KNew |
$2.95M - $3.39M
|
70.1K
$2.83M
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
62.6KNew |
$2.63M - $3.02M
|
62.6K
$2.52M
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
60.6K+ 95.32% |
$2.55M - $2.93M
|
124K
$5M
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
49.2KNew |
$2.07M - $2.38M
|
49.2K
$1.98M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
44.9KNew |
$1.89M - $2.17M
|
44.9K
$1.81M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.5KNew |
$1.83M - $2.1M
|
43.5K
$1.75M
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
42.1K+ 103.78% |
$1.77M - $2.03M
|
82.7K
$3.33M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.4K+ 13.72% |
$1.57M - $1.81M
|
310K
$12.5M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36.9K+ 18.63% |
$1.55M - $1.78M
|
235K
$9.48M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
31.9K+ 11.08% |
$1.34M - $1.54M
|
319K
$12.9M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
31.4KNew |
$1.32M - $1.52M
|
31.4K
$1.27M
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
31.3K+ 310.96% |
$1.32M - $1.51M
|
41.4K
$1.67M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
31.1K+ 89.91% |
$1.31M - $1.5M
|
65.7K
$2.65M
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
28.5KNew |
$1.2M - $1.38M
|
28.5K
$1.15M
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
26.7KNew |
$1.12M - $1.29M
|
26.7K
$1.08M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21KNew |
$881K - $1.01M
|
21K
$844K
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.7K+ 227.58% |
$746K - $857K
|
25.5K
$1.03M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.7K+ 8.76% |
$617K - $709K
|
182K
$7.34M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.1KNew |
$510K - $586K
|
12.1K
$489K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.9K+ 78.79% |
$457K - $525K
|
24.7K
$994K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.02K+ 17.82% |
$379K - $436K
|
59.7K
$2.4M
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
8.72K+ 13.28% |
$367K - $421K
|
74.3K
$2.99M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.31KNew |
$307K - $353K
|
7.31K
$295K
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
7.02K+ 3.73% |
$295K - $339K
|
195K
$7.86M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.9K+ 2.44% |
$290K - $333K
|
289K
$11.7M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.37K+ 909.29% |
$268K - $307K
|
7.07K
$285K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.99KNew |
$252K - $289K
|
5.99K
$241K
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.55K+ 2.87% |
$233K - $268K
|
199K
$8.01M
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
5.3KNew |
$223K - $256K
|
5.3K
$213K
|