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 |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.07K+ 9.88% |
$213K - $245K
|
56.4K
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.72KNew |
$198K - $228K
|
4.72K
$190K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.67KNew |
$196K - $226K
|
4.67K
$188K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.63KNew |
$195K - $224K
|
4.63K
$187K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.19K+ 20.89% |
$176K - $202K
|
24.2K
$977K
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
4.03K+ 3.4% |
$169K - $194K
|
122K
$4.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.8K+ 31.69% |
$160K - $184K
|
15.8K
$637K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.74K+ 6.9% |
$157K - $181K
|
57.9K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.3KNew |
$139K - $159K
|
3.3K
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.17K+ 22.33% |
$133K - $153K
|
17.3K
$699K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.44K+ 0.22% |
$102K - $118K
|
1.12M
$45M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.38K+ 18.75% |
$100K - $115K
|
15.1K
$608K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.3K+ 100.88% |
$96.9K - $111K
|
4.59K
$185K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.17K+ 18.35% |
$91.3K - $105K
|
14K
$564K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.06K+ 2.2% |
$86.7K - $99.6K
|
95.5K
$3.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.05KNew |
$86.2K - $99K
|
2.05K
$82.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.71KNew |
$72K - $82.7K
|
1.71K
$69K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.56K+ 0.85% |
$65.6K - $75.3K
|
185K
$7.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.47K+ 6.36% |
$61.9K - $71.1K
|
24.6K
$991K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.34K+ 2.98% |
$56.1K - $64.5K
|
46.1K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
941New |
$39.6K - $45.5K
|
941
$37.9K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
913+ 9.03% |
$38.4K - $44.1K
|
11K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
677New |
$28.5K - $32.7K
|
677
$27.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
337+ 6.78% |
$14.2K - $16.3K
|
5.31K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
336+ 1.35% |
$14.1K - $16.2K
|
25.3K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
331+ 67.28% |
$13.9K - $16K
|
823
$33.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
272+ 28.97% |
$11.4K - $13.1K
|
1.21K
$48.8K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
250New |
$10.5K - $12.1K
|
250
$10.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
211New |
$8.87K - $10.2K
|
211
$8.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
173+ 0.49% |
$7.27K - $8.36K
|
35.5K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
155New |
$6.52K - $7.49K
|
155
$6.24K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
152+ 0.57% |
$6.39K - $7.34K
|
26.7K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
114New |
$4.79K - $5.51K
|
114
$4.59K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$4.21K - $4.83K
|
100
$4.03K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
47New |
$1.98K - $2.27K
|
47
$1.89K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
35New |
$1.47K - $1.69K
|
35
$1.41K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
22New |
$925 - $1.06K
|
22
$886
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
19+ 0.11% |
$799 - $918
|
17.2K
$693K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
16+ 0.15% |
$673 - $773
|
10.9K
$440K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
2+ 0.45% |
$84.1 - $96.6
|
445
$17.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.06% |
$42.1 - $48.3
|
1.65K
$66.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
291KNew |
$10.9M - $12.9M
|
291K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
30.8KNew |
$1.15M - $1.36M
|
30.8K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
28.3KNew |
$1.06M - $1.25M
|
28.3K
$1.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
16.5KNew |
$618K - $730K
|
16.5K
$665K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
7.74KNew |
$290K - $343K
|
7.74K
$312K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
316New |
$11.8K - $14K
|
316
$12.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
250+ 250.0% |
$9.36K - $11.1K
|
350
$14.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
125+ 0.46% |
$4.68K - $5.53K
|
27.4K
$1.11M
|
|