Latest Institutional Transactions on Fidelity Covington Tr Msci Com (FCOM)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Com (FCOM) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
500New |
$19.6K - $21.3K
|
500
$31.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
25New |
$981 - $1.07K
|
25
$1.58K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
10.5KNew |
$373K - $426K
|
10.5K
$664K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-161- 59.85% |
$5.7K - $6.52K
|
108
$6.81K
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
6.6KNew |
$234K - $267K
|
6.6K
$416K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
501New |
$17.7K - $20.3K
|
501
$31.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2New |
$70.8 - $80.9
|
2
$126
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
400New |
$14.2K - $16.2K
|
400
$25.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
28New |
$992 - $1.13K
|
28
$1.76K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
843+ 221.84% |
$29.9K - $34.1K
|
1.22K
$77.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
6.5KNew |
$230K - $263K
|
6.5K
$410K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
34New |
$1.2K - $1.38K
|
34
$2.14K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.94K- 14.82% |
$61K - $74.3K
|
11.2K
$704K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
64.6KNew |
$2.03M - $2.47M
|
64.6K
$4.07M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.9KNew |
$374K - $455K
|
11.9K
$750K
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
5.68KNew |
$178K - $217K
|
5.68K
$358K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
874New |
$27.5K - $33.4K
|
874
$55.1K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3+ 0.25% |
$94.2 - $115
|
1.21K
$76.2K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
155New |
$4.87K - $5.93K
|
155
$9.77K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
607New |
$19.1K - $23.2K
|
607
$38.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
74New |
$2.32K - $2.83K
|
74
$4.66K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
903+ 180.24% |
$28.4K - $34.5K
|
1.4K
$88.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.37K- 18.15% |
$43.2K - $52.5K
|
6.2K
$390K
|
|
| Q4 2022 | |||||||
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-84Closed |
$2.51K - $2.84K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.6K+ 1900.0% |
$227K - $257K
|
8K
$504K
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4.1K- 18.72% |
$123K - $138K
|
17.8K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-10.2K- 75.57% |
$305K - $345K
|
3.3K
$208K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.25KNew |
$67.3K - $76K
|
2.25K
$142K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
400New |
$12K - $13.5K
|
400
$25.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
138New |
$4.12K - $4.66K
|
138
$8.7K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
622New |
$18.6K - $21K
|
622
$39.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
4.81KNew |
$144K - $163K
|
4.81K
$303K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.2KNew |
$35.9K - $40.5K
|
1.2K
$75.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
75New |
$2.24K - $2.53K
|
75
$4.73K
|
|
| Q3 2022 | |||||||
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
43New |
$1.35K - $1.7K
|
43
$2.71K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-7.03KClosed |
$220K - $278K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
12+ 13.64% |
$375 - $475
|
100
$6.3K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.09K- 4.03% |
$65.4K - $82.8K
|
49.8K
$3.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
20.6KNew |
$645K - $816K
|
20.6K
$1.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.97K- 32.48% |
$249K - $315K
|
16.6K
$1.04M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.07KNew |
$33.5K - $42.4K
|
1.07K
$67.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-150- 23.08% |
$4.69K - $5.94K
|
500
$31.5K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
233+ 82.33% |
$8.07K - $10.9K
|
516
$32.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
8.88KNew |
$307K - $416K
|
8.88K
$560K
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.29% |
$34.6 - $46.8
|
346
$21.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-100Closed |
$3.46K - $4.68K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3New |
$104 - $140
|
3
$189
|
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-5.22KClosed |
$181K - $244K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-632Closed |
$21.9K - $29.6K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-4.58KClosed |
$158K - $214K
|
0
$0
|
|