Latest Institutional Purchases of Fidelity Covington Trust High (FDHY)
This list provides information on the latest institutional transactions involving Fidelity Covington Trust High (FDHY) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
99.4K+ 153.33% |
$4.74M - $4.91M
|
164K
$8M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
99.3KNew |
$4.74M - $4.91M
|
99.3K
$4.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.9K+ 35.3% |
$4M - $4.15M
|
321K
$15.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
43.5K+ 12.38% |
$2.08M - $2.15M
|
395K
$19.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
26.1K+ 150.43% |
$1.24M - $1.29M
|
43.4K
$2.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
23.4KNew |
$1.12M - $1.16M
|
23.4K
$1.14M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
22.6KNew |
$1.08M - $1.12M
|
22.6K
$1.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.8K+ 54.78% |
$513K - $531K
|
30.4K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.1K+ 422.64% |
$481K - $498K
|
12.5K
$608K
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
5.8KNew |
$276K - $286K
|
5.8K
$282K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.64K+ 34.38% |
$221K - $229K
|
18.1K
$884K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.36K+ 82.65% |
$208K - $216K
|
9.64K
$470K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.21KNew |
$201K - $208K
|
4.21K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.05KNew |
$97.9K - $101K
|
2.05K
$100K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.13K+ 12.66% |
$54K - $56K
|
10.1K
$491K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
863+ 16.41% |
$41.2K - $42.7K
|
6.12K
$298K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
860+ 19.73% |
$41K - $42.5K
|
5.22K
$254K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
650+ 12.06% |
$31K - $32.1K
|
6.04K
$294K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
519+ 1.16% |
$24.8K - $25.7K
|
45.1K
$2.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
404+ 1.89% |
$19.3K - $20K
|
21.8K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
165New |
$7.87K - $8.16K
|
165
$8.04K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
155+ 63.52% |
$7.4K - $7.66K
|
399
$19.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
145+ 120.83% |
$6.92K - $7.17K
|
265
$12.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
107New |
$5.1K - $5.29K
|
107
$5.22K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
60+ 1.47% |
$2.86K - $2.97K
|
4.15K
$202K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
54+ 0.14% |
$2.58K - $2.67K
|
38.4K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
51+ 1.21% |
$2.43K - $2.52K
|
4.26K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
30+ 0.21% |
$1.43K - $1.48K
|
14.4K
$699K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16+ 1.57% |
$763 - $791
|
1.03K
$50.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7New |
$334 - $346
|
7
$341
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.02% |
$95.4 - $98.9
|
198
$9.65K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.96% |
$47.7 - $49.4
|
105
$5.12K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
60.3KNew |
$2.84M - $2.91M
|
60.3K
$2.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5KNew |
$235K - $241K
|
5K
$244K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
800New |
$37.7K - $38.6K
|
800
$39K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
180New |
$8.47K - $8.68K
|
180
$8.77K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
28+ 0.66% |
$1.32K - $1.35K
|
4.29K
$209K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 2.44% |
$47.1 - $48.2
|
42
$2.05K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
14.4KNew |
$685K - $696K
|
14.4K
$703K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.77KNew |
$227K - $230K
|
4.77K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.66K+ 55.29% |
$126K - $128K
|
7.46K
$363K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
850New |
$40.4K - $41K
|
850
$41.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
200New |
$9.5K - $9.65K
|
200
$9.75K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
150New |
$7.12K - $7.24K
|
150
$7.31K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.9KNew |
$1.65M - $1.78M
|
36.9K
$1.8M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21.7KNew |
$970K - $1.05M
|
21.7K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.46KNew |
$378K - $408K
|
8.46K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.15KNew |
$230K - $248K
|
5.15K
$251K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
9.81KNew |
$446K - $462K
|
9.81K
$478K
|
|