Latest Institutional Purchases of Fidelity Covington Tr Msci Con (FDIS)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Con (FDIS) 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
174K+ 84.65% |
$13.2M - $14.3M
|
380K
$31.5M
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
104KNew |
$7.92M - $8.56M
|
104K
$8.64M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
69.5K+ 42.48% |
$5.26M - $5.69M
|
233K
$19.3M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
56.9K+ 4.62% |
$4.31M - $4.66M
|
1.29M
$106M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.2K+ 613.05% |
$3.58M - $3.87M
|
54.9K
$4.54M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46.4KNew |
$3.52M - $3.8M
|
46.4K
$3.84M
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
34.2KNew |
$2.59M - $2.8M
|
34.2K
$2.83M
|
|
Aug 05, 2024
Q2 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
33.1K+ 18.01% |
$2.51M - $2.71M
|
217K
$17.9M
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
31.7K+ 18.37% |
$2.4M - $2.6M
|
204K
$16.9M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
24.7K+ 1.97% |
$1.87M - $2.02M
|
1.28M
$106M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.2K+ 156.55% |
$1.15M - $1.24M
|
24.8K
$2.06M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.3K+ 150.69% |
$1.01M - $1.09M
|
22.1K
$1.83M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
8.94K+ 575.55% |
$678K - $733K
|
10.5K
$868K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.34K+ 7.87% |
$632K - $683K
|
114K
$9.45M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.75K+ 347.0% |
$588K - $635K
|
9.99K
$826K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.25K+ 29.33% |
$550K - $594K
|
32K
$2.65M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.81K+ 8.17% |
$441K - $476K
|
77K
$6.37M
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
5.58K+ 430.22% |
$423K - $457K
|
6.88K
$569K
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.08K+ 178.99% |
$385K - $416K
|
7.92K
$655K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.47K+ 20.59% |
$339K - $366K
|
26.2K
$2.17M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4.37K+ 7.65% |
$331K - $358K
|
61.5K
$5.09M
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.15K+ 33.7% |
$315K - $340K
|
16.5K
$1.36M
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.41KNew |
$259K - $279K
|
3.41K
$282K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.4K+ 7.12% |
$257K - $278K
|
51.1K
$4.22M
|
|
Aug 13, 2024
Q2 2024
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
2.8KNew |
$212K - $229K
|
2.8K
$232K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.71KNew |
$205K - $222K
|
2.71K
$224K
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
BUY
|
- |
2.45K+ 8.36% |
$186K - $201K
|
31.8K
$2.63M
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.39K+ 52.44% |
$181K - $196K
|
6.95K
$575K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.1K+ 5.61% |
$159K - $172K
|
39.6K
$3.27M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2.04K+ 10.95% |
$154K - $167K
|
20.6K
$1.71M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.83K+ 18.44% |
$139K - $150K
|
11.8K
$974K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
1.82K+ 273.42% |
$138K - $149K
|
2.49K
$206K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.81K+ 3.93% |
$137K - $148K
|
47.7K
$3.95M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.66K+ 36.97% |
$126K - $136K
|
6.14K
$508K
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.64K+ 15.58% |
$124K - $134K
|
12.1K
$1M
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.61K+ 57.36% |
$122K - $132K
|
4.41K
$364K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.57KNew |
$119K - $128K
|
1.57K
$130K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.29KNew |
$97.4K - $105K
|
1.29K
$106K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.23K+ 4.96% |
$93.2K - $101K
|
26K
$2.15M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.16K+ 6.43% |
$88.2K - $95.3K
|
19.3K
$1.59M
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.09K+ 3.15% |
$82.9K - $89.6K
|
35.8K
$2.96M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.06K+ 17.77% |
$80.3K - $86.8K
|
7.03K
$581K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.04KNew |
$78.7K - $85K
|
1.04K
$85.9K
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
963New |
$73K - $78.9K
|
963
$79.7K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
889+ 123.3% |
$67.4K - $72.8K
|
1.61K
$133K
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
781+ 2.62% |
$59.2K - $64K
|
30.6K
$2.53M
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
776+ 13.12% |
$58.8K - $63.6K
|
6.69K
$553K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
727+ 3.07% |
$55.1K - $59.5K
|
24.4K
$2.02M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
683+ 12.49% |
$51.8K - $55.9K
|
6.15K
$509K
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
681+ 5.28% |
$51.6K - $55.8K
|
13.6K
$1.12M
|