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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.9K+ 71.44% |
$1.73M - $2.03M
|
54.8K
$5.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.6K+ 93.34% |
$1.56M - $1.83M
|
42.7K
$4.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.5K+ 126.08% |
$1.56M - $1.82M
|
36.8K
$3.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
16.4K+ 163870.0% |
$1.24M - $1.45M
|
16.4K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
16.4K+ 1.28% |
$1.24M - $1.45M
|
1.3M
$131M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
14.7KNew |
$1.11M - $1.3M
|
14.7K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.9K+ 15.48% |
$1.05M - $1.23M
|
103K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.2KNew |
$849K - $994K
|
11.2K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.6KNew |
$805K - $943K
|
10.6K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.85K+ 6.19% |
$747K - $874K
|
169K
$17.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.52K+ 79341.67% |
$722K - $845K
|
9.53K
$966K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.78K+ 15.51% |
$666K - $779K
|
65.4K
$6.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.82KNew |
$593K - $694K
|
7.82K
$792K
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
6.47K+ 12.97% |
$491K - $574K
|
56.4K
$5.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.87K+ 9.54% |
$445K - $521K
|
67.4K
$6.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.3K+ 16.57% |
$402K - $471K
|
37.3K
$3.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
5.1K+ 48.62% |
$387K - $453K
|
15.6K
$1.58M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.58K+ 97.18% |
$347K - $407K
|
9.3K
$942K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.31K+ 28.63% |
$327K - $383K
|
19.4K
$1.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.18KNew |
$317K - $371K
|
4.18K
$424K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.03KNew |
$306K - $358K
|
4.03K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.8K+ 14.59% |
$288K - $337K
|
29.8K
$3.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.4KNew |
$258K - $301K
|
3.4K
$344K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.39KNew |
$257K - $301K
|
3.39K
$344K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.21K+ 40.54% |
$243K - $285K
|
11.1K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.19K+ 5.84% |
$242K - $283K
|
57.9K
$5.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.08KNew |
$233K - $273K
|
3.08K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3K+ 189.51% |
$227K - $266K
|
4.58K
$464K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.82K+ 23.97% |
$214K - $250K
|
14.6K
$1.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
2.81K+ 8.83% |
$213K - $249K
|
34.6K
$3.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.73K+ 106.34% |
$207K - $243K
|
5.31K
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.41KNew |
$182K - $213K
|
2.41K
$244K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.29KNew |
$173K - $203K
|
2.29K
$232K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.02K+ 51.6% |
$153K - $179K
|
5.93K
$601K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.94K+ 54.5% |
$147K - $172K
|
5.49K
$556K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.87K+ 28.0% |
$142K - $166K
|
8.56K
$867K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.26K+ 5.16% |
$95.4K - $112K
|
25.6K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.22K+ 6.34% |
$92.6K - $108K
|
20.5K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.13K+ 12.79% |
$85.8K - $100K
|
9.99K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.08K+ 78.52% |
$82K - $96K
|
2.46K
$249K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.08K+ 17.83% |
$81.7K - $95.7K
|
7.12K
$722K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.04KNew |
$79.1K - $92.6K
|
1.04K
$106K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.04K+ 46.53% |
$78.8K - $92.3K
|
3.28K
$332K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.01KNew |
$76.6K - $89.7K
|
1.01K
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
888+ 25.82% |
$67.3K - $78.8K
|
4.33K
$438K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
830+ 10.53% |
$62.9K - $73.6K
|
8.71K
$882K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
606+ 277.98% |
$45.9K - $53.8K
|
824
$83.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
590New |
$44.7K - $52.4K
|
590
$59.8K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
576+ 7.71% |
$43.7K - $51.1K
|
8.05K
$815K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
566+ 2.99% |
$42.9K - $50.2K
|
19.5K
$1.98M
|