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 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9+ 0.12% |
$682 - $737
|
7.33K
$645K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8New |
$606 - $655
|
8
$703
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
8+ 0.27% |
$606 - $655
|
3.01K
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.04% |
$227 - $246
|
7.18K
$631K
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1+ 0.03% |
$75.8 - $81.9
|
3.68K
$323K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.49% |
$75.8 - $81.9
|
204
$17.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.03% |
$75.8 - $81.9
|
3.73K
$328K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
92.1K+ 798.98% |
$6.98M - $7.6M
|
104K
$9.11M
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
14.8KNew |
$1.13M - $1.22M
|
14.8K
$1.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
12.1KNew |
$916K - $997K
|
12.1K
$1.06M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.87K+ 13.0% |
$369K - $402K
|
42.3K
$3.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
4.18K+ 2.41% |
$317K - $344K
|
177K
$15.6M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.46KNew |
$262K - $285K
|
3.46K
$304K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.84KNew |
$215K - $234K
|
2.84K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.7K+ 13.52% |
$205K - $223K
|
22.7K
$2M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.04KNew |
$78.8K - $85.7K
|
1.04K
$91.3K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
821New |
$62.2K - $67.7K
|
821
$72.2K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
400New |
$30.3K - $33K
|
400
$35.2K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
270+ 0.54% |
$20.5K - $22.3K
|
50.7K
$4.46M
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
150New |
$11.4K - $12.4K
|
150
$13.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
107+ 1.51% |
$8.11K - $8.83K
|
7.18K
$631K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
84New |
$6.37K - $6.93K
|
84
$7.39K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
63New |
$4.78K - $5.2K
|
63
$5.54K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
50New |
$3.79K - $4.12K
|
50
$4.4K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
1+ 0.15% |
$75.8 - $82.5
|
658
$57.9K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.6% |
$75.8 - $82.5
|
167
$14.7K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
27.4KNew |
$1.76M - $2.19M
|
27.4K
$2.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
24.9KNew |
$1.6M - $1.99M
|
24.9K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
16.8K+ 370.44% |
$1.08M - $1.35M
|
21.4K
$1.88M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
15.4KNew |
$991K - $1.23M
|
15.4K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
10.8KNew |
$692K - $861K
|
10.8K
$947K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.24KNew |
$208K - $259K
|
3.24K
$285K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.74KNew |
$176K - $219K
|
2.74K
$241K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.67KNew |
$172K - $214K
|
2.67K
$235K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
886+ 235.01% |
$56.9K - $70.8K
|
1.26K
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
737+ 12.45% |
$47.3K - $58.9K
|
6.66K
$585K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
549New |
$35.3K - $43.9K
|
549
$48.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
200New |
$12.8K - $16K
|
200
$17.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
128New |
$8.22K - $10.2K
|
128
$11.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
126New |
$8.09K - $10.1K
|
126
$11.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
123New |
$7.9K - $9.83K
|
123
$10.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
100New |
$6.42K - $7.99K
|
100
$8.79K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
90New |
$5.78K - $7.19K
|
90
$7.91K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
84New |
$5.4K - $6.71K
|
84
$7.39K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
71New |
$4.56K - $5.68K
|
71
$6.24K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
43New |
$2.76K - $3.44K
|
43
$3.78K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
41New |
$2.63K - $3.28K
|
41
$3.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
39New |
$2.51K - $3.12K
|
39
$3.43K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
36New |
$2.31K - $2.88K
|
36
$3.17K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
19+ 111.76% |
$1.22K - $1.52K
|
36
$3.17K
|
|