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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
600New |
$33.3K - $38.3K
|
600
$60K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
323New |
$17.9K - $20.6K
|
323
$32.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
264New |
$14.6K - $16.8K
|
264
$26.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
161+ 4.64% |
$8.93K - $10.3K
|
3.63K
$363K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
146New |
$8.1K - $9.32K
|
146
$14.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
137+ 0.59% |
$7.6K - $8.74K
|
23.2K
$2.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
103New |
$5.71K - $6.57K
|
103
$10.3K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 2.86% |
$55.5 - $63.8
|
36
$3.6K
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
485New |
$29.1K - $36.1K
|
485
$48.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
100New |
$6K - $7.44K
|
100
$10K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
12New |
$720 - $893
|
12
$1.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
10New |
$600 - $744
|
10
$1K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.25% |
$60 - $74.4
|
403
$40.3K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
2.49K+ 6.19% |
$144K - $201K
|
42.8K
$4.28M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
395New |
$22.8K - $31.9K
|
395
$39.5K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
200New |
$11.5K - $16.2K
|
200
$20K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
130+ 2.89% |
$7.5K - $10.5K
|
4.63K
$463K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
50New |
$2.88K - $4.04K
|
50
$5K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
17New |
$980 - $1.37K
|
17
$1.7K
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
1.08KNew |
$76.2K - $97.7K
|
1.08K
$108K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
522New |
$36.7K - $47.1K
|
522
$52.2K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
201New |
$14.1K - $18.1K
|
201
$20.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
50New |
$3.52K - $4.51K
|
50
$5K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
17New |
$1.2K - $1.53K
|
17
$1.7K
|
|
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
7+ 0.18% |
$492 - $632
|
3.81K
$381K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.99% |
$70.3 - $90.3
|
102
$10.2K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.94KNew |
$316K - $363K
|
3.94K
$394K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.54KNew |
$284K - $326K
|
3.54K
$354K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
600New |
$48K - $55.3K
|
600
$60K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
480New |
$38.4K - $44.2K
|
480
$48K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
426New |
$34.1K - $39.2K
|
426
$42.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
209New |
$16.7K - $19.3K
|
209
$20.9K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$8.01K - $9.21K
|
100
$10K
|
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
8+ 10.67% |
$640 - $737
|
83
$8.3K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
102New |
$8.09K - $8.51K
|
102
$10.2K
|
|
| Q2 2021 | |||||||
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
104New |
$7.86K - $8.47K
|
104
$10.4K
|
|
|
Aug 12, 2021
Q2 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
5+ 55.56% |
$378 - $407
|
14
$1.4K
|
|
| Q1 2021 | |||||||
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
367New |
$25.9K - $28.6K
|
367
$36.7K
|
|
| Q4 2020 | |||||||
|
Feb 01, 2021
Q4 2020
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4KNew |
$241K - $286K
|
4K
$400K
|
|
|
Feb 12, 2021
Q4 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
99New |
$5.97K - $7.09K
|
99
$9.9K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.82KNew |
$206K - $307K
|
5.82K
$582K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.24K+ 3554.29% |
$44.1K - $65.6K
|
1.28K
$128K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
4.61KNew |
N/A
|
4.61K
$461K
|
|
| Q2 2018 | |||||||
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
14+ 5.56% |
N/A
|
266
$26.6K
|
|