Latest Institutional Transactions on Fidelity Covington Tr Low Vola (FDLO)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Low Vola (FDLO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.01K- 5.91% |
$56.7K - $61.7K
|
16K
$982K
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
60+ 0.2% |
$3.38K - $3.68K
|
30.1K
$1.85M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-62- 0.98% |
$3.5K - $3.8K
|
6.25K
$383K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-369- 2.89% |
$20.8K - $22.6K
|
12.4K
$761K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
394New |
$22.2K - $24.2K
|
394
$24.1K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
277+ 8.14% |
$15.6K - $17K
|
3.68K
$226K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-81- 1.0% |
$4.57K - $4.97K
|
8.05K
$493K
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
44+ 0.52% |
$2.48K - $2.7K
|
8.43K
$516K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.29K- 0.96% |
$72.6K - $79K
|
133K
$8.12M
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-412- 0.91% |
$23.2K - $25.3K
|
44.9K
$2.75M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.16K- 13.09% |
$65.6K - $71.4K
|
7.73K
$474K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.26K- 10.93% |
$296K - $322K
|
42.8K
$2.63M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-592- 25.89% |
$33.4K - $36.3K
|
1.7K
$104K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.87K+ 299.84% |
$105K - $114K
|
2.49K
$152K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.2K- 21.31% |
$798K - $868K
|
52.3K
$3.2M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-40.2K- 27.64% |
$2.27M - $2.47M
|
105K
$6.45M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
45KNew |
$2.54M - $2.76M
|
45K
$2.76M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.34K+ 19.03% |
$301K - $328K
|
33.4K
$2.05M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.16K- 1.78% |
$291K - $317K
|
286K
$17.5M
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
7+ 0.32% |
$395 - $429
|
2.2K
$135K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.7KNew |
$1.39M - $1.51M
|
24.7K
$1.51M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.64KNew |
$92.4K - $101K
|
1.64K
$100K
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
99+ 1.86% |
$5.58K - $6.07K
|
5.41K
$332K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
100New |
$5.64K - $6.14K
|
100
$6.13K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.7K+ 41.69% |
$322K - $350K
|
19.4K
$1.19M
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.35KNew |
$245K - $267K
|
4.35K
$267K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-56.9K- 34.07% |
$3.21M - $3.49M
|
110K
$6.75M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
296+ 0.5% |
$16.7K - $18.2K
|
59.4K
$3.64M
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-241- 0.66% |
$13.6K - $14.8K
|
36.2K
$2.22M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22K+ 64.28% |
$1.24M - $1.35M
|
56.3K
$3.45M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-720- 15.35% |
$40.6K - $44.2K
|
3.97K
$243K
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
193+ 1.9% |
$10.9K - $11.8K
|
10.3K
$634K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
800New |
$45.1K - $49.1K
|
800
$49K
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
983New |
$55.4K - $60.3K
|
983
$60.2K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.41K- 1.71% |
$305K - $332K
|
312K
$19.1M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32- 18.18% |
$1.8K - $1.96K
|
144
$8.83K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.3KNew |
$581K - $632K
|
10.3K
$631K
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-245- 0.89% |
$13.8K - $15K
|
27.3K
$1.68M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
133+ 0.23% |
$7.5K - $8.16K
|
57.5K
$3.52M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.1K+ 9.61% |
$682K - $742K
|
138K
$8.45M
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-4.5K- 56.7% |
$254K - $276K
|
3.43K
$210K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-33- 0.37% |
$1.86K - $2.02K
|
8.83K
$541K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.66K+ 120.97% |
$263K - $286K
|
8.52K
$522K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.69K- 3.04% |
$208K - $227K
|
118K
$7.23M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
126+ 2.96% |
$7.1K - $7.73K
|
4.39K
$269K
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
192KNew |
$10.8M - $11.8M
|
192K
$11.8M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$113 - $123
|
14.3K
$873K
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.55K+ 2.46% |
$200K - $218K
|
148K
$9.06M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
508New |
$28.6K - $31.2K
|
508
$31.1K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
124+ 0.44% |
$6.99K - $7.61K
|
28.2K
$1.73M
|