Latest Institutional Purchases of Fidelity Covington Tr Msci Ene (FENY)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Ene (FENY) 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 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
496K+ 245.87% |
$11.4M - $12.8M
|
697K
$18.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
126KNew |
$2.91M - $3.25M
|
126K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
85.6K+ 50.68% |
$1.98M - $2.2M
|
255K
$6.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
63.8KNew |
$1.47M - $1.64M
|
63.8K
$1.72M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
52.2K+ 136.88% |
$1.21M - $1.34M
|
90.3K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
46.2K+ 34.98% |
$1.07M - $1.19M
|
178K
$4.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
45.4KNew |
$1.05M - $1.17M
|
45.4K
$1.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.6K+ 3.4% |
$1.01M - $1.12M
|
1.33M
$35.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
41.2KNew |
$952K - $1.06M
|
41.2K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
32.9KNew |
$760K - $847K
|
32.9K
$885K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29.5K+ 77.66% |
$682K - $760K
|
67.6K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
21.7KNew |
$500K - $558K
|
21.7K
$583K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21.4K+ 2311.03% |
$494K - $550K
|
22.3K
$600K
|
|
|
Nov 13, 2024
Q3 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
17.2K+ 7.05% |
$398K - $444K
|
261K
$7.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
15.7KNew |
$363K - $405K
|
15.7K
$423K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
14KNew |
$322K - $360K
|
14K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.1KNew |
$279K - $311K
|
12.1K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.3K+ 5.52% |
$261K - $291K
|
216K
$5.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
10.6KNew |
$244K - $272K
|
10.6K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.72KNew |
$224K - $250K
|
9.72K
$262K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.49KNew |
$219K - $244K
|
9.49K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
8.61K+ 3.0% |
$199K - $222K
|
296K
$7.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.94K+ 57.27% |
$137K - $153K
|
16.3K
$439K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
5.45K+ 57.86% |
$126K - $140K
|
14.9K
$400K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.07K+ 6.28% |
$117K - $131K
|
85.8K
$2.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.02K+ 2.42% |
$116K - $129K
|
212K
$5.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.82K+ 13.03% |
$111K - $124K
|
41.8K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
4.82K+ 31.09% |
$111K - $124K
|
20.3K
$546K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
4.51K+ 4.94% |
$104K - $116K
|
95.9K
$2.58M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.03K+ 791.16% |
$93K - $104K
|
4.54K
$122K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.7K+ 0.42% |
$85.5K - $95.4K
|
883K
$23.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.64K+ 0.34% |
$84K - $93.7K
|
1.06M
$28.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.48K+ 2.05% |
$80.3K - $89.5K
|
173K
$4.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.93K+ 31.45% |
$67.6K - $75.3K
|
12.2K
$329K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.85K+ 2.3% |
$65.9K - $73.4K
|
127K
$3.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.6K+ 4.18% |
$60K - $66.9K
|
64.8K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.5K+ 13.54% |
$57.8K - $64.5K
|
21K
$565K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.45K+ 99.11% |
$56.5K - $63K
|
4.92K
$132K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.11K+ 46.16% |
$48.6K - $54.2K
|
6.67K
$179K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.06KNew |
$47.5K - $53K
|
2.06K
$55.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.9K+ 8.91% |
$43.8K - $48.9K
|
23.2K
$625K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.76K+ 5.56% |
$40.7K - $45.4K
|
33.5K
$901K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.74K+ 11.93% |
$40.1K - $44.7K
|
16.3K
$438K
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
1.7K+ 3.39% |
$39.3K - $43.9K
|
51.9K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.65K+ 2.81% |
$38.1K - $42.5K
|
60.4K
$1.62M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.62KNew |
$37.4K - $41.7K
|
1.62K
$43.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.4K+ 15.79% |
$32.3K - $36.1K
|
10.3K
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.34K+ 0.48% |
$31K - $34.6K
|
279K
$7.52M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.25K+ 2.88% |
$28.9K - $32.2K
|
44.8K
$1.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.2KNew |
$27.7K - $30.9K
|
1.2K
$32.3K
|