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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.6K+ 3.4% |
$1.01M - $1.12M
|
1.33M
$32.8M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21.4K+ 2311.03% |
$494K - $550K
|
22.3K
$552K
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.94K+ 57.27% |
$137K - $153K
|
16.3K
$404K
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.07K+ 6.28% |
$117K - $131K
|
85.8K
$2.12M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.11K+ 46.16% |
$48.6K - $54.2K
|
6.67K
$165K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.9K+ 8.91% |
$43.8K - $48.9K
|
23.2K
$574K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.76K+ 5.56% |
$40.7K - $45.4K
|
33.5K
$828K
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
1.7K+ 3.39% |
$39.3K - $43.9K
|
51.9K
$1.28M
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.62KNew |
$37.4K - $41.7K
|
1.62K
$40K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.19K+ 19.17% |
$27.4K - $30.6K
|
7.38K
$182K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.13KNew |
$26.2K - $29.2K
|
1.13K
$28K
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.1K+ 10.68% |
$25.4K - $28.3K
|
11.4K
$282K
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
1.09K+ 21.0% |
$25.1K - $28K
|
6.26K
$155K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
463+ 2.42% |
$10.7K - $11.9K
|
19.6K
$485K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
200New |
$4.62K - $5.15K
|
200
$4.95K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
111+ 0.82% |
$2.56K - $2.86K
|
13.7K
$340K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
27+ 0.05% |
$623 - $695
|
54.8K
$1.35M
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
22+ 0.11% |
$508 - $567
|
20.4K
$506K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.79% |
$115 - $129
|
635
$15.7K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.34% |
$92.4 - $103
|
1.19K
$29.4K
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
4+ 0.01% |
$92.4 - $103
|
51.6K
$1.27M
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
208KNew |
$5.03M - $5.59M
|
208K
$5.14M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
128K+ 13.76% |
$3.1M - $3.44M
|
1.06M
$26.2M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
70.2K+ 33.76% |
$1.7M - $1.89M
|
278K
$6.88M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
70K+ 8.65% |
$1.7M - $1.88M
|
879K
$21.7M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
69.8K+ 11.78% |
$1.69M - $1.88M
|
663K
$16.4M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.5K+ 20.77% |
$1.49M - $1.65M
|
358K
$8.84M
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
50.5KNew |
$1.22M - $1.36M
|
50.5K
$1.25M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
42.7K+ 0.87% |
$1.03M - $1.15M
|
4.94M
$122M
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
38.5KNew |
$933K - $1.04M
|
38.5K
$953K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
38KNew |
$921K - $1.02M
|
38K
$940K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
37KNew |
$896K - $994K
|
37K
$915K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
35.2K+ 2.13% |
$853K - $946K
|
1.68M
$41.7M
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
33.8KNew |
$818K - $907K
|
33.8K
$835K
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
32.5K+ 14.57% |
$788K - $874K
|
256K
$6.32M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.7K+ 18.07% |
$768K - $852K
|
207K
$5.13M
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
31.3K+ 18.37% |
$758K - $841K
|
202K
$4.99M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23KNew |
$556K - $617K
|
23K
$568K
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
18.5KNew |
$448K - $497K
|
18.5K
$457K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.9K+ 11.87% |
$434K - $482K
|
169K
$4.18M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.3K+ 7.5% |
$346K - $384K
|
205K
$5.07M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11.3KNew |
$275K - $305K
|
11.3K
$281K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
9.71K+ 167.98% |
$235K - $261K
|
15.5K
$383K
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
9.2K+ 4.55% |
$223K - $247K
|
211K
$5.22M
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
9.13K+ 200.04% |
$221K - $245K
|
13.7K
$339K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.06K+ 1.16% |
$219K - $243K
|
788K
$19.5M
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
8.07KNew |
$195K - $217K
|
8.07K
$200K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.13K+ 19.31% |
$173K - $192K
|
44.1K
$1.09M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.97K+ 40.12% |
$120K - $134K
|
17.4K
$430K
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
4.96K+ 5.74% |
$120K - $133K
|
91.4K
$2.26M
|