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 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.19K+ 19.17% |
$27.4K - $30.6K
|
7.38K
$199K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.13KNew |
$26.2K - $29.2K
|
1.13K
$30.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.1K+ 10.68% |
$25.4K - $28.3K
|
11.4K
$307K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
1.09K+ 21.0% |
$25.1K - $28K
|
6.26K
$169K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
958+ 10.78% |
$22.1K - $24.7K
|
9.85K
$265K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
941+ 5.5% |
$21.7K - $24.2K
|
18.1K
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
914+ 8.06% |
$21.1K - $23.5K
|
12.3K
$330K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
846+ 7.12% |
$19.5K - $21.8K
|
12.7K
$343K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
701New |
$16.2K - $18.1K
|
701
$18.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
661+ 1.16% |
$15.3K - $17K
|
57.7K
$1.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
560+ 221.34% |
$12.9K - $14.4K
|
813
$21.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
463+ 2.42% |
$10.7K - $11.9K
|
19.6K
$527K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
403+ 0.83% |
$9.31K - $10.4K
|
48.8K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
395+ 6.91% |
$9.12K - $10.2K
|
6.11K
$164K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
387+ 1.37% |
$8.94K - $9.97K
|
28.6K
$769K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
369+ 1.92% |
$8.52K - $9.5K
|
19.6K
$527K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
351+ 153.28% |
$8.1K - $9.04K
|
580
$15.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
313+ 2.1% |
$7.23K - $8.06K
|
15.2K
$409K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
260+ 2.81% |
$6K - $6.7K
|
9.53K
$256K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
232+ 1.13% |
$5.36K - $5.97K
|
20.8K
$559K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
230+ 0.85% |
$5.31K - $5.92K
|
27.3K
$735K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
225New |
$5.2K - $5.79K
|
225
$6.05K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
204+ 6.07% |
$4.71K - $5.25K
|
3.57K
$95.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
200New |
$4.62K - $5.15K
|
200
$5.38K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
196+ 0.83% |
$4.53K - $5.05K
|
23.8K
$641K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
183+ 0.86% |
$4.23K - $4.71K
|
21.6K
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
139+ 3.6% |
$3.21K - $3.58K
|
4K
$108K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
129+ 1.14% |
$2.98K - $3.32K
|
11.5K
$308K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
111+ 0.82% |
$2.56K - $2.86K
|
13.7K
$369K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
80+ 0.54% |
$1.85K - $2.06K
|
14.9K
$402K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
50New |
$1.15K - $1.29K
|
50
$1.35K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
38+ 0.11% |
$877 - $979
|
33.8K
$909K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
37+ 0.15% |
$854 - $953
|
24.6K
$662K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
27+ 0.05% |
$623 - $695
|
54.8K
$1.47M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
22+ 0.11% |
$508 - $567
|
20.4K
$550K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
15+ 0.66% |
$346 - $386
|
2.29K
$61.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
9+ 0.83% |
$208 - $232
|
1.09K
$29.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.79% |
$115 - $129
|
635
$17.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 0.9% |
$92.4 - $103
|
447
$12K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.34% |
$92.4 - $103
|
1.19K
$32K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
4+ 0.01% |
$92.4 - $103
|
51.6K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 1.16% |
$23.1 - $25.8
|
87
$2.34K
|
|
| Q2 2024 | |||||||
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
50.5KNew |
$1.22M - $1.36M
|
50.5K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
42.7K+ 0.87% |
$1.03M - $1.15M
|
4.94M
$133M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
38.5KNew |
$933K - $1.04M
|
38.5K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
9.13K+ 200.04% |
$221K - $245K
|
13.7K
$369K
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
8.07KNew |
$195K - $217K
|
8.07K
$217K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2.82KNew |
$68.3K - $75.8K
|
2.82K
$75.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.94KNew |
$47K - $52.1K
|
1.94K
$52.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1.11KNew |
$27K - $29.9K
|
1.11K
$30K
|
|