Latest Institutional Transactions on Fidelity Covington Tr (FGRO)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr (FGRO) 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 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.26K- 6.48% |
$153K - $179K
|
105K
$2.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.54K+ 18.48% |
$53.5K - $62.4K
|
16.3K
$364K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5+ 3.11% |
$106 - $123
|
166
$3.72K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35.3KNew |
$744K - $869K
|
35.3K
$790K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.1K+ 10.44% |
$65.3K - $76.3K
|
32.8K
$734K
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
9.8K+ 13.57% |
$207K - $241K
|
82K
$1.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.53K+ 19.72% |
$32.2K - $37.6K
|
9.26K
$208K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.81K- 11.06% |
$207K - $242K
|
78.9K
$1.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
222KNew |
$4.68M - $5.46M
|
222K
$4.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
15.9K+ 7.94% |
$336K - $392K
|
216K
$4.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
51.9K+ 6.49% |
$1.09M - $1.28M
|
852K
$19.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-684- 24.58% |
$14.4K - $16.8K
|
2.1K
$47K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-78- 0.54% |
$1.65K - $1.92K
|
14.4K
$322K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
7.77K+ 4.7% |
$164K - $191K
|
173K
$3.88M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.53K+ 5.0% |
$53.4K - $62.3K
|
53.2K
$1.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
94.2K+ 166.36% |
$0 - $2.25M
|
151K
$3.38M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-375- 1.03% |
$0 - $8.96K
|
36.2K
$810K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.54KNew |
$0 - $204K
|
8.54K
$191K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.3KNew |
$0 - $318K
|
13.3K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-4.94K- 30.82% |
$0 - $118K
|
11.1K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
102K+ 9.97% |
$0 - $2.44M
|
1.13M
$25.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-25.9K- 67.66% |
$0 - $618K
|
12.4K
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.1K+ 4050.57% |
$0 - $933K
|
40.1K
$898K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
67+ 0.22% |
$0 - $1.6K
|
30K
$672K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
183New |
$0 - $4.37K
|
183
$4.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-429- 2.15% |
$0 - $10.2K
|
19.6K
$438K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26K+ 21.92% |
$0 - $621K
|
145K
$3.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.26K- 12.78% |
$0 - $30.1K
|
8.6K
$193K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
900New |
$0 - $21.5K
|
900
$20.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.3K+ 24.15% |
$0 - $54.9K
|
11.8K
$265K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
320+ 1.91% |
$0 - $7.64K
|
17.1K
$383K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.1K- 6.68% |
$0 - $26.2K
|
15.3K
$343K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.8K+ 15.44% |
$0 - $448K
|
140K
$3.14M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.23KNew |
$0 - $29.3K
|
1.23K
$27.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
72New |
$0 - $1.72K
|
72
$1.61K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$0 - $4.78K
|
200
$4.48K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.4K+ 8027.91% |
$190K - $229K
|
10.5K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
700+ 6.54% |
$12.9K - $15.5K
|
11.4K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
57KNew |
$1.05M - $1.26M
|
57K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-820- 77.65% |
$15.1K - $18.1K
|
236
$5.29K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.21K+ 4.81% |
$40.5K - $48.8K
|
48.1K
$1.08M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-400- 1.0% |
$7.35K - $8.84K
|
39.5K
$885K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-22.3K- 66.83% |
$410K - $494K
|
11.1K
$249K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
245+ 1.35% |
$4.5K - $5.41K
|
18.4K
$412K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-5.3K- 86.25% |
$97.4K - $117K
|
845
$18.9K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.22K+ 3.45% |
$19K - $23.2K
|
36.5K
$818K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
12KNew |
$188K - $230K
|
12K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
550New |
$8.58K - $10.5K
|
550
$12.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-248- 2.31% |
$3.87K - $4.74K
|
10.5K
$235K
|
|