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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-1.35K- 11.22% |
N/A
|
10.7K
$239K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-500- 2.57% |
N/A
|
19K
$425K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.43KNew |
N/A
|
8.43K
$189K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.11KNew |
N/A
|
1.11K
$24.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
400+ 200.0% |
N/A
|
600
$13.4K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-541- 4.88% |
$11.4K - $13.3K
|
10.5K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
CALL |
130KNew |
$2.74M - $3.2M
|
130K
$2.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-20- 0.19% |
$422 - $493
|
10.5K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5+ 3.11% |
$106 - $123
|
166
$3.72K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-684- 24.58% |
$14.4K - $16.8K
|
2.1K
$47K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.54KNew |
$0 - $204K
|
8.54K
$191K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-429- 2.15% |
$0 - $10.2K
|
19.6K
$438K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.26K- 12.78% |
$0 - $30.1K
|
8.6K
$193K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
320+ 1.91% |
$0 - $7.64K
|
17.1K
$383K
|
|
|
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
|
|
| Q1 2024 | |||||||
|
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 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
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
12KNew |
$188K - $230K
|
12K
$270K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.22K+ 3.45% |
$19K - $23.2K
|
36.5K
$818K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
550New |
$8.58K - $10.5K
|
550
$12.3K
|
|
| Q3 2023 | |||||||
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
904+ 130.45% |
$14.5K - $16.2K
|
1.6K
$35.8K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.68K- 97.68% |
$20.7K - $25K
|
40
$896
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
50New |
$617 - $744
|
50
$1.12K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
151KNew |
$1.86M - $2.24M
|
151K
$3.38M
|
|
| Q4 2022 | |||||||
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-150Closed |
$1.85K - $2.08K
|
0
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-639K- 98.43% |
$7.89M - $8.86M
|
10.2K
$229K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-230- 2.05% |
$2.93K - $3.57K
|
11K
$246K
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
340New |
$4.34K - $6.29K
|
340
$7.62K
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-750Closed |
$9.56K - $13.9K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-600Closed |
$7.65K - $11.1K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-794Closed |
$12.3K - $16.6K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
9.86KNew |
$180K - $210K
|
9.86K
$221K
|
|