Latest Institutional Transactions on Fidelity Covington Tr Msci Hea (FHLC)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Hea (FHLC) 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
55.8K+ 24.84% |
$3.4M - $3.77M
|
280K
$19.4M
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14- 0.11% |
$854 - $946
|
12.5K
$867K
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.94KNew |
$241K - $267K
|
3.94K
$273K
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-117- 2.38% |
$7.14K - $7.91K
|
4.8K
$333K
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 0.07% |
$61 - $67.6
|
1.44K
$99.6K
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4+ 0.05% |
$244 - $270
|
7.87K
$546K
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
33+ 0.2% |
$2.01K - $2.23K
|
16.2K
$1.12M
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.98K+ 9.58% |
$182K - $202K
|
34.1K
$2.37M
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
3.44KNew |
$210K - $233K
|
3.44K
$239K
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.26% |
$122 - $135
|
771
$53.5K
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
61.1K+ 335.93% |
$3.73M - $4.13M
|
79.2K
$5.49M
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.64KNew |
$344K - $381K
|
5.64K
$391K
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27.4K- 85.71% |
$1.67M - $1.85M
|
4.57K
$317K
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.68K+ 58.66% |
$469K - $519K
|
20.8K
$1.44M
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-183- 3.81% |
$11.2K - $12.4K
|
4.62K
$320K
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
507+ 5.21% |
$30.9K - $34.3K
|
10.2K
$710K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.26K+ 65.27% |
$504K - $558K
|
20.9K
$1.45M
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.43K- 10.57% |
$87.3K - $96.7K
|
12.1K
$839K
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
68K+ 3.72% |
$4.15M - $4.6M
|
1.9M
$131M
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1+ 0.01% |
$61 - $67.6
|
7.36K
$510K
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
9+ 30.0% |
$549 - $608
|
39
$2.7K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-93.1K- 41.54% |
$5.68M - $6.3M
|
131K
$9.09M
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
5.99KNew |
$365K - $405K
|
5.99K
$415K
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.3KNew |
$1.18M - $1.3M
|
19.3K
$1.34M
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.73KNew |
$228K - $252K
|
3.73K
$259K
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.99KNew |
$305K - $337K
|
4.99K
$346K
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-410- 7.01% |
$25K - $27.7K
|
5.44K
$377K
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.8KNew |
$293K - $324K
|
4.8K
$333K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.48K- 30.28% |
$90.3K - $100K
|
3.41K
$236K
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-650- 2.39% |
$39.7K - $43.9K
|
26.6K
$1.84M
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-149- 3.33% |
$9.09K - $10.1K
|
4.32K
$300K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.1K+ 3.53% |
$1.22M - $1.36M
|
587K
$40.7M
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.28KNew |
$322K - $357K
|
5.28K
$366K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.71K+ 6.65% |
$288K - $318K
|
75.6K
$5.24M
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-383- 0.45% |
$23.4K - $25.9K
|
85.2K
$5.9M
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17K+ 155.2% |
$1.03M - $1.15M
|
27.9K
$1.93M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
278+ 43.85% |
$17K - $18.8K
|
912
$63.2K
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.57K- 95.39% |
$157K - $174K
|
124
$8.6K
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
15.3KNew |
$934K - $1.03M
|
15.3K
$1.06M
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.2K- 16.95% |
$73K - $80.8K
|
5.86K
$406K
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.99K- 14.37% |
$243K - $269K
|
23.8K
$1.65M
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-18- 0.14% |
$1.1K - $1.22K
|
13.2K
$918K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-10.7K- 40.27% |
$652K - $722K
|
15.9K
$1.1M
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-55.2K- 84.73% |
$3.37M - $3.73M
|
9.95K
$690K
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.3% |
$61 - $67.6
|
331
$23K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.09K+ 20.93% |
$372K - $412K
|
35.2K
$2.44M
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-11.9K- 33.16% |
$728K - $806K
|
24K
$1.67M
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1.29K+ 3.8% |
$78.9K - $87.3K
|
35.3K
$2.45M
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 0.38% |
$122 - $135
|
530
$36.8K
|