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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.27K- 2.99% |
$356K - $391K
|
171K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.82K- 3.71% |
$123K - $135K
|
47.1K
$3.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.52K+ 67.05% |
$372K - $410K
|
13.8K
$900K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.13K- 3.01% |
$279K - $307K
|
133K
$8.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
20.4KNew |
$1.38M - $1.52M
|
20.4K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.11K+ 1.67% |
$210K - $231K
|
189K
$12.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-14.1K- 17.93% |
$953K - $1.05M
|
64.7K
$4.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-8- 0.45% |
$539 - $594
|
1.76K
$115K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-353- 2.33% |
$23.8K - $26.2K
|
14.8K
$966K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.12% |
$67.4 - $74.2
|
869
$56.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.63K+ 4.86% |
$110K - $121K
|
35.1K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1+ 0.01% |
$67.4 - $74.2
|
7.36K
$481K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-240- 3.93% |
$16.2K - $17.8K
|
5.87K
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
80.2K+ 108.8% |
$5.41M - $5.96M
|
154K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
21+ 0.48% |
$1.42K - $1.56K
|
4.36K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
500+ 176.06% |
$33.7K - $37.1K
|
784
$51.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.25% |
$405 - $445
|
2.42K
$158K
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-106- 1.86% |
$7.15K - $7.87K
|
5.59K
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3+ 0.05% |
$202 - $223
|
5.75K
$376K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
449+ 16.37% |
$30.3K - $33.3K
|
3.19K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.25KNew |
$287K - $316K
|
4.25K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.93M- 55.29% |
$130M - $144M
|
1.56M
$102M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-86- 0.87% |
$5.8K - $6.38K
|
9.78K
$640K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
11.3K+ 7.98% |
$763K - $840K
|
153K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-284- 8.85% |
$19.2K - $21.1K
|
2.93K
$191K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
135+ 2.81% |
$9.1K - $10K
|
4.94K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
15.2KNew |
$1.02M - $1.13M
|
15.2K
$994K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.9KNew |
$936K - $1.03M
|
13.9K
$908K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25- 1.68% |
$1.69K - $1.86K
|
1.47K
$96K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.91KNew |
$196K - $216K
|
2.91K
$190K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
72.5K+ 461.99% |
$4.89M - $5.38M
|
88.2K
$5.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
259+ 2.6% |
$17.5K - $19.2K
|
10.2K
$670K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.25K+ 176.71% |
$152K - $167K
|
3.53K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.82K- 17.48% |
$190K - $209K
|
13.3K
$869K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
248K+ 95.32% |
$16.7M - $18.4M
|
508K
$33.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
907+ 16.73% |
$61.2K - $67.3K
|
6.33K
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.85K- 38.2% |
$192K - $212K
|
4.61K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
67+ 0.81% |
$4.52K - $4.97K
|
8.38K
$548K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.01KNew |
$203K - $224K
|
3.01K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
365+ 8.28% |
$24.6K - $27.1K
|
4.78K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.4K+ 28.48% |
$229K - $252K
|
15.3K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-863- 1.29% |
$58.2K - $64.1K
|
66.2K
$4.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.85KNew |
$192K - $212K
|
2.85K
$186K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-31- 0.43% |
$2.09K - $2.3K
|
7.1K
$465K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
60+ 0.23% |
$4.05K - $4.45K
|
26.5K
$1.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-86K- 44.8% |
$5.8M - $6.39M
|
106K
$6.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-892- 36.92% |
$60.1K - $66.2K
|
1.52K
$99.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.59KNew |
$107K - $118K
|
1.59K
$104K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.3K- 24.62% |
$1.57M - $1.73M
|
71.2K
$4.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-178- 4.66% |
$12K - $13.2K
|
3.65K
$238K
|