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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.26% |
$131 - $141
|
769
$48.8K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17K- 15.07% |
$1.11M - $1.2M
|
95.6K
$6.07M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 0.38% |
$131 - $141
|
528
$33.5K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
63.5K+ 200.97% |
$4.15M - $4.48M
|
95.1K
$6.03M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.99K+ 37.84% |
$326K - $352K
|
18.2K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-115K- 96.16% |
$7.53M - $8.13M
|
4.6K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.66KNew |
$240K - $259K
|
3.66K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.52K- 23.66% |
$99.7K - $108K
|
4.92K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
132+ 4.66% |
$8.64K - $9.32K
|
2.96K
$188K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
5.85KNew |
$383K - $413K
|
5.85K
$371K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-163- 0.52% |
$10.7K - $11.5K
|
31.1K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.1K+ 66.83% |
$1.51M - $1.63M
|
57.6K
$3.66M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.44K+ 12.34% |
$94.1K - $102K
|
13.1K
$831K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-106K- 70.42% |
$6.92M - $7.47M
|
44.4K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.09KNew |
$267K - $289K
|
4.09K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.09K- 12.19% |
$71.5K - $77.1K
|
7.87K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
70.5K+ 45.86% |
$4.61M - $4.98M
|
224K
$14.2M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-94- 0.69% |
$6.15K - $6.64K
|
13.5K
$859K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.7K- 6.93% |
$1.09M - $1.18M
|
224K
$14.2M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-146- 1.48% |
$9.55K - $10.3K
|
9.73K
$618K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-152- 3.07% |
$9.95K - $10.7K
|
4.8K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-553- 21.32% |
$36.2K - $39.1K
|
2.04K
$130K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-6- 0.03% |
$393 - $424
|
19.2K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-100- 30.86% |
$6.54K - $7.06K
|
224
$14.2K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.61K- 44.43% |
$498K - $538K
|
9.52K
$604K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
7+ 0.14% |
$458 - $494
|
4.89K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.53K+ 34.9% |
$493K - $532K
|
29.1K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.67KNew |
$109K - $118K
|
1.67K
$106K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
103+ 1.95% |
$6.74K - $7.28K
|
5.38K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.46KClosed |
$95.3K - $103K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-382- 7.87% |
$25K - $27K
|
4.47K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.2K+ 747.77% |
$1.85M - $1.99M
|
32K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.14K+ 60.92% |
$467K - $505K
|
18.9K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.05% |
$65.4 - $70.6
|
2.03K
$129K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-13.8K- 24.56% |
$905K - $977K
|
42.5K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-19.7K- 7.9% |
$1.29M - $1.39M
|
230K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-24- 0.36% |
$1.57K - $1.7K
|
6.62K
$420K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.5K- 3.52% |
$98.3K - $106K
|
41.2K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-811- 24.97% |
$53.1K - $57.3K
|
2.44K
$155K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-73.6K- 27.47% |
$4.81M - $5.2M
|
194K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.51% |
$65.4 - $70.6
|
199
$12.6K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-500- 15.67% |
$32.7K - $35.3K
|
2.69K
$171K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-161- 0.25% |
$10.5K - $11.4K
|
65.1K
$4.13M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.57K- 49.64% |
$103K - $111K
|
1.59K
$101K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
15.6K+ 18.46% |
$1.02M - $1.1M
|
99.8K
$6.33M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.82K- 35.69% |
$315K - $340K
|
8.68K
$551K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
30New |
$1.96K - $2.12K
|
30
$1.9K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.15K- 3.22% |
$206K - $222K
|
94.8K
$6.02M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-315- 6.39% |
$20.6K - $22.3K
|
4.62K
$293K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.69K+ 415.41% |
$372K - $402K
|
7.06K
$448K
|