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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-122K- 93.82% |
$7.93M - $8.93M
|
8.05K
$511K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-264- 0.17% |
$17.1K - $19.3K
|
154K
$9.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
135K+ 35.22% |
$8.75M - $9.85M
|
518K
$32.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.66K- 23.88% |
$237K - $267K
|
11.7K
$740K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
20New |
$1.3K - $1.46K
|
20
$1.27K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
28.6KNew |
$1.85M - $2.09M
|
28.6K
$1.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.28KNew |
$342K - $385K
|
5.28K
$335K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-6.03K- 38.64% |
$391K - $441K
|
9.58K
$608K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.31K+ 0.64% |
$215K - $242K
|
523K
$33.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-336- 5.85% |
$21.8K - $24.5K
|
5.41K
$343K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.5K+ 5.47% |
$811K - $913K
|
241K
$15.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-1- 0.03% |
$64.9 - $73
|
3.9K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.7K- 50.32% |
$886K - $998K
|
13.5K
$856K
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
12+ 0.38% |
$778 - $876
|
3.19K
$203K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-234- 28.06% |
$15.2K - $17.1K
|
600
$38.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.61K- 9.14% |
$234K - $264K
|
35.9K
$2.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-17.6K- 66.33% |
$1.14M - $1.29M
|
8.94K
$567K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.63K+ 4.11% |
$235K - $265K
|
91.8K
$5.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
94.9K+ 79.14% |
$6.15M - $6.93M
|
215K
$13.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
128New |
$8.3K - $9.35K
|
128
$8.12K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.01KNew |
$65.7K - $74K
|
1.01K
$64.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
3.33KNew |
$216K - $244K
|
3.33K
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.23KNew |
$210K - $236K
|
3.23K
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.5K- 23.05% |
$2.56M - $2.88M
|
132K
$8.36M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-101K- 78.72% |
$6.58M - $7.41M
|
27.4K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-635- 4.3% |
$41.2K - $46.4K
|
14.1K
$897K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
59.7KNew |
$3.87M - $4.36M
|
59.7K
$3.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
3.2KNew |
$208K - $234K
|
3.2K
$203K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
89.2K+ 17.57% |
$5.79M - $6.52M
|
597K
$37.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
1.42K+ 1.46% |
$92.3K - $104K
|
98.7K
$6.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.3K- 21.71% |
$214K - $241K
|
11.9K
$755K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.33K+ 8.43% |
$345K - $389K
|
68.5K
$4.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
70.7K+ 4.52% |
$4.59M - $5.17M
|
1.63M
$104M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
35New |
$2.27K - $2.56K
|
35
$2.22K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
452+ 141.69% |
$29.3K - $33K
|
771
$48.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
197KNew |
$12.8M - $14.4M
|
197K
$12.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.36K- 30.21% |
$87.9K - $99K
|
3.13K
$199K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
210New |
$13.6K - $15.3K
|
210
$13.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-33.2K- 20.94% |
$2.15M - $2.42M
|
125K
$7.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.79KNew |
$311K - $350K
|
4.79K
$304K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.27K+ 169.29% |
$82.2K - $92.6K
|
2.02K
$128K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-362- 3.54% |
$23.5K - $26.4K
|
9.87K
$627K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21.6KNew |
$1.4M - $1.58M
|
21.6K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
$64.9 - $73
|
1
$63.5
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.4K+ 67.97% |
$156K - $175K
|
5.93K
$376K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.38K- 12.56% |
$154K - $174K
|
16.6K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-342- 9.46% |
$22.2K - $25K
|
3.27K
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.13K+ 99.35% |
$268K - $301K
|
8.28K
$525K
|
|
|
Feb 04, 2025
Q4 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.41% |
$1.04K - $1.17K
|
3.88K
$246K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-700- 5.36% |
$45.4K - $51.1K
|
12.4K
$784K
|