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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
123+ 0.07% |
$8.29K - $9.13K
|
169K
$11.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.23K+ 22.75% |
$218K - $240K
|
17.4K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
182+ 1.53% |
$12.3K - $13.5K
|
12.1K
$789K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.22% |
$202 - $223
|
1.38K
$90.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-57- 0.65% |
$3.84K - $4.23K
|
8.73K
$571K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-257- 54.22% |
$17.3K - $19.1K
|
217
$14.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-215- 0.91% |
$14.5K - $16K
|
23.3K
$1.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
120+ 1.9% |
$8.09K - $8.91K
|
6.44K
$421K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.6K- 16.41% |
$580K - $639K
|
43.8K
$2.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-120- 0.22% |
$8.09K - $8.91K
|
53.4K
$3.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-3.29K- 49.0% |
$222K - $245K
|
3.43K
$224K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.21K+ 4.99% |
$149K - $164K
|
46.6K
$3.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.19K- 18.04% |
$215K - $237K
|
14.5K
$949K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
178+ 1.51% |
$12K - $13.2K
|
11.9K
$780K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
50+ 100.0% |
$3.37K - $3.71K
|
100
$6.54K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-49- 0.9% |
$3.3K - $3.64K
|
5.42K
$354K
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
1.9K+ 6.23% |
$128K - $141K
|
32.4K
$2.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-40- 1.24% |
$2.7K - $2.97K
|
3.17K
$208K
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
7.15KNew |
$482K - $531K
|
7.15K
$468K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-237- 2.52% |
$16K - $17.6K
|
9.19K
$601K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-13.9K- 29.8% |
$937K - $1.03M
|
32.7K
$2.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.01K+ 3.68% |
$68.1K - $75K
|
28.5K
$1.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-50.5K- 96.44% |
$3.4M - $3.75M
|
1.86K
$122K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
3.9KNew |
$263K - $290K
|
3.9K
$255K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-122- 9.14% |
$8.23K - $9.06K
|
1.21K
$79.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-48.2K- 20.53% |
$3.25M - $3.58M
|
186K
$12.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-67- 11.06% |
$4.52K - $4.97K
|
539
$35.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.43K+ 40.39% |
$96.6K - $106K
|
4.98K
$326K
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
55+ 1.71% |
$3.71K - $4.08K
|
3.27K
$214K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.07K+ 5.02% |
$72.4K - $79.7K
|
22.5K
$1.47M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-30- 0.59% |
$2.02K - $2.23K
|
5.03K
$329K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.35K+ 2.82% |
$90.8K - $99.9K
|
49.1K
$3.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-451- 4.7% |
$30.4K - $33.5K
|
9.14K
$598K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-87- 2.11% |
$5.87K - $6.46K
|
4.04K
$264K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
716+ 20.83% |
$48.3K - $53.1K
|
4.15K
$272K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-106- 3.02% |
$7.15K - $7.87K
|
3.4K
$222K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-101- 2.12% |
$6.81K - $7.5K
|
4.67K
$306K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.73K- 92.8% |
$521K - $574K
|
600
$39.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
43+ 1.24% |
$2.9K - $3.19K
|
3.5K
$229K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
4.4K+ 66.61% |
$297K - $327K
|
11K
$720K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-560- 4.02% |
$37.8K - $41.6K
|
13.4K
$875K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.31KNew |
$223K - $245K
|
3.31K
$216K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-21.9K- 44.63% |
$1.48M - $1.62M
|
27.2K
$1.78M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
BUY
|
- |
5.26K+ 15.06% |
$355K - $391K
|
40.2K
$2.63M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
386+ 12.8% |
$26K - $28.7K
|
3.4K
$222K
|
|
| Q2 2024 | |||||||
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-6.11K- 21.34% |
$398K - $423K
|
22.5K
$1.47M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-51- 13.56% |
$3.32K - $3.53K
|
325
$21.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.7K+ 375.53% |
$2.26M - $2.4M
|
43.9K
$2.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-15- 16.13% |
$977 - $1.04K
|
78
$5.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13KNew |
$846K - $899K
|
13K
$850K
|
|