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 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
9.42KNew |
$614K - $652K
|
9.42K
$653K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.99KNew |
$194K - $207K
|
2.99K
$207K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1+ 0.01% |
$65.1 - $69.2
|
7.42K
$515K
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
40.1KNew |
$2.61M - $2.78M
|
40.1K
$2.78M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-562- 13.48% |
$36.6K - $38.9K
|
3.61K
$250K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
408New |
$26.6K - $28.2K
|
408
$28.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$6.51K - $6.92K
|
100
$6.93K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
100New |
$6.51K - $6.92K
|
100
$6.93K
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-81- 1.59% |
$5.28K - $5.61K
|
5K
$347K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
676New |
$44K - $46.8K
|
676
$46.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-29- 0.73% |
$1.89K - $2.01K
|
3.94K
$273K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
49New |
$3.19K - $3.39K
|
49
$3.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
226New |
$14.7K - $15.6K
|
226
$15.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
1New |
$65.1 - $69.2
|
1
$69.3
|
|
| Q1 2024 | |||||||
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-162- 4.67% |
$10.6K - $11.3K
|
3.3K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
111New |
$7.26K - $7.74K
|
111
$7.7K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-130- 1.05% |
$8.5K - $9.07K
|
12.2K
$847K
|
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.94KNew |
$192K - $205K
|
2.94K
$204K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.2K+ 263.25% |
$1.71M - $1.83M
|
36.1K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
42.8K+ 45.78% |
$2.8M - $2.98M
|
136K
$9.44M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
150KNew |
$9.84M - $10.5M
|
150K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
87New |
$5.69K - $6.07K
|
87
$6.03K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.7KNew |
$177K - $188K
|
2.7K
$187K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
121+ 3.31% |
$7.91K - $8.44K
|
3.78K
$262K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
52New |
$3.4K - $3.63K
|
52
$3.61K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.89KNew |
$189K - $201K
|
2.89K
$200K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-187- 66.55% |
$12.2K - $13K
|
94
$6.52K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-3.2K- 40.0% |
$209K - $223K
|
4.8K
$333K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
15.6K+ 63.75% |
$1.02M - $1.09M
|
40K
$2.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.49KNew |
$293K - $313K
|
4.49K
$311K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
1+ 0.02% |
$65.4 - $69.8
|
4.47K
$310K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
3.17KNew |
$207K - $221K
|
3.17K
$220K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
240New |
$15.7K - $16.7K
|
240
$16.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
10+ 0.27% |
$654 - $698
|
3.65K
$253K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
28.2KNew |
$1.84M - $1.97M
|
28.2K
$1.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-17- 48.57% |
$1.11K - $1.19K
|
18
$1.25K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
165New |
$10.8K - $11.5K
|
165
$11.4K
|
|
| Q4 2023 | |||||||
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
8New |
$460 - $518
|
8
$555
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
47New |
$2.7K - $3.04K
|
47
$3.26K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
63New |
$3.62K - $4.08K
|
63
$4.37K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
60New |
$3.45K - $3.88K
|
60
$4.16K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
55New |
$3.16K - $3.56K
|
55
$3.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
57New |
$3.28K - $3.69K
|
57
$3.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-34Closed |
$1.96K - $2.2K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.33K+ 25.99% |
$249K - $280K
|
21K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
300New |
$17.3K - $19.4K
|
300
$20.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
133New |
$7.65K - $8.61K
|
133
$9.22K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
28New |
$1.61K - $1.81K
|
28
$1.94K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
20New |
$1.15K - $1.29K
|
20
$1.39K
|
|