Latest Institutional Purchases of Fidelity Covington Tr Msci Hea (FHLC)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Hea (FHLC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.21K+ 4.99% |
$149K - $164K
|
46.6K
$3.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
1.9K+ 6.23% |
$128K - $141K
|
32.4K
$2.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.63K+ 4.86% |
$110K - $121K
|
35.1K
$2.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.59KNew |
$107K - $118K
|
1.59K
$110K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.5K+ 31.31% |
$101K - $111K
|
6.27K
$431K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.43K+ 40.39% |
$96.6K - $106K
|
4.98K
$342K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.35K+ 2.82% |
$90.8K - $99.9K
|
49.1K
$3.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.28KNew |
$86.3K - $95K
|
1.28K
$87.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.21K+ 2.72% |
$81.6K - $89.8K
|
45.7K
$3.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.16K+ 25.26% |
$78.2K - $86K
|
5.75K
$395K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.12K+ 76.22% |
$75.7K - $83.3K
|
2.59K
$178K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.12K+ 6.91% |
$75.5K - $83.1K
|
17.3K
$1.19M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.07K+ 5.02% |
$72.4K - $79.7K
|
22.5K
$1.54M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.01K+ 3.68% |
$68.1K - $75K
|
28.5K
$1.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
931+ 1.36% |
$62.8K - $69.1K
|
69.3K
$4.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
907+ 16.73% |
$61.2K - $67.3K
|
6.33K
$435K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
749New |
$50.5K - $55.6K
|
749
$51.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
716+ 20.83% |
$48.3K - $53.1K
|
4.15K
$285K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
561+ 14.28% |
$37.8K - $41.6K
|
4.49K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
500+ 176.06% |
$33.7K - $37.1K
|
784
$53.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
482+ 2.61% |
$32.5K - $35.8K
|
18.9K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
465New |
$31.4K - $34.5K
|
465
$31.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
452+ 10.42% |
$30.5K - $33.6K
|
4.79K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
449+ 16.37% |
$30.3K - $33.3K
|
3.19K
$219K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
386+ 12.8% |
$26K - $28.7K
|
3.4K
$234K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
379+ 0.38% |
$25.6K - $28.1K
|
101K
$6.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
379+ 4.74% |
$25.6K - $28.1K
|
8.38K
$576K
|
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
365+ 8.28% |
$24.6K - $27.1K
|
4.78K
$328K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
320+ 8.24% |
$21.6K - $23.8K
|
4.2K
$289K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
290+ 2.51% |
$19.6K - $21.5K
|
11.8K
$813K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
286+ 866.67% |
$19.3K - $21.2K
|
319
$21.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
259+ 2.6% |
$17.5K - $19.2K
|
10.2K
$703K
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
244+ 0.14% |
$16.5K - $18.1K
|
171K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
215+ 5.5% |
$14.5K - $16K
|
4.12K
$283K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
210+ 0.64% |
$14.2K - $15.6K
|
33.2K
$2.28M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
208+ 3.52% |
$14K - $15.4K
|
6.12K
$420K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
198New |
$13.4K - $14.7K
|
198
$13.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
192+ 2.53% |
$12.9K - $14.3K
|
7.77K
$534K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
191+ 173.64% |
$12.9K - $14.2K
|
301
$20.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
182+ 1.53% |
$12.3K - $13.5K
|
12.1K
$828K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
178+ 1.51% |
$12K - $13.2K
|
11.9K
$820K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
177+ 1.19% |
$11.9K - $13.1K
|
15.1K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
173+ 0.13% |
$11.7K - $12.8K
|
129K
$8.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
162+ 3.61% |
$10.9K - $12K
|
4.65K
$320K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
158+ 1.3% |
$10.7K - $11.7K
|
12.3K
$847K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
157New |
$10.6K - $11.7K
|
157
$10.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
156+ 5.04% |
$10.5K - $11.6K
|
3.25K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
150+ 0.3% |
$10.1K - $11.1K
|
49.8K
$3.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
141+ 3.43% |
$9.51K - $10.5K
|
4.26K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
135+ 2.81% |
$9.1K - $10K
|
4.94K
$339K
|