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 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
123+ 0.07% |
$8.29K - $9.13K
|
169K
$11.6M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
120+ 1.9% |
$8.09K - $8.91K
|
6.44K
$442K
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
82+ 0.36% |
$5.53K - $6.09K
|
23.1K
$1.59M
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
70+ 2.54% |
$4.72K - $5.2K
|
2.83K
$194K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
70+ 0.47% |
$4.72K - $5.2K
|
15.1K
$1.04M
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
67+ 0.81% |
$4.52K - $4.97K
|
8.38K
$575K
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
60+ 0.23% |
$4.05K - $4.45K
|
26.5K
$1.82M
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
60+ 81.08% |
$4.05K - $4.45K
|
134
$9.21K
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
55+ 1.71% |
$3.71K - $4.08K
|
3.27K
$225K
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
50+ 100.0% |
$3.37K - $3.71K
|
100
$6.87K
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
43+ 1.24% |
$2.9K - $3.19K
|
3.5K
$240K
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
31+ 0.48% |
$2.09K - $2.3K
|
6.43K
$442K
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
30+ 0.35% |
$2.02K - $2.23K
|
8.72K
$599K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28+ 24.14% |
$1.89K - $2.08K
|
144
$9.89K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
28+ 0.7% |
$1.89K - $2.08K
|
4.05K
$278K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
26+ 1.58% |
$1.75K - $1.93K
|
1.67K
$115K
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
22+ 0.7% |
$1.48K - $1.63K
|
3.18K
$218K
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
21+ 0.48% |
$1.42K - $1.56K
|
4.36K
$300K
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
19+ 0.36% |
$1.28K - $1.41K
|
5.37K
$369K
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17+ 0.25% |
$1.15K - $1.26K
|
6.79K
$467K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
16+ 0.07% |
$1.08K - $1.19K
|
21.6K
$1.49M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16New |
$1.08K - $1.19K
|
16
$1.1K
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
15+ 0.29% |
$1.01K - $1.11K
|
5.14K
$353K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
15New |
$1.01K - $1.11K
|
15
$1.03K
|
|
Oct 31, 2024
Q3 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.34% |
$877 - $965
|
3.87K
$266K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12+ 0.33% |
$809 - $891
|
3.62K
$249K
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
11+ 0.35% |
$742 - $817
|
3.15K
$217K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
6+ 0.19% |
$405 - $445
|
3.24K
$223K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.25% |
$405 - $445
|
2.42K
$166K
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3+ 0.58% |
$202 - $223
|
524
$36K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3+ 0.05% |
$202 - $223
|
5.75K
$395K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.22% |
$202 - $223
|
1.38K
$95K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.26% |
$135 - $148
|
765
$52.6K
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.34% |
$135 - $148
|
582
$40K
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.12% |
$67.4 - $74.2
|
869
$59.7K
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1+ 0.01% |
$67.4 - $74.2
|
7.36K
$505K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.07% |
$67.4 - $74.2
|
1.53K
$105K
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.18% |
$67.4 - $74.2
|
545
$37.4K
|
|
Q2 2024 | |||||||
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
40.1KNew |
$2.61M - $2.78M
|
40.1K
$2.76M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.7K+ 375.53% |
$2.26M - $2.4M
|
43.9K
$3.02M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13KNew |
$846K - $899K
|
13K
$892K
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
9.42KNew |
$614K - $652K
|
9.42K
$647K
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.29KNew |
$475K - $505K
|
7.29K
$501K
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.99KNew |
$194K - $207K
|
2.99K
$205K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
676New |
$44K - $46.8K
|
676
$46.4K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
408New |
$26.6K - $28.2K
|
408
$28K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
360+ 26.2% |
$23.4K - $24.9K
|
1.73K
$119K
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
324New |
$21.1K - $22.4K
|
324
$22.3K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
322New |
$21K - $22.3K
|
322
$22.1K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
226New |
$14.7K - $15.6K
|
226
$15.5K
|