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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
153+ 0.73% |
$9.96K - $10.6K
|
21.1K
$1.45M
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$6.51K - $6.92K
|
100
$6.87K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
100New |
$6.51K - $6.92K
|
100
$6.87K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
94+ 22.12% |
$6.12K - $6.51K
|
519
$35.7K
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
49New |
$3.19K - $3.39K
|
49
$3.37K
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2+ 0.04% |
$130 - $138
|
5.35K
$368K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.22% |
$65.1 - $69.2
|
450
$30.9K
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1+ 0.01% |
$65.1 - $69.2
|
7.42K
$510K
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
1New |
$65.1 - $69.2
|
1
$68.7
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
150KNew |
$9.84M - $10.5M
|
150K
$10.3M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
42.8K+ 45.78% |
$2.8M - $2.98M
|
136K
$9.36M
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
28.2KNew |
$1.84M - $1.97M
|
28.2K
$1.94M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.2K+ 263.25% |
$1.71M - $1.83M
|
36.1K
$2.48M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
15.6K+ 63.75% |
$1.02M - $1.09M
|
40K
$2.75M
|
|
May 15, 2024
Q1 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
9.7KNew |
$634K - $677K
|
9.7K
$666K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.49KNew |
$293K - $313K
|
4.49K
$308K
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
3.17KNew |
$207K - $221K
|
3.17K
$218K
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.94KNew |
$192K - $205K
|
2.94K
$202K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.89KNew |
$189K - $201K
|
2.89K
$198K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.7KNew |
$177K - $188K
|
2.7K
$185K
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
329+ 0.66% |
$21.5K - $23K
|
49.9K
$3.43M
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
300New |
$19.6K - $20.9K
|
300
$20.6K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
240New |
$15.7K - $16.7K
|
240
$16.5K
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
165New |
$10.8K - $11.5K
|
165
$11.3K
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
121+ 3.31% |
$7.91K - $8.44K
|
3.78K
$259K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
111New |
$7.26K - $7.74K
|
111
$7.63K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
87New |
$5.69K - $6.07K
|
87
$5.98K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
52New |
$3.4K - $3.63K
|
52
$3.57K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
10+ 0.27% |
$654 - $698
|
3.65K
$251K
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
6+ 0.03% |
$392 - $419
|
20K
$1.37M
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
1+ 0.02% |
$65.4 - $69.8
|
4.47K
$307K
|
|
Q4 2023 | |||||||
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
111KNew |
$6.39M - $7.19M
|
111K
$7.63M
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
105KNew |
$6.02M - $6.77M
|
105K
$7.19M
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
15.7KNew |
$901K - $1.01M
|
15.7K
$1.08M
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.6KNew |
$668K - $752K
|
11.6K
$798K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.37KNew |
$251K - $283K
|
4.37K
$300K
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.33K+ 25.99% |
$249K - $280K
|
21K
$1.44M
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
3.73KNew |
$214K - $241K
|
3.73K
$256K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.38KNew |
$194K - $219K
|
3.38K
$232K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2KNew |
$115K - $129K
|
2K
$137K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
300New |
$17.3K - $19.4K
|
300
$20.6K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
133New |
$7.65K - $8.61K
|
133
$9.14K
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
122New |
$7.02K - $7.9K
|
122
$8.38K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
109New |
$6.27K - $7.06K
|
109
$7.49K
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
78New |
$4.49K - $5.05K
|
78
$5.36K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
63New |
$3.62K - $4.08K
|
63
$4.33K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
60New |
$3.45K - $3.88K
|
60
$4.12K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
57New |
$3.28K - $3.69K
|
57
$3.92K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
57New |
$3.28K - $3.69K
|
57
$3.92K
|