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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.39KNew |
$196K - $224K
|
3.39K
$236K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.26KNew |
$131K - $149K
|
2.26K
$158K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.98KNew |
$114K - $131K
|
1.98K
$138K
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1.04K+ 2.57% |
$59.8K - $68.3K
|
41.4K
$2.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.02KNew |
$59K - $67.4K
|
1.02K
$71.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
900New |
$52K - $59.4K
|
900
$62.8K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
580New |
$33.5K - $38.3K
|
580
$40.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
300New |
$17.3K - $19.8K
|
300
$20.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
275New |
$15.9K - $18.2K
|
275
$19.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
221New |
$12.8K - $14.6K
|
221
$15.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
218New |
$12.6K - $14.4K
|
218
$15.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
100New |
$5.78K - $6.6K
|
100
$6.98K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
50New |
$2.89K - $3.3K
|
50
$3.49K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
10New |
$578 - $660
|
10
$698
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
7New |
$405 - $462
|
7
$489
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
6+ 0.36% |
$347 - $396
|
1.66K
$116K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
40.2KNew |
$2.31M - $2.59M
|
40.2K
$2.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
13.6KNew |
$783K - $878K
|
13.6K
$950K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
5.22KNew |
$300K - $337K
|
5.22K
$364K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
209New |
$12K - $13.5K
|
209
$14.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
200New |
$11.5K - $12.9K
|
200
$14K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
82New |
$4.72K - $5.3K
|
82
$5.73K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
60.7K+ 1936.79% |
$3.43M - $4.13M
|
63.8K
$4.46M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
15.7KNew |
$887K - $1.07M
|
15.7K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.34KNew |
$245K - $295K
|
4.34K
$303K
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.4KNew |
$192K - $231K
|
3.4K
$237K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
912+ 14.93% |
$51.6K - $62.1K
|
7.02K
$490K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
500New |
$28.3K - $34K
|
500
$34.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
479New |
$27.1K - $32.6K
|
479
$33.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
423New |
$23.9K - $28.8K
|
423
$29.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
235New |
$13.3K - $16K
|
235
$16.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
154+ 4.64% |
$8.71K - $10.5K
|
3.48K
$243K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
120+ 0.73% |
$6.79K - $8.17K
|
16.6K
$1.16M
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
100New |
$5.66K - $6.81K
|
100
$6.98K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
92New |
$5.2K - $6.26K
|
92
$6.42K
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
81+ 37.16% |
$4.58K - $5.51K
|
299
$20.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
CALL |
1New |
$56.6 - $68.1
|
1
$69.8
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
133KNew |
$8.08M - $9.08M
|
133K
$9.31M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
500New |
$30.3K - $34.1K
|
500
$34.9K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
356New |
$21.6K - $24.3K
|
356
$24.9K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
139+ 868.75% |
$8.43K - $9.47K
|
155
$10.8K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
108New |
$6.55K - $7.36K
|
108
$7.54K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Wulff, Hansen & Co.
|
BUY
|
- |
7.61KNew |
$478K - $525K
|
7.61K
$531K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
5.18KNew |
$325K - $357K
|
5.18K
$361K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
300New |
$18.8K - $20.7K
|
300
$20.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
98New |
$6.16K - $6.76K
|
98
$6.84K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
90+ 105.88% |
$5.65K - $6.21K
|
175
$12.2K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
89New |
$5.59K - $6.14K
|
89
$6.21K
|
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
17+ 18.89% |
$1.07K - $1.17K
|
107
$7.47K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
300New |
$19.1K - $20.5K
|
300
$20.9K
|
|