Latest Institutional Purchases of Fidelity Covington Tr (FIDI)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr (FIDI) 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
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.1K+ 7.0% |
$554K - $614K
|
430K
$8.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.6K+ 29.55% |
$465K - $515K
|
103K
$2.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.9KNew |
$254K - $281K
|
12.9K
$261K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.07K+ 6.53% |
$99.9K - $111K
|
82.7K
$1.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.98K+ 7.25% |
$98.1K - $109K
|
73.6K
$1.49M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.3K+ 34.9% |
$84.7K - $93.8K
|
16.6K
$336K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.03K+ 24.41% |
$59.8K - $66.2K
|
15.5K
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.69K+ 1.4% |
$53K - $58.7K
|
194K
$3.94M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.52K+ 7.04% |
$49.6K - $55K
|
38.3K
$775K
|
|
|
Oct 22, 2024
Q3 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
2.02K+ 0.53% |
$39.9K - $44.2K
|
381K
$7.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.9K+ 13.35% |
$37.5K - $41.5K
|
16.2K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.38K+ 1922.22% |
$27.3K - $30.2K
|
1.46K
$29.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.14K+ 2.16% |
$22.4K - $24.8K
|
53.7K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
999+ 6.96% |
$19.7K - $21.8K
|
15.4K
$311K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
263New |
$5.18K - $5.74K
|
263
$5.32K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
162+ 0.73% |
$3.19K - $3.54K
|
22.4K
$453K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
63New |
$1.24K - $1.38K
|
63
$1.28K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
40+ 0.24% |
$788 - $873
|
16.7K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
5+ 1.01% |
$98.6 - $109
|
502
$10.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$19.7 - $21.8
|
1
$20.2
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28KNew |
$562K - $609K
|
28K
$566K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.85KNew |
$198K - $214K
|
9.85K
$199K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
20New |
$402 - $435
|
20
$405
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
500New |
$9.85K - $10.5K
|
500
$10.1K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
9KNew |
$160K - $186K
|
9K
$182K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.06KNew |
$36.5K - $42.5K
|
2.06K
$41.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
288New |
$5.11K - $5.94K
|
288
$5.83K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
12KNew |
$223K - $236K
|
12K
$243K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
51.7KNew |
$931K - $1.04M
|
51.7K
$1.05M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
110New |
$1.98K - $2.22K
|
110
$2.23K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.7K+ 98.66% |
$452K - $544K
|
57.8K
$1.17M
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
16.5KNew |
$260K - $313K
|
16.5K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.17KNew |
$34.1K - $41K
|
2.17K
$43.8K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
423New |
$6.65K - $8.01K
|
423
$8.56K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
95New |
$1.49K - $1.8K
|
95
$1.92K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8+ 0.61% |
$126 - $152
|
1.33K
$26.9K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
32.5K+ 580.32% |
$513K - $613K
|
38.1K
$771K
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.38KNew |
$107K - $115K
|
5.38K
$109K
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
100New |
$1.84K - $2.06K
|
100
$2.02K
|
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$1.84K - $2.06K
|
100
$2.02K
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
883New |
$17.3K - $19.3K
|
883
$17.9K
|
|