Latest Institutional Purchases of Fidelity Covington Tr (FIVA)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr (FIVA) 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 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.74KNew |
$187K - $208K
|
7.74K
$200K
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
3.8K+ 10.31% |
$92K - $102K
|
40.7K
$1.05M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.22K+ 14.13% |
$29.5K - $32.7K
|
9.86K
$255K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
40New |
$968 - $1.07K
|
40
$1.03K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
634KNew |
$15.5M - $16.7M
|
634K
$16.4M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
183K+ 32.33% |
$4.49M - $4.84M
|
749K
$19.4M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32.5K+ 70.32% |
$797K - $858K
|
78.7K
$2.03M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.8K+ 43.61% |
$487K - $524K
|
65.3K
$1.69M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17K+ 68.87% |
$416K - $448K
|
41.6K
$1.07M
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
16K+ 43.17% |
$394K - $424K
|
53.2K
$1.38M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.8KNew |
$339K - $366K
|
13.8K
$358K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.61K+ 33.8% |
$88.7K - $95.5K
|
14.3K
$370K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2.01KNew |
$49.3K - $53.1K
|
2.01K
$51.9K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1KNew |
$24.5K - $26.4K
|
1K
$25.8K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
674+ 5.16% |
$16.5K - $17.8K
|
13.7K
$355K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
200+ 20000.0% |
$4.91K - $5.28K
|
201
$5.19K
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 3.57% |
$24.5 - $26.4
|
29
$749
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.5KNew |
$725K - $778K
|
30.5K
$789K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.48KNew |
$225K - $241K
|
9.48K
$245K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.5KNew |
$59.4K - $63.7K
|
2.5K
$64.6K
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.5KNew |
$271K - $306K
|
12.5K
$323K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.22KNew |
$134K - $152K
|
6.22K
$161K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$22.7 - $24.1
|
1
$25.8
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
999New |
$17.7K - $21.5K
|
999
$25.8K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
178New |
$3.16K - $3.84K
|
178
$4.6K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
18.5KNew |
$325K - $390K
|
18.5K
$478K
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
18.5KNew |
$325K - $390K
|
18.5K
$478K
|
|
Q2 2022 | |||||||
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.3KNew |
$26K - $30.7K
|
1.3K
$33.6K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
804New |
$16.1K - $19K
|
804
$20.8K
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
124New |
$2.54K - $2.86K
|
124
$3.2K
|