Latest Institutional Transactions on Fidelity Covington Tr U S Mult (FLRG)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr U S Mult (FLRG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
783+ 185.55% |
$23.3K - $28.1K
|
1.21K
$43.4K
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.07K+ 6.81% |
$151K - $182K
|
79.6K
$2.86M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.9K+ 2.84% |
$205K - $248K
|
250K
$9M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.31K+ 11.84% |
$68.8K - $83.2K
|
21.9K
$786K
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
6.16KNew |
$183K - $221K
|
6.16K
$222K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
195KNew |
$6.31M - $6.97M
|
195K
$7.01M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
38.5KNew |
$1.25M - $1.38M
|
38.5K
$1.39M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.5K- 65.02% |
$697K - $770K
|
11.6K
$417K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
312+ 1.56% |
$10.1K - $11.2K
|
20.3K
$731K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.79KNew |
$252K - $279K
|
7.79K
$280K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
7New |
$227 - $250
|
7
$252
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.93KNew |
$160K - $176K
|
4.93K
$178K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.8K- 1.85% |
$512K - $565K
|
838K
$30.1M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.5K+ 272.63% |
$1.15M - $1.27M
|
48.6K
$1.75M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100New |
$3.24K - $3.58K
|
100
$3.6K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.31K+ 26.95% |
$74.7K - $82.6K
|
10.9K
$391K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.9K- 23.61% |
$450K - $497K
|
45K
$1.62M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
172K+ 15.03% |
$5.58M - $6.17M
|
1.32M
$47.5M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.2K- 24.92% |
$556K - $614K
|
51.7K
$1.86M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-983- 3.79% |
$31.8K - $35.2K
|
25K
$898K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-15- 9.32% |
$486 - $537
|
146
$5.25K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.03KNew |
$227K - $251K
|
7.03K
$253K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11K+ 53.78% |
$357K - $394K
|
31.5K
$1.13M
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.45% |
$129 - $143
|
900
$32.4K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-396- 2.05% |
$12.8K - $14.2K
|
18.9K
$680K
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.27KNew |
$203K - $224K
|
6.27K
$226K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.3K+ 44.23% |
$482K - $511K
|
46.7K
$1.68M
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.66K+ 4.85% |
$89.6K - $95.1K
|
57.6K
$2.07M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
853+ 83.55% |
$28.7K - $30.5K
|
1.87K
$67.4K
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
2.76KNew |
$92.9K - $98.6K
|
2.76K
$99.3K
|
|
Q3 2024 | |||||||
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.01KNew |
$31K - $34.1K
|
1.01K
$36.3K
|
|
Q2 2024 | |||||||
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$28.8 - $31.8
|
1
$36
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
440New |
$12.7K - $14K
|
440
$15.8K
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
7.98KNew |
$229K - $254K
|
7.98K
$287K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
584New |
$16.8K - $18.6K
|
584
$21K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-18K- 73.45% |
$519K - $574K
|
6.52K
$235K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.9KNew |
$272K - $302K
|
9.9K
$356K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
49.2KNew |
$1.35M - $1.5M
|
49.2K
$1.77M
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.25KNew |
$30.8K - $32.6K
|
1.25K
$45K
|
|
Q1 2023 | |||||||
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
287New |
$6.76K - $7.23K
|
287
$10.3K
|
|
Q4 2022 | |||||||
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
5.4K+ 23.11% |
$119K - $136K
|
28.7K
$1.03M
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
129+ 0.57% |
$2.84K - $3.24K
|
22.8K
$822K
|
|
Q2 2022 | |||||||
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
829New |
$18.1K - $21.4K
|
829
$29.8K
|