Latest Institutional Transactions on Fidelity Covington Tr Msci Mat (FMAT)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Mat (FMAT) 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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
566+ 6.58% |
$27.9K - $29.7K
|
9.17K
$490K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.37K- 54.96% |
$265K - $282K
|
4.4K
$235K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
224New |
$11.1K - $11.8K
|
224
$12K
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
20+ 0.41% |
$987 - $1.05K
|
4.88K
$261K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
66New |
$3.26K - $3.46K
|
66
$3.53K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-62- 1.78% |
$3.06K - $3.25K
|
3.42K
$183K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-17- 1.23% |
$839 - $892
|
1.37K
$73.1K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.7K+ 21.4% |
$1.07M - $1.14M
|
123K
$6.58M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
500+ 49.85% |
$24.7K - $26.2K
|
1.5K
$80.3K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
7+ 0.41% |
$346 - $367
|
1.72K
$91.9K
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
12.4KNew |
$611K - $649K
|
12.4K
$661K
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
3.28K+ 32.64% |
$162K - $172K
|
13.3K
$712K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.27K- 5.02% |
$62.7K - $66.6K
|
24K
$1.28M
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
33+ 0.14% |
$1.63K - $1.73K
|
24K
$1.28M
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-805- 4.27% |
$39.7K - $42.2K
|
18.1K
$966K
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
767+ 4.48% |
$37.9K - $40.2K
|
17.9K
$955K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1- 1.75% |
$49.4 - $52.5
|
56
$2.99K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
7.18KNew |
$355K - $377K
|
7.18K
$384K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
205+ 4.78% |
$10.1K - $10.8K
|
4.5K
$240K
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-877- 0.58% |
$43.3K - $46K
|
149K
$7.98M
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
724+ 5.4% |
$35.7K - $38K
|
14.1K
$755K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.84K- 9.93% |
$91K - $96.7K
|
16.7K
$894K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.39KNew |
$68.6K - $72.9K
|
1.39K
$74.3K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
74+ 1.75% |
$3.65K - $3.88K
|
4.29K
$229K
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.94K+ 70.91% |
$195K - $207K
|
9.5K
$508K
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-82- 0.54% |
$4.05K - $4.3K
|
15.1K
$805K
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
21+ 0.34% |
$1.04K - $1.1K
|
6.2K
$331K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-2.09K- 99.52% |
$103K - $110K
|
10
$535
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
598+ 1.86% |
$29.5K - $31.4K
|
32.8K
$1.75M
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.86K+ 31.11% |
$408K - $464K
|
37.3K
$2M
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
309New |
$14.2K - $16.2K
|
309
$16.5K
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.4K- 6.37% |
$157K - $178K
|
50K
$2.67M
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.42K- 33.65% |
$112K - $127K
|
4.78K
$255K
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
1+ 0.39% |
$46.1 - $52.4
|
255
$13.6K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
55.7KNew |
$2.57M - $2.92M
|
55.7K
$2.98M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
35.1KNew |
$1.62M - $1.84M
|
35.1K
$1.87M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.94K+ 26.47% |
$458K - $521K
|
47.5K
$2.54M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12- 46.15% |
$553 - $628
|
14
$748
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
9+ 0.19% |
$415 - $471
|
4.68K
$250K
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 1.72% |
$46.1 - $52.4
|
59
$3.15K
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.28K+ 16.47% |
$59K - $67K
|
9.05K
$484K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.5K+ 42.6% |
$486K - $552K
|
35.3K
$1.89M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.51K+ 26.66% |
$69.5K - $79K
|
7.17K
$383K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
76New |
$3.5K - $3.98K
|
76
$4.06K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
9.96K+ 190.75% |
$459K - $522K
|
15.2K
$811K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.95% |
$138 - $157
|
320
$17.1K
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-50- 50.0% |
$2.3K - $2.62K
|
50
$2.67K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
197New |
$9.08K - $10.3K
|
197
$10.5K
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-234- 3.67% |
$10.8K - $12.3K
|
6.14K
$328K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-7- 26.92% |
$323 - $367
|
19
$1.02K
|