Latest Institutional Purchases of Fidelity Covington Tr Msci Mat (FMAT)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Mat (FMAT) 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 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
159KNew |
$7.6M - $8.75M
|
159K
$7.85M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
134K+ 19.93% |
$6.41M - $7.38M
|
805K
$39.8M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
37.5K+ 707.22% |
$1.8M - $2.07M
|
42.8K
$2.12M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
36.5KNew |
$1.75M - $2.01M
|
36.5K
$1.81M
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
35.6K+ 5331.74% |
$1.71M - $1.96M
|
36.3K
$1.8M
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
33.5KNew |
$1.6M - $1.85M
|
33.5K
$1.66M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.7K+ 4.3% |
$1.13M - $1.31M
|
574K
$28.4M
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.1K+ 4.59% |
$1.11M - $1.27M
|
526K
$26M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
16.2K+ 23.62% |
$775K - $892K
|
84.6K
$4.19M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.2K+ 7.21% |
$774K - $891K
|
240K
$11.9M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15.2KNew |
$730K - $840K
|
15.2K
$753K
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
13.1K+ 117.72% |
$626K - $721K
|
24.2K
$1.2M
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
12.5K+ 19.44% |
$600K - $691K
|
77K
$3.81M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.5KNew |
$597K - $687K
|
12.5K
$617K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.3K+ 34.36% |
$491K - $566K
|
40.1K
$1.98M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.95K+ 20.78% |
$429K - $493K
|
52K
$2.57M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.87K+ 25.72% |
$377K - $434K
|
38.5K
$1.9M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.77K+ 28.85% |
$372K - $429K
|
34.7K
$1.72M
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
7.6KNew |
$364K - $419K
|
7.6K
$376K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.97K+ 5.74% |
$286K - $329K
|
110K
$5.45M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
5.84K+ 253.93% |
$280K - $322K
|
8.14K
$403K
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.7K+ 26.76% |
$273K - $314K
|
27K
$1.34M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.54KNew |
$122K - $140K
|
2.54K
$126K
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.65K+ 8.68% |
$79.2K - $91.1K
|
20.7K
$1.02M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.19K+ 6.46% |
$57.1K - $65.7K
|
19.6K
$971K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
914+ 3.04% |
$43.8K - $50.4K
|
31K
$1.53M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
895+ 360.89% |
$42.9K - $49.4K
|
1.14K
$56.6K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
776+ 111.33% |
$37.2K - $42.8K
|
1.47K
$72.9K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
740+ 19.48% |
$35.5K - $40.8K
|
4.54K
$225K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
689New |
$33K - $38K
|
689
$34.1K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
685+ 11.81% |
$32.8K - $37.8K
|
6.48K
$321K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
677+ 497.79% |
$32.4K - $37.4K
|
813
$40.2K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
478New |
$22.9K - $26.4K
|
478
$23.7K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
358+ 2.46% |
$17.2K - $19.8K
|
14.9K
$737K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
342+ 99.13% |
$16.4K - $18.9K
|
687
$34K
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
230New |
$11K - $12.7K
|
230
$11.4K
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
221+ 5.05% |
$10.6K - $12.2K
|
4.6K
$228K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
194+ 4.68% |
$9.3K - $10.7K
|
4.34K
$215K
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
189New |
$9.06K - $10.4K
|
189
$9.35K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
146New |
$7K - $8.05K
|
146
$7.23K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
106New |
$5.08K - $5.85K
|
106
$5.25K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
106New |
$5.08K - $5.85K
|
106
$5.25K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100New |
$4.79K - $5.52K
|
100
$4.95K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
64+ 5.37% |
$3.07K - $3.53K
|
1.26K
$62.2K
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
63+ 1.1% |
$3.02K - $3.48K
|
5.79K
$286K
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
52+ 0.33% |
$2.49K - $2.87K
|
15.6K
$774K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
50New |
$2.4K - $2.76K
|
50
$2.47K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
21+ 0.97% |
$1.01K - $1.16K
|
2.18K
$108K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
19New |
$910 - $1.05K
|
19
$940
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13+ 1.24% |
$623 - $717
|
1.07K
$52.7K
|