Latest Institutional Transactions on Fidelity Covington Tr Msci Fin (FNCL)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Fin (FNCL) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
363+ 4.81% |
$20.9K - $23.4K
|
7.92K
$545K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.24K- 6.74% |
$129K - $144K
|
31K
$2.13M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
316+ 2.62% |
$18.2K - $20.4K
|
12.4K
$851K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-116- 2.87% |
$6.69K - $7.49K
|
3.93K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
BUY
|
- |
220KNew |
$12.7M - $14.2M
|
220K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-88- 1.31% |
$5.08K - $5.68K
|
6.61K
$455K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 0.89% |
$62.7K - $70.1K
|
121K
$8.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-464- 1.65% |
$26.8K - $30K
|
27.6K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-83.1K- 3.53% |
$4.79M - $5.36M
|
2.27M
$156M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
18.5K+ 341.34% |
$1.07M - $1.2M
|
24K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
97+ 2.12% |
$5.6K - $6.26K
|
4.68K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
81.9KNew |
$4.73M - $5.29M
|
81.9K
$5.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-603- 25.53% |
$34.8K - $38.9K
|
1.76K
$121K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.97KNew |
$229K - $256K
|
3.97K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21+ 0.27% |
$1.21K - $1.36K
|
7.74K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
38+ 0.42% |
$2.19K - $2.45K
|
9.06K
$624K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12K- 91.07% |
$690K - $772K
|
1.17K
$80.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-74.5K- 94.02% |
$4.3M - $4.81M
|
4.74K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.33K- 6.47% |
$134K - $150K
|
33.6K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.74K- 1.93% |
$216K - $242K
|
191K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
5+ 0.94% |
$288 - $323
|
537
$37K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.9K- 25.79% |
$1.32M - $1.48M
|
65.9K
$4.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.95K- 24.91% |
$459K - $513K
|
24K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
367+ 1.25% |
$21.2K - $23.7K
|
29.8K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
11.9K+ 19.23% |
$689K - $771K
|
74K
$5.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
209+ 5.73% |
$12.1K - $13.5K
|
3.86K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.8K+ 4.26% |
$621K - $695K
|
263K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.55K+ 12.35% |
$493K - $552K
|
77.8K
$5.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-136- 0.09% |
$7.85K - $8.78K
|
154K
$10.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
546+ 1.6% |
$31.5K - $35.2K
|
34.6K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.06K- 0.83% |
$61.4K - $68.7K
|
127K
$8.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.9K+ 45.31% |
$167K - $187K
|
9.3K
$640K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.8K- 15.79% |
$624K - $698K
|
57.7K
$3.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.05KNew |
$60.4K - $67.6K
|
1.05K
$72K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
113+ 136.14% |
$6.52K - $7.3K
|
196
$13.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-16.3K- 5.71% |
$939K - $1.05M
|
269K
$18.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.1K- 14.35% |
$1.39M - $1.56M
|
144K
$9.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.59K- 24.83% |
$149K - $167K
|
7.84K
$539K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.07K- 8.0% |
$61.8K - $69.1K
|
12.3K
$848K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.77KNew |
$217K - $243K
|
3.77K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.83K+ 24.05% |
$221K - $247K
|
19.8K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-740- 93.91% |
$42.7K - $47.8K
|
48
$3.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.51K+ 7.29% |
$202K - $227K
|
51.6K
$3.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
462+ 2.92% |
$26.7K - $29.8K
|
16.3K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.8K+ 36.44% |
$2.06M - $2.31M
|
134K
$9.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1K+ 43.37% |
$57.7K - $64.6K
|
3.31K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-37.5K- 1.84% |
$2.16M - $2.42M
|
2M
$138M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.55K+ 28.1% |
$147K - $165K
|
11.6K
$801K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.49K- 10.74% |
$85.8K - $96K
|
12.4K
$850K
|