Latest Institutional Purchases of Fidelity Covington Tr Msci Fin (FNCL)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Fin (FNCL) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
97New |
$5.6K - $6.26K
|
97
$7.14K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
77+ 1.86% |
$4.44K - $4.97K
|
4.22K
$311K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
25New |
$1.44K - $1.61K
|
25
$1.84K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
19+ 6.57% |
$1.1K - $1.23K
|
308
$22.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.4% |
$231 - $258
|
1K
$73.9K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.94KNew |
$552K - $594K
|
9.94K
$731K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.35KNew |
$242K - $260K
|
4.35K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
4.07KNew |
$226K - $243K
|
4.07K
$300K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
436+ 1.86% |
$24.2K - $26K
|
23.8K
$1.75M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
300New |
$16.7K - $17.9K
|
300
$22.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
262New |
$14.6K - $15.7K
|
262
$19.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
137New |
$7.62K - $8.18K
|
137
$10.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
115New |
$6.39K - $6.87K
|
115
$8.46K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
43New |
$2.39K - $2.57K
|
43
$3.16K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
39New |
$2.17K - $2.33K
|
39
$2.87K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
29New |
$1.61K - $1.73K
|
29
$2.13K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
12New |
$667 - $717
|
12
$883
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.82% |
$55.6 - $59.7
|
123
$9.05K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1New |
$55.6 - $59.7
|
1
$73.6
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 50.0% |
$55.6 - $59.7
|
3
$221
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 1.96% |
$55.6 - $59.7
|
52
$3.83K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
157K+ 327.28% |
$8.24M - $9.3M
|
204K
$15M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.12KNew |
$427K - $482K
|
8.12K
$597K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.99KNew |
$263K - $296K
|
4.99K
$367K
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
3.48KNew |
$183K - $207K
|
3.48K
$256K
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
3.43KNew |
$181K - $204K
|
3.43K
$253K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.92K+ 4.35% |
$101K - $114K
|
46K
$3.38M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
487New |
$25.6K - $28.9K
|
487
$35.8K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
300+ 6.0% |
$15.8K - $17.8K
|
5.3K
$390K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
169New |
$8.89K - $10K
|
169
$12.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
30New |
$1.58K - $1.78K
|
30
$2.21K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
29New |
$1.53K - $1.72K
|
29
$2.13K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11New |
$579 - $653
|
11
$810
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
5+ 0.47% |
$263 - $297
|
1.07K
$78.8K
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
56.6KNew |
$2.49M - $3.05M
|
56.6K
$4.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
44.6KNew |
$1.96M - $2.4M
|
44.6K
$3.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
16.1KNew |
$708K - $865K
|
16.1K
$1.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
4.07KNew |
$179K - $219K
|
4.07K
$299K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
3.78KNew |
$166K - $203K
|
3.78K
$278K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.9KNew |
$83.6K - $102K
|
1.9K
$140K
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
876+ 2.69% |
$38.6K - $47.1K
|
33.4K
$2.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
405New |
$17.8K - $21.8K
|
405
$29.8K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
181New |
$7.97K - $9.74K
|
181
$13.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
154New |
$6.78K - $8.29K
|
154
$11.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
150New |
$6.6K - $8.07K
|
150
$11K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
75New |
$3.3K - $4.04K
|
75
$5.52K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
73+ 1.37% |
$3.21K - $3.93K
|
5.39K
$397K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
37New |
$1.63K - $1.99K
|
37
$2.72K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
24New |
$1.06K - $1.29K
|
24
$1.77K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5New |
$220 - $269
|
5
$368
|
|