Latest Institutional Transactions on Fidelity Covington Tr Quality (FQAL)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Quality (FQAL) 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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-653- 3.32% |
$41.2K - $45.1K
|
19K
$1.34M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-144- 6.31% |
$9.09K - $9.95K
|
2.14K
$151K
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-673- 2.62% |
$42.5K - $46.5K
|
25K
$1.76M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.15K+ 153.57% |
$136K - $149K
|
3.55K
$250K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-274- 6.75% |
$17.3K - $18.9K
|
3.79K
$267K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
289+ 36.96% |
$18.2K - $20K
|
1.07K
$75.5K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
158New |
$9.97K - $10.9K
|
158
$11.1K
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-34- 0.37% |
$2.15K - $2.35K
|
9.05K
$638K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.29K+ 562.01% |
$145K - $159K
|
2.7K
$190K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.3K- 40.37% |
$81.9K - $89.7K
|
1.92K
$135K
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
99+ 2.56% |
$6.25K - $6.84K
|
3.97K
$280K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
138K+ 357.37% |
$8.74M - $9.57M
|
177K
$12.5M
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-663- 3.57% |
$41.8K - $45.8K
|
17.9K
$1.26M
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.18KNew |
$74.6K - $81.7K
|
1.18K
$83.3K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-328- 2.84% |
$20.7K - $22.7K
|
11.2K
$790K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
158+ 6.04% |
$9.97K - $10.9K
|
2.78K
$196K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.9K+ 13.32% |
$1.13M - $1.24M
|
152K
$10.7M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-354- 3.77% |
$22.3K - $24.5K
|
9.05K
$638K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.33K+ 18.42% |
$210K - $230K
|
21.4K
$1.51M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.8K- 44.43% |
$744K - $815K
|
14.7K
$1.04M
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
10+ 0.12% |
$631 - $691
|
8.45K
$596K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-36- 36.36% |
$2.27K - $2.49K
|
63
$4.44K
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-159- 2.36% |
$10K - $11K
|
6.58K
$464K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.3K+ 285.93% |
$650K - $712K
|
13.9K
$980K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.57K+ 17.71% |
$604K - $661K
|
63.6K
$4.48M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
10New |
$631 - $691
|
10
$705
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.5K+ 41.07% |
$1.99M - $2.18M
|
108K
$7.64M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.68K+ 6.64% |
$296K - $324K
|
75.1K
$5.3M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.81K+ 17.75% |
$493K - $540K
|
51.8K
$3.65M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.51K+ 160.88% |
$222K - $243K
|
5.7K
$401K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
877New |
$55.4K - $60.6K
|
877
$61.8K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
491+ 8.55% |
$31K - $33.9K
|
6.23K
$439K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-104- 0.49% |
$6.56K - $7.19K
|
21.2K
$1.49M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
509+ 1.35% |
$32.1K - $35.2K
|
38.2K
$2.69M
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
30.3K+ 247.9% |
$1.91M - $2.1M
|
42.6K
$3M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.15KNew |
$199K - $218K
|
3.15K
$222K
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-132- 0.41% |
$8.33K - $9.13K
|
32.1K
$2.27M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.3K+ 2.26% |
$1.53M - $1.68M
|
1.1M
$77.7M
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-321- 5.83% |
$20.3K - $22.2K
|
5.19K
$366K
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.2KNew |
$202K - $221K
|
3.2K
$226K
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-349- 6.6% |
$22K - $24.1K
|
4.94K
$348K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-121- 50.0% |
$7.64K - $8.36K
|
121
$8.53K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.77K+ 1.77% |
$112K - $122K
|
102K
$7.16M
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-316- 2.7% |
$19.9K - $21.8K
|
11.4K
$803K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.7KNew |
$2M - $2.19M
|
31.7K
$2.23M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.5K+ 13.61% |
$158K - $173K
|
20.8K
$1.47M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
115KNew |
$7.26M - $7.95M
|
115K
$8.11M
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
4.35K+ 1.84% |
$275K - $301K
|
241K
$17M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.7K- 19.94% |
$1.65M - $1.76M
|
103K
$7.26M
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
6KNew |
$387K - $411K
|
6K
$423K
|