Latest Institutional Transactions on Fidelity Covington Tr Msci Rea (FREL)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Rea (FREL) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-39.9K- 2.95% |
$1.06M - $1.19M
|
1.31M
$36.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.68K+ 2.71% |
$97.9K - $110K
|
140K
$3.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.16K+ 330.55% |
$111K - $124K
|
5.41K
$150K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.9K- 10.89% |
$502K - $563K
|
154K
$4.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
11+ 6.67% |
$293 - $328
|
176
$4.89K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.22K- 2.27% |
$32.5K - $36.4K
|
52.5K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.95K- 3.29% |
$51.9K - $58.2K
|
57.4K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
23K+ 19.36% |
$612K - $686K
|
142K
$3.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
172+ 1.25% |
$4.58K - $5.13K
|
13.9K
$385K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.01K- 16.0% |
$80.1K - $89.8K
|
15.8K
$439K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-246- 23.75% |
$6.55K - $7.34K
|
790
$21.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
18.5KNew |
$493K - $553K
|
18.5K
$514K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
740New |
$19.7K - $22.1K
|
740
$20.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-26.3K- 39.53% |
$700K - $786K
|
40.3K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
208New |
$5.53K - $6.21K
|
208
$5.77K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
115KNew |
$3.07M - $3.45M
|
115K
$3.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.3K- 18.11% |
$61.2K - $68.7K
|
10.4K
$289K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
150New |
$3.99K - $4.48K
|
150
$4.16K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
6.61K+ 6.36% |
$176K - $197K
|
111K
$3.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-293- 3.03% |
$7.8K - $8.75K
|
9.36K
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
479+ 16.75% |
$12.7K - $14.3K
|
3.34K
$92.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.96K+ 36.14% |
$78.6K - $88.2K
|
11.1K
$309K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
112New |
$2.98K - $3.34K
|
112
$3.11K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.15K- 15.7% |
$57.2K - $64.1K
|
11.5K
$320K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6+ 0.86% |
$160 - $179
|
705
$19.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
47.2K+ 9.8% |
$1.26M - $1.41M
|
529K
$14.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.14K+ 80.55% |
$110K - $123K
|
9.27K
$257K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.45K+ 56.53% |
$65.2K - $73.2K
|
6.79K
$188K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.72K- 2.2% |
$72.4K - $81.2K
|
121K
$3.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
3.5K+ 0.82% |
$93.2K - $105K
|
431K
$12M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-318- 0.48% |
$8.46K - $9.49K
|
65.3K
$1.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.84K+ 5.39% |
$48.9K - $54.8K
|
35.9K
$998K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-29.2K- 72.49% |
$776K - $871K
|
11.1K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-21.1K- 2.63% |
$562K - $631K
|
783K
$21.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.9K+ 11.85% |
$77.1K - $86.5K
|
27.4K
$759K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-468- 3.27% |
$12.5K - $14K
|
13.8K
$384K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
20New |
$532 - $597
|
20
$555
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.17KNew |
$31.1K - $34.9K
|
1.17K
$32.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.49K+ 8.54% |
$39.7K - $44.5K
|
18.9K
$526K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
562+ 3.91% |
$15K - $16.8K
|
14.9K
$414K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
25+ 0.84% |
$665 - $746
|
3.02K
$83.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.32K- 27.81% |
$141K - $159K
|
13.8K
$383K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
78New |
$2.08K - $2.33K
|
78
$2.17K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
110+ 10.21% |
$2.93K - $3.28K
|
1.19K
$33K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
527+ 11.9% |
$14K - $15.7K
|
4.95K
$138K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
112+ 0.11% |
$2.98K - $3.34K
|
105K
$2.92M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.19K+ 8.28% |
$58.2K - $65.3K
|
28.6K
$794K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-877- 7.92% |
$23.3K - $26.2K
|
10.2K
$283K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
27+ 0.03% |
$718 - $806
|
78.9K
$2.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
16+ 533.33% |
$426 - $478
|
19
$527
|