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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.29K- 3.57% |
$32.4K - $38.7K
|
34.9K
$983K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.07K- 7.46% |
$26.8K - $32.1K
|
13.3K
$375K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.69K- 5.25% |
$92.6K - $111K
|
66.6K
$1.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.33K+ 1.83% |
$58.3K - $69.6K
|
130K
$3.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
29.7KNew |
$745K - $890K
|
29.7K
$839K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.34K+ 19.46% |
$58.7K - $70.1K
|
14.4K
$405K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
96.2KNew |
$2.41M - $2.88M
|
96.2K
$2.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-386- 2.01% |
$9.68K - $11.6K
|
18.8K
$531K
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-18.1K- 59.96% |
$454K - $543K
|
12.1K
$341K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
766+ 164.73% |
$19.2K - $22.9K
|
1.23K
$34.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
437+ 1.16% |
$11K - $13.1K
|
38.1K
$1.07M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
78New |
$1.96K - $2.34K
|
78
$2.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.39K- 25.63% |
$84.9K - $101K
|
9.83K
$277K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-60- 29.13% |
$1.5K - $1.8K
|
146
$4.12K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
833New |
$20.9K - $24.9K
|
833
$23.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
221+ 0.52% |
$5.54K - $6.62K
|
42.8K
$1.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
511+ 0.49% |
$12.8K - $15.3K
|
105K
$2.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-11.2K- 2.43% |
$281K - $335K
|
450K
$12.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2.37K+ 4.16% |
$59.4K - $71K
|
59.3K
$1.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-186- 0.18% |
$4.66K - $5.57K
|
102K
$2.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-3.41K- 4.66% |
$85.4K - $102K
|
69.7K
$1.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-393- 3.63% |
$9.85K - $11.8K
|
10.4K
$294K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
256+ 6.14% |
$6.42K - $7.66K
|
4.43K
$125K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
61+ 0.25% |
$1.53K - $1.83K
|
25K
$704K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-585- 0.3% |
$14.7K - $17.5K
|
192K
$5.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.58K+ 4.1% |
$64.7K - $77.2K
|
65.5K
$1.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
29.6K+ 24.95% |
$742K - $887K
|
148K
$4.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-424- 3.01% |
$10.6K - $12.7K
|
13.7K
$386K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
280+ 1.65% |
$7.02K - $8.38K
|
17.2K
$486K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
6+ 0.73% |
$150 - $180
|
831
$23.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
15+ 0.72% |
$376 - $449
|
2.08K
$58.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-27K- 38.97% |
$678K - $809K
|
42.3K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.48K+ 5.91% |
$37K - $44.2K
|
26.4K
$745K
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
5+ 0.06% |
$125 - $150
|
8.98K
$253K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
8+ 0.75% |
$201 - $240
|
1.08K
$30.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-7.25K- 39.57% |
$182K - $217K
|
11.1K
$312K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-9.99K- 13.03% |
$250K - $299K
|
66.7K
$1.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
9.68KNew |
$243K - $290K
|
9.68K
$273K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-594- 7.36% |
$14.9K - $17.8K
|
7.47K
$211K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
58.8K+ 15.1% |
$1.47M - $1.76M
|
448K
$12.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
996+ 0.97% |
$25K - $29.8K
|
104K
$2.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-13.3K- 2.37% |
$334K - $399K
|
548K
$15.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.97K- 7.47% |
$150K - $179K
|
74K
$2.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
22+ 0.74% |
$552 - $659
|
2.99K
$84.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-932- 9.64% |
$23.4K - $27.9K
|
8.74K
$246K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.55K+ 3.53% |
$89K - $106K
|
104K
$2.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.49K- 23.22% |
$213K - $254K
|
28.1K
$792K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.34K+ 2.66% |
$83.7K - $100K
|
129K
$3.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.33K+ 15.38% |
$58.3K - $69.7K
|
17.5K
$492K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.29K+ 24.91% |
$82.4K - $98.4K
|
16.5K
$465K
|