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 |
---|---|---|---|---|---|---|---|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.75K+ 9.14% |
$97.5K - $107K
|
44.8K
$1.22M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.02K+ 5.46% |
$182K - $201K
|
136K
$3.69M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.65KNew |
$199K - $219K
|
7.65K
$208K
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
936+ 0.87% |
$24.3K - $26.8K
|
109K
$2.96M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 0.98% |
$364 - $400
|
1.44K
$39.1K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.68% |
$26 - $28.6
|
148
$4.03K
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
500New |
$13K - $14.3K
|
500
$13.6K
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-2.03K- 1.41% |
$52.7K - $58K
|
141K
$3.85M
|
|
Q4 2024 | |||||||
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
20New |
$532 - $597
|
20
$544
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.78K+ 11.02% |
$47.4K - $53.2K
|
18K
$488K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-21.3K- 61.7% |
$566K - $634K
|
13.2K
$359K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
417+ 197.63% |
$11.1K - $12.4K
|
628
$17.1K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
47.7K+ 4.11% |
$1.27M - $1.42M
|
1.21M
$32.9M
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
91+ 1.1% |
$2.42K - $2.72K
|
8.4K
$228K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
19.5K+ 24.6% |
$518K - $581K
|
98.5K
$2.68M
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
20K+ 43.48% |
$531K - $596K
|
65.8K
$1.79M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-17.3K- 5.04% |
$460K - $516K
|
326K
$8.86M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.23K+ 16.66% |
$139K - $156K
|
36.6K
$995K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3.7K- 26.52% |
$98.4K - $110K
|
10.2K
$279K
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-4.45K- 6.15% |
$118K - $133K
|
67.9K
$1.85M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.62K+ 3.55% |
$96.2K - $108K
|
106K
$2.87M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.2K+ 15.28% |
$324K - $363K
|
91.8K
$2.5M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.43K+ 26.31% |
$224K - $252K
|
40.5K
$1.1M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.8K+ 152.91% |
$368K - $412K
|
22.8K
$621K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.4KNew |
$384K - $430K
|
14.4K
$392K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-25.4K- 34.76% |
$676K - $759K
|
47.7K
$1.3M
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-590- 3.01% |
$15.7K - $17.6K
|
19K
$517K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.6K+ 10.05% |
$336K - $377K
|
138K
$3.76M
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
98New |
$2.61K - $2.93K
|
98
$2.67K
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
353New |
$9.39K - $10.5K
|
353
$9.6K
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2+ 0.69% |
$53.2 - $59.7
|
291
$7.92K
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
600+ 60.0% |
$16K - $17.9K
|
1.6K
$43.5K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.45K- 2.45% |
$172K - $193K
|
257K
$6.99M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1- 50.0% |
$26.6 - $29.9
|
1
$27.2
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.29K+ 15.76% |
$60.9K - $68.4K
|
16.8K
$458K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-417- 7.72% |
$11.1K - $12.4K
|
4.99K
$136K
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
9.96KNew |
$265K - $297K
|
9.96K
$271K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-41- 0.11% |
$1.09K - $1.22K
|
37.9K
$1.03M
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
62.7KNew |
$1.67M - $1.87M
|
62.7K
$1.71M
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-245- 2.79% |
$6.52K - $7.31K
|
8.53K
$232K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
162K+ 22.16% |
$4.3M - $4.82M
|
891K
$24.2M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
14.8K+ 11.05% |
$393K - $440K
|
148K
$4.03M
|
|
Feb 13, 2025
Q4 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
303K+ 2279.53% |
$8.06M - $9.04M
|
316K
$8.6M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.04% |
$79.8 - $89.6
|
8.37K
$228K
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.55K- 4.45% |
$41.3K - $46.3K
|
33.3K
$906K
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-375- 1.98% |
$9.98K - $11.2K
|
18.6K
$505K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.2K- 7.6% |
$31.9K - $35.7K
|
14.6K
$396K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-391- 2.11% |
$10.4K - $11.7K
|
18.1K
$493K
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.44K- 6.38% |
$91.6K - $103K
|
50.5K
$1.37M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-929- 1.17% |
$24.7K - $27.7K
|
78.8K
$2.14M
|