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 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
404+ 71.38% |
$10.1K - $12.1K
|
970
$28K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
65.6KNew |
$1.65M - $1.96M
|
65.6K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.2K+ 2144.64% |
$30.1K - $36K
|
1.26K
$36.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
101+ 0.27% |
$2.53K - $3.02K
|
37.2K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
699New |
$17.5K - $20.9K
|
699
$20.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
67.1K+ 130.09% |
$1.68M - $2.01M
|
119K
$3.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.27K+ 19.45% |
$56.9K - $68K
|
13.9K
$403K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4.13K- 32.02% |
$104K - $124K
|
8.78K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2New |
$50.1 - $59.9
|
2
$57.8
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.2K+ 21.91% |
$255K - $305K
|
56.7K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.8KNew |
$246K - $293K
|
9.8K
$283K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-139K- 9.32% |
$3.49M - $4.17M
|
1.35M
$39.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.34K- 8.64% |
$109K - $130K
|
45.9K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3.24K+ 5.58% |
$81.3K - $97K
|
61.3K
$1.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-427- 1.72% |
$10.7K - $12.8K
|
24.5K
$707K
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
SELL
|
- |
-3.22K- 25.02% |
$80.8K - $96.5K
|
9.66K
$279K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
110KNew |
$2.75M - $3.29M
|
110K
$3.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
16.6K+ 1606.5% |
$415K - $496K
|
17.6K
$509K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11K- 3.39% |
$275K - $328K
|
313K
$9.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
563+ 0.45% |
$14.1K - $16.9K
|
127K
$3.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
7.4KNew |
$185K - $221K
|
7.4K
$214K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-820- 0.24% |
$20.6K - $24.6K
|
343K
$9.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
47.5K+ 10.93% |
$1.19M - $1.42M
|
482K
$13.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.29K+ 9.71% |
$32.2K - $38.5K
|
14.5K
$420K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
578+ 1.72% |
$14.5K - $17.3K
|
34.1K
$986K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.9K+ 9.13% |
$699K - $835K
|
333K
$9.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
9.82K+ 72.13% |
$246K - $294K
|
23.4K
$677K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.96K- 26.97% |
$74.1K - $88.5K
|
8K
$231K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-400- 72.73% |
$10K - $12K
|
150
$4.34K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.63K- 16.03% |
$40.8K - $48.7K
|
8.53K
$247K
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
39.7K+ 5.19% |
$995K - $1.19M
|
804K
$23.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-166- 36.48% |
$4.16K - $4.97K
|
289
$8.35K
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
19.7K+ 4.83% |
$494K - $590K
|
427K
$12.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
384New |
$9.63K - $11.5K
|
384
$11.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.14K- 7.38% |
$28.6K - $34.1K
|
14.3K
$413K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
29.7KNew |
$745K - $890K
|
29.7K
$860K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.33K+ 1.83% |
$58.3K - $69.6K
|
130K
$3.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.69K- 5.25% |
$92.6K - $111K
|
66.6K
$1.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.07K- 7.46% |
$26.8K - $32.1K
|
13.3K
$384K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.29K- 3.57% |
$32.4K - $38.7K
|
34.9K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.87K- 4.43% |
$46.8K - $55.8K
|
40.2K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-18.1K- 59.96% |
$454K - $543K
|
12.1K
$350K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.34K+ 19.46% |
$58.7K - $70.1K
|
14.4K
$415K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
96.2KNew |
$2.41M - $2.88M
|
96.2K
$2.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-386- 2.01% |
$9.68K - $11.6K
|
18.8K
$544K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
766+ 164.73% |
$19.2K - $22.9K
|
1.23K
$35.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.39K- 25.63% |
$84.9K - $101K
|
9.83K
$284K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
437+ 1.16% |
$11K - $13.1K
|
38.1K
$1.1M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
78New |
$1.96K - $2.34K
|
78
$2.25K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-60- 29.13% |
$1.5K - $1.8K
|
146
$4.22K
|