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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 1.02% |
$26 - $28.6
|
99
$2.76K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.89K- 3.07% |
$205K - $226K
|
249K
$6.94M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-35.3K- 74.0% |
$917K - $1.01M
|
12.4K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.52K- 4.99% |
$117K - $129K
|
86.1K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.58K- 14.22% |
$67K - $73.7K
|
15.6K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.9K- 10.02% |
$49.5K - $54.4K
|
17.1K
$477K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-390- 2.34% |
$10.1K - $11.2K
|
16.3K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-3.07K- 26.32% |
$79.8K - $87.8K
|
8.6K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
56New |
$1.45K - $1.6K
|
56
$1.56K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.8K+ 2.95% |
$306K - $336K
|
411K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.4K+ 28.09% |
$295K - $325K
|
51.8K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-111- 0.18% |
$2.88K - $3.17K
|
60.4K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.65K+ 20.05% |
$199K - $219K
|
45.8K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
315New |
$8.18K - $9.01K
|
315
$8.78K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.74K- 4.03% |
$71.2K - $78.3K
|
65.2K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.51K+ 45.25% |
$39.3K - $43.2K
|
4.85K
$135K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-2.6K- 14.01% |
$67.6K - $74.4K
|
16K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-42- 3.56% |
$1.09K - $1.2K
|
1.14K
$31.8K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-520- 0.99% |
$13.5K - $14.9K
|
52K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
285+ 0.78% |
$7.4K - $8.15K
|
36.8K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-1.61K- 4.42% |
$41.8K - $46K
|
34.8K
$970K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.99KClosed |
$130K - $143K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.7K+ 22.75% |
$797K - $877K
|
166K
$4.61M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-422- 5.02% |
$11K - $12.1K
|
7.98K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.3K- 6.54% |
$85.7K - $94.3K
|
47.2K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
35.7K+ 57.01% |
$928K - $1.02M
|
98.4K
$2.74M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.56K- 21.31% |
$118K - $130K
|
16.8K
$469K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-21.3K- 26.97% |
$553K - $608K
|
57.6K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-387- 22.04% |
$10.1K - $11.1K
|
1.37K
$38.2K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
409New |
$10.6K - $11.7K
|
409
$11.4K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-609- 0.53% |
$15.8K - $17.4K
|
115K
$3.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
29.7K+ 30.19% |
$773K - $850K
|
128K
$3.58M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
22.5KNew |
$585K - $644K
|
22.5K
$628K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.71K- 31.75% |
$70.4K - $77.4K
|
5.82K
$162K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13K- 16.52% |
$338K - $372K
|
65.8K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.53K+ 16.89% |
$65.8K - $72.4K
|
17.5K
$489K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.52K- 11.46% |
$143K - $158K
|
42.6K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
6.02K+ 53.05% |
$156K - $172K
|
17.4K
$484K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-11K- 7.82% |
$286K - $315K
|
130K
$3.62M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
157K+ 110.7% |
$4.08M - $4.49M
|
299K
$8.33M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.17KNew |
$160K - $176K
|
6.17K
$172K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.88K+ 3.5% |
$127K - $140K
|
144K
$4.03M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-98.7K- 7.51% |
$2.57M - $2.82M
|
1.22M
$33.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.9K+ 2.27% |
$334K - $368K
|
580K
$16.2M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22K+ 80.52% |
$572K - $630K
|
49.4K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
2+ 0.96% |
$52 - $57.2
|
210
$5.85K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
6.45K+ 5.83% |
$168K - $184K
|
117K
$3.26M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
11.3KNew |
$294K - $324K
|
11.3K
$316K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-7.81M- 98.37% |
$203M - $223M
|
129K
$3.61M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.03K+ 14.78% |
$26.8K - $29.5K
|
8.02K
$223K
|