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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
511+ 0.49% |
$12.8K - $15.3K
|
105K
$3.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-11.2K- 2.43% |
$281K - $335K
|
450K
$13.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
833New |
$20.9K - $24.9K
|
833
$24.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2.37K+ 4.16% |
$59.4K - $71K
|
59.3K
$1.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
221+ 0.52% |
$5.54K - $6.62K
|
42.8K
$1.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-186- 0.18% |
$4.66K - $5.57K
|
102K
$2.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-3.41K- 4.66% |
$85.4K - $102K
|
69.7K
$2.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
256+ 6.14% |
$6.42K - $7.66K
|
4.43K
$129K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
61+ 0.25% |
$1.53K - $1.83K
|
25K
$727K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-585- 0.3% |
$14.7K - $17.5K
|
192K
$5.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-393- 3.63% |
$9.85K - $11.8K
|
10.4K
$304K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
29.6K+ 24.95% |
$742K - $887K
|
148K
$4.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.58K+ 4.1% |
$64.7K - $77.2K
|
65.5K
$1.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-27K- 38.97% |
$678K - $809K
|
42.3K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-424- 3.01% |
$10.6K - $12.7K
|
13.7K
$399K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
280+ 1.65% |
$7.02K - $8.38K
|
17.2K
$502K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.48K+ 5.91% |
$37K - $44.2K
|
26.4K
$769K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
15+ 0.72% |
$376 - $449
|
2.08K
$60.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
6+ 0.73% |
$150 - $180
|
831
$24.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-7.25K- 39.57% |
$182K - $217K
|
11.1K
$322K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
8+ 0.75% |
$201 - $240
|
1.08K
$31.4K
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
5+ 0.06% |
$125 - $150
|
8.98K
$261K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
9.68KNew |
$243K - $290K
|
9.68K
$282K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-9.99K- 13.03% |
$250K - $299K
|
66.7K
$1.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-594- 7.36% |
$14.9K - $17.8K
|
7.47K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
996+ 0.97% |
$25K - $29.8K
|
104K
$3.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.97K- 7.47% |
$150K - $179K
|
74K
$2.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-13.3K- 2.37% |
$334K - $399K
|
548K
$16M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
58.8K+ 15.1% |
$1.47M - $1.76M
|
448K
$13.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.55K+ 3.53% |
$89K - $106K
|
104K
$3.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-932- 9.64% |
$23.4K - $27.9K
|
8.74K
$255K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
22+ 0.74% |
$552 - $659
|
2.99K
$87.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.49K- 23.22% |
$213K - $254K
|
28.1K
$818K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-18.3K- 8.7% |
$460K - $549K
|
192K
$5.6M
|
|
|
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
$480K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.34K+ 2.66% |
$83.7K - $100K
|
129K
$3.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.33K+ 15.38% |
$58.3K - $69.7K
|
17.5K
$508K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.72K- 14.86% |
$43K - $51.4K
|
9.84K
$287K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
129+ 1.54% |
$3.23K - $3.86K
|
8.5K
$248K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.71% |
$25.1 - $29.9
|
141
$4.11K
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
433+ 3.91% |
$10.9K - $13K
|
11.5K
$335K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
28+ 0.31% |
$702 - $838
|
9.18K
$267K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-52- 1.19% |
$1.3K - $1.56K
|
4.32K
$126K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-51- 0.37% |
$1.28K - $1.53K
|
13.7K
$399K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.3KNew |
$57.7K - $69K
|
2.3K
$67.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-918- 74.51% |
$23K - $27.5K
|
314
$9.15K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.03K- 2.96% |
$201K - $240K
|
263K
$7.67M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
187+ 3.59% |
$4.69K - $5.6K
|
5.4K
$157K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
7.36KNew |
$184K - $220K
|
7.36K
$214K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
255+ 0.54% |
$6.39K - $7.63K
|
47.3K
$1.38M
|