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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2.08K- 3.67% |
$50.3K - $57.4K
|
54.6K
$1.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-34- 7.73% |
$822 - $939
|
406
$11.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 2.92% |
$28.5K - $32.5K
|
41.4K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-8.65K- 4.69% |
$209K - $239K
|
175K
$4.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.63K- 3.64% |
$39.5K - $45.1K
|
43.2K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.4K+ 2.73% |
$155K - $177K
|
241K
$6.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-366- 2.96% |
$8.85K - $10.1K
|
12K
$339K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-453- 0.73% |
$11K - $12.5K
|
61.8K
$1.75M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
40KNew |
$967K - $1.1M
|
40K
$1.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.02% |
$48.4 - $55.2
|
198
$5.59K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
26K+ 18.38% |
$629K - $718K
|
167K
$4.73M
|
|
| Q1 2025 | |||||||
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
166New |
$4.31K - $4.75K
|
166
$4.69K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1K- 62.5% |
$26K - $28.6K
|
600
$17K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
11.8K+ 3.64% |
$308K - $339K
|
337K
$9.53M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-422- 5.02% |
$11K - $12.1K
|
7.98K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.74K- 4.03% |
$71.2K - $78.3K
|
65.2K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
315New |
$8.18K - $9.01K
|
315
$8.9K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-42- 3.56% |
$1.09K - $1.2K
|
1.14K
$32.2K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-1.61K- 4.42% |
$41.8K - $46K
|
34.8K
$983K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
285+ 0.78% |
$7.4K - $8.15K
|
36.8K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
56New |
$1.45K - $1.6K
|
56
$1.58K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
35.7K+ 57.01% |
$928K - $1.02M
|
98.4K
$2.78M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.52K- 11.46% |
$143K - $158K
|
42.6K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.03K+ 14.78% |
$26.8K - $29.5K
|
8.02K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-266- 2.31% |
$6.91K - $7.6K
|
11.3K
$318K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
7.76KNew |
$202K - $222K
|
7.76K
$219K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-525- 5.61% |
$13.6K - $15K
|
8.84K
$250K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.58K+ 11.39% |
$41.1K - $45.2K
|
15.5K
$437K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
7.4KNew |
$192K - $211K
|
7.4K
$209K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
83+ 415.0% |
$2.16K - $2.37K
|
103
$2.91K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
989+ 1.64% |
$25.7K - $28.3K
|
61.5K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-101- 8.51% |
$2.62K - $2.89K
|
1.09K
$30.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
9.48K+ 12.47% |
$246K - $271K
|
85.5K
$2.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.17K- 4.8% |
$30.4K - $33.5K
|
23.2K
$657K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1.19K- 22.03% |
$30.8K - $33.9K
|
4.2K
$119K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.7% |
$26 - $28.6
|
143
$4.04K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 1.92% |
$26 - $28.6
|
53
$1.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-459- 4.64% |
$11.9K - $13.1K
|
9.44K
$267K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.95% |
$520 - $572
|
2.12K
$59.9K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.68% |
$26 - $28.6
|
148
$4.18K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
500New |
$13K - $14.3K
|
500
$14.1K
|
|
| Q4 2024 | |||||||
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
100New |
$2.66K - $2.99K
|
100
$2.83K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-36.5K- 35.63% |
$970K - $1.09M
|
65.8K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
353New |
$9.39K - $10.5K
|
353
$9.97K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
417+ 197.63% |
$11.1K - $12.4K
|
628
$17.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.29K+ 15.76% |
$60.9K - $68.4K
|
16.8K
$475K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
325New |
$8.65K - $9.7K
|
325
$9.18K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-493- 6.16% |
$13.1K - $14.7K
|
7.51K
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-469- 16.44% |
$12.5K - $14K
|
2.38K
$67.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
100New |
$2.66K - $2.99K
|
100
$2.83K
|
|