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 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
869+ 1.67% |
$21.8K - $26K
|
52.9K
$1.54M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.68K+ 62.95% |
$42K - $50.1K
|
4.34K
$126K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
165+ 0.88% |
$4.14K - $4.94K
|
18.8K
$548K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.63% |
$25.1 - $29.9
|
39
$1.14K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.1K+ 1.4% |
$77.6K - $92.7K
|
224K
$6.53M
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-536- 0.43% |
$13.4K - $16K
|
123K
$3.6M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.25K+ 15.29% |
$56.4K - $67.3K
|
17K
$494K
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-342- 0.24% |
$8.57K - $10.2K
|
141K
$4.12M
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
13.6K+ 126.97% |
$322K - $352K
|
24.3K
$707K
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-12.4K- 15.4% |
$295K - $322K
|
68.3K
$1.99M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.2K- 57.1% |
$336K - $367K
|
10.6K
$310K
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21.1K- 68.12% |
$501K - $548K
|
9.9K
$288K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.5K+ 5.19% |
$59.3K - $64.9K
|
50.7K
$1.48M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
680+ 0.51% |
$16.1K - $17.6K
|
134K
$3.89M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.36K- 52.78% |
$198K - $217K
|
7.48K
$218K
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-85.9K- 79.43% |
$2.04M - $2.23M
|
22.2K
$648K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
303+ 658.7% |
$7.18K - $7.85K
|
349
$10.2K
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1+ 0.0% |
$23.7 - $25.9
|
78.8K
$2.3M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
206New |
$4.88K - $5.34K
|
206
$6K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-395- 8.6% |
$9.37K - $10.2K
|
4.2K
$122K
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
18+ 0.97% |
$427 - $467
|
1.87K
$54.4K
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5.35K- 17.22% |
$127K - $139K
|
25.7K
$749K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1New |
$23.7 - $25.9
|
1
$29.1
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.77% |
$47.4 - $51.8
|
261
$7.6K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15.3K- 47.46% |
$363K - $396K
|
16.9K
$493K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1K+ 24.21% |
$23.7K - $25.9K
|
5.14K
$150K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
424New |
$10.1K - $11K
|
424
$12.4K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.1KNew |
$263K - $287K
|
11.1K
$323K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-286- 33.18% |
$6.78K - $7.41K
|
576
$16.8K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.6% |
$23.7 - $25.9
|
167
$4.86K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
597New |
$14.2K - $15.5K
|
597
$17.4K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.59KNew |
$37.7K - $41.2K
|
1.59K
$46.3K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-875- 15.63% |
$20.7K - $22.7K
|
4.73K
$138K
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1.23K- 18.52% |
$29K - $31.8K
|
5.39K
$157K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
117+ 487.5% |
$2.77K - $3.03K
|
141
$4.11K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.77% |
$23.7 - $25.9
|
131
$3.82K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
199New |
$4.72K - $5.16K
|
199
$5.8K
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.68% |
$23.7 - $25.9
|
147
$4.28K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3- 0.29% |
$74.8 - $80.7
|
1.04K
$30.2K
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
11+ 0.14% |
$274 - $296
|
7.86K
$229K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.9KNew |
$272K - $293K
|
10.9K
$318K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.95KNew |
$248K - $268K
|
9.95K
$290K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-32.8K- 58.18% |
$816K - $881K
|
23.5K
$686K
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.68K- 36.02% |
$166K - $180K
|
11.9K
$345K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.17K+ 10.97% |
$54.2K - $58.5K
|
22K
$640K
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-780- 49.87% |
$19.4K - $21K
|
784
$22.8K
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
507New |
$12.6K - $13.6K
|
507
$14.8K
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.6KNew |
$264K - $285K
|
10.6K
$309K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
766New |
$19.1K - $20.6K
|
766
$22.3K
|