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, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
614+ 6.84% |
$14.1K - $17.3K
|
9.59K
$267K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
2New |
$46 - $56.4
|
2
$55.8
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
18.3KNew |
$422K - $517K
|
18.3K
$511K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
24.7KNew |
$568K - $695K
|
24.7K
$688K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
11.5KNew |
$265K - $325K
|
11.5K
$321K
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
106New |
$2.44K - $2.99K
|
106
$2.96K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
13New |
$299 - $366
|
13
$362
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
5.52KNew |
$127K - $156K
|
5.52K
$154K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.59KNew |
$36.5K - $44.7K
|
1.59K
$44.2K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
284+ 0.48% |
$6.54K - $8.01K
|
59.7K
$1.67M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
11+ 0.11% |
$253 - $310
|
9.62K
$268K
|
|
|
Apr 19, 2023
Q1 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-6.45K- 42.53% |
$148K - $182K
|
8.71K
$243K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
883+ 5.63% |
$20.3K - $24.9K
|
16.6K
$462K
|
|
| Q4 2022 | |||||||
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-166- 31.14% |
$3.77K - $4.36K
|
367
$10.2K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.58KClosed |
$150K - $173K
|
0
$0
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
516New |
$11.7K - $13.6K
|
516
$14.4K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-351- 56.89% |
$7.97K - $9.22K
|
266
$7.42K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
487New |
$11.1K - $12.8K
|
487
$13.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
53New |
$1.2K - $1.39K
|
53
$1.48K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
15.1KNew |
$342K - $396K
|
15.1K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
351+ 2.78% |
$7.97K - $9.22K
|
13K
$362K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.86K- 11.05% |
$42.4K - $49K
|
15K
$418K
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
14.3KNew |
$325K - $376K
|
14.3K
$399K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
172New |
$3.91K - $4.52K
|
172
$4.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.5KNew |
$374K - $433K
|
16.5K
$460K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.37K+ 14.53% |
$53.7K - $62.2K
|
18.6K
$520K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.12% |
$22.7 - $26.3
|
805
$22.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
983New |
$22.3K - $25.8K
|
983
$27.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
600New |
$13.6K - $15.8K
|
600
$16.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
263New |
$5.98K - $6.91K
|
263
$7.33K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
342New |
$7.77K - $8.99K
|
342
$9.53K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-967Closed |
$22.9K - $29.5K
|
0
$0
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.2K- 29.26% |
$99.2K - $128K
|
10.1K
$283K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.7K- 39.5% |
$111K - $143K
|
7.2K
$201K
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-7.9KClosed |
$187K - $241K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14KNew |
$331K - $426K
|
14K
$390K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.02K+ 42.44% |
$95.1K - $123K
|
13.5K
$376K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
31.9K+ 92.09% |
$754K - $972K
|
66.5K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4New |
$94.6 - $122
|
4
$112
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-800- 88.89% |
$18.9K - $24.4K
|
100
$2.79K
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.45K- 14.15% |
$58K - $74.7K
|
14.9K
$415K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.77K+ 5.1% |
$136K - $176K
|
119K
$3.31M
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
SELL
|
- |
-1.26K- 95.87% |
$29.7K - $38.2K
|
54
$1.51K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.05KNew |
$24.8K - $31.9K
|
1.05K
$29.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
64New |
$1.51K - $1.95K
|
64
$1.78K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
175KNew |
$4.14M - $5.33M
|
175K
$4.88M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-130- 12.8% |
$3.07K - $3.96K
|
886
$24.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-6.6K- 43.05% |
$156K - $201K
|
8.73K
$243K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
7+ 1.12% |
$165 - $213
|
633
$17.6K
|
|
| Q2 2022 | |||||||
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-21.8KClosed |
$566K - $732K
|
0
$0
|
|