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 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.33KClosed |
$69.6K - $80.2K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
SELL
|
- |
-1.24K- 10.67% |
$37K - $42.5K
|
10.3K
$288K
|
|
May 02, 2022
Q1 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-380- 2.02% |
$11.4K - $13.1K
|
18.4K
$513K
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-6.45KClosed |
$193K - $222K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-6.75KClosed |
$202K - $233K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.33KClosed |
$69.6K - $80.2K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
281New |
$8.41K - $9.68K
|
281
$7.83K
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
230New |
$6.88K - $7.92K
|
230
$6.41K
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-226Closed |
$6.76K - $7.79K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.85KNew |
$55.2K - $63.6K
|
1.85K
$51.5K
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-182Closed |
$5.45K - $6.27K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5.99KClosed |
$179K - $206K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-73Closed |
$2.18K - $2.51K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.6KClosed |
$77.8K - $89.6K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-54Closed |
$1.65K - $1.87K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-825- 83.33% |
$25.3K - $28.6K
|
165
$4.6K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-226Closed |
$6.92K - $7.85K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.9KClosed |
$486K - $551K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-67.1KClosed |
$2.06M - $2.33M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-252Closed |
$7.72K - $8.75K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-298Closed |
$9.13K - $10.3K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
955+ 145.8% |
$29.3K - $33.2K
|
1.61K
$44.9K
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-200Closed |
$6.13K - $6.94K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
28.7KNew |
$880K - $998K
|
28.7K
$801K
|
|
Feb 09, 2022
Q4 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-6.72KClosed |
$206K - $233K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-52Closed |
$1.59K - $1.81K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
40New |
$1.23K - $1.39K
|
40
$1.12K
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
319New |
$9.77K - $11.1K
|
319
$8.89K
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-1Closed |
$30.6 - $34.7
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-20KClosed |
$609K - $663K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-159Closed |
$4.83K - $5.26K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-250Closed |
$7.6K - $8.28K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-468Closed |
$14.2K - $15.5K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-12Closed |
$365 - $397
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
66.4KNew |
$2.02M - $2.2M
|
66.4K
$1.85M
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-240Closed |
$7.3K - $7.94K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-20KClosed |
$609K - $663K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-176- 18.11% |
$5.35K - $5.83K
|
796
$22.2K
|
|
Oct 21, 2021
Q3 2021
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.62KClosed |
$49.3K - $53.7K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-437Closed |
$12.2K - $13.8K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-8- 57.14% |
$224 - $252
|
6
$167
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2Closed |
$55.9 - $63.1
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
293New |
$8.19K - $9.24K
|
293
$8.17K
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
133New |
$3.72K - $4.19K
|
133
$3.71K
|
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-59Closed |
$1.65K - $1.86K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-14.4KClosed |
$403K - $454K
|
0
$0
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-18Closed |
$441 - $502
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.48KClosed |
$36.1K - $41.1K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-51KClosed |
$1.25M - $1.42M
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-12.5KClosed |
$307K - $350K
|
0
$0
|