Latest Institutional Purchases of Fidelity Covington Tr Msci Rea (FREL)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Rea (FREL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
7.81M+ 6175.93% |
$208M - $233M
|
7.94M
$223M
|
|
|
Feb 13, 2025
Q4 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
303K+ 2279.53% |
$8.06M - $9.04M
|
316K
$8.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
162K+ 22.16% |
$4.3M - $4.82M
|
891K
$25M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
119K+ 26.45% |
$3.15M - $3.54M
|
567K
$15.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
115KNew |
$3.07M - $3.45M
|
115K
$3.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
98.8KNew |
$2.63M - $2.95M
|
98.8K
$2.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
90.6KNew |
$2.41M - $2.71M
|
90.6K
$2.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
90.3KNew |
$2.4M - $2.7M
|
90.3K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
62.7KNew |
$1.67M - $1.87M
|
62.7K
$1.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.5K+ 18.17% |
$1.61M - $1.81M
|
394K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
47.7K+ 4.11% |
$1.27M - $1.42M
|
1.21M
$33.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
47.2K+ 9.8% |
$1.26M - $1.41M
|
529K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
41.9K+ 45.16% |
$1.12M - $1.25M
|
135K
$3.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
36.4KNew |
$969K - $1.09M
|
36.4K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33.7K+ 12929.5% |
$898K - $1.01M
|
34K
$955K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
23K+ 19.36% |
$612K - $686K
|
142K
$3.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
21.6KNew |
$575K - $645K
|
21.6K
$607K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
20K+ 43.48% |
$531K - $596K
|
65.8K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
19.5K+ 24.6% |
$518K - $581K
|
98.5K
$2.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
18.5KNew |
$493K - $553K
|
18.5K
$520K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
16KNew |
$426K - $478K
|
16K
$450K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
16KNew |
$425K - $477K
|
16K
$449K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
15.4K+ 32.46% |
$409K - $459K
|
62.7K
$1.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
15.1K+ 2.75% |
$402K - $451K
|
564K
$15.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
14.8K+ 11.05% |
$393K - $440K
|
148K
$4.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
14.7K+ 152.41% |
$392K - $440K
|
24.4K
$686K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.4KNew |
$384K - $430K
|
14.4K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.8K+ 152.91% |
$368K - $412K
|
22.8K
$641K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13KNew |
$347K - $389K
|
13K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.6K+ 10.05% |
$336K - $377K
|
138K
$3.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.2K+ 15.28% |
$324K - $363K
|
91.8K
$2.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.9KNew |
$317K - $356K
|
11.9K
$334K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$304K - $341K
|
11.4K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
9.96KNew |
$265K - $297K
|
9.96K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.43K+ 26.31% |
$224K - $252K
|
40.5K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.55K+ 2.14% |
$201K - $225K
|
361K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.49KNew |
$199K - $224K
|
7.49K
$210K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
6.61K+ 6.36% |
$176K - $197K
|
111K
$3.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
6.26K+ 8.98% |
$167K - $187K
|
76K
$2.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.62K+ 1.43% |
$150K - $168K
|
399K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.23K+ 16.66% |
$139K - $156K
|
36.6K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.56KNew |
$121K - $136K
|
4.56K
$128K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4.18K+ 6.81% |
$111K - $125K
|
65.5K
$1.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.16K+ 330.55% |
$111K - $124K
|
5.41K
$152K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.14K+ 80.55% |
$110K - $123K
|
9.27K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.8K+ 6.71% |
$101K - $113K
|
60.5K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.68K+ 2.71% |
$97.9K - $110K
|
140K
$3.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.62K+ 3.55% |
$96.2K - $108K
|
106K
$2.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
3.5K+ 0.82% |
$93.2K - $105K
|
431K
$12.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.96K+ 7.78% |
$78.9K - $88.5K
|
41.1K
$1.15M
|