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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
105K+ 13304.05% |
$2.54M - $2.9M
|
106K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
102KNew |
$2.47M - $2.82M
|
102K
$2.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
68.1K+ 5.9% |
$1.65M - $1.88M
|
1.22M
$33.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.3KNew |
$1.22M - $1.39M
|
50.3K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
45.4KNew |
$1.1M - $1.25M
|
45.4K
$1.24M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
40KNew |
$967K - $1.1M
|
40K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.3K+ 8.48% |
$733K - $837K
|
388K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29.8KNew |
$720K - $823K
|
29.8K
$812K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
BUY
|
- |
29.6K+ 3.75% |
$717K - $818K
|
820K
$22.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
26K+ 18.38% |
$629K - $718K
|
167K
$4.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
24.8K+ 11.87% |
$600K - $685K
|
234K
$6.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.7K+ 166.74% |
$500K - $571K
|
33.1K
$902K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.6K+ 11.21% |
$449K - $512K
|
184K
$5.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
17.3K+ 3.85% |
$419K - $479K
|
467K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
16.3K+ 2.78% |
$395K - $451K
|
603K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.9KNew |
$384K - $438K
|
15.9K
$433K
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
14.9K+ 42.78% |
$361K - $412K
|
49.8K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.7K+ 48.34% |
$330K - $377K
|
41.9K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.3K+ 14.8% |
$297K - $339K
|
95.2K
$2.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12K+ 19.94% |
$291K - $332K
|
72.4K
$1.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
11.8K+ 1.15% |
$286K - $327K
|
1.04M
$28.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.6K+ 26.81% |
$256K - $292K
|
50K
$1.36M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.55KNew |
$231K - $264K
|
9.55K
$260K
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
9.39KNew |
$227K - $259K
|
9.39K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.99K+ 53.44% |
$217K - $248K
|
25.8K
$704K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
8.71KNew |
$211K - $241K
|
8.71K
$238K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.04KNew |
$195K - $222K
|
8.04K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.8K+ 15.05% |
$189K - $215K
|
59.6K
$1.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.74KNew |
$187K - $214K
|
7.74K
$211K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
7.73KNew |
$187K - $213K
|
7.73K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.23K+ 15.79% |
$175K - $200K
|
53K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.83K+ 21.46% |
$165K - $189K
|
38.7K
$1.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.54K+ 13.24% |
$158K - $180K
|
55.9K
$1.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.4K+ 2.73% |
$155K - $177K
|
241K
$6.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.82K+ 1.42% |
$141K - $161K
|
417K
$11.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
4.85KNew |
$117K - $134K
|
4.85K
$132K
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.47K+ 1.5% |
$108K - $123K
|
303K
$8.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.2K+ 41.05% |
$102K - $116K
|
14.4K
$394K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.71K+ 3.16% |
$89.6K - $102K
|
121K
$3.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.32K+ 2.25% |
$80.3K - $91.7K
|
151K
$4.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.12K+ 7.56% |
$75.3K - $86K
|
44.3K
$1.21M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
2.86K+ 1.53% |
$69.2K - $79K
|
189K
$5.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.85K+ 2.41% |
$68.8K - $78.6K
|
121K
$3.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
2.46KNew |
$59.5K - $67.9K
|
2.46K
$67.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.46K+ 3.54% |
$59.4K - $67.8K
|
71.8K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.19K+ 1.69% |
$52.9K - $60.4K
|
132K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.97K+ 9.13% |
$47.7K - $54.5K
|
23.6K
$643K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.77K+ 11.65% |
$42.8K - $48.9K
|
17K
$463K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.72K+ 2.79% |
$41.5K - $47.4K
|
63.1K
$1.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.71K+ 21.07% |
$41.4K - $47.3K
|
9.84K
$268K
|