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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
125K+ 12.06% |
$3.13M - $3.74M
|
1.16M
$31.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
110KNew |
$2.75M - $3.29M
|
110K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
104K+ 16.7% |
$2.62M - $3.13M
|
729K
$19.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
96.2KNew |
$2.41M - $2.88M
|
96.2K
$2.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
67.1K+ 130.09% |
$1.68M - $2.01M
|
119K
$3.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
65.6KNew |
$1.65M - $1.96M
|
65.6K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
65.6KNew |
$1.65M - $1.96M
|
65.6K
$1.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
58.8K+ 15.1% |
$1.47M - $1.76M
|
448K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
50.5K+ 223.42% |
$1.27M - $1.51M
|
73.1K
$1.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
47.5K+ 10.93% |
$1.19M - $1.42M
|
482K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
45.9KNew |
$1.15M - $1.37M
|
45.9K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
39.7K+ 5.19% |
$995K - $1.19M
|
804K
$21.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
29.7KNew |
$745K - $890K
|
29.7K
$799K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
29.6K+ 24.95% |
$742K - $887K
|
148K
$3.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.9K+ 9.13% |
$699K - $835K
|
333K
$8.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
19.7K+ 4.83% |
$494K - $590K
|
427K
$11.5M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17.2K+ 99.44% |
$431K - $514K
|
34.4K
$926K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
16.6K+ 1606.5% |
$415K - $496K
|
17.6K
$473K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.5K+ 8.45% |
$339K - $404K
|
173K
$4.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.4K+ 3.24% |
$310K - $370K
|
394K
$10.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12K+ 3.53% |
$302K - $361K
|
354K
$9.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
10.8K+ 15.81% |
$271K - $323K
|
79.1K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.2K+ 21.91% |
$255K - $305K
|
56.7K
$1.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
9.82K+ 72.13% |
$246K - $294K
|
23.4K
$630K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.8KNew |
$246K - $293K
|
9.8K
$263K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
9.68KNew |
$243K - $290K
|
9.68K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.68KNew |
$193K - $230K
|
7.68K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
7.4KNew |
$185K - $221K
|
7.4K
$199K
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
7.4KNew |
$185K - $221K
|
7.4K
$199K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
7.36KNew |
$184K - $220K
|
7.36K
$198K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.98KNew |
$175K - $209K
|
6.98K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.49K+ 4.57% |
$138K - $164K
|
126K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.7K+ 6.28% |
$118K - $141K
|
79.6K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
3.82K+ 39.58% |
$95.7K - $114K
|
13.5K
$362K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.55K+ 3.53% |
$89K - $106K
|
104K
$2.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.34K+ 2.66% |
$83.7K - $100K
|
129K
$3.46M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.29K+ 24.91% |
$82.4K - $98.4K
|
16.5K
$443K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3.24K+ 5.58% |
$81.3K - $97K
|
61.3K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.19K+ 11.31% |
$79.9K - $95.4K
|
31.4K
$843K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.1K+ 1.4% |
$77.6K - $92.7K
|
224K
$6.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.58K+ 4.1% |
$64.7K - $77.2K
|
65.5K
$1.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2.37K+ 4.16% |
$59.4K - $71K
|
59.3K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.34K+ 19.46% |
$58.7K - $70.1K
|
14.4K
$386K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.33K+ 15.38% |
$58.3K - $69.7K
|
17.5K
$469K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.33K+ 1.83% |
$58.3K - $69.6K
|
130K
$3.48M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.3KNew |
$57.7K - $69K
|
2.3K
$61.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.27K+ 19.45% |
$56.9K - $68K
|
13.9K
$375K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.25K+ 15.29% |
$56.4K - $67.3K
|
17K
$456K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.94K+ 6.44% |
$48.6K - $58.1K
|
32K
$861K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.7K+ 147.66% |
$42.6K - $50.9K
|
2.85K
$76.7K
|