Purchases and Sales Made in Q3 2024 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q3 2024. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI REA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.68K+ 62.95% |
$42K - $50.1K
|
4.34K
$116K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.66K+ 138.13% |
$41.6K - $49.7K
|
2.86K
$76.6K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.48K+ 5.91% |
$37K - $44.2K
|
26.4K
$707K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.29K+ 9.71% |
$32.2K - $38.5K
|
14.5K
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.2K+ 2144.64% |
$30.1K - $36K
|
1.26K
$33.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1KNew |
$25.1K - $29.9K
|
1K
$26.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
996+ 0.97% |
$25K - $29.8K
|
104K
$2.78M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
869+ 1.67% |
$21.8K - $26K
|
52.9K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
869+ 7.44% |
$21.8K - $26K
|
12.6K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
850New |
$21.3K - $25.4K
|
850
$22.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
833New |
$20.9K - $24.9K
|
833
$22.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
766+ 164.73% |
$19.2K - $22.9K
|
1.23K
$33K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
699New |
$17.5K - $20.9K
|
699
$18.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
595+ 1.52% |
$14.9K - $17.8K
|
39.8K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
578+ 1.72% |
$14.5K - $17.3K
|
34.1K
$913K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
563+ 0.45% |
$14.1K - $16.9K
|
127K
$3.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
511+ 0.49% |
$12.8K - $15.3K
|
105K
$2.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
495+ 0.93% |
$12.4K - $14.8K
|
53.7K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
483+ 69.2% |
$12.1K - $14.5K
|
1.18K
$31.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
437+ 1.16% |
$11K - $13.1K
|
38.1K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
433+ 3.91% |
$10.9K - $13K
|
11.5K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
404+ 71.38% |
$10.1K - $12.1K
|
970
$26K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
401+ 0.56% |
$10.1K - $12K
|
72.4K
$1.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
384New |
$9.63K - $11.5K
|
384
$10.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
350+ 2.21% |
$8.77K - $10.5K
|
16.2K
$433K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
280+ 1.65% |
$7.02K - $8.38K
|
17.2K
$462K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
256+ 6.14% |
$6.42K - $7.66K
|
4.43K
$119K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
255+ 0.54% |
$6.39K - $7.63K
|
47.3K
$1.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
221+ 0.52% |
$5.54K - $6.62K
|
42.8K
$1.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
187+ 3.59% |
$4.69K - $5.6K
|
5.4K
$145K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
170+ 0.21% |
$4.26K - $5.09K
|
79.7K
$2.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
165+ 0.88% |
$4.14K - $4.94K
|
18.8K
$504K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
129+ 1.54% |
$3.23K - $3.86K
|
8.5K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
101+ 0.27% |
$2.53K - $3.02K
|
37.2K
$997K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
98+ 0.26% |
$2.46K - $2.93K
|
37.9K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
94+ 80.34% |
$2.36K - $2.81K
|
211
$5.65K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
78New |
$1.96K - $2.34K
|
78
$2.09K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
61+ 0.25% |
$1.53K - $1.83K
|
25K
$668K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
37New |
$928 - $1.11K
|
37
$991
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
28+ 0.31% |
$702 - $838
|
9.18K
$246K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
22+ 0.74% |
$552 - $659
|
2.99K
$80.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
15+ 0.72% |
$376 - $449
|
2.08K
$55.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
8+ 0.75% |
$201 - $240
|
1.08K
$28.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
6+ 0.73% |
$150 - $180
|
831
$22.3K
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
5+ 0.06% |
$125 - $150
|
8.98K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
5+ 3.13% |
$125 - $150
|
165
$4.42K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2New |
$50.1 - $59.9
|
2
$53.6
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.63% |
$25.1 - $29.9
|
39
$1.04K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.71% |
$25.1 - $29.9
|
141
$3.78K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-51- 0.37% |
$1.28K - $1.53K
|
13.7K
$367K
|