Purchases and Sales Made in Q4 2022 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.01K- 12.44% |
$159K - $184K
|
49.3K
$1.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-7.26K- 12.23% |
$165K - $191K
|
52.1K
$1.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.6K- 14.76% |
$173K - $200K
|
43.9K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.32K- 7.47% |
$189K - $219K
|
103K
$2.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10K- 32.68% |
$227K - $263K
|
20.6K
$554K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.4K- 34.24% |
$237K - $274K
|
20K
$538K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.5K- 4.11% |
$329K - $380K
|
338K
$9.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.6K- 32.19% |
$356K - $411K
|
33K
$886K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-18.6K- 3.57% |
$423K - $489K
|
503K
$13.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-20.5K- 35.64% |
$465K - $538K
|
37K
$994K
|
|
|
Feb 13, 2023
Q4 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-26.1K- 46.45% |
$594K - $687K
|
30.1K
$810K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-32.6K- 48.24% |
$741K - $857K
|
35K
$940K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-39.6K- 67.04% |
$900K - $1.04M
|
19.5K
$523K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-47.7K- 32.42% |
$1.08M - $1.25M
|
99.3K
$2.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-68.8K- 67.01% |
$1.56M - $1.81M
|
33.9K
$910K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-68.8K- 67.01% |
$1.56M - $1.81M
|
33.9K
$910K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-70.9K- 21.23% |
$1.61M - $1.86M
|
263K
$7.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-142K- 90.33% |
$3.22M - $3.72M
|
15.2K
$407K
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-174K- 83.7% |
$3.95M - $4.57M
|
33.9K
$911K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-970K- 5.06% |
$22M - $25.5M
|
18.2M
$489M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.28M- 94.23% |
$29.1M - $33.7M
|
78.6K
$2.11M
|