Latest Institutional Transactions on Fidelity Covington Tr Small Mi (FSMD)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Small Mi (FSMD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.62K+ 0.99% |
$58.3K - $62.8K
|
164K
$6.61M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.3K+ 73.93% |
$1.24M - $1.33M
|
80.6K
$3.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-1.01K- 97.69% |
$36.5K - $39.4K
|
24
$966
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
470New |
$17K - $18.3K
|
470
$18.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.9KNew |
$536K - $579K
|
14.9K
$598K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.9K+ 16.0% |
$430K - $464K
|
86.5K
$3.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46.5K+ 12.66% |
$1.68M - $1.81M
|
414K
$16.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.96K+ 14.33% |
$70.6K - $76.1K
|
15.6K
$628K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36KNew |
$1.3M - $1.4M
|
36K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.59K+ 15.82% |
$57.3K - $61.8K
|
11.6K
$468K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-117K- 60.02% |
$4.23M - $4.56M
|
78.1K
$3.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.6K- 43.27% |
$492K - $531K
|
17.9K
$720K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.45KNew |
$197K - $212K
|
5.45K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
427New |
$15.4K - $16.6K
|
427
$17.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17- 0.26% |
$613 - $661
|
6.46K
$260K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.43KNew |
$51.6K - $55.6K
|
1.43K
$57.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.71K+ 17.5% |
$206K - $222K
|
38.3K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.95K+ 1.71% |
$70.3K - $75.8K
|
116K
$4.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-331- 5.0% |
$11.9K - $12.9K
|
6.29K
$253K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.55K+ 11.07% |
$164K - $177K
|
45.6K
$1.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.8K+ 30.8% |
$2.55M - $2.75M
|
300K
$12.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
68+ 5.91% |
$2.45K - $2.65K
|
1.22K
$49K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
933+ 17.41% |
$33.7K - $36.3K
|
6.29K
$253K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24K+ 35.9% |
$865K - $932K
|
90.7K
$3.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
299New |
$10.8K - $11.6K
|
299
$12K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
8.57KNew |
$309K - $333K
|
8.57K
$345K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
133K+ 12.76% |
$4.81M - $5.19M
|
1.18M
$47.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 7.69% |
$36.1 - $38.9
|
14
$563
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 883.1% |
$388K - $419K
|
12K
$482K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
900+ 2.62% |
$32.5K - $35K
|
35.3K
$1.42M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
233New |
$8.41K - $9.07K
|
233
$9.38K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.04K+ 14.32% |
$182K - $196K
|
40.2K
$1.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-125- 0.93% |
$4.51K - $4.86K
|
13.3K
$537K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
188KNew |
$6.78M - $7.31M
|
188K
$7.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
1.18KNew |
$42.5K - $45.9K
|
1.18K
$47.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
165KNew |
$5.96M - $6.43M
|
165K
$6.65M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
19.8KNew |
$716K - $772K
|
19.8K
$798K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.07KNew |
$219K - $236K
|
6.07K
$244K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.4K+ 6.46% |
$555K - $598K
|
253K
$10.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
200New |
$7.22K - $7.78K
|
200
$8.05K
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.67K+ 11.76% |
$60.1K - $64.8K
|
15.8K
$637K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.99K+ 21.31% |
$108K - $116K
|
17K
$684K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
23+ 13.07% |
$830 - $895
|
199
$8.01K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.99K+ 42.06% |
$180K - $194K
|
16.8K
$678K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
25New |
$902 - $973
|
25
$1.01K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.98KNew |
$252K - $271K
|
6.98K
$281K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
2.12MNew |
$76.4M - $82.4M
|
2.12M
$85.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
305New |
$11K - $11.9K
|
305
$12.3K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 1.22% |
$35.1 - $38.9
|
83
$3.34K
|
|