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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32.6K+ 95.26% |
$1.13M - $1.35M
|
66.7K
$2.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-294- 3.45% |
$10.2K - $12.2K
|
8.22K
$344K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
16.2KNew |
$562K - $672K
|
16.2K
$679K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.22K+ 15.8% |
$42.3K - $50.6K
|
8.95K
$375K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.98KNew |
$207K - $248K
|
5.98K
$250K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
16.2KNew |
$561K - $671K
|
16.2K
$678K
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-2.9K- 2.53% |
$100K - $120K
|
112K
$4.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
616+ 19.95% |
$21.4K - $25.5K
|
3.7K
$155K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-1.65K- 7.66% |
$57.2K - $68.4K
|
19.9K
$833K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
20New |
$693 - $829
|
20
$838
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.84KNew |
$133K - $159K
|
3.84K
$161K
|
|
| Q1 2025 | |||||||
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
156KNew |
$5.92M - $6.73M
|
156K
$6.52M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
124New |
$4.72K - $5.36K
|
124
$5.19K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.87K+ 21.18% |
$71.3K - $81K
|
10.7K
$449K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
65.3KNew |
$2.48M - $2.82M
|
65.3K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
286+ 4.18% |
$10.9K - $12.4K
|
7.13K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
257New |
$9.78K - $11.1K
|
257
$10.8K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
450K+ 111.03% |
$17.1M - $19.4M
|
855K
$35.8M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
32.1KNew |
$1.22M - $1.39M
|
32.1K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 1.19% |
$38 - $43.2
|
83
$3.48K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.4K+ 30.87% |
$167K - $190K
|
18.7K
$781K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.51K+ 21.95% |
$57.5K - $65.3K
|
8.4K
$352K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
4.18K+ 48.46% |
$159K - $180K
|
12.8K
$536K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.8K+ 155.77% |
$2.01M - $2.28M
|
86.7K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
94K+ 40.68% |
$3.58M - $4.06M
|
325K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.1KNew |
$613K - $696K
|
16.1K
$675K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
71.9K+ 30.42% |
$2.74M - $3.11M
|
308K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.27KNew |
$162K - $184K
|
4.27K
$179K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
71.4KNew |
$2.72M - $3.09M
|
71.4K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.58KNew |
$212K - $241K
|
5.58K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-11.4K- 60.73% |
$434K - $493K
|
7.37K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
830+ 4.53% |
$31.6K - $35.9K
|
19.2K
$802K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
48.1KNew |
$1.83M - $2.08M
|
48.1K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
87.5K+ 112.98% |
$3.33M - $3.78M
|
165K
$6.91M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-198- 93.84% |
$7.53K - $8.56K
|
13
$545
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$38 - $43.2
|
1
$41.9
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.18K+ 33.45% |
$235K - $267K
|
24.6K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.5K- 6.62% |
$553K - $629K
|
205K
$8.6M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.14KNew |
$310K - $352K
|
8.14K
$341K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.91K+ 2.48% |
$339K - $385K
|
368K
$15.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
264+ 4.63% |
$10K - $11.4K
|
5.96K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-37.2K- 14.32% |
$1.41M - $1.61M
|
222K
$9.31M
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
16.8KNew |
$640K - $727K
|
16.8K
$705K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.03K+ 12.2% |
$39.2K - $44.6K
|
9.49K
$397K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
79.8K+ 4.56% |
$3.03M - $3.45M
|
1.83M
$76.7M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.65KNew |
$253K - $287K
|
6.65K
$279K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.11K+ 30.84% |
$118K - $134K
|
13.2K
$552K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.5K+ 104.62% |
$816K - $927K
|
42K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16.5KNew |
$626K - $711K
|
16.5K
$689K
|
|