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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
5.26KNew |
$214K - $236K
|
5.26K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.7K+ 101.85% |
$600K - $660K
|
29.2K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
667+ 10.0% |
$27.2K - $29.9K
|
7.34K
$313K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
47K+ 26.97% |
$1.92M - $2.11M
|
221K
$9.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.94KNew |
$405K - $446K
|
9.94K
$424K
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.01K- 0.5% |
$41.3K - $45.5K
|
200K
$8.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
10+ 71.43% |
$408 - $449
|
24
$1.02K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.97KNew |
$243K - $268K
|
5.97K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
28.2KNew |
$1.15M - $1.26M
|
28.2K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.03KNew |
$205K - $226K
|
5.03K
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.53K+ 9.1% |
$62.3K - $68.6K
|
18.3K
$781K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
33+ 0.28% |
$1.34K - $1.48K
|
11.7K
$499K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
2.33K+ 115.74% |
$95K - $105K
|
4.35K
$185K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
659+ 10.48% |
$24.5K - $27.3K
|
6.95K
$296K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
689New |
$25.6K - $28.6K
|
689
$29.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
314New |
$11.7K - $13K
|
314
$13.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
6.29KNew |
$234K - $261K
|
6.29K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.7KNew |
$250K - $278K
|
6.7K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-96- 1.76% |
$3.57K - $3.98K
|
5.35K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
48.3K+ 55.83% |
$1.8M - $2M
|
135K
$5.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2- 2.35% |
$74.4 - $82.9
|
83
$3.54K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.08K+ 15.86% |
$226K - $252K
|
44.4K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.89KNew |
$182K - $203K
|
4.89K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.95K- 12.48% |
$72.5K - $80.7K
|
13.7K
$583K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-39.1K- 48.46% |
$1.45M - $1.62M
|
41.5K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
219K+ 17975.86% |
$8.15M - $9.08M
|
220K
$9.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-209K- 50.61% |
$7.79M - $8.68M
|
204K
$8.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-426- 99.77% |
$15.9K - $17.7K
|
1
$42.7
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.14K+ 1.46% |
$42.3K - $47.2K
|
79.2K
$3.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.71K+ 3.74% |
$63.5K - $70.7K
|
47.3K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.77K+ 5.34% |
$327K - $364K
|
173K
$7.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
178KNew |
$6.61M - $7.37M
|
178K
$7.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.3K+ 35.66% |
$1.2M - $1.34M
|
123K
$5.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.96K+ 32.32% |
$73K - $81.3K
|
8.03K
$342K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
50New |
$1.86K - $2.07K
|
50
$2.13K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
202+ 17.13% |
$7.52K - $8.38K
|
1.38K
$58.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.3K+ 12.41% |
$1.39M - $1.55M
|
338K
$14.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
659+ 220.4% |
$24.5K - $27.3K
|
958
$40.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
159+ 79.9% |
$5.92K - $6.59K
|
358
$15.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
43New |
$1.6K - $1.78K
|
43
$1.83K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13.3K- 99.67% |
$495K - $552K
|
44
$1.88K
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
284KNew |
$10.6M - $11.8M
|
284K
$12.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
200New |
$7.44K - $8.29K
|
200
$8.53K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-4.89K- 13.85% |
$182K - $203K
|
30.4K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.22K+ 46.19% |
$120K - $134K
|
10.2K
$435K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.07K+ 0.92% |
$39.8K - $44.4K
|
117K
$4.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.5KNew |
$205K - $228K
|
5.5K
$235K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.91K+ 32.66% |
$146K - $162K
|
15.9K
$678K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
750+ 358.85% |
$27.9K - $31.1K
|
959
$40.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
251New |
$9.34K - $10.4K
|
251
$10.7K
|
|