Latest Institutional Purchases of Fidelity Covington Tr Small Mi (FSMD)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Small Mi (FSMD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
178K+ 8.39% |
$6.61M - $7.37M
|
2.29M
$96.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9.21K+ 5.58% |
$343K - $382K
|
174K
$7.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.89K+ 14.56% |
$107K - $120K
|
22.7K
$959K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
33+ 0.28% |
$1.23K - $1.37K
|
11.7K
$492K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 26, 2024
Q2 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
188KNew |
$6.78M - $7.31M
|
188K
$7.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
133K+ 12.76% |
$4.81M - $5.19M
|
1.18M
$49.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.8K+ 30.8% |
$2.55M - $2.75M
|
300K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46.5K+ 12.66% |
$1.68M - $1.81M
|
414K
$17.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36KNew |
$1.3M - $1.4M
|
36K
$1.52M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.3K+ 73.93% |
$1.24M - $1.33M
|
80.6K
$3.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24K+ 35.9% |
$865K - $932K
|
90.7K
$3.83M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.4K+ 6.46% |
$555K - $598K
|
253K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.9KNew |
$536K - $579K
|
14.9K
$628K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.9K+ 16.0% |
$430K - $464K
|
86.5K
$3.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 883.1% |
$388K - $419K
|
12K
$506K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
8.57KNew |
$309K - $333K
|
8.57K
$362K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.98KNew |
$252K - $271K
|
6.98K
$294K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.07KNew |
$219K - $236K
|
6.07K
$256K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.71K+ 17.5% |
$206K - $222K
|
38.3K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.45KNew |
$197K - $212K
|
5.45K
$230K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.04K+ 14.32% |
$182K - $196K
|
40.2K
$1.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.99K+ 42.06% |
$180K - $194K
|
16.8K
$711K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.55K+ 11.07% |
$164K - $177K
|
45.6K
$1.93M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.99K+ 21.31% |
$108K - $116K
|
17K
$718K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.96K+ 14.33% |
$70.6K - $76.1K
|
15.6K
$659K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.95K+ 1.71% |
$70.3K - $75.8K
|
116K
$4.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.67K+ 11.76% |
$60.1K - $64.8K
|
15.8K
$668K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.62K+ 0.99% |
$58.3K - $62.8K
|
164K
$6.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.43KNew |
$51.6K - $55.6K
|
1.43K
$60.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
1.18KNew |
$42.5K - $45.9K
|
1.18K
$49.8K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
933+ 17.41% |
$33.7K - $36.3K
|
6.29K
$266K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
900+ 2.62% |
$32.5K - $35K
|
35.3K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
470New |
$17K - $18.3K
|
470
$19.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
427New |
$15.4K - $16.6K
|
427
$18K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
305New |
$11K - $11.9K
|
305
$12.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
299New |
$10.8K - $11.6K
|
299
$12.6K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
233New |
$8.41K - $9.07K
|
233
$9.83K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
200New |
$7.22K - $7.78K
|
200
$8.44K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
68+ 5.91% |
$2.45K - $2.65K
|
1.22K
$51.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
25New |
$902 - $973
|
25
$1.06K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
23+ 13.07% |
$830 - $895
|
199
$8.4K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2+ 2.41% |
$72.2 - $77.8
|
85
$3.59K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 7.69% |
$36.1 - $38.9
|
14
$591
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
37.8KNew |
$1.33M - $1.47M
|
37.8K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.9K+ 63.68% |
$487K - $539K
|
35.7K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$405K - $448K
|
11.5K
$486K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.21KNew |
$183K - $202K
|
5.21K
$220K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.4K+ 4.94% |
$84.2K - $93.1K
|
50.9K
$2.15M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
209New |
$7.34K - $8.12K
|
209
$8.82K
|
|