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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
53.5K+ 30.1% |
$2.18M - $2.4M
|
231K
$8.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
35KNew |
$1.43M - $1.57M
|
35K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32K+ 15.68% |
$1.31M - $1.44M
|
236K
$9.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
18.8KNew |
$765K - $842K
|
18.8K
$722K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.6KNew |
$675K - $743K
|
16.6K
$637K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.9KNew |
$483K - $532K
|
11.9K
$456K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.8K+ 175.48% |
$479K - $528K
|
18.5K
$710K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.84KNew |
$279K - $307K
|
6.84K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.97KNew |
$243K - $268K
|
5.97K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.91KNew |
$241K - $265K
|
5.91K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.83KNew |
$238K - $262K
|
5.83K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.58KNew |
$227K - $250K
|
5.58K
$214K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.84K+ 2340.1% |
$197K - $217K
|
5.05K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.27K+ 298.53% |
$174K - $191K
|
5.7K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.96K+ 81.03% |
$161K - $178K
|
8.85K
$340K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.52KNew |
$143K - $158K
|
3.52K
$135K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.33K+ 37.09% |
$95K - $105K
|
8.62K
$331K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
2.33K+ 115.74% |
$95K - $105K
|
4.35K
$167K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.53K+ 9.1% |
$62.3K - $68.6K
|
18.3K
$704K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.51K+ 21.68% |
$61.4K - $67.5K
|
8.45K
$325K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.3KNew |
$53K - $58.3K
|
1.3K
$50K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.29KNew |
$52.7K - $58K
|
1.29K
$49.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
851+ 88.74% |
$34.7K - $38.2K
|
1.81K
$69.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
592+ 4.33% |
$24.1K - $26.6K
|
14.3K
$548K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
421+ 6.51% |
$17.2K - $18.9K
|
6.88K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
350+ 74.47% |
$14.3K - $15.7K
|
820
$31.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
211New |
$8.6K - $9.46K
|
211
$8.11K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
42New |
$1.71K - $1.88K
|
42
$1.61K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
20New |
$815 - $897
|
20
$769
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
20+ 5.59% |
$815 - $897
|
378
$14.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
12New |
$489 - $538
|
12
$461
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
10+ 71.43% |
$408 - $449
|
24
$923
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 1.2% |
$40.8 - $44.9
|
84
$3.23K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.32% |
$40.8 - $44.9
|
315
$12.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.59K+ 3.78% |
$357K - $397K
|
263K
$10.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.5KNew |
$205K - $228K
|
5.5K
$211K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.89K+ 14.56% |
$107K - $120K
|
22.7K
$873K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
689New |
$25.6K - $28.6K
|
689
$26.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
202+ 17.13% |
$7.52K - $8.38K
|
1.38K
$53.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
200New |
$7.44K - $8.29K
|
200
$7.69K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
50New |
$1.86K - $2.07K
|
50
$1.92K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
43New |
$1.6K - $1.78K
|
43
$1.65K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.9KNew |
$536K - $579K
|
14.9K
$572K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
8.57KNew |
$309K - $333K
|
8.57K
$329K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
305New |
$11K - $11.9K
|
305
$11.7K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
233New |
$8.41K - $9.07K
|
233
$8.96K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
200New |
$7.22K - $7.78K
|
200
$7.69K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
25New |
$902 - $973
|
25
$961
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
37.8KNew |
$1.33M - $1.47M
|
37.8K
$1.45M
|
|