Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Small Mi (FSMD)
This table provides information about the institutional ownership of Fidelity Covington Tr Small Mi (FSMD) during Q4 2024. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR SMALL-MI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
2.33K+ 115.74% |
$95K - $105K
|
4.35K
$179K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.04K+ 25.45% |
$83.3K - $91.6K
|
10.1K
$414K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.53K+ 9.1% |
$62.3K - $68.6K
|
18.3K
$753K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.51K+ 21.68% |
$61.4K - $67.5K
|
8.45K
$347K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.3KNew |
$53K - $58.3K
|
1.3K
$53.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.29KNew |
$52.7K - $58K
|
1.29K
$53.1K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.2K+ 17.77% |
$48.9K - $53.9K
|
7.96K
$327K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.01K+ 105.43% |
$41.2K - $45.3K
|
1.97K
$80.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
851+ 88.74% |
$34.7K - $38.2K
|
1.81K
$74.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
667+ 10.0% |
$27.2K - $29.9K
|
7.34K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
592+ 4.33% |
$24.1K - $26.6K
|
14.3K
$586K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
421+ 6.51% |
$17.2K - $18.9K
|
6.88K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
350+ 74.47% |
$14.3K - $15.7K
|
820
$33.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
211New |
$8.6K - $9.46K
|
211
$8.67K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
42New |
$1.71K - $1.88K
|
42
$1.73K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
33+ 0.28% |
$1.34K - $1.48K
|
11.7K
$481K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
20+ 5.59% |
$815 - $897
|
378
$15.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
12New |
$489 - $538
|
12
$493
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
10+ 71.43% |
$408 - $449
|
24
$986
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.4% |
$40.8 - $44.9
|
252
$10.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 1.2% |
$40.8 - $44.9
|
84
$3.45K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.32% |
$40.8 - $44.9
|
315
$12.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$40.8 - $44.9
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-296- 0.13% |
$12.1K - $13.3K
|
220K
$9.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-390- 0.33% |
$15.9K - $17.5K
|
117K
$4.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.01K- 0.5% |
$41.3K - $45.5K
|
200K
$8.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.36K- 1.72% |
$55.5K - $61.1K
|
77.9K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.66K- 18.43% |
$312K - $343K
|
33.9K
$1.39M
|