Latest Institutional Transactions on Fidelity Covington Tr (FSMO)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr (FSMO) 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 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.78KNew |
N/A
|
2.78K
$73.1K
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.25K+ 77.43% |
N/A
|
2.87K
$75.4K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-688- 4.22% |
N/A
|
15.6K
$410K
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
78.1K+ 18.38% |
N/A
|
503K
$13.2M
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
11.9KNew |
N/A
|
11.9K
$312K
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
27.3K+ 21.68% |
N/A
|
153K
$4.03M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.43KNew |
N/A
|
8.43K
$222K
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
28.6KNew |
N/A
|
28.6K
$752K
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
2.54KNew |
N/A
|
2.54K
$66.6K
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-5.05K- 14.1% |
N/A
|
30.8K
$808K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
13KNew |
N/A
|
13K
$341K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.12% |
N/A
|
855
$22.5K
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
22.7KNew |
N/A
|
22.7K
$596K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.1K+ 257.97% |
N/A
|
27.8K
$732K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
64+ 0.61% |
N/A
|
10.6K
$279K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
768KNew |
N/A
|
768K
$20.2M
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
47.9K+ 89.04% |
N/A
|
102K
$2.67M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
13New |
N/A
|
13
$342
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
79.8KNew |
N/A
|
79.8K
$2.1M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.72K+ 106.0% |
N/A
|
5.29K
$139K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.89K- 28.14% |
N/A
|
17.6K
$462K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
111New |
N/A
|
111
$2.92K
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
146KNew |
N/A
|
146K
$3.83M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
734+ 6.83% |
N/A
|
11.5K
$302K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.87K- 6.3% |
N/A
|
42.7K
$1.12M
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
39.7K+ 11.18% |
N/A
|
395K
$10.4M
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
50New |
N/A
|
50
$1.31K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
174K+ 96.33% |
N/A
|
355K
$9.33M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-135- 0.61% |
N/A
|
21.9K
$575K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.4KNew |
N/A
|
25.4K
$668K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-230- 67.45% |
N/A
|
111
$2.92K
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
139KNew |
N/A
|
139K
$3.67M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
47New |
N/A
|
47
$1.24K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
83+ 0.68% |
N/A
|
12.2K
$322K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.84K+ 16.92% |
N/A
|
12.7K
$334K
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-43.3K- 23.27% |
N/A
|
143K
$3.75M
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
333+ 1.97% |
N/A
|
17.2K
$453K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
71New |
N/A
|
71
$1.87K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.3K+ 398.35% |
N/A
|
16.6K
$437K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
2.45K+ 49.0% |
N/A
|
7.45K
$196K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
41.7KNew |
N/A
|
41.7K
$1.1M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
468+ 61.82% |
N/A
|
1.23K
$32.2K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
5.51K+ 250.5% |
$137K - $150K
|
7.71K
$203K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9New |
$223 - $245
|
9
$237
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
488New |
$12.1K - $13.3K
|
488
$12.8K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-80- 1.15% |
$0 - $2.09K
|
6.89K
$181K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
44New |
$0 - $1.15K
|
44
$1.16K
|
|
Q1 2024 | |||||||
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.67K+ 38.29% |
$107K - $122K
|
16.9K
$443K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
457KNew |
$8.95M - $10.9M
|
457K
$12M
|