Latest Institutional Purchases of Fidelity Covington Tr (FSMO)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr (FSMO) 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 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
260KNew |
$6.45M - $7.08M
|
260K
$6.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21.6KNew |
$535K - $588K
|
21.6K
$568K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
12K+ 6.65% |
$298K - $327K
|
193K
$5.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.2K+ 29.79% |
$253K - $277K
|
44.4K
$1.17M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
9.53K+ 26.88% |
$236K - $259K
|
45K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.72K+ 2.53% |
$142K - $156K
|
232K
$6.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
5.51K+ 250.5% |
$137K - $150K
|
7.71K
$203K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.03K+ 8.85% |
$25.5K - $28K
|
12.7K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
971+ 6.43% |
$24.1K - $26.4K
|
16.1K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
854+ 85400.0% |
$21.2K - $23.2K
|
855
$22.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
757New |
$18.8K - $20.6K
|
757
$19.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
488New |
$12.1K - $13.3K
|
488
$12.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
242+ 2.3% |
$5.99K - $6.58K
|
10.7K
$282K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9New |
$223 - $245
|
9
$237
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 8.0% |
$99.1 - $109
|
54
$1.42K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.6KNew |
$0 - $513K
|
19.6K
$516K
|
|
|
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
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
5KNew |
$98K - $119K
|
5K
$131K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5New |
$98 - $119
|
5
$131
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6.3KNew |
$131K - $143K
|
6.3K
$166K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
819New |
$16.2K - $18.6K
|
819
$21.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
50New |
$992 - $1.13K
|
50
$1.31K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1New |
$19.8 - $22.7
|
1
$26.3
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
356New |
$6.5K - $7.77K
|
356
$9.36K
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
13.2KNew |
$244K - $302K
|
13.2K
$348K
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.04KNew |
$23.7K - $25.9K
|
1.04K
$27.3K
|
|