Latest Institutional Transactions on Fidelity Covington Tr Msci Con (FSTA)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Con (FSTA) 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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
52.3KNew |
$2.37M - $2.55M
|
52.3K
$2.63M
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
7+ 0.67% |
$318 - $341
|
1.06K
$53K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.19K- 85.58% |
$53.8K - $57.9K
|
200
$10K
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
31New |
$1.41K - $1.51K
|
31
$1.56K
|
|
Q1 2024 | |||||||
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-120- 3.4% |
$5.31K - $5.71K
|
3.41K
$171K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
116New |
$5.14K - $5.52K
|
116
$5.83K
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.68KNew |
$252K - $270K
|
5.68K
$285K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.05KNew |
$223K - $240K
|
5.05K
$253K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.2K+ 70.96% |
$97.3K - $105K
|
5.29K
$266K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19K+ 201.73% |
$841K - $903K
|
28.4K
$1.43M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
805+ 55.59% |
$35.6K - $38.3K
|
2.25K
$113K
|
|
May 14, 2024
Q1 2024
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-2.36K- 8.35% |
$104K - $112K
|
25.9K
$1.3M
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
10+ 0.39% |
$443 - $476
|
2.59K
$130K
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-2.36K- 8.35% |
$104K - $112K
|
25.9K
$1.3M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
158KNew |
$6.98M - $7.5M
|
158K
$7.92M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
932+ 2.84% |
$41.3K - $44.3K
|
33.7K
$1.69M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.72K+ 29.57% |
$76.3K - $82K
|
7.55K
$379K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.75KNew |
$122K - $131K
|
2.75K
$138K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 1.09% |
$44.3 - $47.6
|
93
$4.67K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.54KNew |
$201K - $216K
|
4.54K
$228K
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-800- 80.0% |
$35.4K - $38.1K
|
200
$10K
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.89K+ 49.31% |
$128K - $138K
|
8.76K
$440K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-31- 59.62% |
$1.37K - $1.47K
|
21
$1.05K
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.44KNew |
$196K - $211K
|
4.44K
$223K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.8K+ 12.35% |
$479K - $515K
|
98.5K
$4.95M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-971- 17.29% |
$43K - $46.2K
|
4.65K
$233K
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
12+ 0.14% |
$531 - $571
|
8.42K
$423K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
30New |
$1.33K - $1.43K
|
30
$1.51K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-211- 30.94% |
$9.34K - $10K
|
471
$23.7K
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-69- 2.26% |
$3.06K - $3.28K
|
2.99K
$150K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-383- 3.89% |
$17K - $18.2K
|
9.47K
$475K
|
|
Q4 2023 | |||||||
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-226- 28.46% |
$9.23K - $10.1K
|
568
$28.5K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
334New |
$13.6K - $15K
|
334
$16.8K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
25New |
$1.02K - $1.12K
|
25
$1.26K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
22New |
$899 - $986
|
22
$1.1K
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-48- 0.35% |
$1.96K - $2.15K
|
13.7K
$687K
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.57KNew |
$309K - $339K
|
7.57K
$380K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3New |
$123 - $134
|
3
$151
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
700New |
$28.6K - $31.4K
|
700
$35.2K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
388New |
$15.8K - $17.4K
|
388
$19.5K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8+ 15.38% |
$327 - $358
|
60
$3.01K
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-279- 63.55% |
$11.4K - $12.5K
|
160
$8.04K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
118New |
$4.82K - $5.29K
|
118
$5.93K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
44New |
$1.8K - $1.97K
|
44
$2.21K
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3New |
$123 - $134
|
3
$151
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.2KNew |
$415K - $455K
|
10.2K
$510K
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
55New |
$2.25K - $2.46K
|
55
$2.76K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10New |
$409 - $448
|
10
$502
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
53.5K+ 356.5% |
$2.18M - $2.4M
|
68.5K
$3.44M
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-16.9K- 75.12% |
$689K - $755K
|
5.58K
$280K
|