Latest Institutional Purchases of Fidelity Covington Tr Msci Con (FSTA)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Con (FSTA) 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 |
---|---|---|---|---|---|---|---|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.2KNew |
$415K - $455K
|
10.2K
$528K
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.57KNew |
$309K - $339K
|
7.57K
$393K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.49KNew |
$102K - $112K
|
2.49K
$129K
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
700New |
$28.6K - $31.4K
|
700
$36.4K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
388New |
$15.8K - $17.4K
|
388
$20.2K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
334New |
$13.6K - $15K
|
334
$17.4K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
118New |
$4.82K - $5.29K
|
118
$6.13K
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
55New |
$2.25K - $2.46K
|
55
$2.86K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
44New |
$1.8K - $1.97K
|
44
$2.29K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
25New |
$1.02K - $1.12K
|
25
$1.3K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
22New |
$899 - $986
|
22
$1.14K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10New |
$409 - $448
|
10
$520
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8+ 15.38% |
$327 - $358
|
60
$3.12K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3New |
$123 - $134
|
3
$156
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3New |
$123 - $134
|
3
$156
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
15.4KNew |
$656K - $717K
|
15.4K
$800K
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.83K+ 51.32% |
$333K - $365K
|
23.1K
$1.2M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.65KNew |
$283K - $310K
|
6.65K
$345K
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
6.05KNew |
$258K - $282K
|
6.05K
$315K
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.72KNew |
$201K - $220K
|
4.72K
$245K
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
3.19K+ 5.87% |
$136K - $148K
|
57.5K
$2.99M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.4K+ 10.45% |
$59.6K - $65.2K
|
14.8K
$769K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
12New |
$511 - $559
|
12
$624
|
|
Q2 2023 | |||||||
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
238KNew |
$10.5M - $11.2M
|
238K
$12.4M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
150KNew |
$6.63M - $7.04M
|
150K
$7.8M
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
27.2KNew |
$1.2M - $1.27M
|
27.2K
$1.41M
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
12.1K+ 4.59% |
$534K - $567K
|
275K
$14.3M
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
5.1KNew |
$225K - $239K
|
5.1K
$265K
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
583+ 11.5% |
$25.8K - $27.3K
|
5.65K
$294K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
450New |
$19.9K - $21.1K
|
450
$23.4K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
195New |
$8.62K - $9.14K
|
195
$10.1K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.4KNew |
$318K - $337K
|
7.4K
$385K
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.5KNew |
$64.7K - $68.5K
|
1.5K
$78.1K
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
450+ 25.28% |
$19.4K - $20.5K
|
2.23K
$116K
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
400New |
$17.2K - $18.2K
|
400
$20.8K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
143New |
$6.15K - $6.52K
|
143
$7.43K
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
111New |
$4.78K - $5.06K
|
111
$5.77K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
60New |
$2.58K - $2.73K
|
60
$3.12K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
22New |
$947 - $1K
|
22
$1.14K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2New |
$86.1 - $91.1
|
2
$104
|
|
Q4 2022 | |||||||
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
BUY
|
- |
35K+ 83.2% |
$1.4M - $1.63M
|
77.1K
$4.01M
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
9.51K+ 3.94% |
$381K - $443K
|
251K
$13M
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
6.21KNew |
$249K - $289K
|
6.21K
$323K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.93KNew |
$77.2K - $89.7K
|
1.93K
$100K
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
1.37K+ 3.74% |
$55K - $64K
|
38.1K
$1.98M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.33KNew |
$53.3K - $62K
|
1.33K
$69.2K
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
941+ 25.26% |
$37.7K - $43.8K
|
4.67K
$242K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
700New |
$28K - $32.6K
|
700
$36.4K
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
556+ 1.95% |
$22.3K - $25.9K
|
29.1K
$1.51M
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
206New |
$8.25K - $9.59K
|
206
$10.7K
|