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 |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
450+ 25.28% |
$19.4K - $20.5K
|
2.23K
$111K
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
400New |
$17.2K - $18.2K
|
400
$19.9K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
143New |
$6.15K - $6.52K
|
143
$7.13K
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
111New |
$4.78K - $5.06K
|
111
$5.53K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
60New |
$2.58K - $2.73K
|
60
$2.99K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
22New |
$947 - $1K
|
22
$1.1K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2New |
$86.1 - $91.1
|
2
$99.7
|
|
Q4 2022 | |||||||
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
BUY
|
- |
35K+ 83.2% |
$1.4M - $1.63M
|
77.1K
$3.85M
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
9.51K+ 3.94% |
$381K - $443K
|
251K
$12.5M
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
6.21KNew |
$249K - $289K
|
6.21K
$310K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.93KNew |
$77.2K - $89.7K
|
1.93K
$96K
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
1.37K+ 3.74% |
$55K - $64K
|
38.1K
$1.9M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.33KNew |
$53.3K - $62K
|
1.33K
$66.4K
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
941+ 25.26% |
$37.7K - $43.8K
|
4.67K
$233K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
700New |
$28K - $32.6K
|
700
$34.9K
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
556+ 1.95% |
$22.3K - $25.9K
|
29.1K
$1.45M
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
206New |
$8.25K - $9.59K
|
206
$10.3K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
115+ 97.46% |
$4.61K - $5.36K
|
233
$11.6K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
59New |
$2.36K - $2.75K
|
59
$2.94K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
55New |
$2.2K - $2.56K
|
55
$2.74K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.17K+ 8.91% |
$47K - $54.4K
|
14.3K
$713K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
936+ 16.39% |
$37.6K - $43.5K
|
6.65K
$331K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
59+ 0.08% |
$2.37K - $2.74K
|
73.1K
$3.65M
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
23New |
$923 - $1.07K
|
23
$1.15K
|
|
Q2 2022 | |||||||
Aug 02, 2022
Q2 2022
|
Q3 Asset Management
|
BUY
|
- |
26.2KNew |
$1.08M - $1.27M
|
26.2K
$1.31M
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14.6KNew |
$600K - $709K
|
14.6K
$728K
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.14KNew |
$211K - $250K
|
5.14K
$256K
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
2.1K+ 14.89% |
$86.1K - $102K
|
16.2K
$806K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
555New |
$22.8K - $27K
|
555
$27.7K
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
250New |
$10.3K - $12.2K
|
250
$12.5K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
160New |
$6.57K - $7.78K
|
160
$7.98K
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
124New |
$5.09K - $6.03K
|
124
$6.18K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
25+ 5.62% |
$1.03K - $1.22K
|
470
$23.4K
|
|
Q1 2022 | |||||||
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.2KNew |
$51.9K - $56.3K
|
1.2K
$59.8K
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
607New |
$26.2K - $28.5K
|
607
$30.3K
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
31New |
$1.34K - $1.45K
|
31
$1.55K
|
|
Q4 2021 | |||||||
Jan 12, 2024
Q4 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
4.43KNew |
$185K - $207K
|
4.43K
$221K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
286New |
$12K - $13.3K
|
286
$14.3K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
221New |
$9.25K - $10.3K
|
221
$11K
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
130New |
$5.44K - $6.07K
|
130
$6.48K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
16.9KNew |
$706K - $746K
|
16.9K
$841K
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
348New |
$14.6K - $15.4K
|
348
$17.3K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
216New |
$9.04K - $9.55K
|
216
$10.8K
|
|
Q2 2021 | |||||||
Aug 12, 2021
Q2 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
6+ 18.75% |
$249 - $262
|
38
$1.89K
|
|
Q2 2020 | |||||||
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
23.1KNew |
$732K - $839K
|
23.1K
$1.15M
|
|
Aug 13, 2020
Q2 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.44KNew |
$45.6K - $52.3K
|
1.44K
$71.8K
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$49.9
|