Purchases and Sales Made in Q3 2024 in Fidelity Covington Tr Msci Con (FSTA)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FSTA) during Q3 2024. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI CON.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
351K+ 420.5% |
$16.6M - $18.2M
|
435K
$21.7M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
257K+ 14613.57% |
$12.1M - $13.3M
|
259K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
134K+ 523.61% |
$6.3M - $6.91M
|
159K
$7.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
93.3K+ 28.84% |
$4.4M - $4.83M
|
417K
$20.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
88.5KNew |
$4.17M - $4.58M
|
88.5K
$4.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
59.6KNew |
$2.81M - $3.08M
|
59.6K
$2.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
46K+ 39.86% |
$2.17M - $2.38M
|
161K
$8.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
21.3K+ 13.36% |
$1M - $1.1M
|
181K
$9.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
20.8K+ 0.94% |
$981K - $1.08M
|
2.23M
$111M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
20K+ 18.69% |
$940K - $1.03M
|
127K
$6.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
19.2K+ 13.34% |
$904K - $992K
|
163K
$8.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
15.9KNew |
$749K - $822K
|
15.9K
$793K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
BUY
|
- |
13.5K+ 17.57% |
$636K - $699K
|
90.4K
$4.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.1K+ 4.66% |
$524K - $575K
|
249K
$12.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.3K+ 34.54% |
$483K - $531K
|
40K
$1.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
10.1K+ 4.01% |
$476K - $522K
|
262K
$13.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.64K+ 30.89% |
$454K - $499K
|
40.9K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.52KNew |
$354K - $389K
|
7.52K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.76KNew |
$318K - $349K
|
6.76K
$337K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.47KNew |
$305K - $335K
|
6.47K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.92K+ 5.58% |
$279K - $306K
|
112K
$5.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
5.85K+ 64.02% |
$276K - $302K
|
15K
$747K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.28K+ 22.41% |
$249K - $273K
|
28.8K
$1.44M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.1KNew |
$240K - $264K
|
5.1K
$254K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
4.2KNew |
$198K - $217K
|
4.2K
$209K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.18KNew |
$197K - $216K
|
4.18K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
4.13K+ 17.28% |
$195K - $214K
|
28K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.08K+ 7.92% |
$192K - $211K
|
55.6K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.01K+ 4.33% |
$189K - $207K
|
96.4K
$4.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.95K+ 10.23% |
$186K - $204K
|
42.5K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.55K+ 1.23% |
$167K - $184K
|
291K
$14.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.97K+ 25.35% |
$140K - $154K
|
14.7K
$732K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.44K+ 8.75% |
$115K - $126K
|
30.3K
$1.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.15K+ 8.47% |
$101K - $111K
|
27.5K
$1.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
2.04K+ 6.23% |
$96.2K - $106K
|
34.8K
$1.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.79K+ 0.68% |
$84.1K - $92.3K
|
265K
$13.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.68K+ 1.57% |
$78.9K - $86.6K
|
108K
$5.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.66K+ 4.9% |
$78.2K - $85.9K
|
35.5K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.54KNew |
$72.3K - $79.4K
|
1.54K
$76.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
1.3K+ 5.13% |
$61.3K - $67.3K
|
26.7K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.19K+ 16.82% |
$56.3K - $61.8K
|
8.29K
$413K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.18K+ 22.96% |
$55.6K - $61.1K
|
6.32K
$315K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.13K+ 10.73% |
$53.4K - $58.6K
|
11.7K
$583K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.07K+ 57.4% |
$50.5K - $55.4K
|
2.94K
$146K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$47.1K - $51.7K
|
1K
$49.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
889+ 0.71% |
$41.9K - $46K
|
127K
$6.33M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
865+ 686.51% |
$40.8K - $44.7K
|
991
$49.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
825New |
$38.9K - $42.7K
|
825
$41.1K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
811+ 36.29% |
$38.2K - $41.9K
|
3.05K
$152K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
806+ 5.95% |
$38K - $41.7K
|
14.4K
$716K
|