Latest Institutional Purchases of Fidelity Covington Tr Msci Uti (FUTY)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Uti (FUTY) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
178New |
$7.21K - $8.37K
|
178
$9.07K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
47New |
$1.9K - $2.21K
|
47
$2.39K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
37New |
$1.5K - $1.74K
|
37
$1.88K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
8New |
$324 - $376
|
8
$408
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 4.76% |
$40.5 - $47
|
22
$1.12K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
72.9KNew |
$2.81M - $3.09M
|
72.9K
$3.71M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.8KNew |
$494K - $543K
|
12.8K
$652K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11.6K+ 46.58% |
$448K - $492K
|
36.5K
$1.86M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.6KNew |
$293K - $322K
|
7.6K
$387K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.18KNew |
$200K - $220K
|
5.18K
$264K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.93KNew |
$190K - $209K
|
4.93K
$251K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.82KNew |
$186K - $204K
|
4.82K
$245K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3.31K+ 36.84% |
$128K - $140K
|
12.3K
$626K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
594+ 9.18% |
$22.9K - $25.2K
|
7.07K
$360K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
509+ 9.38% |
$19.7K - $21.6K
|
5.93K
$302K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
495New |
$19.1K - $21K
|
495
$25.2K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
380New |
$14.7K - $16.1K
|
380
$19.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
145New |
$5.6K - $6.15K
|
145
$7.39K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
130New |
$5.02K - $5.51K
|
130
$6.62K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
109+ 0.93% |
$4.21K - $4.62K
|
11.8K
$602K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2+ 0.77% |
$77.2 - $84.8
|
262
$13.3K
|
|
| Q4 2023 | |||||||
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
67.1KNew |
$2.43M - $2.84M
|
67.1K
$3.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
43.4KNew |
$1.57M - $1.84M
|
43.4K
$2.21M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
41.5KNew |
$1.5M - $1.75M
|
41.5K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
30.7KNew |
$1.11M - $1.3M
|
30.7K
$1.56M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
19KNew |
$689K - $805K
|
19K
$970K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
8.97KNew |
$325K - $380K
|
8.97K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
500New |
$18.1K - $21.1K
|
500
$25.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
500New |
$18.1K - $21.1K
|
500
$25.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
128New |
$4.63K - $5.41K
|
128
$6.52K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
99New |
$3.58K - $4.19K
|
99
$5.04K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
90New |
$3.26K - $3.81K
|
90
$4.58K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
75New |
$2.71K - $3.17K
|
75
$3.82K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
40+ 5.08% |
$1.45K - $1.69K
|
828
$42.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
27New |
$977 - $1.14K
|
27
$1.38K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
18New |
$651 - $761
|
18
$917
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.2KNew |
$385K - $449K
|
10.2K
$518K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.29KNew |
$238K - $278K
|
6.29K
$321K
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
5.37KNew |
$203K - $237K
|
5.37K
$274K
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
285New |
$10.8K - $12.6K
|
285
$14.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
104New |
$3.94K - $4.59K
|
104
$5.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
46+ 170.37% |
$1.74K - $2.03K
|
73
$3.72K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
19New |
$719 - $839
|
19
$968
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 4.76% |
$37.9 - $44.2
|
22
$1.12K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
49KNew |
$2.04M - $2.21M
|
49K
$2.49M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
39.5KNew |
$1.65M - $1.79M
|
39.5K
$2.01M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
19.2KNew |
$801K - $868K
|
19.2K
$979K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
11.2KNew |
$465K - $504K
|
11.2K
$569K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.81KNew |
$284K - $308K
|
6.81K
$347K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.51K+ 104.58% |
$105K - $113K
|
4.91K
$250K
|
|