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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
109+ 0.93% |
$4.21K - $4.62K
|
11.8K
$584K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
86+ 477.78% |
$3.32K - $3.65K
|
104
$5.14K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
3+ 10.34% |
$116 - $127
|
32
$1.58K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2+ 0.77% |
$77.2 - $84.8
|
262
$12.9K
|
|
| Q4 2023 | |||||||
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
67.1KNew |
$2.43M - $2.84M
|
67.1K
$3.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
43.4KNew |
$1.57M - $1.84M
|
43.4K
$2.15M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
41.5KNew |
$1.5M - $1.75M
|
41.5K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
30.7KNew |
$1.11M - $1.3M
|
30.7K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
25.2KNew |
$912K - $1.07M
|
25.2K
$1.24M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
19KNew |
$689K - $805K
|
19K
$940K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
8.97KNew |
$325K - $380K
|
8.97K
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
500New |
$18.1K - $21.1K
|
500
$24.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
500New |
$18.1K - $21.1K
|
500
$24.7K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
145New |
$5.25K - $6.13K
|
145
$7.16K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
128New |
$4.63K - $5.41K
|
128
$6.32K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
99New |
$3.58K - $4.19K
|
99
$4.89K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
90New |
$3.26K - $3.81K
|
90
$4.45K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
75New |
$2.71K - $3.17K
|
75
$3.71K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
51+ 2.54% |
$1.85K - $2.16K
|
2.06K
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
40+ 5.08% |
$1.45K - $1.69K
|
828
$40.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
27New |
$977 - $1.14K
|
27
$1.33K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
18New |
$651 - $761
|
18
$889
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.2KNew |
$385K - $449K
|
10.2K
$502K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.29KNew |
$238K - $278K
|
6.29K
$311K
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
5.37KNew |
$203K - $237K
|
5.37K
$265K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
375New |
$14.2K - $16.6K
|
375
$18.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
285New |
$10.8K - $12.6K
|
285
$14.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
104New |
$3.94K - $4.59K
|
104
$5.14K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
46+ 170.37% |
$1.74K - $2.03K
|
73
$3.61K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
19New |
$719 - $839
|
19
$939
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 4.76% |
$37.9 - $44.2
|
22
$1.09K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
49KNew |
$2.04M - $2.21M
|
49K
$2.42M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
39.5KNew |
$1.65M - $1.79M
|
39.5K
$1.95M
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
36.4KNew |
$1.52M - $1.64M
|
36.4K
$1.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
19.2KNew |
$801K - $868K
|
19.2K
$950K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
11.2KNew |
$465K - $504K
|
11.2K
$552K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.81KNew |
$284K - $308K
|
6.81K
$337K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.51K+ 104.58% |
$105K - $113K
|
4.91K
$243K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
324New |
$13.5K - $14.6K
|
324
$16K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
293New |
$12.2K - $13.2K
|
293
$14.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
134New |
$5.58K - $6.05K
|
134
$6.62K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
105New |
$4.37K - $4.74K
|
105
$5.19K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
19New |
$791 - $858
|
19
$939
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10New |
$417 - $452
|
10
$494
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
36KNew |
$1.49M - $1.68M
|
36K
$1.78M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
28.8KNew |
$1.19M - $1.34M
|
28.8K
$1.42M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.44KNew |
$101K - $114K
|
2.44K
$121K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.23KNew |
$92K - $104K
|
2.23K
$110K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
634+ 6.04% |
$26.1K - $29.6K
|
11.1K
$550K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
334New |
$13.8K - $15.6K
|
334
$16.5K
|
|