Latest Institutional Purchases of Fidelity Covington Tr Value Fa (FVAL)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Value Fa (FVAL) 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, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
133+ 0.44% |
$6.93K - $7.59K
|
30.4K
$1.77M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
101+ 3.61% |
$5.27K - $5.76K
|
2.9K
$169K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
80New |
$4.17K - $4.56K
|
80
$4.66K
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
37+ 0.43% |
$1.93K - $2.11K
|
8.68K
$505K
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
26+ 0.45% |
$1.36K - $1.48K
|
5.83K
$339K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
18New |
$939 - $1.03K
|
18
$1.05K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
17+ 0.16% |
$886 - $970
|
10.5K
$614K
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
16+ 0.46% |
$834 - $913
|
3.48K
$203K
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
12+ 0.48% |
$626 - $685
|
2.52K
$147K
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4+ 0.45% |
$209 - $228
|
897
$52.2K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.46% |
$156 - $171
|
661
$38.5K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.45% |
$52.1 - $57.1
|
223
$13K
|
|
Q4 2023 | |||||||
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
28.6K+ 113.68% |
$1.31M - $1.52M
|
53.7K
$3.13M
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
13.6KNew |
$622K - $724K
|
13.6K
$792K
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.9KNew |
$588K - $684K
|
12.9K
$748K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.18KNew |
$237K - $276K
|
5.18K
$302K
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.14KNew |
$189K - $221K
|
4.14K
$241K
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.07KNew |
$186K - $216K
|
4.07K
$237K
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
4KNew |
$183K - $213K
|
4K
$233K
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.93KNew |
$180K - $209K
|
3.93K
$229K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
400New |
$18.3K - $21.3K
|
400
$23.3K
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
332+ 5.69% |
$15.2K - $17.7K
|
6.17K
$359K
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
186New |
$8.5K - $9.9K
|
186
$10.8K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32New |
$1.46K - $1.7K
|
32
$1.86K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1New |
$45.7 - $53.2
|
1
$58.2
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
6.99KNew |
$334K - $357K
|
6.99K
$407K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
168New |
$8.02K - $8.56K
|
168
$9.78K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
21+ 0.41% |
$1K - $1.07K
|
5.18K
$302K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18New |
$859 - $918
|
18
$1.05K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.52KNew |
$159K - $173K
|
3.52K
$205K
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.81KNew |
$81.8K - $89.1K
|
1.81K
$106K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
805New |
$36.3K - $39.5K
|
805
$46.9K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
200New |
$9.02K - $9.82K
|
200
$11.6K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
52New |
$2.34K - $2.55K
|
52
$3.03K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
24+ 9.27% |
$1.08K - $1.18K
|
283
$16.5K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.58KNew |
$243K - $267K
|
5.58K
$325K
|
|
May 10, 2023
Q1 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
4.56KNew |
$198K - $218K
|
4.56K
$265K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
2.05KNew |
$89.4K - $98.4K
|
2.05K
$120K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
16New |
$696 - $766
|
16
$931
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.62KNew |
$413K - $450K
|
9.62K
$560K
|
|
Feb 17, 2023
Q4 2022
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
4.76KNew |
$204K - $222K
|
4.76K
$277K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.73KNew |
$203K - $221K
|
4.73K
$275K
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.6KNew |
$197K - $215K
|
4.6K
$268K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.98KNew |
$171K - $186K
|
3.98K
$232K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.06KNew |
$45.7K - $49.7K
|
1.06K
$61.9K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1KNew |
$42.9K - $46.7K
|
1K
$58.2K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
568New |
$24.4K - $26.5K
|
568
$33.1K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
185+ 100.0% |
$7.94K - $8.65K
|
370
$21.5K
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
24New |
$1.03K - $1.12K
|
24
$1.4K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
20New |
$858 - $935
|
20
$1.16K
|