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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
186New |
$8.5K - $9.9K
|
186
$12K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32New |
$1.46K - $1.7K
|
32
$2.06K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
6.99KNew |
$334K - $357K
|
6.99K
$450K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
168New |
$8.02K - $8.56K
|
168
$10.8K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
21+ 0.41% |
$1K - $1.07K
|
5.18K
$333K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18New |
$859 - $918
|
18
$1.16K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.81KNew |
$81.8K - $89.1K
|
1.81K
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
805New |
$36.3K - $39.5K
|
805
$51.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
200New |
$9.02K - $9.82K
|
200
$12.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
52New |
$2.34K - $2.55K
|
52
$3.34K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.58KNew |
$243K - $267K
|
5.58K
$359K
|
|
|
May 10, 2023
Q1 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
4.56KNew |
$198K - $218K
|
4.56K
$293K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
2.05KNew |
$89.4K - $98.4K
|
2.05K
$132K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
303+ 11.9% |
$13.2K - $14.5K
|
2.85K
$183K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
16New |
$696 - $766
|
16
$1.03K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.62KNew |
$391K - $450K
|
9.62K
$619K
|
|
|
Feb 17, 2023
Q4 2022
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
4.76KNew |
$194K - $222K
|
4.76K
$306K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.73KNew |
$192K - $221K
|
4.73K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.6KNew |
$187K - $215K
|
4.6K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.98KNew |
$162K - $186K
|
3.98K
$256K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.06KNew |
$43.3K - $49.7K
|
1.06K
$68.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1KNew |
$40.7K - $46.7K
|
1K
$64.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
568New |
$23.1K - $26.5K
|
568
$36.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
185+ 100.0% |
$7.52K - $8.65K
|
370
$23.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
24New |
$976 - $1.12K
|
24
$1.54K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
20New |
$813 - $935
|
20
$1.29K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.74KNew |
$69.6K - $84K
|
1.74K
$112K
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
152New |
$6.08K - $7.34K
|
152
$9.78K
|
|
|
Oct 13, 2022
Q3 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
24New |
$960 - $1.16K
|
24
$1.54K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19New |
$760 - $917
|
19
$1.22K
|
|
| Q2 2022 | |||||||
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
517New |
$21.8K - $26.5K
|
517
$33.3K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
241KNew |
$11.4M - $12.8M
|
241K
$15.5M
|
|
| Q4 2021 | |||||||
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
147New |
$7.04K - $7.7K
|
147
$9.46K
|
|