Purchases and Sales Made in Q2 2024 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q2 2024. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI REA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-12.4K- 15.4% |
$295K - $322K
|
68.3K
$1.94M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-13.6K- 46.87% |
$323K - $353K
|
15.4K
$437K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.2K- 57.1% |
$336K - $367K
|
10.6K
$302K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15.3K- 47.46% |
$363K - $396K
|
16.9K
$480K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-16K- 3.37% |
$380K - $416K
|
461K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21.1K- 68.12% |
$501K - $548K
|
9.9K
$280K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.6K- 7.29% |
$726K - $793K
|
389K
$11M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-32.3K- 96.91% |
$766K - $837K
|
1.03K
$29.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-34.3K- 40.59% |
$814K - $890K
|
50.2K
$1.42M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-43.4K- 71.9% |
$1.03M - $1.12M
|
17K
$480K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-45.7K- 32.85% |
$1.08M - $1.18M
|
93.3K
$2.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-60.6K- 43.14% |
$1.44M - $1.57M
|
79.9K
$2.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-61.2K- 46.89% |
$1.45M - $1.59M
|
69.3K
$1.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-85.9K- 79.43% |
$2.04M - $2.23M
|
22.2K
$630K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-150K- 9.15% |
$3.57M - $3.9M
|
1.49M
$42.3M
|