Purchases and Sales Made in Q4 2023 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
94.6KNew |
$2.02M - $2.55M
|
94.6K
$2.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
86.5KNew |
$1.85M - $2.33M
|
86.5K
$2.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
84.3K+ 28.82% |
$1.8M - $2.27M
|
377K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
83.7K+ 26.97% |
$1.79M - $2.26M
|
394K
$10.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
78.3K+ 39.65% |
$1.67M - $2.11M
|
276K
$7.57M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
52.9KNew |
$1.13M - $1.43M
|
52.9K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
52.1K+ 126.63% |
$1.11M - $1.4M
|
93.2K
$2.56M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
51.7KNew |
$1.1M - $1.39M
|
51.7K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
51.5KNew |
$1.1M - $1.39M
|
51.5K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
45KNew |
$961K - $1.21M
|
45K
$1.24M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41.9K+ 91.21% |
$895K - $1.13M
|
87.8K
$2.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
36.6K+ 7.59% |
$782K - $987K
|
519K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.6K+ 44.17% |
$697K - $879K
|
106K
$2.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32.6K+ 59.0% |
$696K - $878K
|
87.8K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.7K+ 75.03% |
$634K - $799K
|
69.2K
$1.9M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
28.3K+ 95.2% |
$606K - $764K
|
58.1K
$1.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27.7K+ 24.88% |
$591K - $746K
|
139K
$3.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.9KNew |
$574K - $725K
|
26.9K
$738K
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
25.6KNew |
$548K - $691K
|
25.6K
$704K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.4K+ 7.6% |
$478K - $604K
|
317K
$8.71M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
BUY
|
- |
22.2K+ 26.28% |
$473K - $597K
|
106K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.8KNew |
$467K - $589K
|
21.8K
$600K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
17.3K+ 5.49% |
$369K - $466K
|
332K
$9.11M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
17.2KNew |
$367K - $463K
|
17.2K
$472K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
13.6K+ 11.85% |
$291K - $368K
|
129K
$3.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
13.1KNew |
$280K - $353K
|
13.1K
$359K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.5K+ 10.93% |
$224K - $282K
|
106K
$2.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
9.43K+ 42.1% |
$201K - $254K
|
31.8K
$874K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.38KNew |
$200K - $253K
|
9.38K
$258K
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
BUY
|
- |
9.2KNew |
$197K - $248K
|
9.2K
$253K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.67KNew |
$185K - $234K
|
8.67K
$238K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
8.18KNew |
$175K - $220K
|
8.18K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.17K+ 32.03% |
$175K - $220K
|
33.7K
$925K
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
8.02KNew |
$171K - $216K
|
8.02K
$220K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
8KNew |
$171K - $216K
|
8K
$220K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
7.98KNew |
$170K - $215K
|
7.98K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.96KNew |
$170K - $215K
|
7.96K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.9K+ 20.91% |
$169K - $213K
|
45.7K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.86KNew |
$168K - $212K
|
7.86K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
7.84KNew |
$168K - $211K
|
7.84K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.68KNew |
$164K - $207K
|
7.68K
$211K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7.47K+ 59.72% |
$160K - $201K
|
20K
$549K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.43K+ 8.53% |
$159K - $200K
|
94.4K
$2.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.28K+ 6.58% |
$156K - $196K
|
118K
$3.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
7.1K+ 8.35% |
$152K - $192K
|
92.1K
$2.53M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6.61KNew |
$141K - $178K
|
6.61K
$182K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.08K+ 5.69% |
$130K - $164K
|
113K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.48K+ 27.62% |
$117K - $148K
|
25.3K
$695K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
5.08K+ 184.5% |
$109K - $137K
|
7.84K
$215K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.05K+ 15.96% |
$108K - $136K
|
36.7K
$1.01M
|