Latest Institutional Transactions on Fidelity Covington Tr Blue Chi (FBCG)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Blue Chi (FBCG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
136K+ 44.13% |
$5.71M - $6.56M
|
443K
$18.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.1K+ 14.05% |
$2.32M - $2.66M
|
447K
$18.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
96.5KNew |
$4.06M - $4.66M
|
96.5K
$4.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.1KNew |
$510K - $586K
|
12.1K
$504K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
121K+ 35.23% |
$5.08M - $5.84M
|
464K
$19.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.8K+ 31.69% |
$160K - $184K
|
15.8K
$657K
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
426KNew |
$17.9M - $20.6M
|
426K
$17.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
BUY
|
- |
70.1KNew |
$2.95M - $3.39M
|
70.1K
$2.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
2+ 0.45% |
$84.1 - $96.6
|
445
$18.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.07K+ 18.08% |
$86.9K - $99.8K
|
13.5K
$561K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
109KNew |
$4.59M - $5.27M
|
109K
$4.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.27K- 6.01% |
$53.4K - $61.3K
|
19.8K
$825K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
362K+ 19.35% |
$15.2M - $17.5M
|
2.23M
$92.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.56K+ 0.85% |
$65.6K - $75.3K
|
185K
$7.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.19K+ 20.89% |
$176K - $202K
|
24.2K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
173+ 0.49% |
$7.27K - $8.36K
|
35.5K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
95.1K+ 5.08% |
$4M - $4.59M
|
1.97M
$81.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
331+ 67.28% |
$13.9K - $16K
|
823
$34.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
22New |
$925 - $1.06K
|
22
$915
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
49.2KNew |
$2.07M - $2.38M
|
49.2K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
31.1K+ 89.91% |
$1.31M - $1.5M
|
65.7K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.37K+ 909.29% |
$268K - $307K
|
7.07K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.31K- 9.33% |
$307K - $353K
|
71K
$2.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
9.06KNew |
$381K - $438K
|
9.06K
$377K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
941New |
$39.6K - $45.5K
|
941
$39.1K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.7K+ 8.76% |
$617K - $709K
|
182K
$7.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.99KNew |
$252K - $289K
|
5.99K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36.9K+ 18.63% |
$1.55M - $1.78M
|
235K
$9.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
16+ 0.15% |
$673 - $773
|
10.9K
$454K
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
155New |
$6.52K - $7.49K
|
155
$6.44K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
10.7K+ 13.3% |
$449K - $516K
|
90.9K
$3.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-310K- 97.84% |
$13M - $15M
|
6.84K
$284K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.31KNew |
$307K - $353K
|
7.31K
$304K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
5.13KNew |
$216K - $248K
|
5.13K
$213K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
5.58MNew |
$235M - $270M
|
5.58M
$232M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-89.2K- 5.04% |
$3.75M - $4.31M
|
1.68M
$69.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
114New |
$4.79K - $5.51K
|
114
$4.74K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21KNew |
$881K - $1.01M
|
21K
$871K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
115K+ 27.53% |
$4.85M - $5.57M
|
534K
$22.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-31.5K- 49.16% |
$1.32M - $1.52M
|
32.6K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
62.6KNew |
$2.63M - $3.02M
|
62.6K
$2.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
60.6K+ 95.32% |
$2.55M - $2.93M
|
124K
$5.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.06K+ 2.2% |
$86.7K - $99.6K
|
95.5K
$3.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.02K+ 17.82% |
$379K - $436K
|
59.7K
$2.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
17.6K+ 17.69% |
$741K - $851K
|
117K
$4.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
6.42K+ 25.71% |
$270K - $310K
|
31.4K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.17K- 1.79% |
$49.2K - $56.5K
|
64.3K
$2.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
491+ 6.85% |
$20.6K - $23.7K
|
7.66K
$318K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
338+ 1.02% |
$14.2K - $16.3K
|
33.6K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
215K+ 443.08% |
$9.02M - $10.4M
|
263K
$10.9M
|