Latest Institutional Purchases of Fidelity Covington Tr Blue Chi (FBCG)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Blue Chi (FBCG) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
622K+ 49.8% |
$23.3M - $27.5M
|
1.87M
$83M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
317K+ 311.04% |
$11.9M - $14M
|
419K
$18.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
296K+ 66.68% |
$11.1M - $13.1M
|
740K
$32.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
137K+ 265.34% |
$5.12M - $6.05M
|
188K
$8.35M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
76.1KNew |
$2.85M - $3.37M
|
76.1K
$3.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
66.4K+ 23.73% |
$2.49M - $2.94M
|
346K
$15.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
57.1K+ 134.49% |
$2.14M - $2.53M
|
99.6K
$4.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
44.2KNew |
$1.66M - $1.96M
|
44.2K
$1.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.4K+ 18.35% |
$688K - $813K
|
118K
$5.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
11K+ 10.78% |
$414K - $489K
|
113K
$5.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
10.4K+ 14.94% |
$391K - $461K
|
80.2K
$3.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.34K+ 11.2% |
$237K - $281K
|
62.9K
$2.79M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.5K+ 29.22% |
$168K - $199K
|
19.9K
$882K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
4.37K+ 21.19% |
$164K - $193K
|
25K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.27K+ 8.56% |
$160K - $189K
|
54.2K
$2.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
3.43K+ 56.36% |
$128K - $152K
|
9.52K
$422K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.37K+ 7.12% |
$126K - $149K
|
50.6K
$2.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.11K+ 4.75% |
$79.1K - $93.5K
|
46.6K
$2.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.94K+ 17.71% |
$72.7K - $85.8K
|
12.9K
$572K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.65KNew |
$61.6K - $72.8K
|
1.65K
$73K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.18K+ 24.67% |
$44.2K - $52.3K
|
5.97K
$265K
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
800+ 5.92% |
$30K - $35.4K
|
14.3K
$635K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
790+ 2.43% |
$29.6K - $35K
|
33.3K
$1.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
790+ 530.2% |
$29.6K - $35K
|
939
$41.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
658+ 0.39% |
$24.6K - $29.1K
|
168K
$7.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
641+ 5.47% |
$24K - $28.4K
|
12.4K
$548K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
521+ 3.7% |
$19.5K - $23.1K
|
14.6K
$648K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
261+ 1.38% |
$9.77K - $11.5K
|
19.1K
$850K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
250+ 250.0% |
$9.36K - $11.1K
|
350
$15.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
125+ 0.46% |
$4.68K - $5.53K
|
27.4K
$1.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 6.15% |
$749 - $885
|
345
$15.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
1+ 0.01% |
$37.5 - $44.3
|
17.2K
$763K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
702K+ 34.34% |
$25.1M - $30.1M
|
2.75M
$122M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
336K+ 32.72% |
$12M - $14.4M
|
1.36M
$60.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
322K+ 107.04% |
$11.5M - $13.8M
|
623K
$27.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
275K+ 125.37% |
$9.83M - $11.8M
|
494K
$21.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
230K+ 23.74% |
$8.22M - $9.85M
|
1.2M
$53.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
148KNew |
$5.29M - $6.34M
|
148K
$6.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
120K+ 144.99% |
$4.3M - $5.16M
|
203K
$9.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
118K+ 23.31% |
$4.23M - $5.07M
|
626K
$27.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
99K+ 16.89% |
$3.54M - $4.24M
|
685K
$30.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
86.2K+ 88.47% |
$3.08M - $3.69M
|
184K
$8.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
54K+ 323.05% |
$1.93M - $2.31M
|
70.7K
$3.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
52.3K+ 2631.15% |
$1.87M - $2.24M
|
54.3K
$2.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
45.1K+ 34.71% |
$1.61M - $1.93M
|
175K
$7.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.5KNew |
$1.56M - $1.86M
|
43.5K
$1.93M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30.9K+ 16.52% |
$1.1M - $1.32M
|
218K
$9.67M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
24.3KNew |
$868K - $1.04M
|
24.3K
$1.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
24.2KNew |
$865K - $1.04M
|
24.2K
$1.07M
|
|