Latest Institutional Transactions on Fidelity Covington Tr Msci Com (FCOM)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Com (FCOM) 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
|
Adviser Investments LLC
|
SELL
|
- |
-610- 14.9% |
$33.3K - $37.8K
|
3.48K
$200K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.43KNew |
$133K - $151K
|
2.43K
$139K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.44K- 3.0% |
$78.5K - $89K
|
46.4K
$2.66M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-409- 64.61% |
$22.4K - $25.3K
|
224
$12.8K
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
3.74KNew |
$204K - $232K
|
3.74K
$214K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
162+ 2.08% |
$8.85K - $10K
|
7.95K
$456K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
292+ 3.1% |
$16K - $18.1K
|
9.72K
$558K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.47K+ 29.78% |
$80.2K - $91K
|
6.4K
$367K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
166New |
$9.07K - $10.3K
|
166
$9.52K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
485+ 757.81% |
$26.5K - $30.1K
|
549
$31.5K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
57+ 5.11% |
$3.12K - $3.53K
|
1.17K
$67.3K
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
26New |
$1.42K - $1.61K
|
26
$1.49K
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
16.8K+ 37.51% |
$916K - $1.04M
|
61.4K
$3.52M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
80.5K+ 38.42% |
$4.4M - $4.99M
|
290K
$16.6M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37.4K- 24.84% |
$2.04M - $2.32M
|
113K
$6.49M
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
877New |
$47.9K - $54.3K
|
877
$50.3K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.08K+ 0.46% |
$278K - $315K
|
1.1M
$63.3M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.9K+ 24.09% |
$1.36M - $1.54M
|
128K
$7.34M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.81K+ 24.38% |
$372K - $422K
|
34.7K
$1.99M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.3K- 7.98% |
$1.33M - $1.51M
|
280K
$16.1M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.54KNew |
$248K - $281K
|
4.54K
$260K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.9K+ 10.36% |
$867K - $983K
|
169K
$9.7M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
511+ 43.68% |
$27.9K - $31.7K
|
1.68K
$96.4K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.15KNew |
$227K - $257K
|
4.15K
$238K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-16.7K- 31.93% |
$913K - $1.03M
|
35.6K
$2.04M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.81K+ 16.15% |
$372K - $422K
|
49K
$2.81M
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-180- 3.09% |
$9.84K - $11.2K
|
5.65K
$324K
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.96K+ 14.78% |
$216K - $245K
|
30.8K
$1.76M
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
97New |
$5.3K - $6.01K
|
97
$5.56K
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6.55K+ 5.98% |
$358K - $406K
|
116K
$6.66M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.5K- 11.96% |
$685K - $777K
|
92.2K
$5.29M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.64KNew |
$363K - $412K
|
6.64K
$381K
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-115K- 17.03% |
$6.27M - $7.11M
|
559K
$32.1M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.58K+ 0.91% |
$86.1K - $97.6K
|
174K
$9.98M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-171- 2.82% |
$9.35K - $10.6K
|
5.89K
$338K
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
129New |
$7.05K - $7.99K
|
129
$7.4K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 0.2% |
$164 - $186
|
1.49K
$85.5K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.64K- 17.97% |
$144K - $163K
|
12K
$690K
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-109K- 2.31% |
$5.97M - $6.76M
|
4.61M
$264M
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-1.55K- 9.02% |
$84.9K - $96.3K
|
15.7K
$899K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
178New |
$9.73K - $11K
|
178
$10.2K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
49.4KNew |
$2.7M - $3.06M
|
49.4K
$2.83M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.11KNew |
$443K - $502K
|
8.11K
$465K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
45+ 76.27% |
$2.46K - $2.79K
|
104
$5.97K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
28+ 11.91% |
$1.53K - $1.73K
|
263
$15.1K
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-279- 47.77% |
$15.2K - $17.3K
|
305
$17.5K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
809+ 7.95% |
$44.2K - $50.1K
|
11K
$630K
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.41K+ 15.49% |
$131K - $149K
|
17.9K
$1.03M
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.52K+ 5.37% |
$83K - $94.1K
|
29.8K
$1.71M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-204- 22.59% |
$11.1K - $12.6K
|
699
$40.1K
|