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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
69New |
$3.27K - $3.63K
|
69
$4.35K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.46KClosed |
$195K - $222K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-10.3K- 42.21% |
$451K - $511K
|
14.1K
$889K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-73- 1.24% |
$3.19K - $3.62K
|
5.83K
$368K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.46K- 14.62% |
$63.7K - $72.3K
|
8.5K
$536K
|
|
|
May 14, 2024
Q1 2024
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-3.28K- 8.34% |
$143K - $163K
|
36K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.28K- 8.34% |
$143K - $163K
|
36K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
63.7K+ 122.83% |
$2.79M - $3.16M
|
116K
$7.29M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.09K+ 117.49% |
$310K - $352K
|
13.1K
$827K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
64New |
$2.8K - $3.18K
|
64
$4.04K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-5.14K- 8.8% |
$225K - $255K
|
53.2K
$3.36M
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-596- 4.54% |
$26.1K - $29.6K
|
12.5K
$791K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5.44K- 78.77% |
$238K - $270K
|
1.47K
$92.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
30New |
$1.31K - $1.49K
|
30
$1.89K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
17.4K+ 38.95% |
$760K - $862K
|
62K
$3.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.48K- 4.02% |
$64.9K - $73.6K
|
35.4K
$2.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
59.8KNew |
$2.61M - $2.97M
|
59.8K
$3.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
119+ 0.95% |
$5.21K - $5.91K
|
12.7K
$800K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
204New |
$8.93K - $10.1K
|
204
$12.9K
|
|
| Q4 2023 | |||||||
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
15.4KNew |
$584K - $688K
|
15.4K
$968K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1New |
$38 - $44.8
|
1
$63.1
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
294New |
$11.2K - $13.2K
|
294
$18.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
46New |
$1.75K - $2.06K
|
46
$2.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-34Closed |
$1.29K - $1.52K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.16K+ 8.99% |
$44K - $51.8K
|
14K
$885K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
920New |
$35K - $41.2K
|
920
$58K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
109New |
$4.15K - $4.88K
|
109
$6.87K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7New |
$266 - $314
|
7
$441
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.19KNew |
$197K - $232K
|
5.19K
$327K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-7- 3.5% |
$266 - $314
|
193
$12.2K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
35+ 46.05% |
$1.33K - $1.57K
|
111
$7K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
113New |
$4.3K - $5.06K
|
113
$7.13K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
132New |
$5.02K - $5.91K
|
132
$8.33K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-48- 57.14% |
$1.83K - $2.15K
|
36
$2.27K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
46New |
$1.75K - $2.06K
|
46
$2.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
100New |
$3.8K - $4.48K
|
100
$6.31K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-214- 6.44% |
$8.14K - $9.59K
|
3.11K
$196K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-530- 7.5% |
$20.2K - $23.7K
|
6.54K
$412K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
501New |
$19.1K - $22.4K
|
501
$31.6K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
80New |
$3.04K - $3.58K
|
80
$5.05K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.75KNew |
$226K - $245K
|
5.75K
$362K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4+ 0.05% |
$157 - $170
|
8.81K
$555K
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.06KNew |
$198K - $216K
|
5.06K
$319K
|
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.97K+ 67.88% |
$156K - $169K
|
9.82K
$619K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
500New |
$19.6K - $21.3K
|
500
$31.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
33+ 8.03% |
$1.29K - $1.41K
|
444
$28K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
25New |
$981 - $1.07K
|
25
$1.58K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
10.5KNew |
$373K - $426K
|
10.5K
$664K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-161- 59.85% |
$5.7K - $6.52K
|
108
$6.81K
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
6.6KNew |
$234K - $267K
|
6.6K
$416K
|
|