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 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.16K+ 8.99% |
$44K - $51.8K
|
14K
$804K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
920New |
$35K - $41.2K
|
920
$52.8K
|
|
|
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
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
46New |
$1.75K - $2.06K
|
46
$2.64K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
109New |
$4.15K - $4.88K
|
109
$6.25K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7New |
$266 - $314
|
7
$402
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.19KNew |
$197K - $232K
|
5.19K
$297K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-7- 3.5% |
$266 - $314
|
193
$11.1K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
35+ 46.05% |
$1.33K - $1.57K
|
111
$6.37K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
113New |
$4.3K - $5.06K
|
113
$6.48K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
132New |
$5.02K - $5.91K
|
132
$7.57K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-48- 57.14% |
$1.83K - $2.15K
|
36
$2.06K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
46New |
$1.75K - $2.06K
|
46
$2.64K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
100New |
$3.8K - $4.48K
|
100
$5.74K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-214- 6.44% |
$8.14K - $9.59K
|
3.11K
$178K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-530- 7.5% |
$20.2K - $23.7K
|
6.54K
$375K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
501New |
$19.1K - $22.4K
|
501
$28.7K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
80New |
$3.04K - $3.58K
|
80
$4.59K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4+ 0.05% |
$157 - $170
|
8.81K
$505K
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.06KNew |
$198K - $216K
|
5.06K
$290K
|
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.97K+ 67.88% |
$156K - $169K
|
9.82K
$563K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
500New |
$19.6K - $21.3K
|
500
$28.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
25New |
$981 - $1.07K
|
25
$1.43K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
10.5KNew |
$373K - $426K
|
10.5K
$604K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-161- 59.85% |
$5.7K - $6.52K
|
108
$6.19K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
501New |
$17.7K - $20.3K
|
501
$28.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
6.6KNew |
$234K - $267K
|
6.6K
$379K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2New |
$70.8 - $80.9
|
2
$115
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
400New |
$14.2K - $16.2K
|
400
$22.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
28New |
$992 - $1.13K
|
28
$1.61K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
843+ 221.84% |
$29.9K - $34.1K
|
1.22K
$70.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
6.5KNew |
$230K - $263K
|
6.5K
$373K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
34New |
$1.2K - $1.38K
|
34
$1.95K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.94K- 14.82% |
$61K - $74.3K
|
11.2K
$641K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.9KNew |
$374K - $455K
|
11.9K
$683K
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
5.68KNew |
$178K - $217K
|
5.68K
$326K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
874New |
$27.5K - $33.4K
|
874
$50.1K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3+ 0.25% |
$94.2 - $115
|
1.21K
$69.3K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
155New |
$4.87K - $5.93K
|
155
$8.89K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
607New |
$19.1K - $23.2K
|
607
$34.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
74New |
$2.32K - $2.83K
|
74
$4.24K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
903+ 180.24% |
$28.4K - $34.5K
|
1.4K
$80.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.37K- 18.15% |
$43.2K - $52.5K
|
6.2K
$355K
|
|
| Q4 2022 | |||||||
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-84Closed |
$2.51K - $2.84K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.6K+ 1900.0% |
$227K - $257K
|
8K
$459K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-10.2K- 75.57% |
$305K - $345K
|
3.3K
$189K
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4.1K- 18.72% |
$123K - $138K
|
17.8K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.25KNew |
$67.3K - $76K
|
2.25K
$129K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
400New |
$12K - $13.5K
|
400
$22.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
138New |
$4.12K - $4.66K
|
138
$7.92K
|
|