Latest Institutional Purchases of Fidelity Covington Tr Msci Com (FCOM)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Com (FCOM) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
6.54KNew |
$249K - $293K
|
6.54K
$395K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.19KNew |
$197K - $232K
|
5.19K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.16K+ 8.99% |
$44K - $51.8K
|
14K
$846K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
920New |
$35K - $41.2K
|
920
$55.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
501New |
$19.1K - $22.4K
|
501
$30.2K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
294New |
$11.2K - $13.2K
|
294
$17.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
132New |
$5.02K - $5.91K
|
132
$7.96K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
113New |
$4.3K - $5.06K
|
113
$6.82K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
109New |
$4.15K - $4.88K
|
109
$6.58K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
100New |
$3.8K - $4.48K
|
100
$6.03K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
80New |
$3.04K - $3.58K
|
80
$4.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
46New |
$1.75K - $2.06K
|
46
$2.78K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
46New |
$1.75K - $2.06K
|
46
$2.78K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
35+ 46.05% |
$1.33K - $1.57K
|
111
$6.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7New |
$266 - $314
|
7
$422
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1New |
$38 - $44.8
|
1
$60.3
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.75KNew |
$226K - $245K
|
5.75K
$347K
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.06KNew |
$198K - $216K
|
5.06K
$305K
|
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.97K+ 67.88% |
$156K - $169K
|
9.82K
$592K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
500New |
$19.6K - $21.3K
|
500
$30.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
33+ 8.03% |
$1.29K - $1.41K
|
444
$26.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
25New |
$981 - $1.07K
|
25
$1.51K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4+ 0.05% |
$157 - $170
|
8.81K
$531K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Q3 Asset Management
|
BUY
|
- |
178K+ 262.24% |
$6.3M - $7.2M
|
246K
$14.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
10.5KNew |
$373K - $426K
|
10.5K
$635K
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
6.6KNew |
$234K - $267K
|
6.6K
$398K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
6.5KNew |
$230K - $263K
|
6.5K
$392K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
843+ 221.84% |
$29.9K - $34.1K
|
1.22K
$73.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
501New |
$17.7K - $20.3K
|
501
$30.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
400New |
$14.2K - $16.2K
|
400
$24.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
279+ 91.48% |
$9.88K - $11.3K
|
584
$35.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
34New |
$1.2K - $1.38K
|
34
$2.05K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
28New |
$992 - $1.13K
|
28
$1.69K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2New |
$70.8 - $80.9
|
2
$121
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
64.6KNew |
$2.03M - $2.47M
|
64.6K
$3.9M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.9KNew |
$374K - $455K
|
11.9K
$718K
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
5.68KNew |
$178K - $217K
|
5.68K
$343K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
903+ 180.24% |
$28.4K - $34.5K
|
1.4K
$84.7K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
874New |
$27.5K - $33.4K
|
874
$52.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
607New |
$19.1K - $23.2K
|
607
$36.6K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
155New |
$4.87K - $5.93K
|
155
$9.35K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
74New |
$2.32K - $2.83K
|
74
$4.47K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3+ 0.25% |
$94.2 - $115
|
1.21K
$73K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.6K+ 1900.0% |
$227K - $257K
|
8K
$483K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
4.81KNew |
$144K - $163K
|
4.81K
$290K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.25KNew |
$67.3K - $76K
|
2.25K
$136K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.2KNew |
$35.9K - $40.5K
|
1.2K
$72.4K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
622New |
$18.6K - $21K
|
622
$37.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
400New |
$12K - $13.5K
|
400
$24.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
138New |
$4.12K - $4.66K
|
138
$8.33K
|
|