Latest Institutional Transactions on Fidelity Covington Tr Msci Con (FDIS)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Con (FDIS) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.01KNew |
$76.6K - $89.7K
|
1.01K
$83.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
60New |
$4.55K - $5.32K
|
60
$4.97K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
44New |
$3.34K - $3.9K
|
44
$3.64K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.03KNew |
$306K - $358K
|
4.03K
$334K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
192New |
$14.6K - $17K
|
192
$15.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
28.5K+ 13.17% |
$2.16M - $2.53M
|
245K
$20.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.33K- 14.71% |
$100K - $118K
|
7.69K
$636K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22+ 3.63% |
$1.67K - $1.95K
|
628
$52K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
566+ 2.99% |
$42.9K - $50.2K
|
19.5K
$1.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45+ 0.54% |
$3.41K - $3.99K
|
8.34K
$690K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.21K+ 40.54% |
$243K - $285K
|
11.1K
$921K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.54K- 12.32% |
$117K - $126K
|
11K
$908K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.71KNew |
$205K - $222K
|
2.71K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
SELL
|
- |
-600- 44.44% |
$45.5K - $49.1K
|
750
$62.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8New |
$606 - $655
|
8
$662
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.57KNew |
$119K - $128K
|
1.57K
$130K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46.4KNew |
$3.52M - $3.8M
|
46.4K
$3.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.75K+ 347.0% |
$588K - $635K
|
9.99K
$827K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
96New |
$7.28K - $7.86K
|
96
$7.95K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.49% |
$75.8 - $81.9
|
204
$16.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
380New |
$28.8K - $31.1K
|
380
$31.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-147- 79.89% |
$11.1K - $12K
|
37
$3.06K
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
34.2KNew |
$2.59M - $2.8M
|
34.2K
$2.83M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
12+ 2.17% |
$910 - $983
|
564
$46.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
14New |
$1.06K - $1.15K
|
14
$1.16K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.04KNew |
$78.7K - $85K
|
1.04K
$85.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
116New |
$8.79K - $9.5K
|
116
$9.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
15New |
$1.14K - $1.23K
|
15
$1.24K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.03% |
$75.8 - $81.9
|
3.73K
$309K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
623New |
$47.2K - $51K
|
623
$51.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15New |
$1.14K - $1.23K
|
15
$1.24K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
184New |
$13.9K - $15.1K
|
184
$15.2K
|
|
| Q1 2024 | |||||||
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-47- 34.06% |
$3.56K - $3.88K
|
91
$7.53K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
63New |
$4.78K - $5.2K
|
63
$5.21K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.7K+ 13.52% |
$205K - $223K
|
22.7K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.46KNew |
$262K - $285K
|
3.46K
$286K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
50New |
$3.79K - $4.12K
|
50
$4.14K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
92.1K+ 798.98% |
$6.98M - $7.6M
|
104K
$8.58M
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
1+ 0.15% |
$75.8 - $82.5
|
658
$54.5K
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
14.8KNew |
$1.13M - $1.22M
|
14.8K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.04KNew |
$78.8K - $85.7K
|
1.04K
$86K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-50- 4.7% |
$3.79K - $4.12K
|
1.01K
$83.9K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
400New |
$30.3K - $33K
|
400
$33.1K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
270+ 0.54% |
$20.5K - $22.3K
|
50.7K
$4.19M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-100- 28.57% |
$7.58K - $8.25K
|
250
$20.7K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.87K+ 13.0% |
$369K - $402K
|
42.3K
$3.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-103- 3.5% |
$7.81K - $8.5K
|
2.84K
$235K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-44- 68.75% |
$3.34K - $3.63K
|
20
$1.66K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.15K- 34.89% |
$163K - $177K
|
4K
$331K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
4.18K+ 2.41% |
$317K - $344K
|
177K
$14.7M
|
|