Latest Institutional Sells of Fidelity Covington Tr Msci Con (FDIS)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Con (FDIS) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-76.9K- 4.35% |
$6.56M - $8.02M
|
1.69M
$140M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-72.2K- 49.46% |
$6.16M - $7.52M
|
73.8K
$6.1M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-59.6K- 88.43% |
$5.08M - $6.21M
|
7.8K
$645K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-38.6K- 77.43% |
$3.3M - $4.03M
|
11.3K
$932K
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-28.7K- 2.21% |
$2.45M - $2.99M
|
1.27M
$105M
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-19.3K- 1.94% |
$1.65M - $2.02M
|
979K
$81M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.8K- 5.19% |
$1.09M - $1.33M
|
234K
$19.3M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.54K- 99.91% |
$473K - $577K
|
5
$414
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.81K- 26.08% |
$410K - $501K
|
13.6K
$1.13M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.13K- 7.14% |
$352K - $430K
|
53.7K
$4.45M
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.06K- 2.95% |
$261K - $319K
|
101K
$8.33M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.73K- 2.48% |
$233K - $285K
|
107K
$8.89M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.69K- 11.26% |
$230K - $281K
|
21.2K
$1.76M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.28K- 20.33% |
$194K - $237K
|
8.93K
$739K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.25K- 43.04% |
$192K - $235K
|
2.98K
$246K
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.79K- 1.73% |
$152K - $186K
|
102K
$8.4M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.71K- 16.05% |
$145K - $178K
|
8.92K
$738K
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-1.3K- 5.19% |
$111K - $136K
|
23.8K
$1.97M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.26K- 23.0% |
$108K - $132K
|
4.23K
$350K
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.22K- 8.03% |
$104K - $127K
|
14K
$1.16M
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.13K- 3.68% |
$96.8K - $118K
|
29.6K
$2.45M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.13K- 77.48% |
$96.6K - $118K
|
329
$27.2K
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.06K- 25.23% |
$90K - $110K
|
3.13K
$259K
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.01K- 32.19% |
$85.8K - $105K
|
2.12K
$175K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-948- 10.2% |
$80.9K - $98.8K
|
8.35K
$691K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-946- 5.6% |
$80.7K - $98.6K
|
15.9K
$1.32M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-888- 2.38% |
$75.8K - $92.6K
|
36.4K
$3.02M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-634- 3.1% |
$54.1K - $66.1K
|
19.8K
$1.64M
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-575- 6.47% |
$49.1K - $59.9K
|
8.31K
$688K
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-554- 3.01% |
$47.3K - $57.7K
|
17.9K
$1.48M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-553- 2.45% |
$47.2K - $57.6K
|
22.1K
$1.83M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-500- 25.0% |
$42.7K - $52.1K
|
1.5K
$124K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-412- 77.44% |
$35.2K - $42.9K
|
120
$9.93K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-396- 0.91% |
$33.8K - $41.3K
|
43.1K
$3.57M
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-388- 3.56% |
$33.1K - $40.4K
|
10.5K
$869K
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-359- 0.67% |
$30.6K - $37.4K
|
53.6K
$4.43M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-350- 7.63% |
$29.9K - $36.5K
|
4.24K
$351K
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-321- 27.86% |
$27.4K - $33.5K
|
831
$68.8K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-282- 1.37% |
$24.1K - $29.4K
|
20.3K
$1.68M
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-251- 1.71% |
$21.4K - $26.2K
|
14.4K
$1.19M
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-238- 2.94% |
$20.3K - $24.8K
|
7.86K
$650K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-231- 9.39% |
$19.7K - $24.1K
|
2.23K
$184K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-208- 3.81% |
$17.7K - $21.7K
|
5.25K
$435K
|
|
Feb 14, 2025
Q4 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-180- 6.04% |
$15.4K - $18.8K
|
2.8K
$232K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-143- 0.75% |
$12.2K - $14.9K
|
18.9K
$1.56M
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-141- 4.62% |
$12K - $14.7K
|
2.91K
$241K
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-121- 1.9% |
$10.3K - $12.6K
|
6.25K
$517K
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-92- 0.29% |
$7.85K - $9.59K
|
31.2K
$2.58M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-87- 11.33% |
$7.42K - $9.07K
|
681
$56.4K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-85- 4.91% |
$7.25K - $8.86K
|
1.65K
$136K
|