Latest Institutional Transactions on Fidelity Covington Tr Msci Hea (FHLC)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Hea (FHLC) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
8.14K+ 4.78% |
$528K - $595K
|
179K
$11.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-2.43K- 17.6% |
$158K - $177K
|
11.4K
$722K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
21+ 0.39% |
$1.36K - $1.53K
|
5.39K
$342K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-310- 3.38% |
$20.1K - $22.6K
|
8.88K
$563K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.36K- 19.93% |
$88.1K - $99.2K
|
5.46K
$346K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
255+ 17.76% |
$16.5K - $18.6K
|
1.69K
$107K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-19.2K- 85.32% |
$1.24M - $1.4M
|
3.3K
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-101- 0.64% |
$6.55K - $7.38K
|
15.7K
$993K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.03K+ 16.34% |
$66.5K - $74.9K
|
7.3K
$463K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
68.8K+ 36.88% |
$4.46M - $5.02M
|
255K
$16.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
177+ 2.49% |
$11.5K - $12.9K
|
7.28K
$462K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-14.7K- 9.39% |
$956K - $1.08M
|
142K
$9.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
675New |
$43.8K - $49.3K
|
675
$42.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-182- 1.99% |
$11.8K - $13.3K
|
8.96K
$568K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.44K+ 5.3% |
$93.4K - $105K
|
28.6K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.21K- 21.37% |
$143K - $162K
|
8.14K
$516K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.1K- 4.6% |
$136K - $154K
|
43.6K
$2.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-49.7K- 93.08% |
$3.22M - $3.63M
|
3.69K
$234K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
576+ 11.57% |
$37.4K - $42.1K
|
5.55K
$352K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
277New |
$18K - $20.2K
|
277
$17.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.12K- 26.24% |
$72.4K - $81.5K
|
3.14K
$199K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 16.67% |
$6.48K - $7.3K
|
500
$31.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.18KNew |
$271K - $305K
|
4.18K
$265K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-207- 5.13% |
$13.4K - $15.1K
|
3.83K
$243K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
71.3KNew |
$4.62M - $5.21M
|
71.3K
$4.52M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.18% |
$389 - $438
|
3.28K
$208K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-38- 1.27% |
$2.56K - $2.82K
|
2.95K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.33KNew |
$292K - $322K
|
4.33K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
215+ 5.5% |
$14.5K - $16K
|
4.12K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-81- 2.52% |
$5.46K - $6.01K
|
3.14K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.08K+ 95.3% |
$410K - $451K
|
12.5K
$790K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
70+ 2.54% |
$4.72K - $5.2K
|
2.83K
$180K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.12% |
$67.4 - $74.2
|
869
$55.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
198New |
$13.4K - $14.7K
|
198
$12.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.1KNew |
$816K - $898K
|
12.1K
$768K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-8- 0.45% |
$539 - $594
|
1.76K
$112K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.82K- 3.71% |
$123K - $135K
|
47.1K
$2.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.13K- 3.01% |
$279K - $307K
|
133K
$8.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-284- 8.85% |
$19.2K - $21.1K
|
2.93K
$186K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
449+ 16.37% |
$30.3K - $33.3K
|
3.19K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.85KNew |
$192K - $212K
|
2.85K
$181K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.82K- 17.48% |
$190K - $209K
|
13.3K
$843K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.91KNew |
$196K - $216K
|
2.91K
$184K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25- 1.68% |
$1.69K - $1.86K
|
1.47K
$93.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.01KNew |
$203K - $224K
|
3.01K
$191K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.18% |
$67.4 - $74.2
|
545
$34.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-178- 4.66% |
$12K - $13.2K
|
3.65K
$231K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-892- 36.92% |
$60.1K - $66.2K
|
1.52K
$96.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.12K+ 76.22% |
$75.7K - $83.3K
|
2.59K
$165K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
157New |
$10.6K - $11.7K
|
157
$9.96K
|
|