Latest Institutional Sells of Fidelity Covington Tr Msci Hea (FHLC)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Hea (FHLC) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-49.7K- 93.08% |
$3.22M - $3.63M
|
3.69K
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-19.2K- 85.32% |
$1.24M - $1.4M
|
3.3K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-14.7K- 9.39% |
$956K - $1.08M
|
142K
$9.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.5K- 99.94% |
$940K - $1.06M
|
9
$618
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-6.59K- 23.32% |
$427K - $481K
|
21.7K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-2.43K- 17.6% |
$158K - $177K
|
11.4K
$782K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.21K- 21.37% |
$143K - $162K
|
8.14K
$559K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.1K- 4.6% |
$136K - $154K
|
43.6K
$2.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.57K- 8.45% |
$102K - $115K
|
17K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.51K- 2.5% |
$98K - $110K
|
58.9K
$4.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.36K- 19.93% |
$88.1K - $99.2K
|
5.46K
$375K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.12K- 26.24% |
$72.4K - $81.5K
|
3.14K
$216K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-834- 3.61% |
$54.1K - $60.9K
|
22.2K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-798- 6.69% |
$51.8K - $58.3K
|
11.1K
$765K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-782- 3.39% |
$50.7K - $57.1K
|
22.3K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-310- 3.38% |
$20.1K - $22.6K
|
8.88K
$610K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-207- 5.13% |
$13.4K - $15.1K
|
3.83K
$263K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-200- 5.72% |
$13K - $14.6K
|
3.3K
$227K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-182- 1.99% |
$11.8K - $13.3K
|
8.96K
$615K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-175- 1.31% |
$11.3K - $12.8K
|
13.2K
$907K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-125- 0.3% |
$8.11K - $9.13K
|
41.3K
$2.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-101- 0.64% |
$6.55K - $7.38K
|
15.7K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 16.67% |
$6.48K - $7.3K
|
500
$34.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-51- 1.49% |
$3.31K - $3.73K
|
3.38K
$232K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$64.9 - $73
|
31.5K
$2.17M
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.93M- 55.29% |
$130M - $144M
|
1.56M
$107M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-585K- 93.67% |
$39.4M - $43.4M
|
39.5K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-204K- 10.49% |
$13.7M - $15.1M
|
1.74M
$119M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-168K- 86.06% |
$11.3M - $12.4M
|
27.2K
$1.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-116K- 23.21% |
$7.81M - $8.6M
|
383K
$26.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-91K- 23.13% |
$6.14M - $6.76M
|
303K
$20.8M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-86K- 44.8% |
$5.8M - $6.39M
|
106K
$7.28M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-50.5K- 96.44% |
$3.4M - $3.75M
|
1.86K
$128K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.2K- 6.76% |
$2.04M - $2.24M
|
417K
$28.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-25.6K- 9.02% |
$1.73M - $1.9M
|
259K
$17.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-24.3K- 20.0% |
$1.64M - $1.81M
|
97.3K
$6.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.3K- 24.62% |
$1.57M - $1.73M
|
71.2K
$4.89M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-21.9K- 44.63% |
$1.48M - $1.62M
|
27.2K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.2K- 7.3% |
$1.3M - $1.43M
|
244K
$16.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-14.1K- 17.93% |
$953K - $1.05M
|
64.7K
$4.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-12.2K- 4.53% |
$821K - $904K
|
256K
$17.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.1K- 9.67% |
$746K - $821K
|
103K
$7.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11K- 7.42% |
$745K - $820K
|
138K
$9.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7.79K- 22.39% |
$525K - $578K
|
27K
$1.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.73K- 92.8% |
$521K - $574K
|
600
$41.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.33K- 70.06% |
$494K - $544K
|
3.13K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.68K- 6.31% |
$450K - $496K
|
99.1K
$6.81M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.49K- 33.67% |
$370K - $407K
|
10.8K
$743K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.27K- 2.99% |
$356K - $391K
|
171K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.04K- 12.63% |
$340K - $374K
|
34.9K
$2.4M
|
|