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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-21.9K- 44.63% |
$1.48M - $1.62M
|
27.2K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.82K- 3.71% |
$123K - $135K
|
47.1K
$3.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-284- 8.85% |
$19.2K - $21.1K
|
2.93K
$213K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-215- 0.91% |
$14.5K - $16K
|
23.3K
$1.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-178- 4.66% |
$12K - $13.2K
|
3.65K
$265K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-142- 0.8% |
$9.58K - $10.5K
|
17.6K
$1.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-101- 3.1% |
$6.81K - $7.5K
|
3.16K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-81- 2.52% |
$5.46K - $6.01K
|
3.14K
$228K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-67- 11.06% |
$4.52K - $4.97K
|
539
$39.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-40- 1.24% |
$2.7K - $2.97K
|
3.17K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-8- 0.45% |
$539 - $594
|
1.76K
$128K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-694K- 68.11% |
$45.2M - $48.1M
|
325K
$23.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-562- 13.48% |
$36.6K - $38.9K
|
3.61K
$262K
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-81- 1.59% |
$5.28K - $5.61K
|
5K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-30- 37.5% |
$1.95K - $2.08K
|
50
$3.64K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-29- 0.73% |
$1.89K - $2.01K
|
3.94K
$287K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-18- 52.94% |
$1.17K - $1.25K
|
16
$1.16K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-187- 66.55% |
$12.2K - $13K
|
94
$6.84K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-162- 4.67% |
$10.6K - $11.3K
|
3.3K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-130- 1.05% |
$8.5K - $9.07K
|
12.2K
$889K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-17- 48.57% |
$1.11K - $1.19K
|
18
$1.31K
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-770- 10.9% |
$44.3K - $49.8K
|
6.29K
$458K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-166- 3.67% |
$9.55K - $10.7K
|
4.36K
$317K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-76- 0.99% |
$4.37K - $4.92K
|
7.58K
$552K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-34Closed |
$1.96K - $2.2K
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-146K- 65.8% |
$8.87M - $9.47M
|
76.1K
$5.54M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-82.7K- 86.65% |
$5.01M - $5.35M
|
12.7K
$927K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.43K- 99.2% |
$510K - $545K
|
68
$4.95K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-3.73K- 37.91% |
$226K - $241K
|
6.11K
$445K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.66K- 15.02% |
$100K - $107K
|
9.38K
$682K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-526- 91.64% |
$31.9K - $34K
|
48
$3.49K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-272- 40.72% |
$16.5K - $17.6K
|
396
$28.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-62- 17.13% |
$3.76K - $4.01K
|
300
$21.8K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-50- 6.86% |
$3.03K - $3.23K
|
679
$49.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-38- 0.7% |
$2.3K - $2.46K
|
5.38K
$392K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-2- 66.67% |
$121 - $129
|
1
$72.8
|
|
| Q2 2023 | |||||||
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-711- 2.61% |
$42.9K - $45.7K
|
26.5K
$1.93M
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.98K- 29.88% |
$117K - $127K
|
4.65K
$338K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.11K- 14.21% |
$65K - $71K
|
6.67K
$485K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-600- 50.0% |
$35.3K - $38.6K
|
600
$43.7K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-516- 22.83% |
$30.4K - $33.2K
|
1.74K
$127K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-510- 38.99% |
$30K - $32.8K
|
798
$58.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-500- 11.99% |
$29.4K - $32.1K
|
3.67K
$267K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-268- 12.22% |
$15.8K - $17.2K
|
1.93K
$140K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-153- 19.34% |
$9.01K - $9.84K
|
638
$46.4K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-76- 50.33% |
$4.47K - $4.89K
|
75
$5.46K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2- 0.02% |
$118 - $129
|
13.1K
$952K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Q3 Asset Management
|
SELL
|
- |
-20.1K- 31.06% |
$1.16M - $1.33M
|
44.7K
$3.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-491- 10.18% |
$28.4K - $32.4K
|
4.33K
$315K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-74- 9.43% |
$4.28K - $4.89K
|
711
$51.7K
|
|