Latest Institutional Transactions on Fidelity Covington Tr (FIDI)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr (FIDI) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-8.12K- 11.03% |
$157K - $176K
|
65.5K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-17.7K- 32.02% |
$342K - $384K
|
37.6K
$762K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.75KNew |
$91.7K - $103K
|
4.75K
$96.4K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.62K- 10.26% |
$31.2K - $35.1K
|
14.2K
$287K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
371+ 141.06% |
$7.16K - $8.04K
|
634
$12.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.63K- 15.85% |
$50.8K - $57.1K
|
14K
$283K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
40+ 0.26% |
$772 - $867
|
15.5K
$314K
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
4.63K+ 1.21% |
$89.3K - $100K
|
386K
$7.82M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-10.8K- 28.27% |
$209K - $235K
|
27.5K
$557K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
6.33K+ 37.43% |
$122K - $137K
|
23.2K
$471K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.89K- 22.81% |
$96.4K - $107K
|
16.5K
$336K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
162+ 0.73% |
$3.19K - $3.54K
|
22.4K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-243- 20.47% |
$4.79K - $5.3K
|
944
$19.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
40+ 0.24% |
$788 - $873
|
16.7K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.9K+ 13.35% |
$37.5K - $41.5K
|
16.2K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.38K+ 1922.22% |
$27.3K - $30.2K
|
1.46K
$29.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.53K- 60.63% |
$49.9K - $55.3K
|
1.64K
$33.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
5+ 1.01% |
$98.6 - $109
|
502
$10.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
999+ 6.96% |
$19.7K - $21.8K
|
15.4K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.69K+ 1.4% |
$53K - $58.7K
|
194K
$3.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$19.7 - $21.8
|
1
$20.3
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.6K+ 29.55% |
$465K - $515K
|
103K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-250- 0.42% |
$4.93K - $5.46K
|
58.8K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.14K+ 2.16% |
$22.4K - $24.8K
|
53.7K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-27.8K- 26.56% |
$548K - $607K
|
76.9K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
63New |
$1.24K - $1.38K
|
63
$1.28K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.07K+ 6.53% |
$99.9K - $111K
|
82.7K
$1.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.9KNew |
$254K - $281K
|
12.9K
$261K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.1K+ 7.0% |
$554K - $614K
|
430K
$8.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
20New |
$402 - $435
|
20
$406
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28KNew |
$562K - $609K
|
28K
$568K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19K- 57.36% |
$382K - $414K
|
14.1K
$287K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.85KNew |
$198K - $214K
|
9.85K
$200K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
500New |
$9.85K - $10.5K
|
500
$10.1K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-22.1K- 21.96% |
$435K - $465K
|
78.5K
$1.59M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-237- 5.34% |
$4.67K - $4.99K
|
4.2K
$85.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-600- 4.8% |
$11.8K - $12.6K
|
11.9K
$241K
|
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-450- 3.6% |
$8.87K - $9.47K
|
12.1K
$244K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
288New |
$5.11K - $5.94K
|
288
$5.84K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
9KNew |
$160K - $186K
|
9K
$183K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.06KNew |
$36.5K - $42.5K
|
2.06K
$41.8K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
12KNew |
$223K - $236K
|
12K
$243K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
51.7KNew |
$931K - $1.04M
|
51.7K
$1.05M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-17- 8.72% |
$306 - $343
|
178
$3.61K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
110New |
$1.98K - $2.22K
|
110
$2.23K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8+ 0.61% |
$126 - $152
|
1.33K
$27K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.7K+ 98.66% |
$452K - $544K
|
57.8K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.17KNew |
$34.1K - $41K
|
2.17K
$43.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
95New |
$1.49K - $1.8K
|
95
$1.93K
|
|