Latest Institutional Purchases of Fidelity Covington Tr (FIVA)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr (FIVA) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
18New |
$426 - $532
|
18
$583
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 3.45% |
$23.7 - $29.6
|
30
$972
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
14.6KNew |
$351K - $410K
|
14.6K
$474K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.39KNew |
$105K - $123K
|
4.39K
$142K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
371New |
$8.9K - $10.4K
|
371
$12K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
97New |
$2.33K - $2.72K
|
97
$3.14K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
76New |
$1.82K - $2.13K
|
76
$2.46K
|
|
| Q4 2024 | |||||||
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.42KNew |
$228K - $249K
|
9.42K
$305K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.82KNew |
$43.9K - $48K
|
1.82K
$58.8K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
9.02KNew |
$218K - $242K
|
9.02K
$292K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.65K+ 0.58% |
$88.4K - $98K
|
637K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.12K+ 112.4% |
$27.2K - $30.2K
|
2.12K
$68.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
40New |
$968 - $1.07K
|
40
$1.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
15New |
$363 - $402
|
15
$486
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.48KNew |
$225K - $241K
|
9.48K
$307K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.5KNew |
$59.4K - $63.7K
|
2.5K
$81K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
999New |
$17.7K - $21.5K
|
999
$32.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
178New |
$3.16K - $3.84K
|
178
$5.77K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
18.5KNew |
$325K - $390K
|
18.5K
$599K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
18.5KNew |
$325K - $390K
|
18.5K
$599K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.3KNew |
$26K - $30.7K
|
1.3K
$42.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
804New |
$16.1K - $19K
|
804
$26K
|
|