Latest Institutional Transactions on Fidelity Covington Tr Msci Mat (FMAT)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Mat (FMAT) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
76+ 13.82% |
$3.21K - $3.55K
|
626
$31.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.39KNew |
$185K - $205K
|
4.39K
$223K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
982+ 6.55% |
$41.4K - $45.8K
|
16K
$813K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
300+ 5.36% |
$12.8K - $14.5K
|
5.9K
$300K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
69+ 5.69% |
$2.93K - $3.33K
|
1.28K
$65.2K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.07KNew |
$45.6K - $51.8K
|
1.07K
$54.6K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
320New |
$13.6K - $15.5K
|
320
$16.3K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
120New |
$5.1K - $5.8K
|
120
$6.1K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
255KNew |
$10.8M - $12.3M
|
255K
$13M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
634New |
$26.9K - $30.6K
|
634
$32.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
113+ 1.77% |
$4.8K - $5.46K
|
6.52K
$331K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-533- 5.87% |
$22.7K - $25.8K
|
8.55K
$435K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.17KNew |
$45K - $54.9K
|
1.17K
$59.6K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.12K- 19.04% |
$43K - $52.5K
|
4.76K
$242K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-564- 92.76% |
$21.7K - $26.4K
|
44
$2.24K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.25KNew |
$201K - $246K
|
5.25K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-574- 7.88% |
$22K - $26.9K
|
6.71K
$341K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
285New |
$10.9K - $13.4K
|
285
$14.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4.89KNew |
$188K - $229K
|
4.89K
$249K
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.71KNew |
$219K - $268K
|
5.71K
$291K
|
|
|
Feb 07, 2023
Q4 2022
|
Wulff, Hansen & Co.
|
BUY
|
- |
5.06KNew |
$194K - $237K
|
5.06K
$257K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
34.1KNew |
$1.31M - $1.6M
|
34.1K
$1.73M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
158New |
$6.07K - $7.41K
|
158
$8.04K
|
|
|
Feb 02, 2023
Q4 2022
|
Q3 Asset Management
|
BUY
|
- |
12KNew |
$461K - $562K
|
12K
$610K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
700New |
$26.9K - $32.8K
|
700
$35.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-1.08K- 9.76% |
$41.3K - $50.4K
|
9.94K
$506K
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
5.13KNew |
$197K - $240K
|
5.13K
$261K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.28KNew |
$49.2K - $60.1K
|
1.28K
$65.2K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
794New |
$29.9K - $36.5K
|
794
$40.4K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
6.73K+ 31.66% |
$253K - $309K
|
28K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.91K- 44.29% |
$185K - $226K
|
6.17K
$314K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.59% |
$113 - $138
|
515
$26.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
11.8KNew |
$446K - $545K
|
11.8K
$602K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
21New |
$791 - $966
|
21
$1.07K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-93.9K- 87.73% |
$3.53M - $4.32M
|
13.1K
$668K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-16.7K- 32.02% |
$627K - $766K
|
35.4K
$1.8M
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-712- 23.03% |
$29.1K - $36.3K
|
2.38K
$121K
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100Closed |
$4.09K - $5.1K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
402New |
$16.4K - $20.5K
|
402
$20.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.03KNew |
$205K - $257K
|
5.03K
$256K
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-5.5KClosed |
$224K - $280K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.97KClosed |
$407K - $509K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.48KClosed |
$60.5K - $75.5K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-50Closed |
$2.04K - $2.55K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
5.04KNew |
$206K - $257K
|
5.04K
$256K
|
|
|
Jul 29, 2022
Q2 2022
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-4.21KClosed |
$172K - $215K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-536- 48.64% |
$21.9K - $27.4K
|
566
$28.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-5.47KClosed |
$224K - $279K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-306- 37.87% |
$12.5K - $15.6K
|
502
$25.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
18New |
$735 - $919
|
18
$916
|
|