Latest Institutional Transactions on Fidelity Covington Tr Quality (FQAL)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Quality (FQAL) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
14.8KNew |
$956K - $1.02M
|
14.8K
$1.1M
|
|
| Q3 2024 | |||||||
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.29K+ 11.25% |
$76.2K - $84K
|
12.8K
$953K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-239K- 95.52% |
$14.1M - $15.5M
|
11.2K
$834K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
120+ 2.15% |
$7.07K - $7.79K
|
5.7K
$424K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
375New |
$20.8K - $23.3K
|
375
$27.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-700- 4.87% |
$38.9K - $43.5K
|
13.7K
$1.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
882+ 7.69% |
$49K - $54.8K
|
12.3K
$919K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
4.21KNew |
$234K - $261K
|
4.21K
$313K
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
35.6KNew |
$1.98M - $2.21M
|
35.6K
$2.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
22New |
$1.22K - $1.37K
|
22
$1.64K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
30New |
$1.67K - $1.86K
|
30
$2.23K
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
3.49KNew |
$194K - $217K
|
3.49K
$260K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
33New |
$1.76K - $1.95K
|
33
$2.46K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
932+ 9.67% |
$49.7K - $54.9K
|
10.6K
$787K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
45New |
$2.4K - $2.65K
|
45
$3.35K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
895+ 2.55% |
$47.7K - $52.8K
|
36K
$2.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-925Closed |
$49.3K - $54.5K
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-23- 0.51% |
$1.23K - $1.36K
|
4.52K
$337K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-2.53K- 31.03% |
$135K - $149K
|
5.63K
$419K
|
|
| Q4 2023 | |||||||
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
3.76KNew |
$178K - $205K
|
3.76K
$280K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.4KNew |
$756K - $805K
|
15.4K
$1.15M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
165New |
$8.1K - $8.63K
|
165
$12.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-29K- 48.76% |
$1.43M - $1.52M
|
30.5K
$2.27M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
5.03KNew |
$247K - $263K
|
5.03K
$374K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.44KNew |
$415K - $441K
|
8.44K
$628K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
300+ 60.0% |
$14.7K - $15.7K
|
800
$59.6K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
68New |
$3.17K - $3.44K
|
68
$5.06K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-24.3K- 81.14% |
$1.13M - $1.23M
|
5.65K
$421K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.52% |
$140 - $152
|
584
$43.5K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
4.85KNew |
$212K - $235K
|
4.85K
$361K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
45New |
$1.97K - $2.18K
|
45
$3.35K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
11New |
$482 - $534
|
11
$819
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-4.73K- 11.39% |
$207K - $230K
|
36.8K
$2.74M
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
174New |
$7.21K - $8.25K
|
174
$13K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
21.3KNew |
$883K - $1.01M
|
21.3K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
638New |
$26.4K - $30.2K
|
638
$47.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
115New |
$4.76K - $5.45K
|
115
$8.56K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-295- 1.0% |
$12.2K - $14K
|
29.1K
$2.17M
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
250New |
$10.4K - $12.5K
|
250
$18.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.38% |
$83.1 - $100
|
528
$39.3K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-71- 36.41% |
$2.95K - $3.55K
|
124
$9.23K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-1.89K- 5.83% |
$78.6K - $94.6K
|
30.6K
$2.28M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-7.06KClosed |
$302K - $372K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
453New |
$19.4K - $23.9K
|
453
$33.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-4.97KClosed |
$213K - $262K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.93KClosed |
$168K - $207K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.03KClosed |
$215K - $265K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-4.14KClosed |
$177K - $218K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-4.46KClosed |
$191K - $235K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-550Closed |
$23.6K - $29K
|
0
$0
|
|