Latest Institutional Transactions on Fidelity Covington Tr Msci Rea (FREL)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Rea (FREL) 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 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.21K+ 11.5% |
$58.7K - $65.8K
|
21.4K
$606K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4.54K- 2.36% |
$121K - $136K
|
188K
$5.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
325New |
$8.65K - $9.7K
|
325
$9.21K
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.12M- 96.3% |
$29.7M - $33.3M
|
42.9K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
786+ 81.03% |
$20.9K - $23.5K
|
1.76K
$49.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-12.1K- 51.6% |
$322K - $361K
|
11.3K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.5K+ 18.17% |
$1.61M - $1.81M
|
394K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-726- 1.95% |
$19.3K - $21.7K
|
36.5K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.62K+ 1.43% |
$150K - $168K
|
399K
$11.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
90.6KNew |
$2.41M - $2.71M
|
90.6K
$2.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-32.3K- 22.22% |
$859K - $964K
|
113K
$3.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
100New |
$2.66K - $2.99K
|
100
$2.83K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 1.04% |
$29.7K - $33.3K
|
108K
$3.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.53K- 0.49% |
$40.8K - $45.8K
|
311K
$8.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.8K+ 6.71% |
$101K - $113K
|
60.5K
$1.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
21.6KNew |
$575K - $645K
|
21.6K
$612K
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
98.8KNew |
$2.63M - $2.95M
|
98.8K
$2.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-294- 1.73% |
$7.82K - $8.78K
|
16.7K
$472K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.52K- 5.07% |
$200K - $224K
|
141K
$3.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
36.4KNew |
$969K - $1.09M
|
36.4K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-322- 3.09% |
$8.57K - $9.61K
|
10.1K
$286K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
119K+ 26.45% |
$3.15M - $3.54M
|
567K
$16.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
1.16K+ 4.65% |
$30.9K - $34.6K
|
26.1K
$740K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.66K- 4.16% |
$44.1K - $49.5K
|
38.2K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-87- 22.37% |
$2.32K - $2.6K
|
302
$8.56K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.6% |
$26.6 - $29.9
|
168
$4.76K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.49KNew |
$199K - $224K
|
7.49K
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-39.9K- 2.95% |
$1.06M - $1.19M
|
1.31M
$37.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.16K+ 330.55% |
$111K - $124K
|
5.41K
$153K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.9K- 10.89% |
$502K - $563K
|
154K
$4.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
11+ 6.67% |
$293 - $328
|
176
$4.99K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.22K- 2.27% |
$32.5K - $36.4K
|
52.5K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.95K- 3.29% |
$51.9K - $58.2K
|
57.4K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
23K+ 19.36% |
$612K - $686K
|
142K
$4.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33.7K+ 12929.5% |
$898K - $1.01M
|
34K
$963K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
7.81M+ 6175.93% |
$208M - $233M
|
7.94M
$225M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.55K+ 2.14% |
$201K - $225K
|
361K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.68K+ 2.71% |
$97.9K - $110K
|
140K
$3.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
172+ 1.25% |
$4.58K - $5.13K
|
13.9K
$393K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.01K- 16.0% |
$80.1K - $89.8K
|
15.8K
$448K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-246- 23.75% |
$6.55K - $7.34K
|
790
$22.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.3K- 18.11% |
$61.2K - $68.7K
|
10.4K
$295K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
18.5KNew |
$493K - $553K
|
18.5K
$525K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
740New |
$19.7K - $22.1K
|
740
$21K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-26.3K- 39.53% |
$700K - $786K
|
40.3K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
208New |
$5.53K - $6.21K
|
208
$5.89K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
115KNew |
$3.07M - $3.45M
|
115K
$3.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
150New |
$3.99K - $4.48K
|
150
$4.25K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
6.61K+ 6.36% |
$176K - $197K
|
111K
$3.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-293- 3.03% |
$7.8K - $8.75K
|
9.36K
$265K
|