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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-351- 0.16% |
$9.34K - $10.5K
|
224K
$6.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
61New |
$1.62K - $1.82K
|
61
$1.73K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-118K- 90.81% |
$3.13M - $3.51M
|
11.9K
$337K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
686+ 7.64% |
$18.3K - $20.5K
|
9.66K
$274K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
15.4K+ 32.46% |
$409K - $459K
|
62.7K
$1.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-12.3K- 29.17% |
$329K - $369K
|
30K
$849K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-14.2K- 9.58% |
$378K - $424K
|
134K
$3.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-12.9K- 2.86% |
$342K - $384K
|
437K
$12.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-766- 4.44% |
$20.4K - $22.9K
|
16.5K
$467K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.96K+ 7.78% |
$78.9K - $88.5K
|
41.1K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.9KNew |
$317K - $356K
|
11.9K
$337K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 4.0% |
$26.6 - $29.9
|
26
$737
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
15.1K+ 2.75% |
$402K - $451K
|
564K
$16M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
638New |
$17K - $19K
|
638
$18.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-182- 0.97% |
$4.84K - $5.43K
|
18.6K
$528K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-14.7K- 21.98% |
$390K - $437K
|
52K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
14.7K+ 152.41% |
$392K - $440K
|
24.4K
$692K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
16KNew |
$426K - $478K
|
16K
$454K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.9K- 67.1% |
$77.2K - $86.6K
|
1.42K
$40.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-629- 6.85% |
$16.7K - $18.8K
|
8.55K
$242K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
2.03K+ 1.43% |
$54K - $60.6K
|
144K
$4.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-157- 37.03% |
$4.18K - $4.69K
|
267
$7.56K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-192- 1.67% |
$5.11K - $5.73K
|
11.3K
$320K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
17+ 0.82% |
$452 - $507
|
2.1K
$59.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-120- 38.22% |
$3.19K - $3.58K
|
194
$5.5K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.98KNew |
$175K - $209K
|
6.98K
$198K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.57K- 5.81% |
$89.4K - $107K
|
57.9K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.68KNew |
$193K - $230K
|
7.68K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
850New |
$21.3K - $25.4K
|
850
$24.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
483+ 69.2% |
$12.1K - $14.5K
|
1.18K
$33.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
37New |
$928 - $1.11K
|
37
$1.05K
|
|
|
Nov 13, 2024
Q3 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-731- 2.64% |
$18.3K - $21.9K
|
26.9K
$763K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.48K- 42.09% |
$37.1K - $44.3K
|
2.04K
$57.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
869+ 7.44% |
$21.8K - $26K
|
12.6K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.8KNew |
$246K - $293K
|
9.8K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
65.6KNew |
$1.65M - $1.96M
|
65.6K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
7.4KNew |
$185K - $221K
|
7.4K
$210K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
110KNew |
$2.75M - $3.29M
|
110K
$3.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
16.6K+ 1606.5% |
$415K - $496K
|
17.6K
$498K
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
7.4KNew |
$185K - $221K
|
7.4K
$210K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-400- 72.73% |
$10K - $12K
|
150
$4.25K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
384New |
$9.63K - $11.5K
|
384
$10.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.63K- 16.03% |
$40.8K - $48.7K
|
8.53K
$242K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
96.2KNew |
$2.41M - $2.88M
|
96.2K
$2.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-18.1K- 59.96% |
$454K - $543K
|
12.1K
$343K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
78New |
$1.96K - $2.34K
|
78
$2.21K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
833New |
$20.9K - $24.9K
|
833
$23.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-60- 29.13% |
$1.5K - $1.8K
|
146
$4.14K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-594- 7.36% |
$14.9K - $17.8K
|
7.47K
$212K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.97K- 7.47% |
$150K - $179K
|
74K
$2.1M
|
|