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 |
---|---|---|---|---|---|---|---|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-73Closed |
$2.18K - $2.51K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-54Closed |
$1.65K - $1.87K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-825- 83.33% |
$25.3K - $28.6K
|
165
$4.67K
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-67.1KClosed |
$2.06M - $2.33M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-252Closed |
$7.72K - $8.75K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-226Closed |
$6.92K - $7.85K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-298Closed |
$9.13K - $10.3K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.9KClosed |
$486K - $551K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
955+ 145.8% |
$29.3K - $33.2K
|
1.61K
$45.6K
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
28.7KNew |
$880K - $998K
|
28.7K
$814K
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-200Closed |
$6.13K - $6.94K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-6.72KClosed |
$206K - $233K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-52Closed |
$1.59K - $1.81K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
319New |
$9.77K - $11.1K
|
319
$9.04K
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
40New |
$1.23K - $1.39K
|
40
$1.13K
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-1Closed |
$30.6 - $34.7
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-20KClosed |
$609K - $663K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-159Closed |
$4.83K - $5.26K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-250Closed |
$7.6K - $8.28K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-468Closed |
$14.2K - $15.5K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-12Closed |
$365 - $397
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
66.4KNew |
$2.02M - $2.2M
|
66.4K
$1.88M
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-240Closed |
$7.3K - $7.94K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-20KClosed |
$609K - $663K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-176- 18.11% |
$5.35K - $5.83K
|
796
$22.6K
|
|
Oct 21, 2021
Q3 2021
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.62KClosed |
$49.3K - $53.7K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-437Closed |
$12.2K - $13.8K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-8- 57.14% |
$224 - $252
|
6
$170
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2Closed |
$55.9 - $63.1
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
293New |
$8.19K - $9.24K
|
293
$8.3K
|
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-59Closed |
$1.65K - $1.86K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
133New |
$3.72K - $4.19K
|
133
$3.77K
|
|
Jul 30, 2021
Q2 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-14.4KClosed |
$403K - $454K
|
0
$0
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-18Closed |
$441 - $502
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.48KClosed |
$36.1K - $41.1K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-51KClosed |
$1.25M - $1.42M
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-12.5KClosed |
$307K - $350K
|
0
$0
|
|
Apr 08, 2021
Q1 2021
|
Lvz, Inc.
|
SELL
|
- |
-31.5KClosed |
$770K - $877K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-166Closed |
$3.76K - $4.29K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-18Closed |
$407 - $465
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-247Closed |
$5.59K - $6.38K
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-21.1KClosed |
$477K - $545K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
895New |
$20.2K - $22.3K
|
895
$25.4K
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-524Closed |
$11.8K - $13K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
197New |
$4.44K - $4.9K
|
197
$5.58K
|
|
Nov 12, 2020
Q3 2020
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-23KClosed |
$518K - $572K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Divergent Wealth Advisors
|
SELL
|
- |
-380KClosed |
$8.57M - $9.45M
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.07KClosed |
$24.1K - $26.6K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-300Closed |
$6.76K - $7.46K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.75KClosed |
$33.6K - $45.1K
|
0
$0
|