Latest Institutional Purchases of Fidelity Covington Tr Msci Rea (FREL)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Rea (FREL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.96K+ 36.14% |
$78.6K - $88.2K
|
11.1K
$315K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.9K+ 11.85% |
$77.1K - $86.5K
|
27.4K
$775K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
2.6K+ 4.9% |
$69.1K - $77.5K
|
55.5K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.45K+ 56.53% |
$65.2K - $73.2K
|
6.79K
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.29K+ 15.76% |
$60.9K - $68.4K
|
16.8K
$477K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.26K+ 4.92% |
$60.1K - $67.4K
|
48.2K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.21K+ 11.5% |
$58.7K - $65.8K
|
21.4K
$606K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.19K+ 8.28% |
$58.2K - $65.3K
|
28.6K
$810K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
2.03K+ 1.43% |
$54K - $60.6K
|
144K
$4.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.84K+ 5.39% |
$48.9K - $54.8K
|
35.9K
$1.02M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.78K+ 11.02% |
$47.4K - $53.2K
|
18K
$509K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.54K+ 11.42% |
$40.9K - $45.9K
|
15K
$425K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.49K+ 8.54% |
$39.7K - $44.5K
|
18.9K
$537K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.17KNew |
$31.1K - $34.9K
|
1.17K
$33.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
1.16K+ 4.65% |
$30.9K - $34.6K
|
26.1K
$740K
|
|
|
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
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
834+ 1.27% |
$22.2K - $24.9K
|
66.3K
$1.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
831+ 2.79% |
$22.1K - $24.8K
|
30.6K
$866K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
787+ 63.93% |
$20.9K - $23.5K
|
2.02K
$57.2K
|
|
|
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 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
740New |
$19.7K - $22.1K
|
740
$21K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
686+ 7.64% |
$18.3K - $20.5K
|
9.66K
$274K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
638New |
$17K - $19K
|
638
$18.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
600+ 60.0% |
$16K - $17.9K
|
1.6K
$45.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
562+ 3.91% |
$15K - $16.8K
|
14.9K
$423K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
527+ 11.9% |
$14K - $15.7K
|
4.95K
$140K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
479+ 16.75% |
$12.7K - $14.3K
|
3.34K
$94.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
417+ 197.63% |
$11.1K - $12.4K
|
628
$17.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
353New |
$9.39K - $10.5K
|
353
$10K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
325New |
$8.65K - $9.7K
|
325
$9.21K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
208New |
$5.53K - $6.21K
|
208
$5.89K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
172+ 1.25% |
$4.58K - $5.13K
|
13.9K
$393K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
150New |
$3.99K - $4.48K
|
150
$4.25K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
112New |
$2.98K - $3.34K
|
112
$3.17K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
112+ 0.11% |
$2.98K - $3.34K
|
105K
$2.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
110+ 10.21% |
$2.93K - $3.28K
|
1.19K
$33.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
105+ 1.07% |
$2.79K - $3.13K
|
9.95K
$282K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
100New |
$2.66K - $2.99K
|
100
$2.83K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
98New |
$2.61K - $2.93K
|
98
$2.78K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
91+ 1.1% |
$2.42K - $2.72K
|
8.4K
$238K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
78New |
$2.08K - $2.33K
|
78
$2.21K
|
|
|
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 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
52New |
$1.38K - $1.55K
|
52
$1.47K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
50+ 0.59% |
$1.33K - $1.49K
|
8.55K
$242K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
27+ 0.03% |
$718 - $806
|
78.9K
$2.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
25+ 0.84% |
$665 - $746
|
3.02K
$85.4K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
20New |
$532 - $597
|
20
$567
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
20New |
$532 - $597
|
20
$567
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
17+ 0.82% |
$452 - $507
|
2.1K
$59.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
16+ 533.33% |
$426 - $478
|
19
$538
|