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 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
539New |
$11.5K - $14.5K
|
539
$14.7K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
250New |
$5.34K - $6.74K
|
250
$6.81K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
152New |
$3.25K - $4.1K
|
152
$4.14K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
118New |
$2.52K - $3.18K
|
118
$3.21K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
17.6K+ 14.5% |
$394K - $458K
|
139K
$3.77M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
603New |
$13.5K - $15.7K
|
603
$16.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
182New |
$4.08K - $4.75K
|
182
$4.95K
|
|
|
Aug 15, 2025
Q3 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
15New |
$337 - $392
|
15
$408
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 2.27% |
$22.4 - $26.1
|
45
$1.22K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
26.1KNew |
$613K - $656K
|
26.1K
$709K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
18.6KNew |
$436K - $467K
|
18.6K
$505K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12.2KNew |
$287K - $308K
|
12.2K
$333K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
8.8K+ 6.71% |
$207K - $222K
|
140K
$3.81M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.94K+ 10.8% |
$69.1K - $74.1K
|
30.2K
$822K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.52KNew |
$59.2K - $63.5K
|
2.52K
$68.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2.3KNew |
$54.1K - $57.9K
|
2.3K
$62.6K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
2KNew |
$47K - $50.4K
|
2K
$54.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.27K+ 14.11% |
$29.9K - $32.1K
|
10.3K
$280K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
396New |
$9.31K - $9.98K
|
396
$10.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
162New |
$3.81K - $4.08K
|
162
$4.41K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
100+ 11.19% |
$2.35K - $2.52K
|
994
$27.1K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
28.6KNew |
$659K - $807K
|
28.6K
$779K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
24.7KNew |
$568K - $695K
|
24.7K
$671K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
18.3KNew |
$422K - $517K
|
18.3K
$499K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
11.5KNew |
$265K - $325K
|
11.5K
$313K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
5.52KNew |
$127K - $156K
|
5.52K
$150K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.59KNew |
$36.5K - $44.7K
|
1.59K
$43.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
883+ 5.63% |
$20.3K - $24.9K
|
16.6K
$451K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
614+ 6.84% |
$14.1K - $17.3K
|
9.59K
$261K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
284+ 0.48% |
$6.54K - $8.01K
|
59.7K
$1.63M
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
106New |
$2.44K - $2.99K
|
106
$2.89K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
13New |
$299 - $366
|
13
$354
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
11+ 0.11% |
$253 - $310
|
9.62K
$262K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
2New |
$46 - $56.4
|
2
$54.4
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1New |
$23 - $28.2
|
1
$27.2
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.5KNew |
$374K - $433K
|
16.5K
$449K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
15.1KNew |
$342K - $396K
|
15.1K
$410K
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
14.3KNew |
$325K - $376K
|
14.3K
$390K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.37K+ 14.53% |
$53.7K - $62.2K
|
18.6K
$508K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
983New |
$22.3K - $25.8K
|
983
$26.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
600New |
$13.6K - $15.8K
|
600
$16.3K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
516New |
$11.7K - $13.6K
|
516
$14K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
487New |
$11.1K - $12.8K
|
487
$13.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
351+ 2.78% |
$7.97K - $9.22K
|
13K
$353K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
342New |
$7.77K - $8.99K
|
342
$9.31K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
263New |
$5.98K - $6.91K
|
263
$7.16K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
172New |
$3.91K - $4.52K
|
172
$4.68K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
53New |
$1.2K - $1.39K
|
53
$1.44K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.12% |
$22.7 - $26.3
|
805
$21.9K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
175KNew |
$4.14M - $5.33M
|
175K
$4.77M
|
|