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 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
351+ 2.78% |
$7.97K - $9.22K
|
13K
$368K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
342New |
$7.77K - $8.99K
|
342
$9.69K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
263New |
$5.98K - $6.91K
|
263
$7.45K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
172New |
$3.91K - $4.52K
|
172
$4.87K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
53New |
$1.2K - $1.39K
|
53
$1.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.12% |
$22.7 - $26.3
|
805
$22.8K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
175KNew |
$4.14M - $5.33M
|
175K
$4.96M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
31.9K+ 92.09% |
$754K - $972K
|
66.5K
$1.89M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14KNew |
$331K - $426K
|
14K
$396K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.77K+ 5.1% |
$136K - $176K
|
119K
$3.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.02K+ 42.44% |
$95.1K - $123K
|
13.5K
$383K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.05KNew |
$24.8K - $31.9K
|
1.05K
$29.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
64New |
$1.51K - $1.95K
|
64
$1.81K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
7+ 1.12% |
$165 - $213
|
633
$17.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4New |
$94.6 - $122
|
4
$113
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
10.7KNew |
$279K - $360K
|
10.7K
$303K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
8.98KNew |
$234K - $302K
|
8.98K
$254K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
6.58KNew |
$171K - $221K
|
6.58K
$187K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.53KNew |
$91.9K - $119K
|
3.53K
$100K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
3.05KNew |
$79.2K - $102K
|
3.05K
$86.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.19K+ 2.84% |
$30.9K - $39.9K
|
43K
$1.22M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.06K+ 12.36% |
$27.6K - $35.6K
|
9.64K
$273K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
775New |
$20.2K - $26K
|
775
$22K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
698New |
$18.1K - $23.5K
|
698
$19.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
184+ 3.4% |
$4.78K - $6.18K
|
5.6K
$159K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
131New |
$3.41K - $4.4K
|
131
$3.71K
|
|
|
Aug 12, 2022
Q2 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
74+ 0.85% |
$1.92K - $2.49K
|
8.8K
$249K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
CALL |
4New |
$104 - $134
|
4
$113
|
|
| Q1 2022 | |||||||
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.85KNew |
$55.2K - $63.6K
|
1.85K
$52.3K
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
300New |
$8.98K - $10.3K
|
300
$8.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
281New |
$8.41K - $9.68K
|
281
$7.96K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
230New |
$6.88K - $7.92K
|
230
$6.52K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
28.7KNew |
$880K - $998K
|
28.7K
$814K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
955+ 145.8% |
$29.3K - $33.2K
|
1.61K
$45.6K
|
|
|
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
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
66.4KNew |
$2.02M - $2.2M
|
66.4K
$1.88M
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
293New |
$8.19K - $9.24K
|
293
$8.3K
|
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
133New |
$3.72K - $4.19K
|
133
$3.77K
|
|
| 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
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
197New |
$4.44K - $4.9K
|
197
$5.58K
|
|
| Q1 2020 | |||||||
|
Jun 17, 2024
Q1 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
266KNew |
$4.49M - $7.94M
|
266K
$7.52M
|
|
|
May 01, 2020
Q1 2020
|
Sandy Spring Bank
|
BUY
|
- |
1KNew |
$16.9K - $29.9K
|
1K
$28.3K
|
|
|
May 05, 2020
Q1 2020
|
Horan Securities, Inc.
|
BUY
|
- |
120New |
$2.03K - $3.59K
|
120
$3.4K
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5+ 2.34% |
$84.5 - $149
|
219
$6.2K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
2.75KNew |
$59.1K - $68.3K
|
2.75K
$77.8K
|
|