Latest Institutional Purchases of Fidelity Covington Tr (FSMO)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr (FSMO) 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
13New |
N/A
|
13
$342
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
41.7KNew |
N/A
|
41.7K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
2.45K+ 49.0% |
N/A
|
7.45K
$196K
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
488New |
$12.1K - $13.3K
|
488
$12.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9New |
$223 - $245
|
9
$237
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
44New |
$0 - $1.15K
|
44
$1.16K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.67K+ 38.29% |
$107K - $122K
|
16.9K
$443K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
457KNew |
$8.95M - $10.9M
|
457K
$12M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6.3KNew |
$131K - $143K
|
6.3K
$166K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
50New |
$992 - $1.13K
|
50
$1.31K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
356New |
$6.5K - $7.77K
|
356
$9.36K
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
13.2KNew |
$244K - $302K
|
13.2K
$348K
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.04KNew |
$23.7K - $25.9K
|
1.04K
$27.3K
|
|