Latest Institutional Transactions on Fidelity Covington Tr Msci Con (FSTA)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Con (FSTA) 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 |
---|---|---|---|---|---|---|---|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.92K- 7.4% |
$184K - $202K
|
49K
$2.46M
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
474+ 6.04% |
$22.3K - $24.5K
|
8.32K
$418K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
31+ 0.3% |
$1.46K - $1.6K
|
10.2K
$513K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 1.96% |
$94.2 - $103
|
104
$5.22K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.97K+ 25.35% |
$140K - $154K
|
14.7K
$737K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
889+ 0.71% |
$41.9K - $46K
|
127K
$6.38M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-983- 6.17% |
$46.3K - $50.8K
|
14.9K
$750K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
80+ 0.45% |
$3.77K - $4.14K
|
17.9K
$899K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-929- 6.43% |
$43.8K - $48K
|
13.5K
$679K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.3K- 14.01% |
$250K - $274K
|
32.5K
$1.63M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-832- 1.61% |
$39.2K - $43K
|
50.8K
$2.55M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.95K+ 10.23% |
$186K - $204K
|
42.5K
$2.14M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.01K+ 4.33% |
$189K - $207K
|
96.4K
$4.84M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16+ 0.17% |
$754 - $828
|
9.35K
$469K
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
21.3K+ 13.36% |
$1M - $1.1M
|
181K
$9.08M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-107K- 8.75% |
$5.02M - $5.51M
|
1.11M
$55.8M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-16.3K- 25.58% |
$768K - $844K
|
47.4K
$2.38M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
88.5KNew |
$4.17M - $4.58M
|
88.5K
$4.45M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
542+ 6.17% |
$25.5K - $28K
|
9.33K
$468K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-72- 0.25% |
$3.39K - $3.72K
|
29K
$1.46M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.54KNew |
$72.3K - $79.4K
|
1.54K
$77.1K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.92K+ 5.58% |
$279K - $306K
|
112K
$5.63M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
806+ 5.95% |
$38K - $41.7K
|
14.4K
$721K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
20K+ 18.69% |
$940K - $1.03M
|
127K
$6.37M
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
18+ 47.37% |
$848 - $931
|
56
$2.81K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.08K+ 7.92% |
$192K - $211K
|
55.6K
$2.79M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-685- 3.64% |
$32.3K - $35.4K
|
18.1K
$909K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
668New |
$31.5K - $34.5K
|
668
$33.5K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.34K- 4.65% |
$252K - $276K
|
110K
$5.5M
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
205+ 3.26% |
$9.66K - $10.6K
|
6.48K
$326K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.11K- 9.89% |
$146K - $161K
|
28.3K
$1.42M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-400- 1.64% |
$18.8K - $20.7K
|
24K
$1.21M
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-880- 0.87% |
$41.5K - $45.5K
|
99.9K
$5.02M
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
5.85K+ 64.02% |
$276K - $302K
|
15K
$752K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-19.9K- 97.74% |
$940K - $1.03M
|
461
$23.2K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
648+ 2.31% |
$30.5K - $33.5K
|
28.7K
$1.44M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.13K+ 10.73% |
$53.4K - $58.6K
|
11.7K
$587K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.55K+ 1.23% |
$167K - $184K
|
291K
$14.6M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.06K- 14.53% |
$285K - $313K
|
35.6K
$1.79M
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
623New |
$29.4K - $32.2K
|
623
$31.3K
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
15.9KNew |
$749K - $822K
|
15.9K
$798K
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.73K- 7.37% |
$81.5K - $89.5K
|
21.7K
$1.09M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
865+ 686.51% |
$40.8K - $44.7K
|
991
$49.8K
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
20.8K+ 0.94% |
$981K - $1.08M
|
2.23M
$112M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
5+ 0.93% |
$236 - $259
|
540
$27.1K
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
240New |
$11.3K - $12.4K
|
240
$12.1K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-654- 19.73% |
$30.8K - $33.8K
|
2.66K
$134K
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.76KNew |
$318K - $349K
|
6.76K
$339K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.52KNew |
$354K - $389K
|
7.52K
$378K
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.47KNew |
$305K - $335K
|
6.47K
$325K
|