Latest Institutional Transactions on Fidelity Covington Tr Value Fa (FVAL)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Value Fa (FVAL) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-26.3K- 83.18% |
$1.55M - $1.71M
|
5.32K
$295K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
1.99K+ 4.13% |
$117K - $129K
|
50.1K
$2.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.94M- 99.45% |
$114M - $126M
|
10.7K
$594K
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
14K+ 3.84% |
$821K - $908K
|
378K
$21M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.2K+ 8.18% |
$773K - $855K
|
174K
$9.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-56- 1.21% |
$3.29K - $3.64K
|
4.57K
$254K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-173- 1.53% |
$10.2K - $11.2K
|
11.1K
$619K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
55+ 171.88% |
$3.23K - $3.58K
|
87
$4.83K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-354- 7.0% |
$20.8K - $23K
|
4.7K
$261K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
569+ 85.05% |
$33.5K - $37K
|
1.24K
$68.8K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3New |
$181 - $193
|
3
$167
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.08KNew |
$246K - $263K
|
4.08K
$227K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
12New |
$722 - $773
|
12
$667
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-670- 7.24% |
$40.3K - $43.1K
|
8.59K
$477K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
931+ 2.54% |
$56K - $59.9K
|
37.7K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.8K+ 155.09% |
$832K - $890K
|
22.7K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.2K+ 7.4% |
$614K - $657K
|
148K
$8.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
152KNew |
$9.12M - $9.76M
|
152K
$8.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
213+ 4.68% |
$12.8K - $13.7K
|
4.77K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-111- 1.84% |
$6.68K - $7.15K
|
5.92K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.8K- 7.11% |
$108K - $116K
|
23.5K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.69K+ 2.94% |
$283K - $302K
|
164K
$9.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.74K- 2.31% |
$165K - $176K
|
116K
$6.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
14+ 2.03% |
$843 - $901
|
702
$39K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
68New |
$4.09K - $4.38K
|
68
$3.78K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.14K- 6.15% |
$309K - $331K
|
78.3K
$4.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.5K+ 54.85% |
$693K - $742K
|
32.5K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
22+ 0.38% |
$1.32K - $1.42K
|
5.89K
$327K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
427+ 12.17% |
$25.7K - $27.5K
|
3.94K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.85K- 13.49% |
$111K - $119K
|
11.9K
$659K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.95K+ 8.45% |
$418K - $447K
|
89.2K
$4.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-473- 9.78% |
$28.5K - $30.5K
|
4.37K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9+ 0.13% |
$542 - $580
|
7.07K
$393K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
177+ 0.77% |
$10.7K - $11.4K
|
23.1K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.46K+ 8.76% |
$569K - $609K
|
117K
$6.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.13% |
$181 - $193
|
2.28K
$127K
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.48K- 4.46% |
$89.1K - $95.3K
|
31.7K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-94- 2.53% |
$5.66K - $6.05K
|
3.62K
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.41K- 19.88% |
$84.6K - $90.5K
|
5.67K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
540+ 7.52% |
$32.5K - $34.8K
|
7.72K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6.02KNew |
$363K - $388K
|
6.02K
$335K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.2K- 0.54% |
$373K - $399K
|
1.14M
$63.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.31M+ 143.51% |
$79.1M - $84.6M
|
2.23M
$124M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
200New |
$12K - $12.9K
|
200
$11.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11K- 28.42% |
$661K - $707K
|
27.6K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
271New |
$16.3K - $17.4K
|
271
$15.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3K+ 31.66% |
$180K - $193K
|
12.5K
$692K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
378New |
$22.8K - $24.3K
|
378
$21K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
4.33K+ 4.34% |
$260K - $279K
|
104K
$5.78M
|
|