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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
697+ 1.37% |
$38.5K - $42.2K
|
51.5K
$3.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
7.83K+ 8.5% |
$433K - $475K
|
100K
$6.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.3K- 44.97% |
$182K - $200K
|
4.03K
$248K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-34.4K- 48.39% |
$1.9M - $2.09M
|
36.7K
$2.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
744+ 2.26% |
$41.1K - $45.1K
|
33.7K
$2.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-115- 3.03% |
$6.36K - $6.97K
|
3.68K
$226K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.42K- 5.09% |
$78.5K - $86.1K
|
26.5K
$1.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
24.6K+ 24.36% |
$1.36M - $1.49M
|
126K
$7.73M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13+ 0.16% |
$719 - $788
|
8.13K
$500K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-142- 3.46% |
$7.85K - $8.61K
|
3.96K
$244K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.57K+ 6.94% |
$197K - $216K
|
55K
$3.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
188+ 1.67% |
$10.4K - $11.4K
|
11.5K
$705K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
16+ 0.15% |
$884 - $970
|
10.8K
$665K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.18K+ 19.27% |
$65.1K - $71.3K
|
7.28K
$448K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-5- 8.2% |
$276 - $303
|
56
$3.44K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
24+ 0.41% |
$1.33K - $1.45K
|
5.88K
$361K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
44.2K+ 16.83% |
$2.44M - $2.68M
|
307K
$18.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2+ 0.01% |
$111 - $121
|
36.4K
$2.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.6K+ 29.9% |
$144K - $157K
|
11.3K
$694K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
182K+ 25.52% |
$10.1M - $11.1M
|
897K
$55.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.3K+ 307.84% |
$71.6K - $78.5K
|
1.72K
$106K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
88+ 352.0% |
$4.86K - $5.33K
|
113
$6.95K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
575+ 1.22% |
$31.8K - $34.8K
|
47.8K
$2.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-279K- 63.59% |
$15.4M - $16.9M
|
160K
$9.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.57KNew |
$308K - $338K
|
5.57K
$342K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.3% |
$111 - $121
|
666
$40.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-736- 0.62% |
$40.7K - $44.6K
|
118K
$7.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-345- 5.84% |
$19.1K - $20.9K
|
5.56K
$342K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.14K+ 29.42% |
$118K - $129K
|
9.39K
$577K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.91K+ 28.61% |
$106K - $116K
|
8.6K
$528K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.74K+ 3.64% |
$317K - $348K
|
163K
$10M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-19K- 10.86% |
$1.05M - $1.15M
|
156K
$9.57M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
32.7KNew |
$1.81M - $1.98M
|
32.7K
$2.01M
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-151K- 65.7% |
$8.24M - $8.7M
|
78.9K
$4.85M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.89K+ 5.14% |
$267K - $282K
|
100K
$6.15M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
338+ 3.28% |
$18.4K - $19.5K
|
10.6K
$653K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
267+ 8.7% |
$14.6K - $15.4K
|
3.34K
$205K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.47K+ 65.8% |
$407K - $430K
|
18.8K
$1.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-256- 10.15% |
$14K - $14.7K
|
2.27K
$139K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
237New |
$12.9K - $13.6K
|
237
$14.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-53.7K- 26.37% |
$2.93M - $3.09M
|
150K
$9.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.8K+ 21.27% |
$1.24M - $1.31M
|
130K
$7.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12+ 0.32% |
$654 - $691
|
3.72K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-909- 11.27% |
$49.5K - $52.3K
|
7.16K
$440K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-72.7K- 32.28% |
$3.96M - $4.18M
|
152K
$9.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-68- 30.77% |
$3.71K - $3.92K
|
153
$9.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
96+ 0.65% |
$5.23K - $5.53K
|
14.8K
$910K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.45K- 7.38% |
$188K - $198K
|
43.2K
$2.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-114K- 31.18% |
$6.21M - $6.56M
|
251K
$15.4M
|
|