Latest Institutional Transactions on Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information on the latest institutional transactions involving Fidelity Nasdaq Composite Inde (ONEQ) 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 |
---|---|---|---|---|---|---|---|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.15K+ 72.64% |
$152K - $171K
|
5.12K
$355K
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.65K+ 9.99% |
$116K - $131K
|
18.2K
$1.26M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-929- 6.97% |
$65.5K - $74K
|
12.4K
$862K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-785- 1.44% |
$55.4K - $62.5K
|
53.8K
$3.74M
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
3.35KNew |
$236K - $267K
|
3.35K
$233K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
269New |
$19K - $21.4K
|
269
$18.7K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.94K+ 12.11% |
$630K - $711K
|
82.7K
$5.75M
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5.24KNew |
$370K - $417K
|
5.24K
$364K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.63KNew |
$186K - $210K
|
2.63K
$183K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.24K- 3.86% |
$158K - $178K
|
55.9K
$3.88M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-75- 3.48% |
$5.29K - $5.97K
|
2.08K
$145K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.5K- 3.11% |
$739K - $834K
|
326K
$22.6M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.24K+ 37.58% |
$87.6K - $98.9K
|
4.55K
$316K
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-200- 5.3% |
$14.1K - $15.9K
|
3.58K
$248K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.78KNew |
$337K - $380K
|
4.78K
$332K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-295- 3.62% |
$20.8K - $23.5K
|
7.85K
$545K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34.3K+ 6.29% |
$2.42M - $2.73M
|
580K
$40.3M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-377- 0.33% |
$26.6K - $30K
|
113K
$7.83M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.85K+ 17.42% |
$201K - $227K
|
19.2K
$1.34M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
71.8K+ 811.17% |
$5.07M - $5.72M
|
80.7K
$5.61M
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.53K- 12.98% |
$108K - $121K
|
10.2K
$710K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.62K- 4.06% |
$396K - $447K
|
133K
$9.22M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.83KNew |
$200K - $225K
|
2.83K
$197K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-781- 3.99% |
$55.1K - $62.2K
|
18.8K
$1.31M
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
34New |
$2.4K - $2.71K
|
34
$2.36K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10+ 0.16% |
$705 - $796
|
6.16K
$428K
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 1.05% |
$70.5 - $79.6
|
96
$6.67K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-1.5K- 55.56% |
$106K - $119K
|
1.2K
$83.4K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.39% |
$70.5 - $79.6
|
258
$17.9K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.63K+ 1.44% |
$115K - $130K
|
115K
$7.97M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.9K+ 8.22% |
$1.97M - $2.22M
|
368K
$25.5M
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 0.09% |
$70.5 - $79.6
|
1.06K
$73.6K
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-1.75K- 1.89% |
$123K - $139K
|
90.9K
$6.31M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-945- 8.21% |
$66.7K - $75.2K
|
10.6K
$734K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-44- 0.15% |
$3.1K - $3.5K
|
29.6K
$2.05M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
132K+ 40.66% |
$9.32M - $10.5M
|
457K
$31.7M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.8K+ 7.11% |
$268K - $302K
|
57.2K
$3.97M
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
357+ 1.58% |
$25.2K - $28.4K
|
22.9K
$1.59M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-530- 0.25% |
$37.4K - $42.2K
|
207K
$14.4M
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.65KNew |
$187K - $211K
|
2.65K
$184K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10+ 0.05% |
$705 - $796
|
21.4K
$1.49M
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-161- 3.66% |
$11.4K - $12.8K
|
4.24K
$294K
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.77K- 45.33% |
$266K - $300K
|
4.55K
$316K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
400New |
$28.2K - $31.8K
|
400
$27.8K
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3KNew |
$212K - $239K
|
3K
$208K
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-165- 3.36% |
$11.6K - $13.1K
|
4.75K
$330K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.36K- 4.47% |
$660K - $745K
|
200K
$13.9M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.82K- 2.62% |
$199K - $225K
|
105K
$7.28M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.8KNew |
$1.68M - $1.89M
|
23.8K
$1.65M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.8K+ 44.62% |
$621K - $701K
|
28.5K
$1.98M
|