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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-4.07KClosed |
$245K - $286K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.7KNew |
$464K - $542K
|
7.7K
$694K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.24KNew |
$195K - $228K
|
3.24K
$292K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-11- 0.03% |
$662 - $775
|
37K
$3.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14- 7.78% |
$843 - $986
|
166
$14.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11K+ 179.18% |
$663K - $776K
|
17.2K
$1.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24New |
$1.44K - $1.69K
|
24
$2.16K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
27New |
$1.62K - $1.9K
|
27
$2.43K
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
181KNew |
$10.9M - $12.7M
|
181K
$16.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2.94KNew |
$177K - $207K
|
2.94K
$265K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.38KNew |
$204K - $238K
|
3.38K
$305K
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-652- 2.33% |
$39.2K - $45.9K
|
27.4K
$2.46M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
9.97KNew |
$600K - $702K
|
9.97K
$898K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-72- 77.42% |
$4.33K - $5.07K
|
21
$1.89K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-303- 8.01% |
$18.2K - $21.3K
|
3.48K
$314K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.17KNew |
$191K - $223K
|
3.17K
$286K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.08KNew |
$246K - $288K
|
4.08K
$368K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
233New |
$14K - $16.4K
|
233
$21K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.94KNew |
$454K - $514K
|
7.94K
$715K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.92K+ 33.75% |
$110K - $124K
|
7.62K
$686K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
27.6K+ 10.37% |
$1.58M - $1.78M
|
294K
$26.4M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
3.34KNew |
$191K - $216K
|
3.34K
$301K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-203- 5.07% |
$11.6K - $13.1K
|
3.8K
$342K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.91K- 4.33% |
$166K - $188K
|
64.2K
$5.78M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.57KNew |
$547K - $619K
|
9.57K
$862K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.14KNew |
$237K - $268K
|
4.14K
$373K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
5.96KNew |
$341K - $386K
|
5.96K
$537K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.47K+ 7.26% |
$313K - $354K
|
80.9K
$7.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.5KNew |
$200K - $227K
|
3.5K
$315K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-21- 2.39% |
$1.2K - $1.36K
|
858
$77.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
14New |
$801 - $906
|
14
$1.26K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.64KNew |
$208K - $235K
|
3.64K
$328K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
3.53KNew |
$202K - $228K
|
3.53K
$317K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.24K- 83.26% |
$61.7K - $74K
|
250
$22.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.74K- 53.7% |
$235K - $282K
|
4.09K
$368K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.16KNew |
$256K - $307K
|
5.16K
$464K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-171- 4.18% |
$8.48K - $10.2K
|
3.92K
$353K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.23% |
$99.2 - $119
|
867
$78.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
3.33KNew |
$165K - $198K
|
3.33K
$300K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.98K- 16.2% |
$98.3K - $118K
|
10.2K
$923K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
380New |
$19.5K - $21.4K
|
380
$34.2K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
260+ 2363.64% |
$13.4K - $14.7K
|
271
$24.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.6K+ 800.0% |
$82.3K - $90.3K
|
1.8K
$162K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-2K- 32.71% |
$103K - $113K
|
4.12K
$371K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10K- 82.64% |
$514K - $564K
|
2.1K
$189K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1New |
$51.4 - $56.4
|
1
$90.1
|
|
|
Nov 13, 2023
Q3 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
488New |
$25.1K - $27.5K
|
488
$43.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
586New |
$30.1K - $33.1K
|
586
$52.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
27New |
$1.39K - $1.52K
|
27
$2.43K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
11+ 0.19% |
$566 - $621
|
5.78K
$520K
|
|