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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.11% |
$554 - $598
|
9.25K
$630K
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-119KClosed |
$6.59M - $7.11M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
300New |
$16.6K - $17.9K
|
300
$20.4K
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-150Closed |
$8.31K - $8.97K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-1Closed |
$55.4 - $59.8
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-175- 25.0% |
$9.7K - $10.5K
|
525
$35.8K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.22K+ 777.62% |
$113K - $126K
|
2.51K
$171K
|
|
|
Aug 16, 2021
Q2 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
30K+ 900.0% |
$1.52M - $1.69M
|
33.3K
$2.27M
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
1.84K+ 3066.67% |
$93.1K - $104K
|
1.9K
$129K
|
|
|
Aug 10, 2021
Q2 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.68K+ 900.0% |
$237K - $264K
|
5.2K
$354K
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-322Closed |
$16.3K - $18.2K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
5.1K+ 1275.0% |
$258K - $288K
|
5.5K
$375K
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
180+ 900.0% |
$9.11K - $10.2K
|
200
$13.6K
|
|
|
Aug 03, 2021
Q2 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
162+ 900.0% |
$8.2K - $9.15K
|
180
$12.3K
|
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-27Closed |
$1.37K - $1.52K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-2.44KClosed |
$124K - $138K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Tfc Financial Management
|
BUY
|
- |
252+ 900.0% |
$12.8K - $14.2K
|
280
$19.1K
|
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
495+ 900.0% |
$25K - $28K
|
550
$37.5K
|
|
|
Jul 22, 2021
Q2 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-834Closed |
$42.2K - $47.1K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-46Closed |
$2.33K - $2.6K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
7.32K+ 900.0% |
$370K - $413K
|
8.13K
$554K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-110Closed |
$5.39K - $6K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-106Closed |
$5.19K - $5.79K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$49 - $54.6
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-440Closed |
$21.5K - $24K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.44KClosed |
$70.3K - $78.4K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-64Closed |
$3.13K - $3.49K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-18Closed |
$881 - $982
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-14Closed |
$594 - $703
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-208Closed |
$8.82K - $10.4K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-248Closed |
$10.5K - $12.4K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-658Closed |
$27.9K - $33K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2Closed |
$84.8 - $100
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-40Closed |
$1.7K - $2.01K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-67Closed |
$2.84K - $3.36K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-811Closed |
$34.4K - $40.7K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Mc Cutchen Group LLC
|
SELL
|
- |
-850Closed |
$33.6K - $40K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Fulcrum Equity Management
|
SELL
|
- |
-525Closed |
$20.8K - $24.7K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Round Table Services, LLC
|
SELL
|
- |
-1.5KClosed |
$59.4K - $70.5K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-85Closed |
$2.43K - $3.35K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.12KClosed |
$32K - $44.2K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
20New |
$571 - $789
|
20
$1.36K
|
|
|
Aug 04, 2020
Q2 2020
|
Washington Trust CO
|
SELL
|
- |
-33Closed |
$943 - $1.3K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-27Closed |
$771 - $1.06K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Townsend & Associates, Inc
|
SELL
|
- |
-5.94KClosed |
$170K - $234K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-25.1K- 87.41% |
$669K - $961K
|
3.62K
$247K
|
|
|
May 13, 2020
Q1 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-731Closed |
$19.5K - $28K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.6KClosed |
$42.6K - $61.2K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-970Closed |
$25.8K - $37.1K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Adams Wealth Management
|
SELL
|
- |
-5.22KClosed |
$139K - $200K
|
0
$0
|
|