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 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-100- 50.0% |
$5.14K - $5.64K
|
100
$9.01K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-93- 0.89% |
$4.78K - $5.25K
|
10.4K
$937K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
PUT |
600New |
$30.9K - $33.9K
|
600
$54K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.13K+ 24.14% |
$58.3K - $64K
|
5.83K
$525K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2- 1.0% |
$103 - $113
|
198
$17.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
5.26K+ 10.01% |
$270K - $297K
|
57.8K
$5.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.8KNew |
$92.6K - $102K
|
1.8K
$162K
|
|
| Q2 2023 | |||||||
|
Feb 10, 2025
Q2 2023
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-185KClosed |
$8.55M - $9.98M
|
0
$0
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
780New |
$36.1K - $42.2K
|
780
$70.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
30New |
$1.39K - $1.62K
|
30
$2.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
372New |
$17.2K - $20.1K
|
372
$33.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
110New |
$5.1K - $5.95K
|
110
$9.91K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.25KNew |
$151K - $176K
|
3.25K
$293K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-1.25K- 75.76% |
$57.9K - $67.6K
|
400
$36K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
8.9KNew |
$412K - $481K
|
8.9K
$801K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.4KNew |
$64.8K - $75.7K
|
1.4K
$126K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
500New |
$23.2K - $27.1K
|
500
$45K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
17K+ 34.18% |
$785K - $917K
|
66.6K
$5.99M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.14KNew |
$192K - $224K
|
4.14K
$373K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-64- 2.46% |
$2.96K - $3.46K
|
2.54K
$228K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
22New |
$1.02K - $1.19K
|
22
$1.98K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
242KNew |
$11.2M - $13.1M
|
242K
$21.8M
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
720+ 900.0% |
$29.1K - $34.5K
|
800
$72K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.98K- 42.95% |
$79.9K - $94.8K
|
2.63K
$236K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
4.4KNew |
$178K - $211K
|
4.4K
$396K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
90New |
$3.64K - $4.32K
|
90
$8.1K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
150New |
$6.06K - $7.19K
|
150
$13.5K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
507New |
$20.5K - $24.3K
|
507
$45.7K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.13KNew |
$288K - $342K
|
7.13K
$642K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
4.82KNew |
$195K - $231K
|
4.82K
$434K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.08% |
$40.4 - $48
|
1.19K
$107K
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
17.7KNew |
$717K - $850K
|
17.7K
$1.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
10KNew |
$404K - $480K
|
10K
$901K
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-855- 0.56% |
$34.6K - $41K
|
152K
$13.7M
|
|
| Q4 2022 | |||||||
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
91New |
$3.64K - $4.11K
|
91
$8.19K
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.1KNew |
$204K - $230K
|
5.1K
$459K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
340New |
$13.6K - $15.4K
|
340
$30.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
880New |
$35.2K - $39.7K
|
880
$79.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-26- 12.38% |
$1.04K - $1.17K
|
184
$16.6K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
435New |
$17.4K - $19.6K
|
435
$39.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1KNew |
$40K - $45.2K
|
1K
$90.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-10.6K- 49.58% |
$426K - $481K
|
10.8K
$975K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
435New |
$17.4K - $19.6K
|
435
$39.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
7.72KNew |
$309K - $349K
|
7.72K
$695K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
170New |
$6.8K - $7.68K
|
170
$15.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
116KNew |
$4.65M - $5.25M
|
116K
$10.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
170New |
$6.8K - $7.68K
|
170
$15.3K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.4KNew |
$430K - $533K
|
10.4K
$934K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
1.57K+ 21.54% |
$65.2K - $81K
|
8.88K
$800K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
21.8KNew |
$905K - $1.12M
|
21.8K
$1.97M
|
|