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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
23.2KNew |
$1.64M - $1.85M
|
23.2K
$1.58M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-760- 21.78% |
$53.6K - $60.5K
|
2.73K
$186K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
301K+ 33835.24% |
$21.3M - $24M
|
302K
$20.6M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.44K+ 8.96% |
$595K - $672K
|
103K
$6.99M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
566+ 7.93% |
$39.9K - $45.1K
|
7.71K
$525K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.8K+ 12.63% |
$339K - $382K
|
42.8K
$2.92M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-82- 78.85% |
$5.78K - $6.53K
|
22
$1.5K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.02K+ 3.51% |
$71.6K - $80.8K
|
30K
$2.04M
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-94.7K- 89.21% |
$6.68M - $7.54M
|
11.4K
$780K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.24K- 5.51% |
$87.1K - $98.3K
|
21.2K
$1.44M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.67K- 2.94% |
$118K - $133K
|
55.3K
$3.77M
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.08K- 0.24% |
$76.3K - $86.1K
|
453K
$30.8M
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-493- 4.25% |
$34.8K - $39.2K
|
11.1K
$757K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-498- 9.43% |
$35.1K - $39.6K
|
4.79K
$326K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
91+ 1.72% |
$6.42K - $7.24K
|
5.39K
$367K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.6K+ 4.44% |
$183K - $207K
|
61.2K
$4.17M
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
22.4KNew |
$1.58M - $1.78M
|
22.4K
$1.52M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.97K+ 12.47% |
$209K - $236K
|
26.7K
$1.82M
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
64.5KNew |
$4.55M - $5.13M
|
64.5K
$4.39M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
41+ 1.07% |
$2.89K - $3.26K
|
3.88K
$265K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
356K+ 310.89% |
$25.1M - $28.3M
|
470K
$32.1M
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
100New |
$7.05K - $7.96K
|
100
$6.81K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.01% |
$141 - $159
|
27K
$1.84M
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
332+ 6.5% |
$23.4K - $26.4K
|
5.44K
$371K
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-76- 0.41% |
$5.36K - $6.05K
|
18.7K
$1.27M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.38K+ 3.65% |
$97.2K - $110K
|
39.1K
$2.66M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.95K+ 2.38% |
$208K - $235K
|
127K
$8.62M
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-132- 3.68% |
$9.31K - $10.5K
|
3.46K
$235K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5+ 0.12% |
$353 - $398
|
4.12K
$281K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
65+ 0.77% |
$4.59K - $5.17K
|
8.46K
$576K
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
12.9KNew |
$910K - $1.03M
|
12.9K
$879K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.77KNew |
$266K - $300K
|
3.77K
$257K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
553New |
$39K - $44K
|
553
$37.7K
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
189+ 1.56% |
$13.3K - $15K
|
12.3K
$841K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.4KNew |
$1.37M - $1.54M
|
19.4K
$1.32M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.89K- 11.02% |
$134K - $151K
|
15.3K
$1.04M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
308K+ 39.97% |
$21.7M - $24.5M
|
1.08M
$73.5M
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-6.51K- 46.39% |
$459K - $518K
|
7.52K
$512K
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
12.2K+ 117.33% |
$863K - $974K
|
22.7K
$1.54M
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
36.7KNew |
$2.59M - $2.93M
|
36.7K
$2.5M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
127K+ 11.3% |
$8.97M - $10.1M
|
1.25M
$85.3M
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6.42K+ 2.72% |
$453K - $511K
|
242K
$16.5M
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-435- 0.09% |
$30.7K - $34.6K
|
504K
$34.3M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
76.2K+ 18.39% |
$5.38M - $6.07M
|
491K
$33.4M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-80- 0.65% |
$5.64K - $6.37K
|
12.2K
$833K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-571- 5.43% |
$40.3K - $45.5K
|
9.95K
$678K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
155+ 12.84% |
$10.9K - $12.3K
|
1.36K
$92.8K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.28K+ 2.46% |
$302K - $341K
|
178K
$12.2M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-47- 0.13% |
$3.32K - $3.74K
|
35.9K
$2.44M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.57KNew |
$675K - $762K
|
9.57K
$652K
|