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 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-927- 8.09% |
$65.4K - $73.8K
|
10.5K
$718K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.15K+ 3.78% |
$646K - $729K
|
251K
$17.1M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
75New |
$5.29K - $5.97K
|
75
$5.11K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.06K+ 128.62% |
$498K - $562K
|
12.6K
$856K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-550K- 99.83% |
$38.8M - $43.8M
|
959
$65.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.76KNew |
$265K - $299K
|
3.76K
$256K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-64.2K- 12.85% |
$4.53M - $5.11M
|
435K
$29.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23- 0.62% |
$1.62K - $1.83K
|
3.67K
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
167+ 2.93% |
$11.8K - $13.3K
|
5.87K
$400K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-200- 0.11% |
$14.1K - $15.9K
|
181K
$12.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
7.95KNew |
$560K - $633K
|
7.95K
$541K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.44K+ 6.22% |
$101K - $114K
|
24.6K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
74.1K+ 45.0% |
$5.23M - $5.9M
|
239K
$16.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
1.33K+ 32.46% |
$93.9K - $106K
|
5.43K
$370K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-234- 5.96% |
$16.5K - $18.6K
|
3.7K
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11+ 0.11% |
$776 - $876
|
9.92K
$676K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
91.6KNew |
$6.46M - $7.29M
|
91.6K
$6.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
2.01K+ 67.43% |
$142K - $160K
|
4.98K
$339K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-266- 7.04% |
$18.8K - $21.2K
|
3.51K
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
139KNew |
$9.78M - $11M
|
139K
$9.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
78+ 1.06% |
$5.5K - $6.21K
|
7.47K
$509K
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.94K+ 61.96% |
$136K - $154K
|
5.06K
$345K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-62.8K- 7.2% |
$4.43M - $5M
|
809K
$55.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-78- 1.22% |
$5.5K - $6.21K
|
6.3K
$429K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.34K+ 49.67% |
$94.6K - $107K
|
4.04K
$275K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
79+ 1975.0% |
$5.57K - $6.29K
|
83
$5.66K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.78K+ 30.81% |
$408K - $460K
|
24.5K
$1.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
25.1K+ 118.89% |
$1.77M - $2M
|
46.3K
$3.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
93+ 0.78% |
$6.56K - $7.4K
|
11.9K
$814K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.62K+ 23.23% |
$185K - $209K
|
13.9K
$947K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
66+ 0.13% |
$4.66K - $5.25K
|
51.1K
$3.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.2K- 2.17% |
$84.6K - $95.5K
|
54.1K
$3.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.71KNew |
$403K - $455K
|
5.71K
$389K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
29New |
$2.05K - $2.31K
|
29
$1.98K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
27+ 0.84% |
$1.9K - $2.15K
|
3.24K
$221K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
355KNew |
$25M - $28.3M
|
355K
$24.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.1% |
$4.23K - $4.78K
|
60.3K
$4.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
16+ 0.36% |
$1.13K - $1.27K
|
4.47K
$305K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-318- 6.46% |
$22.4K - $25.3K
|
4.6K
$314K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
41.8K+ 30.71% |
$2.95M - $3.33M
|
178K
$12.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.19% |
$1.41K - $1.59K
|
10.8K
$733K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
523+ 3.95% |
$36.9K - $41.6K
|
13.8K
$939K
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
32.3KNew |
$2.28M - $2.57M
|
32.3K
$2.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.05K- 1.76% |
$74.3K - $83.9K
|
58.8K
$4M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
25+ 0.22% |
$1.76K - $1.99K
|
11.3K
$767K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.16K- 9.91% |
$81.8K - $92.3K
|
10.5K
$718K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-561- 17.01% |
$39.6K - $44.7K
|
2.74K
$187K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-25- 0.89% |
$1.76K - $1.99K
|
2.77K
$189K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
76.7KNew |
$5.41M - $6.11M
|
76.7K
$5.23M
|