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 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.71KNew |
$403K - $455K
|
5.71K
$514K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
29New |
$2.05K - $2.31K
|
29
$2.61K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
27+ 0.84% |
$1.9K - $2.15K
|
3.24K
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
76.7KNew |
$5.41M - $6.11M
|
76.7K
$6.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
988+ 23.17% |
$69.7K - $78.7K
|
5.25K
$473K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.73KNew |
$404K - $456K
|
5.73K
$516K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.22% |
$282 - $318
|
1.82K
$164K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.46KNew |
$103K - $116K
|
1.46K
$132K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
500New |
$35.3K - $39.8K
|
500
$45K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-650- 49.62% |
$45.9K - $51.7K
|
660
$59.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
23.2KNew |
$1.63M - $1.84M
|
23.2K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
9.07KNew |
$640K - $722K
|
9.07K
$817K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-130- 60.19% |
$9.17K - $10.3K
|
86
$7.74K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-3.42K- 20.66% |
$241K - $272K
|
13.1K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
20+ 0.18% |
$1.41K - $1.59K
|
11.4K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
2.75KNew |
$194K - $219K
|
2.75K
$248K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1KNew |
$70.5K - $79.6K
|
1K
$90.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
6+ 0.22% |
$423 - $478
|
2.76K
$249K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
150New |
$10.6K - $11.9K
|
150
$13.5K
|
|
| Q3 2024 | |||||||
|
Aug 13, 2025
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-980- 25.74% |
$62.5K - $72K
|
2.83K
$255K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
22.4KNew |
$1.43M - $1.65M
|
22.4K
$2.02M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.2KNew |
$268K - $309K
|
4.2K
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-29.4K- 33.45% |
$1.87M - $2.16M
|
58.5K
$5.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
321New |
$20.5K - $23.6K
|
321
$28.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
675New |
$43K - $49.6K
|
675
$60.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1- 0.02% |
$63.7 - $73.5
|
5.03K
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-1.46K- 19.4% |
$93.3K - $107K
|
6.08K
$547K
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-500- 4.24% |
$31.9K - $36.7K
|
11.3K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-6.19K- 70.71% |
$394K - $454K
|
2.56K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.83KNew |
$181K - $208K
|
2.83K
$255K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-114- 14.54% |
$7.27K - $8.38K
|
670
$60.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
125New |
$7.97K - $9.18K
|
125
$11.3K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
113New |
$7.2K - $8.3K
|
113
$10.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.55K+ 100.0% |
$98.8K - $114K
|
3.1K
$279K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
377New |
$24K - $27.7K
|
377
$33.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.5KNew |
$95.6K - $110K
|
1.5K
$135K
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-1.92K- 0.42% |
$122K - $141K
|
450K
$40.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-78- 2.45% |
$4.97K - $5.73K
|
3.1K
$279K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-396- 40.53% |
$25.2K - $29.1K
|
581
$52.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-322K- 95.65% |
$20.5M - $23.6M
|
14.6K
$1.32M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
69.7K+ 7059.01% |
$4.45M - $5.12M
|
70.7K
$6.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
800New |
$51K - $58.8K
|
800
$72K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.39KNew |
$216K - $249K
|
3.39K
$305K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.22K+ 4.08% |
$141K - $163K
|
56.6K
$5.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-59- 0.2% |
$3.76K - $4.33K
|
30K
$2.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
14KNew |
$893K - $1.03M
|
14K
$1.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
213New |
$13.6K - $15.6K
|
213
$19.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-581- 5.34% |
$37K - $42.7K
|
10.3K
$928K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
115New |
$6.92K - $8.1K
|
115
$10.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
170New |
$10.2K - $12K
|
170
$15.3K
|
|