Latest Institutional Purchases of Fidelity Nasdaq Composite Inde (ONEQ)
This list provides information on the latest institutional transactions involving Fidelity Nasdaq Composite Inde (ONEQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
396+ 1.18% |
$27.9K - $31.5K
|
34K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
357+ 1.58% |
$25.2K - $28.4K
|
22.9K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
342+ 7.62% |
$24.1K - $27.2K
|
4.83K
$329K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
334New |
$23.6K - $26.6K
|
334
$22.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
332+ 6.5% |
$23.4K - $26.4K
|
5.44K
$371K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
300+ 3.83% |
$21.2K - $23.9K
|
8.12K
$554K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
269New |
$19K - $21.4K
|
269
$18.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
189+ 1.56% |
$13.3K - $15K
|
12.3K
$841K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
167+ 2.93% |
$11.8K - $13.3K
|
5.87K
$400K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
155+ 12.84% |
$10.9K - $12.3K
|
1.36K
$92.8K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
150New |
$10.6K - $11.9K
|
150
$10.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
134+ 0.31% |
$9.45K - $10.7K
|
43.2K
$2.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
100New |
$7.05K - $7.96K
|
100
$6.81K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
93+ 0.78% |
$6.56K - $7.4K
|
11.9K
$814K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
91+ 1.72% |
$6.42K - $7.24K
|
5.39K
$367K
|
|
|
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
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
78+ 1.06% |
$5.5K - $6.21K
|
7.47K
$509K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
75New |
$5.29K - $5.97K
|
75
$5.11K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
66+ 0.13% |
$4.66K - $5.25K
|
51.1K
$3.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
66+ 3.67% |
$4.66K - $5.25K
|
1.86K
$127K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
65+ 0.77% |
$4.59K - $5.17K
|
8.46K
$576K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.1% |
$4.23K - $4.78K
|
60.3K
$4.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
60+ 1.22% |
$4.23K - $4.78K
|
4.97K
$339K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
54+ 0.25% |
$3.81K - $4.3K
|
22.1K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
41+ 1.07% |
$2.89K - $3.26K
|
3.88K
$265K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
40+ 4.3% |
$2.82K - $3.18K
|
971
$66.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
34New |
$2.4K - $2.71K
|
34
$2.32K
|
|
|
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
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
27+ 0.18% |
$1.9K - $2.15K
|
15.1K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
25+ 0.22% |
$1.76K - $1.99K
|
11.3K
$767K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
20+ 0.18% |
$1.41K - $1.59K
|
11.4K
$775K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
19+ 0.13% |
$1.34K - $1.51K
|
15.2K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
16+ 0.36% |
$1.13K - $1.27K
|
4.47K
$305K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11+ 0.11% |
$776 - $876
|
9.92K
$676K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.22% |
$776 - $876
|
4.97K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10+ 0.16% |
$705 - $796
|
6.16K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10+ 0.05% |
$705 - $796
|
21.4K
$1.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9+ 0.21% |
$635 - $716
|
4.36K
$297K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
9+ 0.22% |
$635 - $716
|
4.1K
$279K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
6+ 0.11% |
$423 - $478
|
5.38K
$366K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6+ 0.11% |
$423 - $478
|
5.33K
$363K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
6+ 0.22% |
$423 - $478
|
2.76K
$188K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5+ 0.12% |
$353 - $398
|
4.12K
$281K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5+ 0.17% |
$353 - $398
|
2.94K
$200K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.26% |
$282 - $318
|
1.54K
$105K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.22% |
$282 - $318
|
1.82K
$124K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4+ 0.1% |
$282 - $318
|
3.87K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.01% |
$141 - $159
|
27K
$1.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2+ 0.06% |
$141 - $159
|
3.28K
$224K
|