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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-90Closed |
$4.42K - $5.55K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-3.62KClosed |
$178K - $223K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-450Closed |
$22.1K - $27.8K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-5.3KClosed |
$260K - $327K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
SELL
|
- |
-250Closed |
$12.3K - $15.4K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-3.34K- 12.76% |
$164K - $206K
|
22.9K
$1.77M
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-9.01KClosed |
$442K - $556K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-200Closed |
$9.82K - $12.3K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
SELL
|
- |
-86.4KClosed |
$4.24M - $5.33M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-400Closed |
$19.6K - $24.7K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.5KClosed |
$172K - $216K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
300New |
$16.6K - $18.7K
|
300
$23.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
100New |
$5.54K - $6.25K
|
100
$7.75K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-100Closed |
$5.54K - $6.25K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-600Closed |
$33.3K - $37.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.39KClosed |
$133K - $149K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
500New |
$27.7K - $31.2K
|
500
$38.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-161- 14.36% |
$8.93K - $10.1K
|
960
$74.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
9.8KNew |
$543K - $612K
|
9.8K
$760K
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
SELL
|
- |
-4.71KClosed |
$261K - $294K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-250Closed |
$13.9K - $15.6K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-4.55KClosed |
$252K - $284K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-850- 18.59% |
$47.1K - $53.1K
|
3.72K
$289K
|
|
| Q3 2021 | |||||||
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.52KClosed |
$84.3K - $90.9K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.68KClosed |
$204K - $220K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.14KClosed |
$396K - $427K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.11% |
$554 - $598
|
9.25K
$717K
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-119KClosed |
$6.59M - $7.11M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
300New |
$16.6K - $17.9K
|
300
$23.3K
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-150Closed |
$8.31K - $8.97K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-1Closed |
$55.4 - $59.8
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-175- 25.0% |
$9.7K - $10.5K
|
525
$40.7K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
30K+ 900.0% |
$1.52M - $1.69M
|
33.3K
$2.58M
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.22K+ 777.62% |
$113K - $126K
|
2.51K
$195K
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
1.84K+ 3066.67% |
$93.1K - $104K
|
1.9K
$147K
|
|
|
Aug 10, 2021
Q2 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.68K+ 900.0% |
$237K - $264K
|
5.2K
$403K
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-322Closed |
$16.3K - $18.2K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
5.1K+ 1275.0% |
$258K - $288K
|
5.5K
$426K
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
180+ 900.0% |
$9.11K - $10.2K
|
200
$15.5K
|
|
|
Aug 03, 2021
Q2 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
162+ 900.0% |
$8.2K - $9.15K
|
180
$14K
|
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-27Closed |
$1.37K - $1.52K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Tfc Financial Management
|
BUY
|
- |
252+ 900.0% |
$12.8K - $14.2K
|
280
$21.7K
|
|
|
Jul 29, 2021
Q2 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-2.44KClosed |
$124K - $138K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
495+ 900.0% |
$25K - $28K
|
550
$42.6K
|
|
|
Jul 22, 2021
Q2 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-834Closed |
$42.2K - $47.1K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-46Closed |
$2.33K - $2.6K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
7.32K+ 900.0% |
$370K - $413K
|
8.13K
$630K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-110Closed |
$5.39K - $6K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$49 - $54.6
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-106Closed |
$5.19K - $5.79K
|
0
$0
|
|