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 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-440Closed |
$21.5K - $24K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.44KClosed |
$70.3K - $78.4K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-64Closed |
$3.13K - $3.49K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-18Closed |
$881 - $982
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-14Closed |
$594 - $703
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-208Closed |
$8.82K - $10.4K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-248Closed |
$10.5K - $12.4K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-658Closed |
$27.9K - $33K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2Closed |
$84.8 - $100
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-48Closed |
$2.04K - $2.41K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-40Closed |
$1.7K - $2.01K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-67Closed |
$2.84K - $3.36K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-811Closed |
$34.4K - $40.7K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Mc Cutchen Group LLC
|
SELL
|
- |
-850Closed |
$33.6K - $40K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Fulcrum Equity Management
|
SELL
|
- |
-525Closed |
$20.8K - $24.7K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Round Table Services, LLC
|
SELL
|
- |
-1.5KClosed |
$59.4K - $70.5K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-85Closed |
$2.43K - $3.35K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.12KClosed |
$32K - $44.2K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
20New |
$571 - $789
|
20
$1.55K
|
|
|
Aug 04, 2020
Q2 2020
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-27Closed |
$771 - $1.06K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Washington Trust CO
|
SELL
|
- |
-33Closed |
$943 - $1.3K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Townsend & Associates, Inc
|
SELL
|
- |
-5.94KClosed |
$170K - $234K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-25.1K- 87.41% |
$669K - $961K
|
3.62K
$281K
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-1.76KClosed |
$46.8K - $67.3K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-731Closed |
$19.5K - $28K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.6KClosed |
$42.6K - $61.2K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Adams Wealth Management
|
SELL
|
- |
-5.22KClosed |
$139K - $200K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-970Closed |
$25.8K - $37.1K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Tsfg, LLC
|
SELL
|
- |
-100Closed |
$2.66K - $3.83K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Mar 28, 2023
Q4 2019
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.38KNew |
$42.1K - $48.3K
|
1.38K
$107K
|
|
|
Feb 14, 2020
Q4 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-40Closed |
$1.23K - $1.41K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-129Closed |
$3.95K - $4.53K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-674Closed |
$21K - $21.7K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
135New |
$4.21K - $4.36K
|
135
$10.5K
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-200Closed |
$6.24K - $6.45K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jan 02, 2024
Q2 2019
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-7Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Dfpg Investments, LLC
|
SELL
|
- |
-702Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.12KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
446New |
N/A
|
446
$34.6K
|
|
|
Feb 14, 2019
Q4 2018
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-5.98KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-659Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-40Closed |
N/A
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-3Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-4Closed |
N/A
|
0
$0
|
|
|
Oct 03, 2018
Q3 2018
|
Clarus Wealth Advisors
|
SELL
|
- |
-267Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 03, 2018
Q2 2018
|
Sandy Spring Bank
|
SELL
|
- |
-130Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 26, 2018
Q1 2018
|
Tompkins Financial Corp
|
SELL
|
- |
-254Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 12, 2018
Q4 2017
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-315Closed |
N/A
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-893Closed |
N/A
|
0
$0
|
|