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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-1.46K- 19.4% |
$93.3K - $107K
|
6.08K
$471K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.2K- 74.58% |
$140K - $162K
|
750
$58.1K
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.95K+ 54.61% |
$316K - $364K
|
14K
$1.09M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.45K- 3.76% |
$602K - $694K
|
242K
$18.8M
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.3KNew |
$402K - $463K
|
6.3K
$489K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.2K- 3.05% |
$76.4K - $88K
|
38K
$2.95M
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-500- 4.24% |
$31.9K - $36.7K
|
11.3K
$876K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.83K- 10.06% |
$117K - $135K
|
16.4K
$1.27M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
359+ 11.47% |
$22.9K - $26.4K
|
3.49K
$271K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.9K- 17.46% |
$1.27M - $1.46M
|
94.1K
$7.3M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-57- 0.25% |
$3.63K - $4.19K
|
23K
$1.78M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-229- 3.86% |
$14.6K - $16.8K
|
5.71K
$442K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.97K+ 11.72% |
$125K - $145K
|
18.8K
$1.45M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-6.19K- 70.71% |
$394K - $454K
|
2.56K
$199K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-150K- 99.41% |
$9.54M - $11M
|
891
$69.1K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.19K+ 6.41% |
$75.7K - $87.3K
|
19.7K
$1.53M
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
3.12KNew |
$199K - $229K
|
3.12K
$242K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.72K+ 11.09% |
$109K - $126K
|
17.2K
$1.33M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
743+ 23.98% |
$47.4K - $54.6K
|
3.84K
$298K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.72K+ 9.46% |
$301K - $346K
|
54.6K
$4.23M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.83KNew |
$181K - $208K
|
2.83K
$220K
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
88.4K+ 19.09% |
$5.63M - $6.49M
|
551K
$42.7M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-252K- 70.33% |
$16M - $18.5M
|
106K
$8.23M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-120Closed |
$7.65K - $8.82K
|
0
$0
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.3K+ 652.67% |
$1.17M - $1.35M
|
21.2K
$1.64M
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-66.4K- 7.07% |
$4.23M - $4.88M
|
872K
$67.6M
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.26K- 8.7% |
$80.5K - $92.8K
|
13.3K
$1.03M
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-145- 2.76% |
$9.24K - $10.7K
|
5.11K
$396K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
239+ 18.76% |
$15.2K - $17.6K
|
1.51K
$117K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.58K+ 51.49% |
$228K - $263K
|
10.5K
$816K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.16KNew |
$138K - $159K
|
2.16K
$167K
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
318+ 0.63% |
$20.3K - $23.4K
|
51K
$3.96M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.02% |
$63.7 - $73.5
|
5.49K
$426K
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.93KNew |
$250K - $289K
|
3.93K
$305K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.64K+ 0.87% |
$423K - $488K
|
771K
$59.8M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.08KNew |
$69K - $79.6K
|
1.08K
$84K
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.12KNew |
$262K - $302K
|
4.12K
$319K
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
5+ 0.17% |
$319 - $367
|
2.98K
$231K
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-12.7K- 8.54% |
$810K - $934K
|
136K
$10.6M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-262- 3.12% |
$16.7K - $19.2K
|
8.15K
$631K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.93K- 3.83% |
$442K - $509K
|
174K
$13.5M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.63K+ 82.78% |
$104K - $119K
|
3.59K
$278K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-114- 14.54% |
$7.27K - $8.38K
|
670
$51.9K
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.39K+ 39.35% |
$88.5K - $102K
|
4.92K
$381K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.85K+ 14.76% |
$309K - $356K
|
37.7K
$2.92M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.74K+ 1.56% |
$111K - $128K
|
113K
$8.77M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-200- 3.91% |
$12.7K - $14.7K
|
4.92K
$381K
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
125New |
$7.97K - $9.18K
|
125
$9.69K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.86K+ 3.28% |
$118K - $137K
|
58.6K
$4.54M
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
113New |
$7.2K - $8.3K
|
113
$8.76K
|