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 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.55K+ 100.0% |
$98.8K - $114K
|
3.1K
$240K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4.36K+ 6.11% |
$278K - $320K
|
75.6K
$5.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.5KNew |
$95.6K - $110K
|
1.5K
$116K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-787- 9.62% |
$50.2K - $57.8K
|
7.39K
$573K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.03K- 29.02% |
$320K - $369K
|
12.3K
$953K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
377New |
$24K - $27.7K
|
377
$29.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-622- 1.03% |
$39.6K - $45.7K
|
59.8K
$4.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
217+ 6.1% |
$13.8K - $15.9K
|
3.78K
$293K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-7.88K- 4.18% |
$502K - $579K
|
181K
$14M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1K+ 4.54% |
$64K - $73.8K
|
23.1K
$1.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-1.92K- 0.42% |
$122K - $141K
|
450K
$34.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.77KNew |
$177K - $204K
|
2.77K
$215K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.5K+ 1774.11% |
$223K - $257K
|
3.69K
$286K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
88+ 7.86% |
$5.61K - $6.47K
|
1.21K
$93.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-78- 2.45% |
$4.97K - $5.73K
|
3.1K
$240K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.1K+ 0.8% |
$70.4K - $81.1K
|
138K
$10.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 66.67% |
$127 - $147
|
1
$77.5
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-44.4K- 34.79% |
$2.83M - $3.26M
|
83.2K
$6.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-5.81K- 2.41% |
$371K - $427K
|
236K
$18.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-8- 0.18% |
$510 - $588
|
4.37K
$339K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
22New |
$1.4K - $1.62K
|
22
$1.71K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-67- 1.74% |
$4.27K - $4.92K
|
3.78K
$293K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.7K+ 107.95% |
$363K - $419K
|
11K
$851K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.51K- 4.0% |
$160K - $184K
|
60.3K
$4.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1K+ 6.46% |
$63.9K - $73.7K
|
16.5K
$1.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-390- 9.91% |
$24.9K - $28.7K
|
3.54K
$275K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.01K- 6.49% |
$64.6K - $74.4K
|
14.6K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.1K- 31.18% |
$706K - $814K
|
24.5K
$1.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.82KNew |
$179K - $207K
|
2.82K
$218K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.6K- 25.1% |
$484K - $558K
|
22.7K
$1.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-396- 40.53% |
$25.2K - $29.1K
|
581
$45K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-322K- 95.65% |
$20.5M - $23.6M
|
14.6K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.06K- 4.98% |
$67.6K - $77.9K
|
20.2K
$1.57M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
69.7K+ 7059.01% |
$4.45M - $5.12M
|
70.7K
$5.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
800New |
$51K - $58.8K
|
800
$62K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.39KNew |
$216K - $249K
|
3.39K
$263K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.22K+ 4.08% |
$141K - $163K
|
56.6K
$4.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-59- 0.2% |
$3.76K - $4.33K
|
30K
$2.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-158K- 12.32% |
$10.1M - $11.6M
|
1.12M
$87.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.98K+ 21.47% |
$126K - $146K
|
11.2K
$870K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
14KNew |
$893K - $1.03M
|
14K
$1.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
213New |
$13.6K - $15.6K
|
213
$16.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
74+ 0.35% |
$4.72K - $5.44K
|
21.4K
$1.66M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.58KNew |
$165K - $190K
|
2.58K
$200K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-80- 0.74% |
$5.1K - $5.88K
|
10.8K
$835K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-581- 5.34% |
$37K - $42.7K
|
10.3K
$799K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.5KNew |
$730K - $842K
|
11.5K
$888K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
10.4KNew |
$628K - $734K
|
10.4K
$809K
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
153KNew |
$9.2M - $10.8M
|
153K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
115New |
$6.92K - $8.1K
|
115
$8.91K
|
|