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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
880New |
$35.2K - $39.7K
|
880
$68.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-26- 12.38% |
$1.04K - $1.17K
|
184
$14.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.06KNew |
$202K - $228K
|
5.06K
$392K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
435New |
$17.4K - $19.6K
|
435
$33.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1KNew |
$40K - $45.2K
|
1K
$77.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-10.6K- 49.58% |
$426K - $481K
|
10.8K
$840K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
435New |
$17.4K - $19.6K
|
435
$33.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
7.72KNew |
$309K - $349K
|
7.72K
$598K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
116KNew |
$4.65M - $5.25M
|
116K
$9M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
170New |
$6.8K - $7.68K
|
170
$13.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
170New |
$6.8K - $7.68K
|
170
$13.2K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.4KNew |
$430K - $533K
|
10.4K
$804K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-100- 1.36% |
$4.14K - $5.14K
|
7.25K
$562K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
1.57K+ 21.54% |
$65.2K - $81K
|
8.88K
$688K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
21.8KNew |
$905K - $1.12M
|
21.8K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 25.0% |
$4.14K - $5.14K
|
300
$23.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
12.7K+ 4.19% |
$528K - $655K
|
317K
$24.6M
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
19New |
$787 - $977
|
19
$1.47K
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
5.22KNew |
$216K - $269K
|
5.22K
$405K
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
273New |
$11.3K - $14K
|
273
$21.2K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.05% |
$41.4 - $51.4
|
96
$7.44K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-423- 5.43% |
$17.7K - $24K
|
7.37K
$571K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1.95KClosed |
$81.5K - $111K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.41KClosed |
$142K - $193K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.84KClosed |
$160K - $218K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-50Closed |
$2.09K - $2.83K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-17KClosed |
$712K - $966K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-8.91KClosed |
$372K - $505K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-6.51KClosed |
$272K - $369K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.39KClosed |
$183K - $249K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
660+ 2.07% |
$27.6K - $37.4K
|
32.5K
$2.52M
|
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.04K- 9.23% |
$43.3K - $58.7K
|
10.2K
$790K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.42KNew |
$59.3K - $80.5K
|
1.42K
$110K
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
BUY
|
- |
5.36KNew |
$224K - $304K
|
5.36K
$416K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-167Closed |
$6.98K - $9.46K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.15K- 89.6% |
$90K - $122K
|
250
$19.4K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.9K+ 7.7% |
$79.4K - $108K
|
26.6K
$2.06M
|
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
22+ 0.21% |
$919 - $1.25K
|
10.7K
$831K
|
|
|
Jul 26, 2022
Q2 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
40New |
$1.67K - $2.27K
|
40
$3.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
12.5KNew |
$522K - $708K
|
12.5K
$969K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.5KNew |
$62.7K - $85K
|
1.5K
$116K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.19KClosed |
$175K - $237K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-163Closed |
$6.81K - $9.24K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1Closed |
$49.1 - $61.7
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-95.2KClosed |
$4.67M - $5.87M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-7.5KClosed |
$368K - $463K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-7.5KClosed |
$368K - $463K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-3.5KClosed |
$172K - $216K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.25KClosed |
$61.4K - $77.1K
|
0
$0
|
|