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 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-203- 5.07% |
$11.6K - $13.1K
|
3.8K
$313K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
251New |
$14.4K - $16.2K
|
251
$20.6K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.91K- 4.33% |
$166K - $188K
|
64.2K
$5.28M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.57KNew |
$547K - $619K
|
9.57K
$787K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.14KNew |
$237K - $268K
|
4.14K
$341K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
5.96KNew |
$341K - $386K
|
5.96K
$490K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.47K+ 7.26% |
$313K - $354K
|
80.9K
$6.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.5KNew |
$200K - $227K
|
3.5K
$288K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-21- 2.39% |
$1.2K - $1.36K
|
858
$70.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
14New |
$801 - $906
|
14
$1.15K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.64KNew |
$208K - $235K
|
3.64K
$299K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
3.53KNew |
$202K - $228K
|
3.53K
$290K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.64KNew |
$208K - $235K
|
3.64K
$299K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.24K- 83.26% |
$61.7K - $74K
|
250
$20.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.74K- 53.7% |
$235K - $282K
|
4.09K
$336K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.16KNew |
$256K - $307K
|
5.16K
$424K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
108New |
$5.36K - $6.43K
|
108
$8.88K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.23% |
$99.2 - $119
|
867
$71.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-171- 4.18% |
$8.48K - $10.2K
|
3.92K
$323K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
3.33KNew |
$165K - $198K
|
3.33K
$274K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.98K- 16.2% |
$98.3K - $118K
|
10.2K
$843K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
380New |
$19.5K - $21.4K
|
380
$31.3K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
260+ 2363.64% |
$13.4K - $14.7K
|
271
$22.3K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-2K- 32.71% |
$103K - $113K
|
4.12K
$339K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.6K+ 800.0% |
$82.3K - $90.3K
|
1.8K
$148K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
40New |
$2.06K - $2.26K
|
40
$3.29K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1New |
$51.4 - $56.4
|
1
$82.3
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
586New |
$30.1K - $33.1K
|
586
$48.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
488New |
$25.1K - $27.5K
|
488
$40.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10K- 82.64% |
$514K - $564K
|
2.1K
$173K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
27New |
$1.39K - $1.52K
|
27
$2.22K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
11+ 0.19% |
$566 - $621
|
5.78K
$475K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-100- 50.0% |
$5.14K - $5.64K
|
100
$8.23K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-93- 0.89% |
$4.78K - $5.25K
|
10.4K
$856K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
PUT |
600New |
$30.9K - $33.9K
|
600
$49.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 11.9% |
$257 - $282
|
47
$3.87K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.13K+ 24.14% |
$58.3K - $64K
|
5.83K
$480K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2- 1.0% |
$103 - $113
|
198
$16.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
5.26K+ 10.01% |
$270K - $297K
|
57.8K
$4.75M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.8KNew |
$92.6K - $102K
|
1.8K
$148K
|
|
| Q2 2023 | |||||||
|
Feb 10, 2025
Q2 2023
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-185KClosed |
$8.55M - $9.98M
|
0
$0
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
780New |
$36.1K - $42.2K
|
780
$64.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
30New |
$1.39K - $1.62K
|
30
$2.47K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
372New |
$17.2K - $20.1K
|
372
$30.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.25KNew |
$151K - $176K
|
3.25K
$267K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
110New |
$5.1K - $5.95K
|
110
$9.05K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
8.9KNew |
$412K - $481K
|
8.9K
$732K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-1.25K- 75.76% |
$57.9K - $67.6K
|
400
$32.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.4KNew |
$64.8K - $75.7K
|
1.4K
$115K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
500New |
$23.2K - $27.1K
|
500
$41.1K
|
|