Latest Institutional Purchases of Fidelity Nasdaq Composite Inde (ONEQ)
This list provides information on the latest institutional transactions involving Fidelity Nasdaq Composite Inde (ONEQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
22New |
$1.4K - $1.62K
|
22
$1.71K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 1.23% |
$765 - $882
|
987
$76.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
8+ 0.15% |
$510 - $588
|
5.37K
$417K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.16% |
$510 - $588
|
4.96K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7+ 0.11% |
$446 - $514
|
6.15K
$478K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7+ 0.16% |
$446 - $514
|
4.35K
$338K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
6+ 0.15% |
$382 - $441
|
4.09K
$318K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
6+ 0.18% |
$382 - $441
|
3.31K
$257K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
5+ 0.17% |
$319 - $367
|
2.98K
$231K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5+ 0.05% |
$319 - $367
|
9.86K
$766K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4+ 0.12% |
$255 - $294
|
3.21K
$250K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3+ 0.1% |
$191 - $220
|
2.93K
$228K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.17% |
$191 - $220
|
1.81K
$141K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3+ 0.02% |
$191 - $220
|
15.2K
$1.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.13% |
$127 - $147
|
1.54K
$120K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.09% |
$63.7 - $73.5
|
1.06K
$82.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.02% |
$63.7 - $73.5
|
5.49K
$427K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.11% |
$63.7 - $73.5
|
900
$69.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$63.7 - $73.5
|
3.28K
$255K
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
181KNew |
$10.9M - $12.7M
|
181K
$14M
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
153KNew |
$9.2M - $10.8M
|
153K
$11.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
24KNew |
$1.44M - $1.69M
|
24K
$1.86M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.7KNew |
$1.24M - $1.45M
|
20.7K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
16.7K+ 18.35% |
$1M - $1.18M
|
108K
$8.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11K+ 179.18% |
$663K - $776K
|
17.2K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.8KNew |
$649K - $760K
|
10.8K
$839K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
10.4KNew |
$628K - $734K
|
10.4K
$810K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
9.97KNew |
$600K - $702K
|
9.97K
$774K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
9.16KNew |
$551K - $645K
|
9.16K
$711K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.7KNew |
$464K - $542K
|
7.7K
$598K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.26K+ 60.25% |
$377K - $441K
|
16.7K
$1.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.1K+ 30.81% |
$367K - $430K
|
25.9K
$2.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.43KNew |
$327K - $382K
|
5.43K
$422K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
5.3KNew |
$319K - $373K
|
5.3K
$412K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.08KNew |
$246K - $288K
|
4.08K
$317K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.38KNew |
$204K - $238K
|
3.38K
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.24KNew |
$195K - $228K
|
3.24K
$252K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.17KNew |
$191K - $223K
|
3.17K
$246K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.08KNew |
$185K - $217K
|
3.08K
$239K
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
3.07KNew |
$185K - $216K
|
3.07K
$239K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2.94KNew |
$177K - $207K
|
2.94K
$228K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.36K+ 13.58% |
$81.7K - $95.6K
|
11.4K
$883K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.28K+ 17.98% |
$77K - $90.1K
|
8.39K
$652K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.08KNew |
$65.1K - $76.2K
|
1.08K
$84.1K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
900+ 62.89% |
$54.2K - $63.4K
|
2.33K
$181K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
370+ 685.19% |
$22.3K - $26.1K
|
424
$32.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
309New |
$18.6K - $21.8K
|
309
$24K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
275+ 4.04% |
$16.5K - $19.4K
|
7.08K
$550K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
233New |
$14K - $16.4K
|
233
$18.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
170New |
$10.2K - $12K
|
170
$13.2K
|
|