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 |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.57KNew |
$675K - $762K
|
9.57K
$766K
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
9.07KNew |
$640K - $722K
|
9.07K
$727K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.73KNew |
$404K - $456K
|
5.73K
$459K
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.71KNew |
$403K - $455K
|
5.71K
$457K
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5.24KNew |
$370K - $417K
|
5.24K
$420K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.28K+ 2.46% |
$302K - $341K
|
178K
$14.3M
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.77KNew |
$266K - $300K
|
3.77K
$302K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.76KNew |
$265K - $299K
|
3.76K
$301K
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3KNew |
$212K - $239K
|
3K
$240K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.83KNew |
$200K - $225K
|
2.83K
$227K
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
2.75KNew |
$194K - $219K
|
2.75K
$220K
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.65KNew |
$187K - $211K
|
2.65K
$213K
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.65KNew |
$187K - $211K
|
2.65K
$212K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.62K+ 23.23% |
$185K - $209K
|
13.9K
$1.11M
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.94K+ 61.96% |
$136K - $154K
|
5.06K
$405K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.46KNew |
$103K - $116K
|
1.46K
$117K
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.34K+ 49.67% |
$94.6K - $107K
|
4.04K
$324K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1KNew |
$70.5K - $79.6K
|
1K
$80.1K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
988+ 23.17% |
$69.7K - $78.7K
|
5.25K
$421K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
905+ 16.82% |
$63.8K - $72K
|
6.29K
$504K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
553New |
$39K - $44K
|
553
$44.3K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
500New |
$35.3K - $39.8K
|
500
$40.1K
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
474New |
$33.4K - $37.7K
|
474
$38K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
400New |
$28.2K - $31.8K
|
400
$32K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
300+ 3.83% |
$21.2K - $23.9K
|
8.12K
$651K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
150New |
$10.6K - $11.9K
|
150
$12K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
100New |
$7.05K - $7.96K
|
100
$8.01K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
75New |
$5.29K - $5.97K
|
75
$6.01K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
66+ 3.67% |
$4.66K - $5.25K
|
1.86K
$149K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
65+ 0.77% |
$4.59K - $5.17K
|
8.46K
$677K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
60+ 1.22% |
$4.23K - $4.78K
|
4.97K
$398K
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
34New |
$2.4K - $2.71K
|
34
$2.72K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
29New |
$2.05K - $2.31K
|
29
$2.32K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
27+ 0.84% |
$1.9K - $2.15K
|
3.24K
$260K
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
20+ 0.18% |
$1.41K - $1.59K
|
11.4K
$911K
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11+ 0.11% |
$776 - $876
|
9.92K
$795K
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6+ 0.11% |
$423 - $478
|
5.33K
$427K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
6+ 0.22% |
$423 - $478
|
2.76K
$221K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5+ 0.12% |
$353 - $398
|
4.12K
$330K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.22% |
$282 - $318
|
1.82K
$146K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.01% |
$141 - $159
|
27K
$2.16M
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.39% |
$70.5 - $79.6
|
258
$20.7K
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 1.05% |
$70.5 - $79.6
|
96
$7.69K
|
|
Q3 2024 | |||||||
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
69.7K+ 7059.01% |
$4.45M - $5.12M
|
70.7K
$5.67M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.4KNew |
$1.75M - $2.02M
|
27.4K
$2.2M
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
22.4KNew |
$1.43M - $1.65M
|
22.4K
$1.8M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
14KNew |
$893K - $1.03M
|
14K
$1.12M
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.2KNew |
$268K - $309K
|
4.2K
$337K
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.39KNew |
$216K - $249K
|
3.39K
$271K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.83KNew |
$181K - $208K
|
2.83K
$227K
|