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 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.16KNew |
$256K - $307K
|
5.16K
$413K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
3.33KNew |
$165K - $198K
|
3.33K
$267K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
114New |
$5.66K - $6.78K
|
114
$9.13K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
108New |
$5.36K - $6.43K
|
108
$8.65K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.23% |
$99.2 - $119
|
867
$69.5K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
5.26K+ 10.01% |
$270K - $297K
|
57.8K
$4.63M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.8KNew |
$92.6K - $102K
|
1.8K
$144K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.6K+ 800.0% |
$82.3K - $90.3K
|
1.8K
$144K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.13K+ 24.14% |
$58.3K - $64K
|
5.83K
$467K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
PUT |
600New |
$30.9K - $33.9K
|
600
$48.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
586New |
$30.1K - $33.1K
|
586
$46.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
488New |
$25.1K - $27.5K
|
488
$39.1K
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
380New |
$19.5K - $21.4K
|
380
$30.4K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
260+ 2363.64% |
$13.4K - $14.7K
|
271
$21.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
60New |
$3.09K - $3.39K
|
60
$4.81K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
40New |
$2.06K - $2.26K
|
40
$3.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
27New |
$1.39K - $1.52K
|
27
$2.16K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
11+ 0.19% |
$566 - $621
|
5.78K
$463K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 11.9% |
$257 - $282
|
47
$3.77K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1New |
$51.4 - $56.4
|
1
$80.1
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
242KNew |
$11.2M - $13.1M
|
242K
$19.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
17K+ 34.18% |
$785K - $917K
|
66.6K
$5.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
8.9KNew |
$412K - $481K
|
8.9K
$713K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5.15KNew |
$239K - $279K
|
5.15K
$413K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.14KNew |
$192K - $224K
|
4.14K
$332K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.25KNew |
$151K - $176K
|
3.25K
$260K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.4KNew |
$64.8K - $75.7K
|
1.4K
$112K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
780New |
$36.1K - $42.2K
|
780
$62.5K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
500New |
$23.2K - $27.1K
|
500
$40.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
372New |
$17.2K - $20.1K
|
372
$29.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
110New |
$5.1K - $5.95K
|
110
$8.81K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
30New |
$1.39K - $1.62K
|
30
$2.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
22New |
$1.02K - $1.19K
|
22
$1.76K
|
|
| Q1 2023 | |||||||
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
17.7KNew |
$717K - $850K
|
17.7K
$1.42M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
10KNew |
$404K - $480K
|
10K
$801K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.13KNew |
$288K - $342K
|
7.13K
$571K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
4.82KNew |
$195K - $231K
|
4.82K
$386K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
4.4KNew |
$178K - $211K
|
4.4K
$352K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
720+ 900.0% |
$29.1K - $34.5K
|
800
$64.1K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
507New |
$20.5K - $24.3K
|
507
$40.6K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
500+ 100.0% |
$20.2K - $24K
|
1K
$80.1K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
150New |
$6.06K - $7.19K
|
150
$12K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
90New |
$3.64K - $4.32K
|
90
$7.21K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.08% |
$40.4 - $48
|
1.19K
$94.9K
|
|
| Q4 2022 | |||||||
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
116KNew |
$4.65M - $5.25M
|
116K
$9.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
7.72KNew |
$309K - $349K
|
7.72K
$618K
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.1KNew |
$204K - $230K
|
5.1K
$409K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1KNew |
$40K - $45.2K
|
1K
$80.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
880New |
$35.2K - $39.7K
|
880
$70.5K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
435New |
$17.4K - $19.6K
|
435
$34.8K
|
|