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 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.05% |
$41.4 - $51.4
|
96
$6.9K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
12.5KNew |
$522K - $708K
|
12.5K
$898K
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
BUY
|
- |
5.36KNew |
$224K - $304K
|
5.36K
$385K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.9K+ 7.7% |
$79.4K - $108K
|
26.6K
$1.91M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.5KNew |
$62.7K - $85K
|
1.5K
$108K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.42KNew |
$59.3K - $80.5K
|
1.42K
$102K
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
660+ 2.07% |
$27.6K - $37.4K
|
32.5K
$2.33M
|
|
|
Jul 26, 2022
Q2 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
40New |
$1.67K - $2.27K
|
40
$2.87K
|
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
22+ 0.21% |
$919 - $1.25K
|
10.7K
$770K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
7.4KNew |
$363K - $456K
|
7.4K
$531K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
9.8KNew |
$543K - $612K
|
9.8K
$704K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.55KNew |
$85.9K - $96.8K
|
1.55K
$111K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
500New |
$27.7K - $31.2K
|
500
$35.9K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
300New |
$16.6K - $18.7K
|
300
$21.6K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
120New |
$6.65K - $7.5K
|
120
$8.62K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
100New |
$5.54K - $6.25K
|
100
$7.19K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
300New |
$16.6K - $17.9K
|
300
$21.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.11% |
$554 - $598
|
9.25K
$665K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
30K+ 900.0% |
$1.52M - $1.69M
|
33.3K
$2.39M
|
|
|
Jul 19, 2021
Q2 2021
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
7.32K+ 900.0% |
$370K - $413K
|
8.13K
$584K
|
|
|
Aug 11, 2021
Q2 2021
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
6.79K+ 900.0% |
$343K - $383K
|
7.54K
$542K
|
|
|
Aug 06, 2021
Q2 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
5.1K+ 1275.0% |
$258K - $288K
|
5.5K
$395K
|
|
|
Aug 10, 2021
Q2 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.68K+ 900.0% |
$237K - $264K
|
5.2K
$374K
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.22K+ 777.62% |
$113K - $126K
|
2.51K
$180K
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
1.84K+ 3066.67% |
$93.1K - $104K
|
1.9K
$137K
|
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
495+ 900.0% |
$25K - $28K
|
550
$39.5K
|
|
|
Jul 29, 2021
Q2 2021
|
Tfc Financial Management
|
BUY
|
- |
252+ 900.0% |
$12.8K - $14.2K
|
280
$20.1K
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
180+ 900.0% |
$9.11K - $10.2K
|
200
$14.4K
|
|
|
Aug 03, 2021
Q2 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
162+ 900.0% |
$8.2K - $9.15K
|
180
$12.9K
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
20New |
$571 - $789
|
20
$1.44K
|
|
| Q4 2019 | |||||||
|
Mar 28, 2023
Q4 2019
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.38KNew |
$42.1K - $48.3K
|
1.38K
$98.9K
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
135New |
$4.21K - $4.36K
|
135
$9.7K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
446New |
N/A
|
446
$32.1K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$71.9
|
|