Latest Institutional Sells of Fidelity Nasdaq Composite Inde (ONEQ)
This list provides information on the latest institutional transactions involving Fidelity Nasdaq Composite Inde (ONEQ) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-43- 0.78% |
$2.21K - $2.43K
|
5.5K
$384K
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2- 1.0% |
$103 - $113
|
198
$13.8K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.49K- 3.97% |
$69K - $80.6K
|
36.1K
$2.52M
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-1.25K- 75.76% |
$57.9K - $67.6K
|
400
$27.9K
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.07K- 1.78% |
$49.6K - $57.9K
|
58.9K
$4.11M
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-64- 2.46% |
$2.96K - $3.46K
|
2.54K
$177K
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.98K- 42.95% |
$79.9K - $94.8K
|
2.63K
$183K
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-855- 0.56% |
$34.6K - $41K
|
152K
$10.6M
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-216- 21.6% |
$8.73K - $10.4K
|
784
$54.7K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-40- 2.96% |
$1.62K - $1.92K
|
1.31K
$91.5K
|
|
Q4 2022 | |||||||
Jan 20, 2023
Q4 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-10.6K- 49.58% |
$426K - $481K
|
10.8K
$756K
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.18K- 38.41% |
$247K - $279K
|
9.91K
$692K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-26- 12.38% |
$1.04K - $1.17K
|
184
$12.8K
|
|
Q3 2022 | |||||||
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-113- 10.15% |
$4.68K - $5.81K
|
1K
$69.8K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 25.0% |
$4.14K - $5.14K
|
300
$20.9K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-100- 1.36% |
$4.14K - $5.14K
|
7.25K
$506K
|
|
Q2 2022 | |||||||
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-92KClosed |
$3.84M - $5.21M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-17KClosed |
$712K - $966K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-8.91KClosed |
$372K - $505K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-6.51KClosed |
$272K - $369K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.39KClosed |
$183K - $249K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.19KClosed |
$175K - $237K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.84KClosed |
$160K - $218K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.41KClosed |
$142K - $193K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.15K- 89.6% |
$90K - $122K
|
250
$17.5K
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1.95KClosed |
$81.5K - $111K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.04K- 9.23% |
$43.3K - $58.7K
|
10.2K
$711K
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-423- 5.43% |
$17.7K - $24K
|
7.37K
$514K
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-300Closed |
$12.5K - $17K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-167Closed |
$6.98K - $9.46K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-163Closed |
$6.81K - $9.24K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-50Closed |
$2.09K - $2.83K
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-95.2KClosed |
$4.67M - $5.87M
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
SELL
|
- |
-86.4KClosed |
$4.24M - $5.33M
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-9.01KClosed |
$442K - $556K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-7.5KClosed |
$368K - $463K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-7.5KClosed |
$368K - $463K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-5.3KClosed |
$260K - $327K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.63KClosed |
$227K - $285K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-3.62KClosed |
$178K - $223K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.5KClosed |
$172K - $216K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-3.5KClosed |
$172K - $216K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-3.34K- 12.76% |
$164K - $206K
|
22.9K
$1.6M
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.25KClosed |
$61.4K - $77.1K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-450Closed |
$22.1K - $27.8K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-400Closed |
$19.6K - $24.7K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
SELL
|
- |
-250Closed |
$12.3K - $15.4K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-200Closed |
$9.82K - $12.3K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-90Closed |
$4.42K - $5.55K
|
0
$0
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1Closed |
$49.1 - $61.7
|
0
$0
|