Purchases and Sales Made in Q1 2022 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q1 2022. The information is specifically focused on institutions that hold shares of FIDELITY NASDAQ COMPOSITE INDE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
472K+ 590.66% |
$23.2M - $29.1M
|
552K
$43.6M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
325KNew |
$16M - $20.1M
|
325K
$25.7M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
320KNew |
$15.7M - $19.7M
|
320K
$25.3M
|
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
271KNew |
$13.3M - $16.7M
|
271K
$21.4M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
253K+ 140.28% |
$12.4M - $15.6M
|
433K
$34.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
233K+ 164.71% |
$11.4M - $14.4M
|
375K
$29.6M
|
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
201KNew |
$9.88M - $12.4M
|
201K
$15.9M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
159K+ 44.6% |
$7.83M - $9.83M
|
517K
$40.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
37.4K+ 8.85% |
$1.84M - $2.31M
|
460K
$36.3M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
31.9KNew |
$1.57M - $1.97M
|
31.9K
$2.52M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.1K+ 6.31% |
$1.48M - $1.86M
|
507K
$40.1M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
29K+ 30.01% |
$1.43M - $1.79M
|
126K
$9.95M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.5K+ 5.26% |
$1.21M - $1.51M
|
491K
$38.8M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23.2KNew |
$1.14M - $1.43M
|
23.2K
$1.83M
|
|
|
May 03, 2022
Q1 2022
|
Portfolio Strategies, Inc.
|
BUY
|
- |
23.1KNew |
$1.13M - $1.42M
|
23.1K
$1.82M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
22.3K+ 37.65% |
$1.09M - $1.37M
|
81.4K
$6.44M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.5K+ 6.37% |
$1.01M - $1.27M
|
343K
$27.1M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
15.9KNew |
$780K - $980K
|
15.9K
$1.26M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15.2KNew |
$748K - $939K
|
15.2K
$1.2M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.1K+ 108.07% |
$743K - $933K
|
29.1K
$2.3M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.5K+ 135.41% |
$661K - $831K
|
23.4K
$1.85M
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
BUY
|
- |
13.3KNew |
$655K - $823K
|
13.3K
$1.05M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.2K+ 189.79% |
$649K - $815K
|
20.2K
$1.6M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.6K+ 2.1% |
$619K - $777K
|
614K
$48.5M
|
|
|
May 12, 2022
Q1 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
12.4K+ 3.61% |
$610K - $767K
|
357K
$28.2M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
11.9K+ 92.45% |
$583K - $732K
|
24.7K
$1.95M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.6K+ 7.28% |
$570K - $716K
|
171K
$13.5M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
11.4K+ 202.81% |
$560K - $704K
|
17K
$1.35M
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11.2K+ 4.08% |
$551K - $692K
|
286K
$22.6M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
11.2K+ 10020.54% |
$551K - $692K
|
11.3K
$896K
|
|
|
May 02, 2022
Q1 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
11.1K+ 5.89% |
$547K - $687K
|
200K
$15.8M
|
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
BUY
|
- |
9.76K+ 81.97% |
$479K - $602K
|
21.7K
$1.71M
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
9.32K+ 27408.82% |
$458K - $575K
|
9.35K
$739K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.04K+ 36.23% |
$444K - $557K
|
34K
$2.69M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.91KNew |
$438K - $550K
|
8.91K
$704K
|
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
7.4KNew |
$363K - $456K
|
7.4K
$585K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.81K+ 37.33% |
$335K - $420K
|
25.1K
$1.98M
|
|
|
May 12, 2022
Q1 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
6.51KNew |
$320K - $402K
|
6.51K
$515K
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
6.01KNew |
$295K - $371K
|
6.01K
$475K
|
|
|
Apr 25, 2022
Q1 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
5.6K+ 13.39% |
$275K - $345K
|
47.4K
$3.75M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.9K+ 17.05% |
$241K - $302K
|
33.6K
$2.66M
|
|
|
Apr 14, 2022
Q1 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
4.9K+ 1.65% |
$241K - $302K
|
301K
$23.8M
|
|
|
Apr 15, 2022
Q1 2022
|
Mayport, LLC
|
BUY
|
- |
4.1KNew |
$201K - $253K
|
4.1K
$324K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.94K+ 7.5% |
$193K - $243K
|
56.5K
$4.46M
|
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.61K+ 9.79% |
$177K - $222K
|
40.5K
$3.2M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.44K+ 145.21% |
$169K - $212K
|
5.81K
$459K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.33K+ 28.03% |
$164K - $205K
|
15.2K
$1.2M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.31K+ 9.9% |
$163K - $204K
|
36.7K
$2.9M
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3.27KNew |
$161K - $202K
|
3.27K
$259K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3K+ 100.0% |
$147K - $185K
|
6K
$474K
|