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
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.78K+ 10.64% |
$136K - $171K
|
28.9K
$2.28M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2.6K+ 12985.0% |
$128K - $160K
|
2.62K
$207K
|
|
|
Apr 26, 2022
Q1 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
1.73K+ 39.8% |
$85.1K - $107K
|
6.09K
$481K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.68K+ 17.73% |
$82.3K - $103K
|
11.1K
$879K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.43KNew |
$70.3K - $88.3K
|
1.43K
$113K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$68.4K - $85.8K
|
1.39K
$110K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
1.25KNew |
$61.4K - $77.1K
|
1.25K
$98.8K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.23K+ 3.86% |
$60.5K - $75.9K
|
33.1K
$2.62M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.13K+ 4.53% |
$55.5K - $69.7K
|
26.1K
$2.06M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.09K+ 52.58% |
$53.5K - $67.2K
|
3.16K
$250K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.06K+ 1.84% |
$51.9K - $65.2K
|
58.5K
$4.63M
|
|
|
Apr 11, 2022
Q1 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
998+ 7.23% |
$49K - $61.5K
|
14.8K
$1.17M
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
880New |
$43.2K - $54.3K
|
880
$69.6K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
828+ 5.92% |
$40.7K - $51.1K
|
14.8K
$1.17M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
620+ 4.16% |
$30.4K - $38.2K
|
15.5K
$1.23M
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
537+ 1.61% |
$26.4K - $33.1K
|
33.9K
$2.68M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
447+ 103.47% |
$22K - $27.6K
|
879
$69.5K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
398+ 904.55% |
$19.5K - $24.5K
|
442
$34.9K
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
390+ 3.68% |
$19.2K - $24.1K
|
11K
$870K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
300New |
$14.7K - $18.5K
|
300
$23.7K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
290+ 6.51% |
$14.2K - $17.9K
|
4.74K
$375K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
289+ 6.49% |
$14.2K - $17.8K
|
4.74K
$375K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
214+ 4.1% |
$10.5K - $13.2K
|
5.43K
$430K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
210New |
$10.3K - $13K
|
210
$16.6K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
167New |
$8.2K - $10.3K
|
167
$13.2K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
153+ 2.68% |
$7.51K - $9.44K
|
5.85K
$463K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
124+ 0.45% |
$6.09K - $7.65K
|
27.7K
$2.19M
|
|
|
Apr 26, 2022
Q1 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
107New |
$5.25K - $6.6K
|
107
$8.46K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
95New |
$4.67K - $5.86K
|
95
$7.51K
|
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
58+ 0.54% |
$2.85K - $3.58K
|
10.8K
$856K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50+ 8.2% |
$2.46K - $3.08K
|
660
$52.2K
|
|
|
Apr 19, 2022
Q1 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
16+ 0.13% |
$786 - $987
|
12.1K
$954K
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
13+ 0.12% |
$638 - $802
|
10.7K
$846K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
12New |
$589 - $740
|
12
$949
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12+ 1.05% |
$589 - $740
|
1.16K
$91.5K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5+ 0.11% |
$246 - $308
|
4.39K
$347K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 0.14% |
$196 - $247
|
2.84K
$225K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.2% |
$147 - $185
|
1.51K
$119K
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
3+ 0.06% |
$147 - $185
|
4.7K
$372K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.13% |
$147 - $185
|
2.24K
$177K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.11% |
$98.2 - $123
|
1.78K
$140K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.28% |
$49.1 - $61.7
|
363
$28.7K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
1+ 1.72% |
$49.1 - $61.7
|
59
$4.66K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.0% |
$49.1 - $61.7
|
20K
$1.58M
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1Closed |
$49.1 - $61.7
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-7- 0.63% |
$344 - $432
|
1.11K
$88K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-14- 0.17% |
$688 - $863
|
8.13K
$642K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-40Closed |
$1.96K - $2.47K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-60- 75.0% |
$2.95K - $3.7K
|
20
$1.58K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-90Closed |
$4.42K - $5.55K
|
0
$0
|