Purchases and Sales Made in Q1 2023 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.79KNew |
$72.5K - $86K
|
1.79K
$142K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.67K+ 4.28% |
$67.5K - $80.1K
|
40.7K
$3.22M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.55K+ 107.11% |
$62.7K - $74.4K
|
3K
$237K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.49K+ 4.13% |
$60.2K - $71.4K
|
37.6K
$2.97M
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.39K+ 21.59% |
$56K - $66.5K
|
7.81K
$618K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.38K+ 10.83% |
$55.6K - $65.9K
|
14.1K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.24K+ 165.73% |
$50.2K - $59.6K
|
1.99K
$158K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.22K+ 5.27% |
$49.3K - $58.5K
|
24.4K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
885+ 17.16% |
$35.8K - $42.4K
|
6.04K
$478K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
834+ 1.38% |
$33.7K - $40K
|
61.4K
$4.85M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
808+ 56.11% |
$32.7K - $38.7K
|
2.25K
$178K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
731+ 5.14% |
$29.5K - $35.1K
|
14.9K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
722+ 2.69% |
$29.2K - $34.6K
|
27.6K
$2.18M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
720+ 900.0% |
$29.1K - $34.5K
|
800
$63.2K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
698+ 3.21% |
$28.2K - $33.5K
|
22.5K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
641+ 1.23% |
$25.9K - $30.7K
|
52.6K
$4.16M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
600+ 7.08% |
$24.2K - $28.8K
|
9.07K
$717K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
587+ 11.43% |
$23.7K - $28.1K
|
5.72K
$452K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
507New |
$20.5K - $24.3K
|
507
$40.1K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
500+ 100.0% |
$20.2K - $24K
|
1K
$79.1K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
487+ 6.41% |
$19.7K - $23.4K
|
8.09K
$640K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
469+ 3.72% |
$19K - $22.5K
|
13.1K
$1.03M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
430+ 3.25% |
$17.4K - $20.6K
|
13.7K
$1.08M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
413+ 2.19% |
$16.7K - $19.8K
|
19.3K
$1.53M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
405New |
$16.4K - $19.4K
|
405
$32K
|
|
|
Apr 06, 2023
Q1 2023
|
Jvl Associates LLC
|
BUY
|
- |
350+ 0.28% |
$14.1K - $16.8K
|
125K
$9.84M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
346+ 7.59% |
$14K - $16.6K
|
4.91K
$388K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
304+ 6.8% |
$12.3K - $14.6K
|
4.77K
$377K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
274+ 5.48% |
$11.1K - $13.1K
|
5.27K
$417K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
253+ 1.86% |
$10.2K - $12.1K
|
13.8K
$1.09M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
250New |
$10.1K - $12K
|
250
$19.8K
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
BUY
|
- |
230+ 1.39% |
$9.29K - $11K
|
16.7K
$1.32M
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
193+ 0.81% |
$7.8K - $9.25K
|
23.9K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
150New |
$6.06K - $7.19K
|
150
$11.9K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
90New |
$3.64K - $4.32K
|
90
$7.11K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
80+ 0.21% |
$3.23K - $3.84K
|
37.7K
$2.98M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
34+ 0.18% |
$1.37K - $1.63K
|
18.4K
$1.46M
|
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
33+ 0.01% |
$1.33K - $1.58K
|
520K
$41.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
27+ 0.22% |
$1.09K - $1.29K
|
12.2K
$963K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
19+ 0.39% |
$768 - $911
|
4.88K
$385K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14+ 0.09% |
$566 - $671
|
16.2K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
13+ 0.23% |
$525 - $623
|
5.76K
$455K
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
9+ 0.16% |
$364 - $432
|
5.81K
$460K
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
6+ 0.04% |
$242 - $288
|
15.9K
$1.26M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
5+ 0.07% |
$202 - $240
|
7.25K
$573K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
4+ 0.07% |
$162 - $192
|
6.12K
$484K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.2% |
$121 - $144
|
1.52K
$120K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2+ 0.01% |
$80.8 - $95.9
|
17.5K
$1.39M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.27% |
$40.4 - $48
|
372
$29.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 5.0% |
$40.4 - $48
|
21
$1.66K
|