Purchases and Sales Made in Q1 2024 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q1 2024. 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 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
209New |
$12K - $13.5K
|
209
$16.5K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
200New |
$11.4K - $12.9K
|
200
$15.8K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
200+ 3.34% |
$11.4K - $12.9K
|
6.19K
$489K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
180New |
$10.3K - $11.6K
|
180
$14.2K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
156+ 1.76% |
$8.92K - $10.1K
|
9.01K
$712K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
156+ 19.05% |
$8.92K - $10.1K
|
975
$77.1K
|
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
94+ 0.2% |
$5.38K - $6.08K
|
47.2K
$3.73M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
79+ 1.41% |
$4.52K - $5.11K
|
5.69K
$449K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
72+ 342.86% |
$4.12K - $4.66K
|
93
$7.35K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 4.31% |
$4K - $4.53K
|
1.7K
$134K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
64+ 1.41% |
$3.66K - $4.14K
|
4.59K
$363K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
61+ 1.27% |
$3.49K - $3.95K
|
4.88K
$386K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
61+ 0.26% |
$3.49K - $3.95K
|
23.8K
$1.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
57+ 0.25% |
$3.26K - $3.69K
|
23K
$1.82M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
45+ 0.84% |
$2.57K - $2.91K
|
5.43K
$429K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
14New |
$801 - $906
|
14
$1.11K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.2% |
$572 - $647
|
4.94K
$391K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9+ 0.18% |
$515 - $582
|
4.89K
$386K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9+ 0.21% |
$515 - $582
|
4.34K
$343K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
9+ 0.22% |
$515 - $582
|
4.08K
$322K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
8+ 0.15% |
$458 - $517
|
5.36K
$423K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5+ 0.1% |
$286 - $323
|
5.17K
$409K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.18% |
$286 - $323
|
2.85K
$225K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
4+ 0.06% |
$229 - $259
|
7.13K
$564K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.22% |
$229 - $259
|
1.81K
$143K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.2% |
$172 - $194
|
1.54K
$121K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 100.0% |
$114 - $129
|
4
$316
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.22% |
$114 - $129
|
898
$71K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.02% |
$57.2 - $64.7
|
5.47K
$433K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1+ 0.02% |
$57.2 - $64.7
|
5.28K
$418K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.51% |
$57.2 - $64.7
|
197
$15.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.02% |
$57.2 - $64.7
|
4.38K
$346K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.02% |
$57.2 - $64.7
|
5.69K
$450K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1+ 0.02% |
$57.2 - $64.7
|
5.88K
$465K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 33.33% |
$114 - $129
|
4
$316
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-21- 2.39% |
$1.2K - $1.36K
|
858
$67.8K
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
SELL
|
- |
-35- 0.23% |
$2K - $2.26K
|
15.3K
$1.21M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-36- 1.54% |
$2.06K - $2.33K
|
2.3K
$182K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-40- 0.26% |
$2.29K - $2.59K
|
15.4K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-64- 0.18% |
$3.66K - $4.14K
|
36.1K
$2.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-80- 21.0% |
$4.58K - $5.17K
|
301
$23.8K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-84- 2.11% |
$4.8K - $5.43K
|
3.89K
$307K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-99- 0.32% |
$5.66K - $6.4K
|
30.9K
$2.44M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 0.91% |
$5.72K - $6.47K
|
10.9K
$862K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-114- 1.49% |
$6.52K - $7.37K
|
7.56K
$598K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-114- 0.18% |
$6.52K - $7.37K
|
64.9K
$5.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-147- 0.65% |
$8.41K - $9.51K
|
22.3K
$1.76M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-200- 0.93% |
$11.4K - $12.9K
|
21.3K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-203- 5.07% |
$11.6K - $13.1K
|
3.8K
$300K
|