Purchases and Sales Made in Q2 2023 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
242KNew |
$11.2M - $13.1M
|
242K
$17.4M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
178K+ 12.82% |
$8.26M - $9.64M
|
1.57M
$113M
|
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
131K+ 198.97% |
$6.07M - $7.09M
|
197K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
98.5K+ 660.75% |
$4.56M - $5.33M
|
113K
$8.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
90.4K+ 9.67% |
$4.19M - $4.89M
|
1.03M
$73.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
63.1K+ 103.4% |
$2.92M - $3.41M
|
124K
$8.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
63.1K+ 104.65% |
$2.92M - $3.41M
|
123K
$8.87M
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
60.9K+ 106.26% |
$2.82M - $3.29M
|
118K
$8.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.1K+ 29.59% |
$2.04M - $2.39M
|
193K
$13.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
31KNew |
$1.43M - $1.68M
|
31K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
23.3KNew |
$1.08M - $1.26M
|
23.3K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.4K+ 4.42% |
$943K - $1.1M
|
481K
$34.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18K+ 263.29% |
$835K - $975K
|
24.9K
$1.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17.2KNew |
$797K - $931K
|
17.2K
$1.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
17K+ 34.18% |
$785K - $917K
|
66.6K
$4.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.6K+ 4.71% |
$724K - $845K
|
348K
$25M
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
BUY
|
- |
13.5K+ 236.82% |
$624K - $729K
|
19.2K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.3K+ 42.78% |
$617K - $721K
|
44.5K
$3.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.8K+ 203.01% |
$594K - $694K
|
19.1K
$1.38M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
12.3K+ 4.72% |
$571K - $667K
|
274K
$19.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12.3K+ 23.46% |
$568K - $664K
|
64.6K
$4.64M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.6K+ 366.97% |
$538K - $629K
|
14.8K
$1.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
11.5K+ 77.05% |
$533K - $623K
|
26.5K
$1.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
10.8K+ 300.67% |
$499K - $582K
|
14.3K
$1.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.4KNew |
$481K - $561K
|
10.4K
$746K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
9.81K+ 15.87% |
$454K - $531K
|
71.6K
$5.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.84KNew |
$409K - $478K
|
8.84K
$635K
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
8.64K+ 395.2% |
$400K - $467K
|
10.8K
$778K
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
7.5KNew |
$347K - $406K
|
7.5K
$539K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.14KNew |
$285K - $332K
|
6.14K
$442K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.55K+ 17.03% |
$257K - $300K
|
38.2K
$2.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.41KNew |
$251K - $293K
|
5.41K
$389K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5.15KNew |
$239K - $279K
|
5.15K
$370K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
5.04KNew |
$234K - $273K
|
5.04K
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5KNew |
$232K - $271K
|
5K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.87KNew |
$226K - $263K
|
4.87K
$350K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.86KNew |
$225K - $263K
|
4.86K
$349K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.61K+ 12.23% |
$213K - $249K
|
42.3K
$3.04M
|
|
|
Jul 31, 2023
Q2 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
4.54K+ 1.72% |
$210K - $246K
|
268K
$19.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.45K+ 16.14% |
$206K - $241K
|
32K
$2.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.18K+ 71.56% |
$194K - $226K
|
10K
$721K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.14KNew |
$192K - $224K
|
4.14K
$298K
|
|
|
Jul 18, 2023
Q2 2023
|
Mayport, LLC
|
BUY
|
- |
4.1KNew |
$190K - $222K
|
4.1K
$295K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
4.05KNew |
$188K - $219K
|
4.05K
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4.05KNew |
$188K - $219K
|
4.05K
$291K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4K+ 19047.62% |
$185K - $216K
|
4.02K
$289K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4KNew |
$185K - $216K
|
4K
$287K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.78KNew |
$175K - $204K
|
3.78K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.7KNew |
$172K - $200K
|
3.7K
$266K
|
|
|
Jul 13, 2023
Q2 2023
|
Jvl Associates LLC
|
BUY
|
- |
3.67K+ 2.95% |
$170K - $199K
|
128K
$9.21M
|