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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.62K+ 6.88% |
$168K - $196K
|
56.3K
$4.45M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.52K+ 17.97% |
$163K - $191K
|
23.1K
$1.83M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.31K+ 0.91% |
$153K - $179K
|
366K
$29M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.25KNew |
$151K - $176K
|
3.25K
$257K
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
2.99K+ 6.04% |
$138K - $162K
|
52.5K
$4.15M
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.89K+ 22.89% |
$134K - $156K
|
15.5K
$1.22M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2.19KNew |
$101K - $119K
|
2.19K
$173K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.16K+ 5.14% |
$100K - $117K
|
44.2K
$3.49M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.13K+ 64.37% |
$98.5K - $115K
|
5.43K
$429K
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2K+ 13.6% |
$92.5K - $108K
|
16.7K
$1.32M
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.96KNew |
$90.8K - $106K
|
1.96K
$155K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.92K+ 5.67% |
$88.8K - $104K
|
35.7K
$2.83M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.61K+ 33.71% |
$74.5K - $87K
|
6.38K
$504K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.57K+ 7.86% |
$72.7K - $84.9K
|
21.5K
$1.7M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.54K+ 11.78% |
$71.4K - $83.4K
|
14.6K
$1.16M
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.4KNew |
$64.8K - $75.7K
|
1.4K
$111K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.01KNew |
$46.6K - $54.4K
|
1.01K
$79.5K
|
|
Jul 07, 2023
Q2 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
816+ 0.17% |
$37.8K - $44.1K
|
494K
$39.1M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
780New |
$36.1K - $42.2K
|
780
$61.7K
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
756+ 14.53% |
$35K - $40.9K
|
5.96K
$471K
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
700+ 11.72% |
$32.4K - $37.9K
|
6.67K
$528K
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
561+ 2.31% |
$26K - $30.4K
|
24.9K
$1.97M
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
500New |
$23.2K - $27.1K
|
500
$39.5K
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
476+ 3.44% |
$22K - $25.8K
|
14.3K
$1.13M
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
452+ 5.59% |
$20.9K - $24.5K
|
8.54K
$675K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
381New |
$17.6K - $20.6K
|
381
$30.1K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
372New |
$17.2K - $20.1K
|
372
$29.4K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
338+ 2.47% |
$15.7K - $18.3K
|
14K
$1.11M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
316+ 0.81% |
$14.6K - $17.1K
|
39.5K
$3.12M
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
302+ 0.49% |
$14K - $16.3K
|
61.7K
$4.88M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
250New |
$11.6K - $13.5K
|
250
$19.8K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
200New |
$9.26K - $10.8K
|
200
$15.8K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
194+ 0.86% |
$8.99K - $10.5K
|
22.7K
$1.79M
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
178+ 3.12% |
$8.24K - $9.63K
|
5.88K
$465K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
130+ 1.83% |
$6.02K - $7.03K
|
7.23K
$571K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
125+ 1.66% |
$5.79K - $6.76K
|
7.66K
$605K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
110New |
$5.1K - $5.95K
|
110
$8.7K
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
110+ 0.94% |
$5.1K - $5.95K
|
11.9K
$938K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
94+ 1.93% |
$4.35K - $5.09K
|
4.97K
$393K
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
85+ 0.24% |
$3.94K - $4.6K
|
36.1K
$2.85M
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
46+ 0.2% |
$2.13K - $2.49K
|
22.7K
$1.79M
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
42New |
$1.95K - $2.27K
|
42
$3.32K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
38New |
$1.76K - $2.06K
|
38
$3K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
30New |
$1.39K - $1.62K
|
30
$2.37K
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
25+ 0.43% |
$1.16K - $1.35K
|
5.8K
$459K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
22New |
$1.02K - $1.19K
|
22
$1.74K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
22New |
$1.02K - $1.19K
|
22
$1.74K
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
20+ 0.16% |
$926 - $1.08K
|
12.2K
$965K
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11New |
$510 - $595
|
11
$870
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11+ 0.21% |
$510 - $595
|
5.29K
$418K
|