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 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
10+ 0.17% |
$463 - $541
|
5.77K
$456K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.16% |
$371 - $433
|
4.92K
$389K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
8+ 0.08% |
$371 - $433
|
9.98K
$789K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7+ 0.16% |
$324 - $379
|
4.31K
$341K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
5+ 0.1% |
$232 - $271
|
4.99K
$394K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.2% |
$139 - $162
|
1.53K
$121K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.1% |
$139 - $162
|
3K
$237K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3+ 0.05% |
$139 - $162
|
6.12K
$484K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.17% |
$139 - $162
|
1.8K
$142K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.09% |
$92.6 - $108
|
2.25K
$178K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.23% |
$46.3 - $54.1
|
445
$35.2K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.0% |
$46.3 - $54.1
|
31.5K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.02% |
$46.3 - $54.1
|
4.38K
$346K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$46.3 - $54.1
|
12.1K
$960K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1- 0.01% |
$46.3 - $54.1
|
18.9K
$1.49M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-18- 0.66% |
$834 - $974
|
2.7K
$214K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-30- 0.54% |
$1.39K - $1.62K
|
5.54K
$438K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-48- 1.09% |
$2.22K - $2.6K
|
4.37K
$345K
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.06% |
$2.32K - $2.71K
|
86.8K
$6.86M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-64- 2.46% |
$2.96K - $3.46K
|
2.54K
$200K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-72- 1.51% |
$3.34K - $3.9K
|
4.7K
$371K
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-87- 0.74% |
$4.03K - $4.71K
|
11.6K
$919K
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-95- 0.03% |
$4.4K - $5.14K
|
351K
$27.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-113- 1.15% |
$5.23K - $6.11K
|
9.75K
$771K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-114- 1.27% |
$5.28K - $6.17K
|
8.83K
$698K
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-137- 1.89% |
$6.35K - $7.41K
|
7.12K
$563K
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-142- 2.84% |
$6.58K - $7.68K
|
4.86K
$384K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-150- 2.46% |
$6.95K - $8.12K
|
5.95K
$471K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-220- 8.09% |
$10.2K - $11.9K
|
2.5K
$198K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-244- 4.26% |
$11.3K - $13.2K
|
5.48K
$433K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-300- 15.05% |
$13.9K - $16.2K
|
1.69K
$134K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-400- 66.67% |
$18.5K - $21.6K
|
200
$15.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-607- 1.46% |
$28.1K - $32.8K
|
41K
$3.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-646- 0.12% |
$29.9K - $34.9K
|
520K
$41.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-747- 12.36% |
$34.6K - $40.4K
|
5.3K
$419K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-865- 2.92% |
$40.1K - $46.8K
|
28.8K
$2.27M
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.07K- 1.78% |
$49.6K - $57.9K
|
58.9K
$4.66M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.22K- 5.01% |
$56.5K - $66K
|
23.1K
$1.83M
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-1.23K- 5.12% |
$56.7K - $66.3K
|
22.7K
$1.8M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-1.25K- 75.76% |
$57.9K - $67.6K
|
400
$31.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.49K- 3.97% |
$69K - $80.6K
|
36.1K
$2.85M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.53K- 9.44% |
$71K - $82.9K
|
14.7K
$1.16M
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
SELL
|
- |
-1.7K- 10.18% |
$78.9K - $92.2K
|
15K
$1.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-1.78K- 32.15% |
$82.5K - $96.4K
|
3.76K
$297K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.88K- 5.8% |
$87.1K - $102K
|
30.5K
$2.41M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.93K- 13.7% |
$89.3K - $104K
|
12.1K
$960K
|
|
|
Aug 08, 2023
Q2 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-2.16K- 1.27% |
$99.9K - $117K
|
168K
$13.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-2.46K- 23.67% |
$114K - $133K
|
7.94K
$628K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.51K- 13.61% |
$116K - $136K
|
15.9K
$1.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.42K- 17.74% |
$159K - $185K
|
15.9K
$1.25M
|