Purchases and Sales Made in Q2 2024 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.48K+ 5.13% |
$209K - $245K
|
71.3K
$5.63M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.38KNew |
$204K - $238K
|
3.38K
$267K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.32K+ 11.24% |
$200K - $234K
|
32.9K
$2.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.24KNew |
$195K - $228K
|
3.24K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.19K+ 2.58% |
$192K - $224K
|
127K
$10M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.17KNew |
$191K - $223K
|
3.17K
$251K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.1KNew |
$186K - $218K
|
3.1K
$245K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.08KNew |
$185K - $217K
|
3.08K
$244K
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
3.07KNew |
$185K - $216K
|
3.07K
$243K
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
2.97KNew |
$179K - $209K
|
2.97K
$235K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2.94KNew |
$177K - $207K
|
2.94K
$232K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.93KNew |
$176K - $206K
|
2.93K
$232K
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2.88K+ 1.97% |
$173K - $203K
|
149K
$11.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.7K+ 13.92% |
$163K - $190K
|
22.1K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.57K+ 12.53% |
$155K - $181K
|
23.1K
$1.82M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.52K+ 6.06% |
$152K - $178K
|
44.1K
$3.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.43K+ 3.99% |
$146K - $171K
|
63.4K
$5.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.13K+ 0.6% |
$128K - $150K
|
358K
$28.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.95K+ 7.36% |
$118K - $138K
|
28.5K
$2.25M
|
|
|
Jul 25, 2024
Q2 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
1.71K+ 0.69% |
$103K - $120K
|
249K
$19.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.56K+ 124.8% |
$93.9K - $110K
|
2.81K
$222K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.51K+ 4.82% |
$90.7K - $106K
|
32.8K
$2.59M
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.5K+ 39.71% |
$90.3K - $106K
|
5.28K
$417K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.49K+ 2.82% |
$89.7K - $105K
|
54.3K
$4.29M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.43K+ 18.35% |
$86.2K - $101K
|
9.24K
$731K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.36K+ 13.58% |
$81.7K - $95.6K
|
11.4K
$898K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.34K+ 6.71% |
$80.7K - $94.4K
|
21.3K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.3K+ 0.72% |
$78.1K - $91.3K
|
181K
$14.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.28K+ 17.98% |
$77K - $90.1K
|
8.39K
$663K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.26K+ 25.78% |
$75.8K - $88.7K
|
6.15K
$486K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.08KNew |
$65.1K - $76.2K
|
1.08K
$85.5K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
988New |
$59.5K - $69.6K
|
988
$78.1K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
900+ 62.89% |
$54.2K - $63.4K
|
2.33K
$184K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
893+ 20.49% |
$53.7K - $62.9K
|
5.25K
$415K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
875+ 13.26% |
$52.7K - $61.6K
|
7.48K
$591K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
785+ 46.29% |
$47.2K - $55.3K
|
2.48K
$196K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
773+ 10.13% |
$46.5K - $54.4K
|
8.41K
$665K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
760+ 12.28% |
$45.7K - $53.5K
|
6.95K
$549K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
710+ 16.05% |
$42.7K - $50K
|
5.13K
$406K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
686+ 9.16% |
$41.3K - $48.3K
|
8.18K
$647K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
678+ 27.12% |
$40.8K - $47.7K
|
3.18K
$251K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
669+ 1.25% |
$40.3K - $47.1K
|
54.4K
$4.3M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
646+ 6.78% |
$38.9K - $45.5K
|
10.2K
$804K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
588+ 8.52% |
$35.4K - $41.4K
|
7.49K
$592K
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
585+ 1.99% |
$35.2K - $41.2K
|
30K
$2.37M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
581+ 5.64% |
$35K - $40.9K
|
10.9K
$860K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
552+ 6.18% |
$33.2K - $38.9K
|
9.49K
$750K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
540New |
$32.5K - $38K
|
540
$42.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
489+ 1.93% |
$29.4K - $34.4K
|
25.8K
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
370+ 685.19% |
$22.3K - $26.1K
|
424
$33.5K
|