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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
344+ 9.82% |
$20.7K - $24.2K
|
3.85K
$304K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
309New |
$18.6K - $21.8K
|
309
$24.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
300+ 4.06% |
$18.1K - $21.1K
|
7.7K
$609K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
275+ 4.04% |
$16.5K - $19.4K
|
7.08K
$559K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
272+ 0.24% |
$16.4K - $19.2K
|
111K
$8.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
272New |
$16.4K - $19.2K
|
272
$21.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
272+ 0.24% |
$16.4K - $19.2K
|
111K
$8.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
249+ 4.38% |
$15K - $17.5K
|
5.93K
$469K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
233New |
$14K - $16.4K
|
233
$18.4K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
230+ 1.1% |
$13.8K - $16.2K
|
21.2K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
170New |
$10.2K - $12K
|
170
$13.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
144+ 0.48% |
$8.67K - $10.1K
|
30.1K
$2.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
115New |
$6.92K - $8.1K
|
115
$9.09K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
104New |
$6.26K - $7.32K
|
104
$8.22K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
95New |
$5.72K - $6.69K
|
95
$7.51K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
95+ 0.24% |
$5.72K - $6.69K
|
39.2K
$3.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
82+ 6.88% |
$4.93K - $5.77K
|
1.27K
$101K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
61+ 0.68% |
$3.67K - $4.3K
|
9.07K
$717K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
56+ 0.08% |
$3.37K - $3.94K
|
73.9K
$5.84M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
53+ 0.35% |
$3.19K - $3.73K
|
15K
$1.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
BUY
|
- |
52+ 0.34% |
$3.13K - $3.66K
|
15.4K
$1.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
27New |
$1.62K - $1.9K
|
27
$2.13K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24New |
$1.44K - $1.69K
|
24
$1.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7+ 0.16% |
$421 - $493
|
4.34K
$343K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.14% |
$421 - $493
|
4.95K
$391K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6+ 0.07% |
$361 - $423
|
8.75K
$692K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
6+ 0.15% |
$361 - $423
|
4.08K
$323K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5+ 500.0% |
$301 - $352
|
6
$474
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
5+ 0.09% |
$301 - $352
|
5.36K
$424K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
5+ 0.15% |
$301 - $352
|
3.31K
$261K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
4+ 0.07% |
$241 - $282
|
5.48K
$433K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3+ 0.04% |
$181 - $211
|
7.13K
$564K
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3+ 0.02% |
$181 - $211
|
15.2K
$1.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.17% |
$181 - $211
|
1.81K
$143K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.13% |
$120 - $141
|
1.54K
$121K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2+ 0.04% |
$120 - $141
|
5.03K
$398K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.19% |
$120 - $141
|
1.06K
$83.7K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.11% |
$60.2 - $70.4
|
899
$71.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.22% |
$60.2 - $70.4
|
447
$35.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1+ 0.02% |
$60.2 - $70.4
|
5.28K
$418K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 25.0% |
$60.2 - $70.4
|
3
$237
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-8- 0.21% |
$481 - $563
|
3.81K
$301K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-11- 0.03% |
$662 - $775
|
37K
$2.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14- 7.78% |
$843 - $986
|
166
$13.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-24- 0.76% |
$1.44K - $1.69K
|
3.13K
$248K
|
|
|
Sep 26, 2024
Q2 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-43- 0.4% |
$2.59K - $3.03K
|
10.8K
$852K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-45- 0.83% |
$2.71K - $3.17K
|
5.38K
$425K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 0.46% |
$3.01K - $3.52K
|
10.9K
$858K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-57- 1.75% |
$3.43K - $4.01K
|
3.21K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-58- 90.63% |
$3.49K - $4.08K
|
6
$474
|