Purchases and Sales Made in Q3 2022 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.89M+ 6197.85% |
$78.2M - $97M
|
1.92M
$138M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
292K+ 44.62% |
$12.1M - $15M
|
947K
$68M
|
|
Nov 14, 2022
Q3 2022
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
288KNew |
$11.9M - $14.8M
|
288K
$20.7M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
165K+ 563.16% |
$6.84M - $8.49M
|
194K
$14M
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
154K+ 36.06% |
$6.39M - $7.92M
|
581K
$41.8M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
143KNew |
$5.92M - $7.35M
|
143K
$10.3M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
98K+ 31.9% |
$4.06M - $5.04M
|
405K
$29.1M
|
|
Oct 26, 2022
Q3 2022
|
Portfolio Strategies, Inc.
|
BUY
|
- |
84.6K+ 352.29% |
$3.51M - $4.35M
|
109K
$7.81M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
81.7K+ 9.99% |
$3.38M - $4.2M
|
899K
$64.6M
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
64.1K+ 18.65% |
$2.66M - $3.3M
|
408K
$29.3M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
63.4K+ 217.79% |
$2.63M - $3.26M
|
92.6K
$6.65M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
63.4K+ 217.79% |
$2.63M - $3.26M
|
92.6K
$6.65M
|
|
Oct 14, 2022
Q3 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
57.9KNew |
$2.4M - $2.98M
|
57.9K
$4.16M
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
40K+ 106.55% |
$1.66M - $2.06M
|
77.6K
$5.58M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.9K+ 14.85% |
$1.45M - $1.79M
|
270K
$19.4M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
28.7KNew |
$1.19M - $1.48M
|
28.7K
$2.07M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
21.8KNew |
$905K - $1.12M
|
21.8K
$1.57M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.9K+ 403.58% |
$701K - $870K
|
21.1K
$1.52M
|
|
Oct 11, 2022
Q3 2022
|
Jvl Associates LLC
|
BUY
|
- |
16.8KNew |
$697K - $865K
|
16.8K
$1.21M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.8K+ 53.51% |
$613K - $760K
|
42.4K
$3.05M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
14.3K+ 456.27% |
$591K - $734K
|
17.4K
$1.25M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13.3K+ 269.69% |
$552K - $685K
|
18.2K
$1.31M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13K+ 55.5% |
$539K - $668K
|
36.4K
$2.62M
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
12.7K+ 4.19% |
$528K - $655K
|
317K
$22.8M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.2KNew |
$506K - $628K
|
12.2K
$877K
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
11.8K+ 5.35% |
$488K - $606K
|
232K
$16.7M
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11K+ 183.33% |
$456K - $566K
|
17K
$1.22M
|
|
Oct 19, 2022
Q3 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
10.6K+ 28.67% |
$439K - $545K
|
47.5K
$3.42M
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.4KNew |
$430K - $533K
|
10.4K
$745K
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.1KNew |
$418K - $519K
|
10.1K
$725K
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
9.31K+ 8702.8% |
$386K - $479K
|
9.42K
$677K
|
|
Oct 24, 2022
Q3 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
9.3KNew |
$385K - $478K
|
9.3K
$668K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.69K+ 82.58% |
$277K - $344K
|
14.8K
$1.06M
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
5.86KNew |
$243K - $301K
|
5.86K
$421K
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5.73KNew |
$237K - $294K
|
5.73K
$411K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.67KNew |
$235K - $291K
|
5.67K
$407K
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.63K+ 1.67% |
$233K - $289K
|
342K
$24.6M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.62K+ 35.78% |
$233K - $289K
|
21.3K
$1.53M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.34KNew |
$221K - $275K
|
5.34K
$384K
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
5.22KNew |
$216K - $269K
|
5.22K
$375K
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.14K+ 17.39% |
$213K - $264K
|
34.7K
$2.49M
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.03KNew |
$208K - $259K
|
5.03K
$361K
|
|
Oct 26, 2022
Q3 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.98KNew |
$206K - $256K
|
4.98K
$358K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.96K+ 25.08% |
$205K - $255K
|
24.7K
$1.78M
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.81K+ 57.9% |
$199K - $248K
|
13.1K
$943K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.73K+ 6.54% |
$196K - $243K
|
77K
$5.54M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.36K+ 966.74% |
$181K - $224K
|
4.81K
$346K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.06K+ 4.56% |
$168K - $209K
|
93.3K
$6.7M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.53K+ 12.01% |
$146K - $181K
|
32.9K
$2.37M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.27K+ 21.13% |
$136K - $168K
|
18.7K
$1.35M
|