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 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.01K+ 8.78% |
$125K - $155K
|
37.2K
$2.94M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
2.46K+ 41.4% |
$102K - $126K
|
8.39K
$663K
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2.42K+ 5.74% |
$100K - $125K
|
44.6K
$3.53M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.16K+ 6.92% |
$89.4K - $111K
|
33.3K
$2.63M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.94K+ 52.48% |
$80.2K - $99.6K
|
5.63K
$445K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.88K+ 5.98% |
$77.9K - $96.7K
|
33.3K
$2.63M
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
1.57K+ 21.54% |
$65.2K - $81K
|
8.88K
$702K
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1KNew |
$41.4K - $51.4K
|
1K
$79.1K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
821+ 226.17% |
$34K - $42.2K
|
1.18K
$93.6K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
790+ 35.27% |
$32.7K - $40.6K
|
3.03K
$240K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
765+ 18.6% |
$31.7K - $39.3K
|
4.88K
$386K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
750New |
$31.1K - $38.6K
|
750
$59.3K
|
|
Oct 13, 2022
Q3 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
691+ 5.25% |
$28.6K - $35.5K
|
13.9K
$1.1M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
542+ 0.83% |
$22.5K - $27.9K
|
66.2K
$5.23M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
508+ 9.41% |
$21.1K - $26.1K
|
5.91K
$467K
|
|
Nov 14, 2022
Q3 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
500+ 4.63% |
$20.7K - $25.7K
|
11.3K
$893K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
379+ 19.14% |
$15.7K - $19.5K
|
2.36K
$186K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
370+ 160.87% |
$15.3K - $19K
|
600
$47.4K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
337+ 1.68% |
$14K - $17.3K
|
20.4K
$1.61M
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
288+ 6.07% |
$11.9K - $14.8K
|
5.03K
$398K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
274+ 464.41% |
$11.4K - $14.1K
|
333
$26.3K
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
273New |
$11.3K - $14K
|
273
$21.6K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
216+ 72.0% |
$8.95K - $11.1K
|
516
$40.8K
|
|
Nov 14, 2022
Q3 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
153+ 0.03% |
$6.34K - $7.87K
|
526K
$41.6M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
152+ 1.43% |
$6.3K - $7.82K
|
10.8K
$854K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
125+ 0.89% |
$5.18K - $6.43K
|
14.2K
$1.12M
|
|
Oct 11, 2022
Q3 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
95+ 1.52% |
$3.94K - $4.89K
|
6.33K
$500K
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
75+ 0.65% |
$3.11K - $3.86K
|
11.6K
$914K
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
74+ 0.6% |
$3.07K - $3.81K
|
12.5K
$987K
|
|
Oct 07, 2022
Q3 2022
|
Avondale Wealth Management
|
BUY
|
- |
72+ 0.44% |
$2.98K - $3.7K
|
16.4K
$1.29M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
42+ 12.8% |
$1.74K - $2.16K
|
370
$29.2K
|
|
Oct 05, 2022
Q3 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
28+ 0.23% |
$1.16K - $1.44K
|
12.1K
$958K
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
19New |
$787 - $977
|
19
$1.5K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
11+ 0.11% |
$456 - $566
|
10.3K
$813K
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
8+ 0.15% |
$332 - $411
|
5.45K
$431K
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
5+ 0.07% |
$207 - $257
|
7.24K
$572K
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4+ 0.03% |
$166 - $206
|
12.1K
$958K
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.26% |
$166 - $206
|
1.52K
$120K
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.22% |
$166 - $206
|
1.78K
$141K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.21% |
$124 - $154
|
1.44K
$114K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.23% |
$41.4 - $51.4
|
443
$35K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.33% |
$41.4 - $51.4
|
304
$24K
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.05% |
$41.4 - $51.4
|
96
$7.59K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17- 0.14% |
$704 - $874
|
12.5K
$984K
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-46- 0.14% |
$1.91K - $2.37K
|
34K
$2.69M
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-47- 0.78% |
$1.95K - $2.42K
|
6.01K
$475K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-71- 0.75% |
$2.94K - $3.65K
|
9.37K
$740K
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-80- 0.6% |
$3.32K - $4.11K
|
13.3K
$1.05M
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
SELL
|
- |
-95- 1.11% |
$3.94K - $4.89K
|
8.49K
$671K
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-100- 1.58% |
$4.14K - $5.14K
|
6.21K
$491K
|