Purchases and Sales Made in Q3 2023 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
24+ 0.2% |
$1.23K - $1.35K
|
12.2K
$967K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
22New |
$1.13K - $1.24K
|
22
$1.74K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
11+ 0.19% |
$566 - $621
|
5.78K
$457K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.2% |
$514 - $564
|
4.93K
$389K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
8+ 0.2% |
$411 - $451
|
4.06K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8+ 0.16% |
$411 - $451
|
4.88K
$386K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8+ 0.19% |
$411 - $451
|
4.32K
$341K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
6+ 0.1% |
$309 - $339
|
5.97K
$472K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6+ 0.02% |
$309 - $339
|
36.1K
$2.85M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 11.9% |
$257 - $282
|
47
$3.72K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
4+ 0.06% |
$206 - $226
|
7.12K
$563K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
3+ 0.06% |
$154 - $169
|
5.05K
$399K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.17% |
$154 - $169
|
1.8K
$142K
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3+ 0.03% |
$154 - $169
|
11.6K
$919K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.2% |
$154 - $169
|
1.53K
$121K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2New |
$103 - $113
|
2
$158
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1New |
$51.4 - $56.4
|
1
$79.1
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1+ 0.02% |
$51.4 - $56.4
|
5.88K
$465K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 2.63% |
$51.4 - $56.4
|
37
$2.92K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2- 1.0% |
$103 - $113
|
198
$15.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-20- 0.3% |
$1.03K - $1.13K
|
6.72K
$531K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-30- 1.58% |
$1.54K - $1.69K
|
1.87K
$148K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-30- 0.13% |
$1.54K - $1.69K
|
22.7K
$1.79M
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-41- 0.14% |
$2.11K - $2.31K
|
29.7K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-43- 0.78% |
$2.21K - $2.43K
|
5.5K
$434K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-74- 0.76% |
$3.81K - $4.18K
|
9.68K
$765K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-93- 0.89% |
$4.78K - $5.25K
|
10.4K
$822K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-94- 3.13% |
$4.83K - $5.3K
|
2.91K
$230K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-100- 50.0% |
$5.14K - $5.64K
|
100
$7.91K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-107- 0.88% |
$5.5K - $6.04K
|
12K
$952K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-110- 0.35% |
$5.66K - $6.21K
|
31.4K
$2.48M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-125- 1.63% |
$6.43K - $7.05K
|
7.53K
$595K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-138- 2.52% |
$7.1K - $7.79K
|
5.34K
$422K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-195- 0.86% |
$10K - $11K
|
22.5K
$1.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-200- 11.81% |
$10.3K - $11.3K
|
1.49K
$118K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-263- 70.7% |
$13.5K - $14.8K
|
109
$8.62K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-287- 5.77% |
$14.8K - $16.2K
|
4.68K
$370K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-300- 4.5% |
$15.4K - $16.9K
|
6.37K
$504K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-381- 1.44% |
$19.6K - $21.5K
|
26.1K
$2.06M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-384- 2.3% |
$19.7K - $21.7K
|
16.3K
$1.29M
|
|
|
Nov 29, 2023
Q3 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-385- 0.39% |
$19.8K - $21.7K
|
97.8K
$7.73M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
SELL
|
- |
-399- 6.88% |
$20.5K - $22.5K
|
5.4K
$427K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-408- 2.56% |
$21K - $23K
|
15.5K
$1.23M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-450- 7.56% |
$23.1K - $25.4K
|
5.5K
$435K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-542- 1.62% |
$27.9K - $30.6K
|
32.9K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-585- 5.86% |
$30.1K - $33K
|
9.4K
$743K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-625- 11.51% |
$32.1K - $35.3K
|
4.8K
$380K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-646- 5.14% |
$33.2K - $36.5K
|
11.9K
$943K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-705- 70.08% |
$36.3K - $39.8K
|
301
$23.8K
|