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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-804- 35.73% |
$41.3K - $45.4K
|
1.45K
$114K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-830- 6.99% |
$42.7K - $46.8K
|
11K
$873K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-913- 11.5% |
$46.9K - $51.5K
|
7.03K
$555K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-944- 1.53% |
$48.5K - $53.3K
|
60.8K
$4.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 1.38% |
$61.8K - $67.8K
|
85.6K
$6.77M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.34K- 11.62% |
$68.6K - $75.3K
|
10.2K
$802K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.91K- 5.35% |
$98.4K - $108K
|
33.8K
$2.67M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-2K- 32.71% |
$103K - $113K
|
4.12K
$326K
|
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-2.49K- 0.48% |
$128K - $140K
|
517K
$40.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.58K- 3.74% |
$132K - $145K
|
66.2K
$5.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.76K- 2.24% |
$142K - $156K
|
121K
$9.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-2.76K- 1.64% |
$142K - $156K
|
165K
$13.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Jvl Associates LLC
|
SELL
|
- |
-3.12K- 2.43% |
$160K - $176K
|
125K
$9.89M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.64K- 0.36% |
$187K - $206K
|
1.02M
$80.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4K- 99.48% |
$206K - $226K
|
21
$1.66K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.43K- 13.85% |
$228K - $250K
|
27.6K
$2.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.57K- 1.32% |
$235K - $258K
|
341K
$27M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.25K- 30.55% |
$270K - $296K
|
11.9K
$944K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-5.51K- 50.93% |
$283K - $311K
|
5.31K
$420K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.59K- 27.98% |
$390K - $429K
|
19.5K
$1.55M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-7.67K- 11.88% |
$394K - $433K
|
56.9K
$4.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.74K- 18.31% |
$398K - $437K
|
34.5K
$2.73M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.14K- 1.51% |
$470K - $516K
|
595K
$47M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10K- 82.64% |
$514K - $564K
|
2.1K
$166K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.6K- 1.79% |
$700K - $769K
|
748K
$59.2M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-14.8KClosed |
$760K - $835K
|
0
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-14.9K- 48.08% |
$766K - $840K
|
16.1K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.7K- 3.25% |
$806K - $884K
|
466K
$36.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-17.8K- 7.23% |
$917K - $1.01M
|
229K
$18.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-20K- 25.98% |
$1.03M - $1.13M
|
56.9K
$4.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-20.7K- 4.19% |
$1.06M - $1.17M
|
474K
$37.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-21.3K- 7.77% |
$1.09M - $1.2M
|
252K
$19.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-26.2K- 6.72% |
$1.35M - $1.48M
|
363K
$28.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-33.9K- 8.52% |
$1.74M - $1.91M
|
364K
$28.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-61.8K- 38.84% |
$3.18M - $3.49M
|
97.3K
$7.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-67.6K- 34.98% |
$3.48M - $3.82M
|
126K
$9.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-87.8K- 77.43% |
$4.51M - $4.95M
|
25.6K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-178K- 11.36% |
$9.17M - $10.1M
|
1.39M
$110M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-226K- 93.47% |
$11.6M - $12.8M
|
15.8K
$1.25M
|