Purchases and Sales Made in Q3 2024 in Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.65K+ 4.89% |
$169K - $195K
|
57K
$4.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.65K+ 9.82% |
$169K - $195K
|
29.6K
$2.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.58KNew |
$165K - $190K
|
2.58K
$204K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.22K+ 4.08% |
$141K - $163K
|
56.6K
$4.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.16KNew |
$138K - $159K
|
2.16K
$171K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.98K+ 21.47% |
$126K - $146K
|
11.2K
$887K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.97K+ 11.72% |
$125K - $145K
|
18.8K
$1.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.86K+ 3.28% |
$118K - $137K
|
58.6K
$4.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.74K+ 1.57% |
$111K - $128K
|
113K
$8.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.74K+ 1.56% |
$111K - $128K
|
113K
$8.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.72K+ 11.09% |
$109K - $126K
|
17.2K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.63K+ 82.78% |
$104K - $119K
|
3.59K
$284K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.55K+ 100.0% |
$98.8K - $114K
|
3.1K
$245K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.5KNew |
$95.6K - $110K
|
1.5K
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.47K+ 2.6% |
$93.9K - $108K
|
58.1K
$4.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.39K+ 39.35% |
$88.5K - $102K
|
4.92K
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.19K+ 6.41% |
$75.7K - $87.3K
|
19.7K
$1.56M
|
|
|
Oct 22, 2024
Q3 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
1.19K+ 0.48% |
$75.7K - $87.2K
|
250K
$19.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.1K+ 0.8% |
$70.4K - $81.1K
|
138K
$10.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.1K+ 5.79% |
$70.3K - $81K
|
20.2K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.1K+ 8.5% |
$70K - $80.7K
|
14K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.08KNew |
$69K - $79.6K
|
1.08K
$85.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1K+ 4.54% |
$64K - $73.8K
|
23.1K
$1.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1K+ 6.46% |
$63.9K - $73.7K
|
16.5K
$1.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
800New |
$51K - $58.8K
|
800
$63.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
743+ 23.98% |
$47.4K - $54.6K
|
3.84K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
715+ 3.3% |
$45.6K - $52.5K
|
22.4K
$1.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
687+ 1.56% |
$43.8K - $50.5K
|
44.8K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
675New |
$43K - $49.6K
|
675
$53.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
391+ 72.41% |
$24.9K - $28.7K
|
931
$73.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
377New |
$24K - $27.7K
|
377
$29.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
359+ 11.47% |
$22.9K - $26.4K
|
3.49K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
321New |
$20.5K - $23.6K
|
321
$25.4K
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
318+ 0.63% |
$20.3K - $23.4K
|
51K
$4.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
314+ 3.31% |
$20K - $23.1K
|
9.8K
$775K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
239+ 18.76% |
$15.2K - $17.6K
|
1.51K
$120K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
217+ 6.1% |
$13.8K - $15.9K
|
3.78K
$299K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
216New |
$13.8K - $15.9K
|
216
$17.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
213New |
$13.6K - $15.6K
|
213
$16.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
159+ 1.48% |
$10.1K - $11.7K
|
10.9K
$864K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
125New |
$7.97K - $9.18K
|
125
$9.88K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
125+ 1.62% |
$7.97K - $9.18K
|
7.82K
$618K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
113New |
$7.2K - $8.3K
|
113
$8.93K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
98+ 1633.33% |
$6.25K - $7.2K
|
104
$8.22K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
88+ 7.86% |
$5.61K - $6.47K
|
1.21K
$95.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
74+ 0.35% |
$4.72K - $5.44K
|
21.4K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
33+ 0.63% |
$2.1K - $2.42K
|
5.29K
$418K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
22New |
$1.4K - $1.62K
|
22
$1.74K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 1.23% |
$765 - $882
|
987
$78K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
8+ 0.15% |
$510 - $588
|
5.37K
$424K
|